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 2023
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2023. 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
- 50
- −2 vs. Q4 2022
- Shares held
- 1.28M
- −352.8K (−21.6%) vs. Q4 2022
- Total value
- $32.0M
- −$5.77M (−15.3%) vs. Q4 2022
- New holders
- 7
- 11 more added
- Sold out
- 9
- 19 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 190,413 | $4.75M | 0.00% | +89,370+88.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 124,800 | $3.11M | 0.01% | −500−0.4% | Reduced |
| Knollwood Investment Advisory, LLC | 121,118 | $3.02M | 1.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 92,330 | $2.30M | 0.00% | +57,284+163.5% | Added |
| WR Wealth Planners, LLC | 73,799 | $1.84M | 0.80% | +73,782+434,011.8% | Added |
| National Asset Management, Inc. | 66,083 | $1.65M | 0.04% | −5,309−7.4% | Reduced |
| MML Investors Services, LLC | 58,531 | $1.46M | 0.01% | +28,923+97.7% | Added |
| Stifel Financial Corp | 56,186 | $1.40M | 0.00% | −3,791−6.3% | Reduced |
| Wells Fargo & Company | 49,862 | $1.24M | 0.00% | −5,836−10.5% | Reduced |
| Advisor Group Holdings, Inc. | 45,992 | $1.15M | 0.00% | −10,604−18.7% | Reduced |
| TD Waterhouse Canada Inc. | 41,814 | $1.04M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 40,428 | $1.01M | 0.00% | +7,919+24.4% | Added |
| Pettinga Financial Advisors, LLC | 32,204 | $803.2K | 0.25% | −21,271−39.8% | Reduced |
| Envestnet Asset Management Inc | 31,033 | $774.0K | 0.00% | −9,902−24.2% | Reduced |
| Royal Bank of Canada | 29,069 | $725.0K | 0.00% | +526+1.8% | Added |
| Susquehanna International Group, LLP | 22,135 | $552.0K | 0.00% | −22,156−50.0% | Reduced |
| Cetera Advisors LLC | 18,090 | $451.2K | 0.01% | +18,090 | New |
| Old Mission Capital LLC | 15,783 | $393.6K | 0.01% | −112,436−87.7% | Reduced |
| Lido Advisors, LLC | 14,818 | $369.6K | 0.01% | −6,382−30.1% | Reduced |
| Laffer Tengler Investments | 14,641 | $365.1K | 0.10% | −4,001−21.5% | Reduced |
| IHT Wealth Management, LLC | 14,525 | $362.3K | 0.02% | −3,050−17.4% | Reduced |
| Stratos Wealth Partners, LTD. | 13,833 | $345.0K | 0.01% | +2,360+20.6% | Added |
| Isthmus Partners, LLC | 12,800 | $319.2K | 0.05% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,800 | $269.4K | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,635 | $265.0K | 0.01% | −17,423−62.1% | Reduced |
| Commonwealth Equity Services, LLC | 10,162 | $253.0K | 0.00% | −10−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 10,064 | $251.0K | 0.03% | +64+0.6% | Added |
| Central Trust Co | 9,821 | $244.9K | 0.01% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 8,623 | $215.1K | 0.08% | +8,623 | New |
| UBS Group AG | 8,608 | $214.7K | 0.00% | +8,537+12,023.9% | Added |
| Morgan Stanley | 7,652 | $190.8K | 0.00% | −5,513−41.9% | Reduced |
| Advisory Services Network, LLC | 4,543 | $113.3K | 0.00% | +3,875+580.1% | Added |
| CWM, LLC | 3,545 | $88.0K | 0.00% | −1,925−35.2% | Reduced |
| National Bank of Canada | 3,515 | $87.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,199 | $79.0K | 0.01% | +1,639+105.1% | Added |
| Bank of America Corp | 1,980 | $49.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,709 | $42.6K | 0.00% | −247−12.6% | Reduced |
| Cape Investment Advisory, Inc. | 1,500 | $37.4K | 0.02% | +1,500 | New |
| Ameritas Advisory Services, LLC | 1,445 | $35.2K | 0.00% | +1,445 | New |
| Clean Yield Group | 1,200 | $29.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,075 | $26.8K | 0.01% | +1,075 | New |
| Spire Wealth Management | 400 | $9.98K | 0.00% | +400 | New |
| Blue Bell Private Wealth Management, LLC | 343 | $8.55K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $5.61K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $4.99K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $4.99K | 0.02% | +200 | New |
| Bartlett & Co. LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $2.99K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $2.79K | 0.00% | −60−29.7% | Reduced |
| Citadel Advisors LLC | 43 | $1.07K | 0.00% | −314−88.0% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −374,309−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −34,336−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −11,032−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,546−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |