Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2023

Institutional positions in United States Commodity Index Funds Trust as of Jun 30, 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
47
−3 vs. Q1 2023
Shares held
1.18M
−104.7K (−8.2%) vs. Q1 2023
Total value
$27.3M
−$4.65M (−14.5%) vs. Q1 2023
New holders
7
11 more added
Sold out
10
17 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 47 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 heldQ2 2023: $27.3M
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, Q2 2023

Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q1 2023.

Institutions holding CPER in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jane Street Group, LLC164,098$3.81M0.01%+164,098New
Mirae Asset Global Investments Co., Ltd.122,800$2.85M0.01%−2,000−1.6%Reduced
Ameriprise Financial Inc96,558$2.24M0.00%+4,228+4.6%Added
WR Wealth Planners, LLC75,840$1.76M0.68%+2,041+2.8%Added
LPL Financial LLC72,045$1.67M0.00%−118,368−62.2%Reduced
Susquehanna International Group, LLP69,913$1.62M0.00%+47,778+215.8%Added
MML Investors Services, LLC57,253$1.33M0.01%−1,278−2.2%Reduced
Knollwood Investment Advisory, LLC54,918$1.27M0.43%−66,200−54.7%Reduced
Stifel Financial Corp50,857$1.18M0.00%−5,329−9.5%Reduced
JPMorgan Chase & Co48,348$1.12M0.00%+7,920+19.6%Added
Wells Fargo & Company47,696$1.11M0.00%−2,166−4.3%Reduced
Advisor Group Holdings, Inc.45,638$1.06M0.00%−354−0.8%Reduced
TD Waterhouse Canada Inc.41,614$972.7K0.01%−200−0.5%Reduced
Envestnet Asset Management Inc30,414$705.6K0.00%−619−2.0%Reduced
Pettinga Financial Advisors, LLC27,728$643.3K0.19%−4,476−13.9%Reduced
BigSur Wealth Management LLC26,249$609.0K0.29%+26,249New
IHT Wealth Management, LLC13,525$313.8K0.02%−1,000−6.9%Reduced
Isthmus Partners, LLC12,800$297.0K0.04%00.0%Unchanged
Stratos Wealth Partners, LTD.12,153$281.9K0.01%−1,680−12.1%Reduced
Laffer Tengler Investments12,089$280.5K0.07%−2,552−17.4%Reduced
Simplex Trading, LLC11,165$259.0K0.01%+530+5.0%Added
Commonwealth Equity Services, LLC11,006$255.0K0.00%+844+8.3%Added
Herold Advisors, Inc.10,800$250.6K0.08%00.0%Unchanged
Cyndeo Wealth Partners, LLC10,064$233.5K0.02%00.0%Unchanged
Lido Advisors, LLC9,718$225.5K0.00%−5,100−34.4%Reduced
Morgan Stanley8,017$186.0K0.00%+365+4.8%Added
UBS Group AG6,861$159.2K0.00%−1,747−20.3%Reduced
Signaturefd, LLC6,330$146.9K0.00%+6,330New
Cutler Group LP4,007$92.0K0.02%+808+25.3%Added
CWM, LLC3,830$89.0K0.00%+285+8.0%Added
National Bank of Canada3,515$81.4K0.00%00.0%Unchanged
Bank of America Corp1,980$45.9K0.00%00.0%Unchanged
Proequities, Inc.1,592$36.9K0.00%−117−6.8%Reduced
Cape Investment Advisory, Inc.1,500$34.8K0.02%00.0%Unchanged
Clean Yield Group1,200$27.8K0.01%00.0%Unchanged
Spire Wealth Management996$23.1K0.00%+596+149.0%Added
Group One Trading, L.P.589$13.7K0.00%+589New
Blue Bell Private Wealth Management, LLC343$7.96K0.00%00.0%Unchanged
Allworth Financial LP225$5.22K0.00%00.0%Unchanged
Citadel Advisors LLC221$5.13K0.00%+178+414.0%Added
Tyler-Stone Wealth Management204$5.00K0.00%+204New
Insight Financial Services200$4.64K0.01%00.0%Unchanged
Impact Partnership Wealth, LLC191$4.43K0.00%+191New
Bartlett & Co. LLC120$3.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC120$2.78K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.51$1.18K0.00%+51New
Royal Bank of Canada42$1.00K0.00%−29,027−99.9%Reduced
National Asset Management, Inc.0$00.00%−66,083−100.0%Sold out
Cetera Advisors LLC0$00.00%−18,090−100.0%Sold out
Old Mission Capital LLC0$00.00%−15,783−100.0%Sold out
Central Trust Co0$00.00%−9,821−100.0%Sold out
Summit Wealth & Retirement Planning, Inc.0$00.00%−8,623−100.0%Sold out
Advisory Services Network, LLC0$00.00%−4,543−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−1,445−100.0%Sold out
Tucker Asset Management LLC0$00.00%−1,075−100.0%Sold out
Accel Wealth Management0$00.00%−200−100.0%Sold out
IFP Advisors, Inc0$00.00%−142−100.0%Sold out