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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 5 | $115 | 0.00% | −6,325−99.9% | Reduced |
| Ancora Advisors, LLC | 54 | $1.24K | 0.00% | +54 | New |
| Bartlett & Co. Wealth Management LLC | 120 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 191 | $4.40K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $4.60K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 204 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $5.18K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $7.90K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 340 | $8.00K | 0.00% | −3,490−91.1% | Reduced |
| Spire Wealth Management | 400 | $9.21K | 0.00% | −596−59.8% | Reduced |
| Group One Trading, L.P. | 589 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 654 | $15.0K | 0.00% | −3,353−83.7% | Reduced |
| Bank of Montreal | 645 | $15.2K | 0.00% | +645 | New |
| Clean Yield Group | 1,200 | $26.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 1,199 | $27.6K | 0.00% | +1,199 | New |
| Cape Investment Advisory, Inc. | 1,500 | $34.5K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 1,980 | $45.6K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $46.0K | 0.02% | +2,000 | New |
| National Bank of Canada | 3,515 | $79.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,324 | $145.0K | 0.01% | −4,841−43.4% | Reduced |
| UBS Group AG | 6,945 | $159.9K | 0.00% | +84+1.2% | Added |
| Cyndeo Wealth Partners, LLC | 10,064 | $231.7K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,800 | $248.6K | 0.08% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 11,593 | $267.0K | 0.01% | +11,593 | New |
| Stratos Wealth Partners, LTD. | 11,818 | $272.1K | 0.01% | −335−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 12,222 | $281.0K | 0.00% | +1,216+11.0% | Added |
| Isthmus Partners, LLC | 12,800 | $294.7K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,375 | $330.9K | 0.02% | +850+6.3% | Added |
| Stifel Financial Corp | 19,316 | $444.7K | 0.00% | −31,541−62.0% | Reduced |
| Ameriprise Financial Inc | 20,322 | $467.8K | 0.00% | −76,236−79.0% | Reduced |
| BigSur Wealth Management LLC | 25,939 | $597.1K | 0.30% | −310−1.2% | Reduced |
| Morgan Stanley | 27,203 | $626.2K | 0.00% | +19,186+239.3% | Added |
| Pettinga Financial Advisors, LLC | 27,556 | $634.3K | 0.19% | −172−0.6% | Reduced |
| MML Investors Services, LLC | 27,962 | $644.0K | 0.00% | −29,291−51.2% | Reduced |
| JPMorgan Chase & Co | 40,388 | $929.7K | 0.00% | −7,960−16.5% | Reduced |
| Advisor Group Holdings, Inc. | 45,193 | $1.04M | 0.00% | −445−1.0% | Reduced |
| TD Waterhouse Canada Inc. | 49,494 | $1.12M | 0.01% | +7,880+18.9% | Added |
| Citadel Advisors LLC | 48,642 | $1.12M | 0.00% | +48,421+21,910.0% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.26M | 0.59% | 00.0% | Unchanged |
| LPL Financial LLC | 55,549 | $1.28M | 0.00% | −16,496−22.9% | Reduced |
| Susquehanna International Group, LLP | 76,691 | $1.77M | 0.00% | +6,778+9.7% | Added |
| WR Wealth Planners, LLC | 82,205 | $1.89M | 0.72% | +6,365+8.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 121,800 | $2.80M | 0.01% | −1,000−0.8% | Reduced |
| Jane Street Group, LLC | 151,136 | $3.48M | 0.01% | −12,962−7.9% | Reduced |
| Bienville Capital Management, LLC | 164,000 | $3.78M | 1.20% | +164,000 | New |
| 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 |