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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 23 | $626 | 0.00% | +23 | New |
| Ten Capital Wealth Advisors, LLC | 72 | $2.00K | 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 |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 222 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $9.00K | 0.00% | +343 | New |
| Bank of America Corp | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $27.0K | 0.00% | +1,000 | New |
| Barrett Asset Management, LLC | 1,750 | $48.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,775 | $75.0K | 0.00% | +2,775 | New |
| Laffer Tengler Investments | 4,362 | $118.7K | 0.03% | +500+12.9% | Added |
| Solstein Capital, LLC | 4,820 | $131.0K | 0.08% | −5,995−55.4% | Reduced |
| Morgan Stanley | 6,053 | $165.0K | 0.00% | +5+0.1% | Added |
| Signaturefd, LLC | 7,700 | $210.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,020 | $218.0K | 0.01% | +12+0.1% | Added |
| Lido Advisors, LLC | 8,334 | $226.0K | 0.00% | +8,334 | New |
| Avantax Advisory Services, Inc. | 8,700 | $237.0K | 0.00% | −1,000−10.3% | Reduced |
| Central Trust Co | – | $267.0K | 0.01% | – | – |
| American Portfolios Advisors | 9,870 | $268.6K | 0.01% | +149+1.5% | Added |
| Qube Research & Technologies Ltd | 10,200 | $278.0K | 0.00% | +10,200 | New |
| Herold Advisors, Inc. | 10,814 | $294.0K | 0.11% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 12,524 | $340.8K | 0.13% | +3,977+46.5% | Added |
| New Century Advisors, LLC | 12,600 | $342.0K | 0.32% | +12,600 | New |
| Isthmus Partners, LLC | 12,800 | $348.0K | 0.06% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 13,471 | $367.0K | 0.25% | −10,492−43.8% | Reduced |
| Garde Capital, Inc. | 13,663 | $372.0K | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 14,364 | $391.0K | 0.03% | +14,364 | New |
| Commonwealth Equity Services, LLC | 14,498 | $394.0K | 0.00% | +2,178+17.7% | Added |
| Cutler Group LP | 14,687 | $399.0K | 0.03% | +9,601+188.8% | Added |
| Wells Fargo & Company | 16,059 | $437.0K | 0.00% | +1,853+13.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,216 | $441.0K | 0.00% | −14,293−46.8% | Reduced |
| UBS Group AG | 17,248 | $469.0K | 0.00% | +9,062+110.7% | Added |
| Oppenheimer & Co Inc | 17,540 | $477.0K | 0.01% | +8,576+95.7% | Added |
| Flow Traders U.S. LLC | 17,690 | $481.0K | 0.03% | −4,075−18.7% | Reduced |
| Stratos Wealth Partners, LTD. | 17,940 | $488.0K | 0.01% | +2,967+19.8% | Added |
| Envestnet Asset Management Inc | 22,721 | $618.0K | 0.00% | +22,721 | New |
| Pettinga Financial Advisors, LLC | 27,290 | $743.0K | 0.18% | +10,505+62.6% | Added |
| IHT Wealth Management, LLC | 27,425 | $746.0K | 0.06% | +27,425 | New |
| Nadler Financial Group, Inc. | 33,942 | $924.0K | 0.14% | −2,335−6.4% | Reduced |
| Citadel Advisors LLC | 37,123 | $1.01M | 0.00% | +23,044+163.7% | Added |
| MML Investors Services, LLC | 37,697 | $1.03M | 0.01% | +1,554+4.3% | Added |
| CWM, LLC | 41,953 | $1.14M | 0.01% | +41,953 | New |
| Susquehanna International Group, LLP | 43,905 | $1.20M | 0.00% | −126,737−74.3% | Reduced |
| TD Waterhouse Canada Inc. | 44,570 | $1.22M | 0.01% | +44,570 | New |
| Stifel Financial Corp | 48,937 | $1.33M | 0.00% | −9,628−16.4% | Reduced |
| BigSur Wealth Management LLC | 75,549 | $2.06M | 0.80% | +37,800+100.1% | Added |
| Old Mission Capital LLC | 109,036 | $2.97M | 0.14% | +89,396+455.2% | Added |
| Jane Street Group, LLC | 144,174 | $3.92M | 0.01% | +130,912+987.1% | Added |
| Castellan Group, LLC | 144,545 | $3.93M | 2.72% | +575+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 150,500 | $4.09M | 0.01% | +14,900+11.0% | Added |
| Advisor Group Holdings, Inc. | 161,927 | $4.41M | 0.01% | +12,870+8.6% | Added |
| LPL Financial LLC | 250,130 | $6.81M | 0.01% | +16,070+6.9% | Added |
| Bank of New York Mellon Corp | 370,235 | $10.1M | 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 |