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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 43 | $1.07K | 0.00% | −314−88.0% | Reduced |
| IFP Advisors, Inc | 142 | $2.79K | 0.00% | −60−29.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 120 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $3.00K | 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 |
| Allworth Financial LP | 225 | $5.61K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $8.55K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $9.98K | 0.00% | +400 | New |
| Tucker Asset Management LLC | 1,075 | $26.8K | 0.01% | +1,075 | New |
| Clean Yield Group | 1,200 | $29.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,445 | $35.2K | 0.00% | +1,445 | New |
| Cape Investment Advisory, Inc. | 1,500 | $37.4K | 0.02% | +1,500 | New |
| Proequities, Inc. | 1,709 | $42.6K | 0.00% | −247−12.6% | Reduced |
| Bank of America Corp | 1,980 | $49.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,199 | $79.0K | 0.01% | +1,639+105.1% | Added |
| National Bank of Canada | 3,515 | $87.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,545 | $88.0K | 0.00% | −1,925−35.2% | Reduced |
| Advisory Services Network, LLC | 4,543 | $113.3K | 0.00% | +3,875+580.1% | Added |
| Morgan Stanley | 7,652 | $190.8K | 0.00% | −5,513−41.9% | Reduced |
| UBS Group AG | 8,608 | $214.7K | 0.00% | +8,537+12,023.9% | Added |
| Summit Wealth & Retirement Planning, Inc. | 8,623 | $215.1K | 0.08% | +8,623 | New |
| Central Trust Co | 9,821 | $244.9K | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 10,064 | $251.0K | 0.03% | +64+0.6% | Added |
| Commonwealth Equity Services, LLC | 10,162 | $253.0K | 0.00% | −10−0.1% | Reduced |
| Simplex Trading, LLC | 10,635 | $265.0K | 0.01% | −17,423−62.1% | Reduced |
| Herold Advisors, Inc. | 10,800 | $269.4K | 0.09% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 12,800 | $319.2K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,833 | $345.0K | 0.01% | +2,360+20.6% | Added |
| IHT Wealth Management, LLC | 14,525 | $362.3K | 0.02% | −3,050−17.4% | Reduced |
| Laffer Tengler Investments | 14,641 | $365.1K | 0.10% | −4,001−21.5% | Reduced |
| Lido Advisors, LLC | 14,818 | $369.6K | 0.01% | −6,382−30.1% | Reduced |
| Old Mission Capital LLC | 15,783 | $393.6K | 0.01% | −112,436−87.7% | Reduced |
| Cetera Advisors LLC | 18,090 | $451.2K | 0.01% | +18,090 | New |
| Susquehanna International Group, LLP | 22,135 | $552.0K | 0.00% | −22,156−50.0% | Reduced |
| Royal Bank of Canada | 29,069 | $725.0K | 0.00% | +526+1.8% | Added |
| Envestnet Asset Management Inc | 31,033 | $774.0K | 0.00% | −9,902−24.2% | Reduced |
| Pettinga Financial Advisors, LLC | 32,204 | $803.2K | 0.25% | −21,271−39.8% | Reduced |
| JPMorgan Chase & Co | 40,428 | $1.01M | 0.00% | +7,919+24.4% | Added |
| TD Waterhouse Canada Inc. | 41,814 | $1.04M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 45,992 | $1.15M | 0.00% | −10,604−18.7% | Reduced |
| Wells Fargo & Company | 49,862 | $1.24M | 0.00% | −5,836−10.5% | Reduced |
| Stifel Financial Corp | 56,186 | $1.40M | 0.00% | −3,791−6.3% | Reduced |
| MML Investors Services, LLC | 58,531 | $1.46M | 0.01% | +28,923+97.7% | Added |
| National Asset Management, Inc. | 66,083 | $1.65M | 0.04% | −5,309−7.4% | Reduced |
| WR Wealth Planners, LLC | 73,799 | $1.84M | 0.80% | +73,782+434,011.8% | Added |
| Ameriprise Financial Inc | 92,330 | $2.30M | 0.00% | +57,284+163.5% | Added |
| Knollwood Investment Advisory, LLC | 121,118 | $3.02M | 1.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 124,800 | $3.11M | 0.01% | −500−0.4% | Reduced |
| LPL Financial LLC | 190,413 | $4.75M | 0.00% | +89,370+88.4% | Added |
| 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 |