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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $24 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 1 | $24 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 54 | $1.30K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 83 | $2.00K | 0.00% | −506−85.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 120 | $2.91K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $3.42K | 0.00% | +142 | New |
| Insight Financial Services | 200 | $4.83K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 204 | $4.92K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 339 | $8.00K | 0.00% | −1−0.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 343 | $8.28K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 645 | $15.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 668 | $16.1K | 0.00% | +668 | New |
| Federation des caisses Desjardins du Quebec | 1,030 | $24.9K | 0.00% | +1,030 | New |
| Clean Yield Group | 1,200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,500 | $36.2K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,633 | $39.0K | 0.01% | +979+149.7% | Added |
| Tidemark, LLC | 1,764 | $42.6K | 0.03% | +1,764 | New |
| Bank of America Corp | 1,980 | $47.8K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $48.3K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,515 | $84.2K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,800 | $164.2K | 0.00% | +6,800 | New |
| UBS Group AG | 7,061 | $170.5K | 0.00% | +116+1.7% | Added |
| Stratos Wealth Partners, LTD. | 8,728 | $210.7K | 0.00% | −3,090−26.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 10,000 | $241.4K | 0.02% | −64−0.6% | Reduced |
| Herold Advisors, Inc. | 10,800 | $260.7K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,566 | $279.2K | 0.00% | −7,750−40.1% | Reduced |
| Isthmus Partners, LLC | 12,800 | $309.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,375 | $347.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 17,722 | $427.0K | 0.00% | +17,722 | New |
| MML Investors Services, LLC | 19,732 | $476.0K | 0.00% | −8,230−29.4% | Reduced |
| Advisor Group Holdings, Inc. | 21,989 | $530.8K | 0.00% | −23,204−51.3% | Reduced |
| Simplex Trading, LLC | 22,063 | $532.0K | 0.02% | +15,739+248.9% | Added |
| Morgan Stanley | 25,961 | $626.7K | 0.00% | −1,242−4.6% | Reduced |
| Pettinga Financial Advisors, LLC | 27,210 | $656.9K | 0.18% | −346−1.3% | Reduced |
| Susquehanna International Group, LLP | 28,247 | $681.9K | 0.00% | −48,444−63.2% | Reduced |
| BigSur Wealth Management LLC | 33,439 | $807.2K | 0.38% | +7,500+28.9% | Added |
| Citadel Advisors LLC | 37,191 | $897.8K | 0.00% | −11,451−23.5% | Reduced |
| Ameriprise Financial Inc | 39,857 | $962.5K | 0.00% | +19,535+96.1% | Added |
| JPMorgan Chase & Co | 40,832 | $985.7K | 0.00% | +444+1.1% | Added |
| TD Waterhouse Canada Inc. | 48,494 | $1.16M | 0.01% | −1,000−2.0% | Reduced |
| Knollwood Investment Advisory, LLC | 54,918 | $1.33M | 0.28% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 72,814 | $1.76M | 0.65% | −9,391−11.4% | Reduced |
| LPL Financial LLC | 74,608 | $1.80M | 0.00% | +19,059+34.3% | Added |
| Jane Street Group, LLC | 105,194 | $2.54M | 0.00% | −45,942−30.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 121,000 | $2.92M | 0.01% | −800−0.7% | Reduced |
| Bienville Capital Management, LLC | 164,000 | $3.96M | 1.21% | 00.0% | Unchanged |
| 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 |