United States Commodity Index Funds Trust
CPER- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001479247
No open-market purchases or sales by United States Commodity Index Funds Trust insiders were filed in the last 90 days; 145 institutions reported holding it in 13F filings for Q2 2026, worth $212.2M in total; no superinvestor holds it.
Other share classesUSCI
13F holders, Q4 2021
Institutional positions in United States Commodity Index Funds Trust as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 58
- +4 vs. Q3 2021
- Shares held
- 2.07M
- −230.2K (−10.0%) vs. Q3 2021
- Total value
- $56.6M
- −$1.15M (−2.0%) vs. Q3 2021
- New holders
- 15
- 21 more added
- Sold out
- 11
- 8 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CPER on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 145 | $212.2M |
| Q1 2026 | 131 | $204.3M |
| Q4 2025 | 104 | $101.0M |
| Q3 2025 | 78 | $59.4M |
| Q2 2025 | 78 | $42.3M |
| Q1 2025 | 67 | $39.4M |
| Q4 2024 | 60 | $23.5M |
| Q3 2024 | 61 | $30.6M |
| Q2 2024 | 63 | $50.1M |
| Q1 2024 | 50 | $38.5M |
| Q4 2023 | 47 | $25.5M |
| Q3 2023 | 46 | $26.5M |
| Q2 2023 | 47 | $27.3M |
| Q1 2023 | 50 | $32.0M |
| Q4 2022 | 53 | $37.7M |
| Q3 2022 | 44 | $23.9M |
| Q2 2022 | 51 | $21.4M |
| Q1 2022 | 55 | $46.0M |
| Q4 2021 | 58 | $56.6M |
| Q3 2021 | 54 | $57.7M |
| Q2 2021 | 67 | $84.6M |
| Q1 2021 | 40 | $36.7M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 370,235 | $10.1M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 250,130 | $6.81M | 0.01% | +16,070+6.9% | Added |
| Advisor Group Holdings, Inc. | 161,927 | $4.41M | 0.01% | +12,870+8.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 150,500 | $4.09M | 0.01% | +14,900+11.0% | Added |
| Castellan Group, LLC | 144,545 | $3.93M | 2.72% | +575+0.4% | Added |
| Jane Street Group, LLC | 144,174 | $3.92M | 0.01% | +130,912+987.1% | Added |
| Old Mission Capital LLC | 109,036 | $2.97M | 0.14% | +89,396+455.2% | Added |
| BigSur Wealth Management LLC | 75,549 | $2.06M | 0.80% | +37,800+100.1% | Added |
| Stifel Financial Corp | 48,937 | $1.33M | 0.00% | −9,628−16.4% | Reduced |
| TD Waterhouse Canada Inc. | 44,570 | $1.22M | 0.01% | +44,570 | New |
| Susquehanna International Group, LLP | 43,905 | $1.20M | 0.00% | −126,737−74.3% | Reduced |
| CWM, LLC | 41,953 | $1.14M | 0.01% | +41,953 | New |
| MML Investors Services, LLC | 37,697 | $1.03M | 0.01% | +1,554+4.3% | Added |
| Citadel Advisors LLC | 37,123 | $1.01M | 0.00% | +23,044+163.7% | Added |
| Nadler Financial Group, Inc. | 33,942 | $924.0K | 0.14% | −2,335−6.4% | Reduced |
| IHT Wealth Management, LLC | 27,425 | $746.0K | 0.06% | +27,425 | New |
| Pettinga Financial Advisors, LLC | 27,290 | $743.0K | 0.18% | +10,505+62.6% | Added |
| Envestnet Asset Management Inc | 22,721 | $618.0K | 0.00% | +22,721 | New |
| Stratos Wealth Partners, LTD. | 17,940 | $488.0K | 0.01% | +2,967+19.8% | Added |
| Flow Traders U.S. LLC | 17,690 | $481.0K | 0.03% | −4,075−18.7% | Reduced |
| Oppenheimer & Co Inc | 17,540 | $477.0K | 0.01% | +8,576+95.7% | Added |
| UBS Group AG | 17,248 | $469.0K | 0.00% | +9,062+110.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,216 | $441.0K | 0.00% | −14,293−46.8% | Reduced |
| Wells Fargo & Company | 16,059 | $437.0K | 0.00% | +1,853+13.0% | Added |
| Cutler Group LP | 14,687 | $399.0K | 0.03% | +9,601+188.8% | Added |
| Commonwealth Equity Services, LLC | 14,498 | $394.0K | 0.00% | +2,178+17.7% | Added |
| Axxcess Wealth Management, LLC | 14,364 | $391.0K | 0.03% | +14,364 | New |
| Garde Capital, Inc. | 13,663 | $372.0K | 0.04% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 13,471 | $367.0K | 0.25% | −10,492−43.8% | Reduced |
| Isthmus Partners, LLC | 12,800 | $348.0K | 0.06% | 00.0% | Unchanged |
| New Century Advisors, LLC | 12,600 | $342.0K | 0.32% | +12,600 | New |
| RPg Family Wealth Advisory, LLC | 12,524 | $340.8K | 0.13% | +3,977+46.5% | Added |
| Herold Advisors, Inc. | 10,814 | $294.0K | 0.11% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 10,200 | $278.0K | 0.00% | +10,200 | New |
| American Portfolios Advisors | 9,870 | $268.6K | 0.01% | +149+1.5% | Added |
| Central Trust Co | – | $267.0K | 0.01% | – | – |
| Avantax Advisory Services, Inc. | 8,700 | $237.0K | 0.00% | −1,000−10.3% | Reduced |
| Lido Advisors, LLC | 8,334 | $226.0K | 0.00% | +8,334 | New |
| Integrated Wealth Concepts LLC | 8,020 | $218.0K | 0.01% | +12+0.1% | Added |
| Signaturefd, LLC | 7,700 | $210.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 6,053 | $165.0K | 0.00% | +5+0.1% | Added |
| Solstein Capital, LLC | 4,820 | $131.0K | 0.08% | −5,995−55.4% | Reduced |
| Laffer Tengler Investments | 4,362 | $118.7K | 0.03% | +500+12.9% | Added |
| National Bank of Canada | 2,775 | $75.0K | 0.00% | +2,775 | New |
| Barrett Asset Management, LLC | 1,750 | $48.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $27.0K | 0.00% | +1,000 | New |
| Bank of America Corp | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $9.00K | 0.00% | +343 | New |
| FMR LLC | 222 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $3.00K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 116 | $3.00K | 0.00% | +116 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $3.00K | 0.00% | +100 | New |
| Ten Capital Wealth Advisors, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 23 | $626 | 0.00% | +23 | New |
| JPMorgan Chase & Co | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −42,530−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −15,667−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,545−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −49−100.0% | Sold out |