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 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 12 | $345 | 0.00% | +12 | New |
| Koshinski Asset Management, Inc. | 23 | $660 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bartlett & Co. Wealth Management LLC | 120 | $3.44K | 0.00% | +120 | New |
| JPMorgan Chase & Co | 143 | $4.00K | 0.00% | +134+1,488.9% | Added |
| 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 |
| Blue Bell Private Wealth Management, LLC | 343 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 576 | $16.0K | 0.00% | +76+15.2% | Added |
| Itau Unibanco Holding S.A. | 646 | $19.0K | 0.00% | +646 | New |
| Clean Yield Group | 1,000 | $29.0K | 0.01% | +1,000 | New |
| FMR LLC | 1,843 | $53.0K | 0.00% | +1,621+730.2% | Added |
| National Bank of Canada | 2,775 | $80.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,068 | $116.0K | 0.01% | −10,619−72.3% | Reduced |
| Citigroup Inc | 5,000 | $144.0K | 0.00% | +5,000 | New |
| Laffer Tengler Investments | 7,552 | $216.8K | 0.07% | +3,190+73.1% | Added |
| Signaturefd, LLC | 7,700 | $221.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,334 | $239.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,497 | $243.0K | 0.00% | +2,444+40.4% | Added |
| Avantax Advisory Services, Inc. | 8,700 | $250.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | – | $282.0K | 0.01% | – | – |
| American Portfolios Advisors | 10,235 | $293.8K | 0.01% | +365+3.7% | Added |
| 1832 Asset Management L.P. | 10,800 | $306.0K | 0.00% | +10,800 | New |
| Herold Advisors, Inc. | 10,800 | $310.1K | 0.11% | −14−0.1% | Reduced |
| Oppenheimer & Co Inc | 11,535 | $331.0K | 0.01% | −6,005−34.2% | Reduced |
| Commonwealth Equity Services, LLC | 11,860 | $340.0K | 0.00% | −2,638−18.2% | Reduced |
| New Century Advisors, LLC | 12,600 | $361.0K | 0.30% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 12,800 | $367.0K | 0.06% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 13,053 | $374.8K | 0.16% | +529+4.2% | Added |
| Garde Capital, Inc. | 13,663 | $392.0K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,322 | $411.0K | 0.00% | −22,801−61.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,523 | $446.0K | 0.00% | −693−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 18,192 | $522.0K | 0.01% | +252+1.4% | Added |
| Envestnet Asset Management Inc | 23,885 | $686.0K | 0.00% | +1,164+5.1% | Added |
| Pettinga Financial Advisors, LLC | 26,865 | $771.0K | 0.19% | −425−1.6% | Reduced |
| IHT Wealth Management, LLC | 27,425 | $787.0K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 28,551 | $820.0K | 0.01% | −13,402−31.9% | Reduced |
| UBS Group AG | 31,943 | $917.0K | 0.00% | +14,695+85.2% | Added |
| Nadler Financial Group, Inc. | 33,902 | $973.0K | 0.15% | −40−0.1% | Reduced |
| Jane Street Group, LLC | 44,879 | $1.29M | 0.00% | −99,295−68.9% | Reduced |
| Stifel Financial Corp | 49,496 | $1.42M | 0.00% | +559+1.1% | Added |
| TD Waterhouse Canada Inc. | 51,774 | $1.49M | 0.01% | +7,204+16.2% | Added |
| Susquehanna International Group, LLP | 51,749 | $1.49M | 0.00% | +7,844+17.9% | Added |
| Wells Fargo & Company | 59,770 | $1.72M | 0.00% | +43,711+272.2% | Added |
| BigSur Wealth Management LLC | 75,549 | $2.17M | 0.85% | 00.0% | Unchanged |
| LPL Financial LLC | 81,697 | $2.35M | 0.00% | −168,433−67.3% | Reduced |
| MML Investors Services, LLC | 127,072 | $3.65M | 0.03% | +89,375+237.1% | Added |
| Advisor Group Holdings, Inc. | 136,892 | $3.93M | 0.01% | −25,035−15.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 155,500 | $4.46M | 0.01% | +5,000+3.3% | Added |
| Bank of New York Mellon Corp | 370,235 | $10.6M | 0.00% | 00.0% | Unchanged |
| 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 |