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 2023
Institutional positions in United States Commodity Index Funds Trust as of Sep 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
- 46
- −1 vs. Q2 2023
- Shares held
- 1.15M
- −26.7K (−2.3%) vs. Q2 2023
- Total value
- $26.5M
- −$854.6K (−3.1%) vs. Q2 2023
- New holders
- 6
- 8 more added
- Sold out
- 7
- 16 more reduced
Compare with Q2 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bienville Capital Management, LLC | 164,000 | $3.78M | 1.20% | +164,000 | New |
| Jane Street Group, LLC | 151,136 | $3.48M | 0.01% | −12,962−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 121,800 | $2.80M | 0.01% | −1,000−0.8% | Reduced |
| WR Wealth Planners, LLC | 82,205 | $1.89M | 0.72% | +6,365+8.4% | Added |
| Susquehanna International Group, LLP | 76,691 | $1.77M | 0.00% | +6,778+9.7% | Added |
| LPL Financial LLC | 55,549 | $1.28M | 0.00% | −16,496−22.9% | Reduced |
| Knollwood Investment Advisory, LLC | 54,918 | $1.26M | 0.59% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,642 | $1.12M | 0.00% | +48,421+21,910.0% | Added |
| TD Waterhouse Canada Inc. | 49,494 | $1.12M | 0.01% | +7,880+18.9% | Added |
| Advisor Group Holdings, Inc. | 45,193 | $1.04M | 0.00% | −445−1.0% | Reduced |
| JPMorgan Chase & Co | 40,388 | $929.7K | 0.00% | −7,960−16.5% | Reduced |
| MML Investors Services, LLC | 27,962 | $644.0K | 0.00% | −29,291−51.2% | Reduced |
| Pettinga Financial Advisors, LLC | 27,556 | $634.3K | 0.19% | −172−0.6% | Reduced |
| Morgan Stanley | 27,203 | $626.2K | 0.00% | +19,186+239.3% | Added |
| BigSur Wealth Management LLC | 25,939 | $597.1K | 0.30% | −310−1.2% | Reduced |
| Ameriprise Financial Inc | 20,322 | $467.8K | 0.00% | −76,236−79.0% | Reduced |
| Stifel Financial Corp | 19,316 | $444.7K | 0.00% | −31,541−62.0% | Reduced |
| IHT Wealth Management, LLC | 14,375 | $330.9K | 0.02% | +850+6.3% | Added |
| Isthmus Partners, LLC | 12,800 | $294.7K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,222 | $281.0K | 0.00% | +1,216+11.0% | Added |
| Stratos Wealth Partners, LTD. | 11,818 | $272.1K | 0.01% | −335−2.8% | Reduced |
| Flow Traders U.S. LLC | 11,593 | $267.0K | 0.01% | +11,593 | New |
| Herold Advisors, Inc. | 10,800 | $248.6K | 0.08% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 10,064 | $231.7K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 6,945 | $159.9K | 0.00% | +84+1.2% | Added |
| Simplex Trading, LLC | 6,324 | $145.0K | 0.01% | −4,841−43.4% | Reduced |
| National Bank of Canada | 3,515 | $79.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $46.0K | 0.02% | +2,000 | New |
| Bank of America Corp | 1,980 | $45.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,500 | $34.5K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 1,199 | $27.6K | 0.00% | +1,199 | New |
| Clean Yield Group | 1,200 | $26.8K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 645 | $15.2K | 0.00% | +645 | New |
| Cutler Group LP | 654 | $15.0K | 0.00% | −3,353−83.7% | Reduced |
| Group One Trading, L.P. | 589 | $13.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $9.21K | 0.00% | −596−59.8% | Reduced |
| CWM, LLC | 340 | $8.00K | 0.00% | −3,490−91.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 343 | $7.90K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $5.18K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 204 | $5.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $4.60K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 191 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $2.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 54 | $1.24K | 0.00% | +54 | New |
| Signaturefd, LLC | 5 | $115 | 0.00% | −6,325−99.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,592−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −47,696−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −30,414−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −12,089−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −9,718−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −42−100.0% | Sold out |