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, Q3 2022
Institutional positions in United States Commodity Index Funds Trust as of Sep 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
- 44
- −7 vs. Q2 2022
- Shares held
- 1.17M
- +206.0K (+21.4%) vs. Q2 2022
- Total value
- $23.9M
- +$2.54M (+11.8%) vs. Q2 2022
- New holders
- 4
- 12 more added
- Sold out
- 11
- 14 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 178,374 | $3.65M | 0.01% | +95,380+114.9% | Added |
| Susquehanna International Group, LLP | 145,763 | $2.98M | 0.01% | +135,126+1,270.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 132,500 | $2.71M | 0.01% | −10,000−7.0% | Reduced |
| Stifel Financial Corp | 65,141 | $1.33M | 0.00% | +11,060+20.5% | Added |
| Wells Fargo & Company | 56,975 | $1.17M | 0.00% | −4,959−8.0% | Reduced |
| Old Mission Capital LLC | 53,958 | $1.10M | 0.05% | +53,958 | New |
| LPL Financial LLC | 50,381 | $1.03M | 0.00% | +2,839+6.0% | Added |
| Advisor Group Holdings, Inc. | 46,431 | $950.0K | 0.00% | −15,239−24.7% | Reduced |
| Commonwealth Equity Services, LLC | 46,304 | $946.0K | 0.00% | +36,873+391.0% | Added |
| TD Waterhouse Canada Inc. | 44,214 | $911.2K | 0.01% | −5,260−10.6% | Reduced |
| Envestnet Asset Management Inc | 39,720 | $812.0K | 0.00% | −8,548−17.7% | Reduced |
| Pettinga Financial Advisors, LLC | 36,204 | $740.0K | 0.25% | +9,339+34.8% | Added |
| Nadler Financial Group, Inc. | 33,907 | $693.0K | 0.13% | +50.0% | Added |
| MML Investors Services, LLC | 30,069 | $615.0K | 0.00% | −3,007−9.1% | Reduced |
| Royal Bank of Canada | 29,588 | $605.0K | 0.00% | +29,546+70,347.6% | Added |
| Lido Advisors, LLC | 24,100 | $492.0K | 0.01% | −8,434−25.9% | Reduced |
| Simplex Trading, LLC | 24,105 | $492.0K | 0.02% | +24,105 | New |
| IHT Wealth Management, LLC | 17,175 | $351.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 16,670 | $345.0K | 0.01% | +16,670 | New |
| Morgan Stanley | 15,328 | $314.0K | 0.00% | +12,245+397.2% | Added |
| Isthmus Partners, LLC | 12,800 | $262.0K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 10,971 | $234.0K | 0.00% | +10,971 | New |
| CWM, LLC | 11,114 | $227.0K | 0.00% | −4,738−29.9% | Reduced |
| Herold Advisors, Inc. | 10,800 | $220.0K | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 9,821 | $201.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 7,659 | $156.6K | 0.06% | +1,565+25.7% | Added |
| American Portfolios Advisors | 4,470 | $91.4K | 0.00% | −190−4.1% | Reduced |
| National Bank of Canada | 2,775 | $57.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,153 | $44.0K | 0.00% | −561−20.7% | Reduced |
| Bank of America Corp | 1,980 | $40.0K | 0.00% | +1,404+243.8% | Added |
| Cutler Group LP | 1,967 | $40.0K | 0.00% | +1,400+246.9% | Added |
| BNP Paribas Arbitrage, SA | 1,704 | $34.8K | 0.00% | −325−16.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,440 | $32.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $25.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 1,159 | $23.0K | 0.00% | −1,517−56.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 343 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $5.00K | 0.00% | −8−3.4% | Reduced |
| Accel Wealth Management | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 108 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 12 | $245 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9 | $0 | 0.00% | −435−98.0% | Reduced |
| BigSur Wealth Management LLC | 0 | $0 | 0.00% | −73,549−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −32,184−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −15,120−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −13,876−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −13,663−100.0% | Sold out |
| New Century Advisors, LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −11,753−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |