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, Q1 2022
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2022. 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
- 55
- −3 vs. Q4 2021
- Shares held
- 1.59M
- −478.4K (−23.1%) vs. Q4 2021
- Total value
- $46.0M
- −$10.6M (−18.8%) vs. Q4 2021
- New holders
- 9
- 16 more added
- Sold out
- 12
- 12 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 370,235 | $10.6M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 155,500 | $4.46M | 0.01% | +5,000+3.3% | Added |
| Advisor Group Holdings, Inc. | 136,892 | $3.93M | 0.01% | −25,035−15.5% | Reduced |
| MML Investors Services, LLC | 127,072 | $3.65M | 0.03% | +89,375+237.1% | Added |
| LPL Financial LLC | 81,697 | $2.35M | 0.00% | −168,433−67.3% | Reduced |
| BigSur Wealth Management LLC | 75,549 | $2.17M | 0.85% | 00.0% | Unchanged |
| Wells Fargo & Company | 59,770 | $1.72M | 0.00% | +43,711+272.2% | Added |
| Susquehanna International Group, LLP | 51,749 | $1.49M | 0.00% | +7,844+17.9% | Added |
| TD Waterhouse Canada Inc. | 51,774 | $1.49M | 0.01% | +7,204+16.2% | Added |
| Stifel Financial Corp | 49,496 | $1.42M | 0.00% | +559+1.1% | Added |
| Jane Street Group, LLC | 44,879 | $1.29M | 0.00% | −99,295−68.9% | Reduced |
| Nadler Financial Group, Inc. | 33,902 | $973.0K | 0.15% | −40−0.1% | Reduced |
| UBS Group AG | 31,943 | $917.0K | 0.00% | +14,695+85.2% | Added |
| CWM, LLC | 28,551 | $820.0K | 0.01% | −13,402−31.9% | Reduced |
| IHT Wealth Management, LLC | 27,425 | $787.0K | 0.06% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 26,865 | $771.0K | 0.19% | −425−1.6% | Reduced |
| Envestnet Asset Management Inc | 23,885 | $686.0K | 0.00% | +1,164+5.1% | Added |
| Stratos Wealth Partners, LTD. | 18,192 | $522.0K | 0.01% | +252+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,523 | $446.0K | 0.00% | −693−4.3% | Reduced |
| Citadel Advisors LLC | 14,322 | $411.0K | 0.00% | −22,801−61.4% | Reduced |
| Garde Capital, Inc. | 13,663 | $392.0K | 0.04% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 13,053 | $374.8K | 0.16% | +529+4.2% | Added |
| Isthmus Partners, LLC | 12,800 | $367.0K | 0.06% | 00.0% | Unchanged |
| New Century Advisors, LLC | 12,600 | $361.0K | 0.30% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,860 | $340.0K | 0.00% | −2,638−18.2% | Reduced |
| Oppenheimer & Co Inc | 11,535 | $331.0K | 0.01% | −6,005−34.2% | Reduced |
| Herold Advisors, Inc. | 10,800 | $310.1K | 0.11% | −14−0.1% | Reduced |
| 1832 Asset Management L.P. | 10,800 | $306.0K | 0.00% | +10,800 | New |
| American Portfolios Advisors | 10,235 | $293.8K | 0.01% | +365+3.7% | Added |
| Central Trust Co | – | $282.0K | 0.01% | – | – |
| Avantax Advisory Services, Inc. | 8,700 | $250.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,497 | $243.0K | 0.00% | +2,444+40.4% | Added |
| Lido Advisors, LLC | 8,334 | $239.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,700 | $221.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 7,552 | $216.8K | 0.07% | +3,190+73.1% | Added |
| Citigroup Inc | 5,000 | $144.0K | 0.00% | +5,000 | New |
| Cutler Group LP | 4,068 | $116.0K | 0.01% | −10,619−72.3% | Reduced |
| National Bank of Canada | 2,775 | $80.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,843 | $53.0K | 0.00% | +1,621+730.2% | Added |
| Clean Yield Group | 1,000 | $29.0K | 0.01% | +1,000 | New |
| Itau Unibanco Holding S.A. | 646 | $19.0K | 0.00% | +646 | New |
| Bank of America Corp | 576 | $16.0K | 0.00% | +76+15.2% | Added |
| Blue Bell Private Wealth Management, LLC | 343 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 143 | $4.00K | 0.00% | +134+1,488.9% | Added |
| Bartlett & Co. Wealth Management LLC | 120 | $3.44K | 0.00% | +120 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 100 | $3.00K | 0.00% | +100 | New |
| Bartlett & Co. LLC | 120 | $3.00K | 0.00% | +120 | New |
| Rockefeller Capital Management L.P. | 108 | $3.00K | 0.00% | +108 | New |
| Ten Capital Wealth Advisors, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 23 | $660 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 12 | $345 | 0.00% | +12 | New |
| Castellan Group, LLC | 0 | $0 | 0.00% | −144,545−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −109,036−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −17,690−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −14,364−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −13,471−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −8,020−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |