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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.

Institutional holdersQ3 2022: 44 institutions
Q1 2021: 40 institutionsQ2 2021: 67 institutionsQ3 2021: 54 institutionsQ4 2021: 58 institutionsQ1 2022: 55 institutionsQ2 2022: 51 institutionsQ3 2022: 44 institutionsQ4 2022: 53 institutionsQ1 2023: 50 institutionsQ2 2023: 47 institutionsQ3 2023: 46 institutionsQ4 2023: 47 institutionsQ1 2024: 50 institutionsQ2 2024: 63 institutionsQ3 2024: 61 institutionsQ4 2024: 60 institutionsQ1 2025: 67 institutionsQ2 2025: 78 institutionsQ3 2025: 78 institutionsQ4 2025: 104 institutionsQ1 2026: 131 institutionsQ2 2026: 145 institutions
Value heldQ3 2022: $23.9M
Q1 2021: $36.7MQ2 2021: $84.6MQ3 2021: $57.7MQ4 2021: $56.6MQ1 2022: $46.0MQ2 2022: $21.4MQ3 2022: $23.9MQ4 2022: $37.7MQ1 2023: $32.0MQ2 2023: $27.3MQ3 2023: $26.5MQ4 2023: $25.5MQ1 2024: $38.5MQ2 2024: $50.1MQ3 2024: $30.6MQ4 2024: $23.5MQ1 2025: $39.4MQ2 2025: $42.3MQ3 2025: $59.4MQ4 2025: $101.0MQ1 2026: $204.3MQ2 2026: $212.2M
Institutions holding CPER and their total value by quarter
QuarterHoldersValue
Q2 2026145$212.2M
Q1 2026131$204.3M
Q4 2025104$101.0M
Q3 202578$59.4M
Q2 202578$42.3M
Q1 202567$39.4M
Q4 202460$23.5M
Q3 202461$30.6M
Q2 202463$50.1M
Q1 202450$38.5M
Q4 202347$25.5M
Q3 202346$26.5M
Q2 202347$27.3M
Q1 202350$32.0M
Q4 202253$37.7M
Q3 202244$23.9M
Q2 202251$21.4M
Q1 202255$46.0M
Q4 202158$56.6M
Q3 202154$57.7M
Q2 202167$84.6M
Q1 202140$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.

Institutions holding CPER in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co9$00.00%−435−98.0%Reduced
WR Wealth Planners, LLC12$2450.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC72$1.00K0.00%00.0%Unchanged
Bartlett & Co. LLC120$2.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.108$2.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC120$2.45K0.00%00.0%Unchanged
Accel Wealth Management200$4.00K0.00%00.0%Unchanged
Allworth Financial LP225$5.00K0.00%−8−3.4%Reduced
Blue Bell Private Wealth Management, LLC343$7.00K0.00%00.0%Unchanged
UBS Group AG1,159$23.0K0.00%−1,517−56.7%Reduced
Clean Yield Group1,200$25.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.1,440$32.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,704$34.8K0.00%−325−16.0%Reduced
Bank of America Corp1,980$40.0K0.00%+1,404+243.8%Added
Cutler Group LP1,967$40.0K0.00%+1,400+246.9%Added
Proequities, Inc.2,153$44.0K0.00%−561−20.7%Reduced
National Bank of Canada2,775$57.0K0.00%00.0%Unchanged
American Portfolios Advisors4,470$91.4K0.00%−190−4.1%Reduced
Laffer Tengler Investments7,659$156.6K0.06%+1,565+25.7%Added
Central Trust Co9,821$201.0K0.01%00.0%Unchanged
Herold Advisors, Inc.10,800$220.0K0.11%00.0%Unchanged
CWM, LLC11,114$227.0K0.00%−4,738−29.9%Reduced
Bank of Montreal10,971$234.0K0.00%+10,971New
Isthmus Partners, LLC12,800$262.0K0.05%00.0%Unchanged
Morgan Stanley15,328$314.0K0.00%+12,245+397.2%Added
Wolverine Trading, LLC16,670$345.0K0.01%+16,670New
IHT Wealth Management, LLC17,175$351.0K0.03%00.0%Unchanged
Lido Advisors, LLC24,100$492.0K0.01%−8,434−25.9%Reduced
Simplex Trading, LLC24,105$492.0K0.02%+24,105New
Royal Bank of Canada29,588$605.0K0.00%+29,546+70,347.6%Added
MML Investors Services, LLC30,069$615.0K0.00%−3,007−9.1%Reduced
Nadler Financial Group, Inc.33,907$693.0K0.13%+50.0%Added
Pettinga Financial Advisors, LLC36,204$740.0K0.25%+9,339+34.8%Added
Envestnet Asset Management Inc39,720$812.0K0.00%−8,548−17.7%Reduced
TD Waterhouse Canada Inc.44,214$911.2K0.01%−5,260−10.6%Reduced
Commonwealth Equity Services, LLC46,304$946.0K0.00%+36,873+391.0%Added
Advisor Group Holdings, Inc.46,431$950.0K0.00%−15,239−24.7%Reduced
LPL Financial LLC50,381$1.03M0.00%+2,839+6.0%Added
Old Mission Capital LLC53,958$1.10M0.05%+53,958New
Wells Fargo & Company56,975$1.17M0.00%−4,959−8.0%Reduced
Stifel Financial Corp65,141$1.33M0.00%+11,060+20.5%Added
Mirae Asset Global Investments Co., Ltd.132,500$2.71M0.01%−10,000−7.0%Reduced
Susquehanna International Group, LLP145,763$2.98M0.01%+135,126+1,270.3%Added
Jane Street Group, LLC178,374$3.65M0.01%+95,380+114.9%Added
BigSur Wealth Management LLC0$00.00%−73,549−100.0%Sold out
Citadel Advisors LLC0$00.00%−32,184−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−15,120−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−13,876−100.0%Sold out
Garde Capital, Inc.0$00.00%−13,663−100.0%Sold out
New Century Advisors, LLC0$00.00%−12,600−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−11,753−100.0%Sold out
FMR LLC0$00.00%−260−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−200−100.0%Sold out
ACG Wealth0$00.00%−42−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−18−100.0%Sold out