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, Q4 2022
Institutional positions in United States Commodity Index Funds Trust as of Dec 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
- 53
- +10 vs. Q3 2022
- Shares held
- 1.63M
- +469.3K (+40.3%) vs. Q3 2022
- Total value
- $37.7M
- +$13.9M (+58.2%) vs. Q3 2022
- New holders
- 15
- 13 more added
- Sold out
- 5
- 14 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 17 | $393 | 0.00% | +5+41.7% | Added |
| CoreCap Advisors, LLC | 18 | $416 | 0.00% | +18 | New |
| UBS Group AG | 71 | $1.64K | 0.00% | −1,088−93.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 72 | $1.66K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 92 | $2.12K | 0.00% | +92 | New |
| Bartlett & Co. Wealth Management LLC | 120 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $4.62K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $5.20K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 250 | $5.77K | 0.00% | +250 | New |
| IFP Advisors, Inc | 202 | $6.00K | 0.00% | +202 | New |
| Blue Bell Private Wealth Management, LLC | 343 | $7.92K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 357 | $8.24K | 0.00% | +357 | New |
| Advisory Services Network, LLC | 668 | $15.4K | 0.00% | +668 | New |
| Clean Yield Group | 1,200 | $27.7K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,546 | $35.8K | 0.00% | +1,546 | New |
| Cutler Group LP | 1,560 | $36.0K | 0.00% | −407−20.7% | Reduced |
| Proequities, Inc. | 1,956 | $45.2K | 0.00% | −197−9.2% | Reduced |
| Bank of America Corp | 1,980 | $45.7K | 0.00% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 2,000 | $46.2K | 0.05% | +2,000 | New |
| National Bank of Canada | 3,515 | $81.2K | 0.00% | +740+26.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,000 | $92.4K | 0.00% | +4,000 | New |
| CWM, LLC | 5,470 | $126.0K | 0.00% | −5,644−50.8% | Reduced |
| Central Trust Co | 9,821 | $226.8K | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 10,000 | $230.9K | 0.03% | +10,000 | New |
| Commonwealth Equity Services, LLC | 10,172 | $234.0K | 0.00% | −36,132−78.0% | Reduced |
| Herold Advisors, Inc. | 10,800 | $249.4K | 0.11% | 00.0% | Unchanged |
| StoneX Group Inc. | 11,032 | $254.7K | 0.03% | +11,032 | New |
| Stratos Wealth Partners, LTD. | 11,473 | $264.9K | 0.01% | +11,473 | New |
| Isthmus Partners, LLC | 12,800 | $295.6K | 0.04% | 00.0% | Unchanged |
| Morgan Stanley | 13,165 | $304.0K | 0.00% | −2,163−14.1% | Reduced |
| IHT Wealth Management, LLC | 17,575 | $405.8K | 0.03% | +400+2.3% | Added |
| Laffer Tengler Investments | 18,642 | $430.4K | 0.12% | +10,983+143.4% | Added |
| Lido Advisors, LLC | 21,200 | $489.5K | 0.01% | −2,900−12.0% | Reduced |
| Simplex Trading, LLC | 28,058 | $647.0K | 0.03% | +3,953+16.4% | Added |
| Royal Bank of Canada | 28,543 | $659.0K | 0.00% | −1,045−3.5% | Reduced |
| MML Investors Services, LLC | 29,608 | $684.0K | 0.00% | −461−1.5% | Reduced |
| JPMorgan Chase & Co | 32,509 | $751.0K | 0.00% | +32,500+361,111.1% | Added |
| Wolverine Trading, LLC | 34,336 | $793.0K | 0.01% | +17,666+106.0% | Added |
| Ameriprise Financial Inc | 35,046 | $809.0K | 0.00% | +35,046 | New |
| Envestnet Asset Management Inc | 40,935 | $945.2K | 0.00% | +1,215+3.1% | Added |
| TD Waterhouse Canada Inc. | 41,814 | $955.8K | 0.01% | −2,400−5.4% | Reduced |
| Susquehanna International Group, LLP | 44,291 | $1.02M | 0.00% | −101,472−69.6% | Reduced |
| Pettinga Financial Advisors, LLC | 53,475 | $1.23M | 0.40% | +17,271+47.7% | Added |
| Wells Fargo & Company | 55,698 | $1.29M | 0.00% | −1,277−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 56,596 | $1.31M | 0.00% | +10,165+21.9% | Added |
| Stifel Financial Corp | 59,977 | $1.38M | 0.00% | −5,164−7.9% | Reduced |
| National Asset Management, Inc. | 71,392 | $1.65M | 0.05% | +71,392 | New |
| LPL Financial LLC | 101,043 | $2.33M | 0.00% | +50,662+100.6% | Added |
| Knollwood Investment Advisory, LLC | 121,118 | $2.80M | 1.10% | +121,118 | New |
| Mirae Asset Global Investments Co., Ltd. | 125,300 | $2.89M | 0.01% | −7,200−5.4% | Reduced |
| Old Mission Capital LLC | 128,219 | $2.96M | 0.13% | +74,261+137.6% | Added |
| Jane Street Group, LLC | 374,309 | $8.64M | 0.02% | +195,935+109.8% | Added |
| Nadler Financial Group, Inc. | 0 | $0 | 0.00% | −33,907−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,971−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |