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, Q4 2023
Institutional positions in United States Commodity Index Funds Trust as of Dec 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
- 47
- +1 vs. Q3 2023
- Shares held
- 1.05M
- −95.8K (−8.3%) vs. Q3 2023
- Total value
- $25.5M
- −$1.01M (−3.8%) vs. Q3 2023
- New holders
- 8
- 7 more added
- Sold out
- 7
- 15 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bienville Capital Management, LLC | 164,000 | $3.96M | 1.21% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 121,000 | $2.92M | 0.01% | −800−0.7% | Reduced |
| Jane Street Group, LLC | 105,194 | $2.54M | 0.00% | −45,942−30.4% | Reduced |
| LPL Financial LLC | 74,608 | $1.80M | 0.00% | +19,059+34.3% | Added |
| WR Wealth Planners, LLC | 72,814 | $1.76M | 0.65% | −9,391−11.4% | Reduced |
| Knollwood Investment Advisory, LLC | 54,918 | $1.33M | 0.28% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48,494 | $1.16M | 0.01% | −1,000−2.0% | Reduced |
| JPMorgan Chase & Co | 40,832 | $985.7K | 0.00% | +444+1.1% | Added |
| Ameriprise Financial Inc | 39,857 | $962.5K | 0.00% | +19,535+96.1% | Added |
| Citadel Advisors LLC | 37,191 | $897.8K | 0.00% | −11,451−23.5% | Reduced |
| BigSur Wealth Management LLC | 33,439 | $807.2K | 0.38% | +7,500+28.9% | Added |
| Susquehanna International Group, LLP | 28,247 | $681.9K | 0.00% | −48,444−63.2% | Reduced |
| Pettinga Financial Advisors, LLC | 27,210 | $656.9K | 0.18% | −346−1.3% | Reduced |
| Morgan Stanley | 25,961 | $626.7K | 0.00% | −1,242−4.6% | Reduced |
| Simplex Trading, LLC | 22,063 | $532.0K | 0.02% | +15,739+248.9% | Added |
| Advisor Group Holdings, Inc. | 21,989 | $530.8K | 0.00% | −23,204−51.3% | Reduced |
| MML Investors Services, LLC | 19,732 | $476.0K | 0.00% | −8,230−29.4% | Reduced |
| Lazard Asset Management LLC | 17,722 | $427.0K | 0.00% | +17,722 | New |
| IHT Wealth Management, LLC | 14,375 | $347.0K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 12,800 | $309.0K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,566 | $279.2K | 0.00% | −7,750−40.1% | Reduced |
| Herold Advisors, Inc. | 10,800 | $260.7K | 0.07% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 10,000 | $241.4K | 0.02% | −64−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 8,728 | $210.7K | 0.00% | −3,090−26.1% | Reduced |
| UBS Group AG | 7,061 | $170.5K | 0.00% | +116+1.7% | Added |
| Lido Advisors, LLC | 6,800 | $164.2K | 0.00% | +6,800 | New |
| National Bank of Canada | 3,515 | $84.2K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $48.3K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 1,980 | $47.8K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1,764 | $42.6K | 0.03% | +1,764 | New |
| Cutler Group LP | 1,633 | $39.0K | 0.01% | +979+149.7% | Added |
| Cape Investment Advisory, Inc. | 1,500 | $36.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,030 | $24.9K | 0.00% | +1,030 | New |
| Advisory Services Network, LLC | 668 | $16.1K | 0.00% | +668 | New |
| Bank of Montreal | 645 | $15.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $8.28K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 339 | $8.00K | 0.00% | −1−0.3% | Reduced |
| Tyler-Stone Wealth Management | 204 | $4.92K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $4.83K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $3.42K | 0.00% | +142 | New |
| Bartlett & Co. LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $2.91K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 83 | $2.00K | 0.00% | −506−85.9% | Reduced |
| Ancora Advisors, LLC | 54 | $1.30K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $24 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 1 | $24 | 0.00% | +1 | New |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,222−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −11,593−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1,199−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |