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, Q1 2024
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2024. 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
- 50
- +4 vs. Q4 2023
- Shares held
- 1.53M
- +474.7K (+45.0%) vs. Q4 2023
- Total value
- $38.5M
- +$13.0M (+51.2%) vs. Q4 2023
- New holders
- 14
- 14 more added
- Sold out
- 10
- 8 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 33 | $829 | 0.00% | +33 | New |
| Ancora Advisors, LLC | 53 | $1.33K | 0.00% | −1−1.9% | Reduced |
| Tradewinds Capital Management, LLC | 60 | $1.51K | 0.00% | +60 | New |
| CIBC Private Wealth Group, LLC | 100 | $2.54K | 0.00% | +100 | New |
| Cutler Group LP | 150 | $3.00K | 0.00% | −1,483−90.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 120 | $3.01K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $3.56K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $5.02K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 204 | $5.12K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 272 | $6.83K | 0.00% | +272 | New |
| Blue Bell Private Wealth Management, LLC | 343 | $8.62K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 340 | $9.00K | 0.00% | +1+0.3% | Added |
| Comerica Bank | 427 | $10.7K | 0.00% | +427 | New |
| Group One Trading, L.P. | 524 | $13.2K | 0.00% | +441+531.3% | Added |
| Royal Bank of Canada | 543 | $14.0K | 0.00% | +543 | New |
| National Bank of Canada | 740 | $21.3K | 0.00% | −2,775−78.9% | Reduced |
| Hoey Investments, Inc | 1,000 | $25.1K | 0.01% | −1,000−50.0% | Reduced |
| Clean Yield Group | 1,200 | $30.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,500 | $37.7K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 1,764 | $44.3K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 1,980 | $49.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,271 | $57.0K | 0.00% | +2,271 | New |
| WR Wealth Planners, LLC | 2,980 | $74.9K | 0.02% | −69,834−95.9% | Reduced |
| Commonwealth Equity Services, LLC | 8,246 | $207.0K | 0.00% | +8,246 | New |
| Stratos Wealth Partners, LTD. | 8,728 | $219.2K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 9,175 | $230.5K | 0.01% | −5,200−36.2% | Reduced |
| HighTower Advisors, LLC | 10,027 | $251.0K | 0.00% | +10,027 | New |
| Herold Advisors, Inc. | 10,800 | $271.3K | 0.07% | 00.0% | Unchanged |
| Centric Wealth Management | 9,638 | $272.9K | 0.09% | +9,638 | New |
| Isthmus Partners, LLC | 12,800 | $321.5K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,489 | $338.8K | 0.00% | +1,923+16.6% | Added |
| MML Investors Services, LLC | 18,130 | $455.0K | 0.00% | −1,602−8.1% | Reduced |
| PFG Advisors | 18,601 | $467.3K | 0.03% | +18,601 | New |
| Pettinga Financial Advisors, LLC | 27,412 | $688.6K | 0.18% | +202+0.7% | Added |
| Morgan Stanley | 27,728 | $696.5K | 0.00% | +1,767+6.8% | Added |
| Bornite Capital Management LP | 28,500 | $715.9K | 0.12% | +28,500 | New |
| Simplex Trading, LLC | 29,356 | $737.0K | 0.02% | +7,293+33.1% | Added |
| BigSur Wealth Management LLC | 33,439 | $840.0K | 0.26% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 34,440 | $865.1K | 0.03% | +34,440 | New |
| UBS Group AG | 34,663 | $870.7K | 0.00% | +27,602+390.9% | Added |
| Advisor Group Holdings, Inc. | 36,028 | $905.0K | 0.00% | +14,039+63.8% | Added |
| TD Waterhouse Canada Inc. | 47,994 | $1.23M | 0.01% | −500−1.0% | Reduced |
| Citadel Advisors LLC | 49,962 | $1.26M | 0.00% | +12,771+34.3% | Added |
| Ameriprise Financial Inc | 52,606 | $1.32M | 0.00% | +12,749+32.0% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.38M | 0.25% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 64,441 | $1.62M | 0.00% | +23,609+57.8% | Added |
| LPL Financial LLC | 87,618 | $2.20M | 0.00% | +13,010+17.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 125,100 | $3.14M | 0.01% | +4,100+3.4% | Added |
| Omnia Family Wealth, LLC | 223,772 | $5.62M | 2.63% | +223,772 | New |
| Bienville Capital Management, LLC | 435,000 | $10.9M | 3.32% | +271,000+165.2% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −105,194−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,247−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −17,722−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |