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, Q2 2024
Institutional positions in United States Commodity Index Funds Trust as of Jun 30, 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
- 63
- +14 vs. Q1 2024
- Shares held
- 1.84M
- +313.9K (+20.5%) vs. Q1 2024
- Total value
- $50.1M
- +$11.7M (+30.3%) vs. Q1 2024
- New holders
- 24
- 13 more added
- Sold out
- 10
- 11 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bienville Capital Management, LLC | 435,000 | $11.8M | 2.84% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 223,402 | $6.08M | 2.57% | −370−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 177,700 | $4.78M | 0.02% | +52,600+42.0% | Added |
| LPL Financial LLC | 103,170 | $2.81M | 0.00% | +15,552+17.7% | Added |
| Jane Street Group, LLC | 96,083 | $2.61M | 0.00% | +96,083 | New |
| Knollwood Investment Advisory, LLC | 54,918 | $1.49M | 0.17% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 51,568 | $1.41M | 0.01% | +3,574+7.4% | Added |
| Perigon Wealth Management, LLC | 49,082 | $1.34M | 0.04% | +14,642+42.5% | Added |
| Morgan Stanley | 43,475 | $1.18M | 0.00% | +15,747+56.8% | Added |
| Advisor Group Holdings, Inc. | 43,118 | $1.17M | 0.00% | +7,090+19.7% | Added |
| Ameriprise Financial Inc | 37,540 | $1.02M | 0.00% | −15,066−28.6% | Reduced |
| BigSur Wealth Management LLC | 33,439 | $909.9K | 0.28% | 00.0% | Unchanged |
| UBS Group AG | 33,140 | $901.7K | 0.00% | −1,523−4.4% | Reduced |
| Lazard Asset Management LLC | 28,699 | $780.0K | 0.00% | +28,699 | New |
| JPMorgan Chase & Co | 27,582 | $750.5K | 0.00% | −36,859−57.2% | Reduced |
| Citadel Advisors LLC | 27,521 | $748.8K | 0.00% | −22,441−44.9% | Reduced |
| Pettinga Financial Advisors, LLC | 26,837 | $730.2K | 0.18% | −575−2.1% | Reduced |
| WESPAC Advisors, LLC | 22,271 | $606.0K | 0.47% | +22,271 | New |
| Cetera Investment Advisers | 21,413 | $582.6K | 0.00% | +21,413 | New |
| HighTower Advisors, LLC | 20,966 | $568.0K | 0.00% | +10,939+109.1% | Added |
| Susquehanna International Group, LLP | 20,666 | $562.3K | 0.00% | +20,666 | New |
| Envestnet Asset Management Inc | 19,718 | $536.5K | 0.00% | +19,718 | New |
| MML Investors Services, LLC | 19,426 | $529.0K | 0.00% | +1,296+7.1% | Added |
| Sage Investment Advisers LLC | 18,600 | $506.1K | 0.57% | +18,600 | New |
| Apollon Wealth Management, LLC | 16,184 | $440.4K | 0.01% | +16,184 | New |
| Ironsides Asset Advisors, LLC | 15,734 | $428.1K | 0.14% | +15,734 | New |
| Sanctuary Advisors, LLC | 14,080 | $402.0K | 0.00% | +14,080 | New |
| PFG Advisors | 14,765 | $401.8K | 0.03% | −3,836−20.6% | Reduced |
| L.M. Kohn & Company | 13,317 | $362.4K | 0.10% | +13,317 | New |
| Isthmus Partners, LLC | 12,800 | $348.3K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,371 | $336.6K | 0.00% | −1,118−8.3% | Reduced |
| Herold Advisors, Inc. | 10,800 | $293.9K | 0.07% | 00.0% | Unchanged |
| Mason & Associates Inc | 10,486 | $285.3K | 0.08% | +10,486 | New |
| Commonwealth Equity Services, LLC | 9,595 | $261.0K | 0.00% | +1,349+16.4% | Added |
| Advisory Alpha, LLC | 9,368 | $254.9K | 0.01% | +9,368 | New |
| Wolverine Trading, LLC | 9,012 | $245.2K | 0.00% | +9,012 | New |
| Hoey Investments, Inc | 8,550 | $232.6K | 0.04% | +7,550+755.0% | Added |
| Mutual Advisors, LLC | 8,425 | $215.8K | 0.01% | +8,425 | New |
| Brookstone Capital Management | 7,705 | $211.3K | 0.00% | +7,705 | New |
| Diligent Investors, LLC | 7,640 | $207.9K | 0.05% | +7,640 | New |
| Central Trust Co | 6,700 | $182.3K | 0.00% | +6,700 | New |
| Geneos Wealth Management Inc. | 2,997 | $81.5K | 0.00% | +726+32.0% | Added |
| CIBC Private Wealth Group, LLC | 2,554 | $72.9K | 0.00% | +2,454+2,454.0% | Added |
| WR Wealth Planners, LLC | 2,318 | $63.1K | 0.02% | −662−22.2% | Reduced |
| Bank of America Corp | 1,980 | $53.9K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1,764 | $48.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 1,598 | $44.2K | 0.00% | +1,598 | New |
| Cape Investment Advisory, Inc. | 1,500 | $40.8K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 1,283 | $34.9K | 0.00% | +856+200.5% | Added |
| Clean Yield Group | 1,200 | $32.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 900 | $24.5K | 0.00% | +900 | New |
| National Bank of Canada | 740 | $20.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $9.33K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 235 | $6.39K | 0.00% | +235 | New |
| Insight Financial Services | 200 | $5.44K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 200 | $5.00K | 0.00% | −343−63.2% | Reduced |
| Evergreen Private Wealth LLC | 142 | $3.86K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $3.27K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 118 | $3.21K | 0.00% | +118 | New |
| Rise Advisors, LLC | 100 | $2.72K | 0.00% | +100 | New |
| Tucker Asset Management LLC | 70 | $1.91K | 0.00% | +70 | New |
| Tradewinds Capital Management, LLC | 60 | $1.63K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1 | $0 | 0.00% | −339−99.7% | Reduced |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29,356−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −9,638−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −9,175−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −8,728−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Cutler Group LP | – | – | – | – | Not filed |