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, Q2 2022
Institutional positions in United States Commodity Index Funds Trust as of Jun 30, 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
- 51
- −3 vs. Q1 2022
- Shares held
- 964.1K
- −626.8K (−39.4%) vs. Q1 2022
- Total value
- $21.4M
- −$24.5M (−53.4%) vs. Q1 2022
- New holders
- 6
- 10 more added
- Sold out
- 9
- 18 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 18 | $0 | 0.00% | +18 | New |
| WR Wealth Planners, LLC | 12 | $267 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 42 | $1.00K | 0.00% | +42 | New |
| ACG Wealth | 42 | $1.00K | 0.00% | +42 | New |
| Rockefeller Capital Management L.P. | 108 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 233 | $5.00K | 0.00% | +8+3.6% | Added |
| FMR LLC | 260 | $6.00K | 0.00% | −1,583−85.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 343 | $8.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 444 | $10.0K | 0.00% | +301+210.5% | Added |
| Cutler Group LP | 567 | $12.0K | 0.00% | −3,501−86.1% | Reduced |
| Bank of America Corp | 576 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $27.0K | 0.01% | +200+20.0% | Added |
| Ronald Blue Trust, Inc. | 1,440 | $41.0K | 0.00% | +1,440 | New |
| BNP Paribas Arbitrage, SA | 2,029 | $45.1K | 0.00% | +2,029 | New |
| UBS Group AG | 2,676 | $59.0K | 0.00% | −29,267−91.6% | Reduced |
| Proequities, Inc. | 2,714 | $60.0K | 0.01% | +2,714 | New |
| National Bank of Canada | 2,775 | $62.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 3,083 | $68.0K | 0.00% | −5,414−63.7% | Reduced |
| American Portfolios Advisors | 4,660 | $103.5K | 0.00% | −5,575−54.5% | Reduced |
| Laffer Tengler Investments | 6,094 | $135.4K | 0.05% | −1,458−19.3% | Reduced |
| Commonwealth Equity Services, LLC | 9,431 | $209.0K | 0.00% | −2,429−20.5% | Reduced |
| Central Trust Co | 9,821 | $218.0K | 0.01% | – | – |
| Susquehanna International Group, LLP | 10,637 | $236.0K | 0.00% | −41,112−79.4% | Reduced |
| Herold Advisors, Inc. | 10,800 | $239.0K | 0.11% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,753 | $261.0K | 0.00% | +3,053+35.1% | Added |
| New Century Advisors, LLC | 12,600 | $280.0K | 0.32% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 12,800 | $284.0K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 13,663 | $304.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,876 | $308.0K | 0.00% | −1,647−10.6% | Reduced |
| Stratos Wealth Partners, LTD. | 15,120 | $336.0K | 0.01% | −3,072−16.9% | Reduced |
| CWM, LLC | 15,852 | $352.0K | 0.00% | −12,699−44.5% | Reduced |
| IHT Wealth Management, LLC | 17,175 | $382.0K | 0.03% | −10,250−37.4% | Reduced |
| Pettinga Financial Advisors, LLC | 26,865 | $597.0K | 0.18% | 00.0% | Unchanged |
| Citadel Advisors LLC | 32,184 | $715.0K | 0.00% | +17,862+124.7% | Added |
| Lido Advisors, LLC | 32,534 | $722.0K | 0.02% | +24,200+290.4% | Added |
| MML Investors Services, LLC | 33,076 | $735.0K | 0.01% | −93,996−74.0% | Reduced |
| Nadler Financial Group, Inc. | 33,902 | $753.0K | 0.14% | 00.0% | Unchanged |
| LPL Financial LLC | 47,542 | $1.06M | 0.00% | −34,155−41.8% | Reduced |
| Envestnet Asset Management Inc | 48,268 | $1.07M | 0.00% | +24,383+102.1% | Added |
| TD Waterhouse Canada Inc. | 49,474 | $1.08M | 0.01% | −2,300−4.4% | Reduced |
| Stifel Financial Corp | 54,081 | $1.20M | 0.00% | +4,585+9.3% | Added |
| Advisor Group Holdings, Inc. | 61,670 | $1.37M | 0.00% | −75,222−54.9% | Reduced |
| Wells Fargo & Company | 61,934 | $1.38M | 0.00% | +2,164+3.6% | Added |
| BigSur Wealth Management LLC | 73,549 | $1.63M | 0.77% | −2,000−2.6% | Reduced |
| Jane Street Group, LLC | 82,994 | $1.84M | 0.00% | +38,115+84.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 142,500 | $3.17M | 0.01% | −13,000−8.4% | Reduced |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −370,235−100.0% | Sold out |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −13,053−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −11,535−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |