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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | −339−99.7% | Reduced |
| Tradewinds Capital Management, LLC | 60 | $1.63K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 70 | $1.91K | 0.00% | +70 | New |
| Rise Advisors, LLC | 100 | $2.72K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 118 | $3.21K | 0.00% | +118 | New |
| Bartlett & Co. Wealth Management LLC | 120 | $3.27K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $3.86K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 200 | $5.00K | 0.00% | −343−63.2% | Reduced |
| Insight Financial Services | 200 | $5.44K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 235 | $6.39K | 0.00% | +235 | New |
| Blue Bell Private Wealth Management, LLC | 343 | $9.33K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 740 | $20.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 900 | $24.5K | 0.00% | +900 | New |
| Clean Yield Group | 1,200 | $32.7K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,283 | $34.9K | 0.00% | +856+200.5% | Added |
| Cape Investment Advisory, Inc. | 1,500 | $40.8K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 1,598 | $44.2K | 0.00% | +1,598 | New |
| Tidemark, LLC | 1,764 | $48.0K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 1,980 | $53.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,318 | $63.1K | 0.02% | −662−22.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,554 | $72.9K | 0.00% | +2,454+2,454.0% | Added |
| Geneos Wealth Management Inc. | 2,997 | $81.5K | 0.00% | +726+32.0% | Added |
| Central Trust Co | 6,700 | $182.3K | 0.00% | +6,700 | New |
| Diligent Investors, LLC | 7,640 | $207.9K | 0.05% | +7,640 | New |
| Brookstone Capital Management | 7,705 | $211.3K | 0.00% | +7,705 | New |
| Mutual Advisors, LLC | 8,425 | $215.8K | 0.01% | +8,425 | New |
| Hoey Investments, Inc | 8,550 | $232.6K | 0.04% | +7,550+755.0% | Added |
| Wolverine Trading, LLC | 9,012 | $245.2K | 0.00% | +9,012 | New |
| Advisory Alpha, LLC | 9,368 | $254.9K | 0.01% | +9,368 | New |
| Commonwealth Equity Services, LLC | 9,595 | $261.0K | 0.00% | +1,349+16.4% | Added |
| Mason & Associates Inc | 10,486 | $285.3K | 0.08% | +10,486 | New |
| Herold Advisors, Inc. | 10,800 | $293.9K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,371 | $336.6K | 0.00% | −1,118−8.3% | Reduced |
| Isthmus Partners, LLC | 12,800 | $348.3K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 13,317 | $362.4K | 0.10% | +13,317 | New |
| PFG Advisors | 14,765 | $401.8K | 0.03% | −3,836−20.6% | Reduced |
| Sanctuary Advisors, LLC | 14,080 | $402.0K | 0.00% | +14,080 | New |
| Ironsides Asset Advisors, LLC | 15,734 | $428.1K | 0.14% | +15,734 | New |
| Apollon Wealth Management, LLC | 16,184 | $440.4K | 0.01% | +16,184 | New |
| Sage Investment Advisers LLC | 18,600 | $506.1K | 0.57% | +18,600 | New |
| MML Investors Services, LLC | 19,426 | $529.0K | 0.00% | +1,296+7.1% | Added |
| Envestnet Asset Management Inc | 19,718 | $536.5K | 0.00% | +19,718 | New |
| Susquehanna International Group, LLP | 20,666 | $562.3K | 0.00% | +20,666 | New |
| HighTower Advisors, LLC | 20,966 | $568.0K | 0.00% | +10,939+109.1% | Added |
| Cetera Investment Advisers | 21,413 | $582.6K | 0.00% | +21,413 | New |
| WESPAC Advisors, LLC | 22,271 | $606.0K | 0.47% | +22,271 | New |
| Pettinga Financial Advisors, LLC | 26,837 | $730.2K | 0.18% | −575−2.1% | Reduced |
| Citadel Advisors LLC | 27,521 | $748.8K | 0.00% | −22,441−44.9% | Reduced |
| JPMorgan Chase & Co | 27,582 | $750.5K | 0.00% | −36,859−57.2% | Reduced |
| Lazard Asset Management LLC | 28,699 | $780.0K | 0.00% | +28,699 | New |
| UBS Group AG | 33,140 | $901.7K | 0.00% | −1,523−4.4% | Reduced |
| BigSur Wealth Management LLC | 33,439 | $909.9K | 0.28% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 37,540 | $1.02M | 0.00% | −15,066−28.6% | Reduced |
| Advisor Group Holdings, Inc. | 43,118 | $1.17M | 0.00% | +7,090+19.7% | Added |
| Morgan Stanley | 43,475 | $1.18M | 0.00% | +15,747+56.8% | Added |
| Perigon Wealth Management, LLC | 49,082 | $1.34M | 0.04% | +14,642+42.5% | Added |
| TD Waterhouse Canada Inc. | 51,568 | $1.41M | 0.01% | +3,574+7.4% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.49M | 0.17% | 00.0% | Unchanged |
| Jane Street Group, LLC | 96,083 | $2.61M | 0.00% | +96,083 | New |
| LPL Financial LLC | 103,170 | $2.81M | 0.00% | +15,552+17.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 177,700 | $4.78M | 0.02% | +52,600+42.0% | Added |
| Omnia Family Wealth, LLC | 223,402 | $6.08M | 2.57% | −370−0.2% | Reduced |
| Bienville Capital Management, LLC | 435,000 | $11.8M | 2.84% | 00.0% | Unchanged |
| 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 |