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, Q3 2024
Institutional positions in United States Commodity Index Funds Trust as of Sep 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
- 61
- −2 vs. Q2 2024
- Shares held
- 1.08M
- −763.9K (−41.4%) vs. Q2 2024
- Total value
- $30.6M
- −$19.5M (−38.9%) vs. Q2 2024
- New holders
- 10
- 18 more added
- Sold out
- 12
- 13 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 117,361 | $3.36M | 0.09% | +108,349+1,202.3% | Added |
| LPL Financial LLC | 88,141 | $2.50M | 0.00% | −15,029−14.6% | Reduced |
| TD Waterhouse Canada Inc. | 60,378 | $1.72M | 0.01% | +8,810+17.1% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.56M | 0.17% | 00.0% | Unchanged |
| Simplex Trading, LLC | 51,310 | $1.45M | 0.05% | +51,310 | New |
| Ameriprise Financial Inc | 49,478 | $1.41M | 0.00% | +11,938+31.8% | Added |
| Mutual Advisors, LLC | 45,462 | $1.25M | 0.04% | +37,037+439.6% | Added |
| TCFG Wealth Management, LLC | 40,290 | $1.14M | 0.57% | +40,290 | New |
| BigSur Wealth Management LLC | 36,939 | $1.05M | 0.29% | +3,500+10.5% | Added |
| Jane Street Group, LLC | 32,111 | $910.3K | 0.00% | −63,972−66.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 29,800 | $853.5K | 0.00% | −147,900−83.2% | Reduced |
| Citadel Advisors LLC | 29,862 | $846.6K | 0.00% | +2,341+8.5% | Added |
| Lazard Asset Management LLC | 28,699 | $813.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 28,541 | $809.1K | 0.00% | +16,170+130.7% | Added |
| Pettinga Financial Advisors, LLC | 26,837 | $760.8K | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 26,454 | $750.0K | 0.00% | +5,041+23.5% | Added |
| Morgan Stanley | 25,896 | $734.2K | 0.00% | −17,579−40.4% | Reduced |
| Sage Investment Advisers LLC | 23,600 | $669.1K | 0.70% | +5,000+26.9% | Added |
| JPMorgan Chase & Co | 23,364 | $662.4K | 0.00% | −4,218−15.3% | Reduced |
| Apollon Wealth Management, LLC | 20,720 | $587.4K | 0.02% | +4,536+28.0% | Added |
| Envestnet Asset Management Inc | 20,332 | $576.4K | 0.00% | +614+3.1% | Added |
| UBS Group AG | 18,564 | $526.3K | 0.00% | −14,576−44.0% | Reduced |
| Advisor Group Holdings, Inc. | 18,214 | $516.4K | 0.00% | −24,904−57.8% | Reduced |
| Group One Trading, L.P. | 17,004 | $482.1K | 0.02% | +17,004 | New |
| MML Investors Services, LLC | 14,484 | $411.0K | 0.00% | −4,942−25.4% | Reduced |
| HighTower Advisors, LLC | 13,583 | $384.0K | 0.00% | −7,383−35.2% | Reduced |
| Isthmus Partners, LLC | 12,800 | $362.9K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,921 | $309.6K | 0.01% | +1,553+16.6% | Added |
| Herold Advisors, Inc. | 10,800 | $306.2K | 0.07% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,475 | $294.6K | 0.00% | −2,605−18.5% | Reduced |
| Commonwealth Equity Services, LLC | 10,310 | $292.0K | 0.00% | +715+7.5% | Added |
| Ironsides Asset Advisors, LLC | 9,620 | $272.7K | 0.08% | −6,114−38.9% | Reduced |
| Ignite Planners, LLC | 9,569 | $271.3K | 0.06% | +9,569 | New |
| Diligent Investors, LLC | 9,300 | $263.7K | 0.06% | +1,660+21.7% | Added |
| International Assets Investment Management, LLC | 6,662 | $235.0K | 0.00% | +6,427+2,734.9% | Added |
| Hoey Investments, Inc | 8,550 | $232.6K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 7,912 | $215.4K | 0.03% | +7,912 | New |
| Beck Capital Management, LLC | 7,279 | $206.4K | 0.06% | +7,279 | New |
| CWM, LLC | 5,977 | $169.0K | 0.00% | +5,976+597,600.0% | Added |
| WR Wealth Planners, LLC | 2,578 | $73.1K | 0.02% | +260+11.2% | Added |
| Bank of America Corp | 1,980 | $56.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1,764 | $50.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 1,697 | $48.6K | 0.00% | +99+6.2% | Added |
| Cape Investment Advisory, Inc. | 1,500 | $42.5K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 923 | $26.2K | 0.00% | −2,074−69.2% | Reduced |
| AdvisorNet Financial, Inc | 900 | $25.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 742 | $21.0K | 0.00% | +742 | New |
| National Bank of Canada | 740 | $21.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $9.72K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 300 | $8.51K | 0.00% | +300 | New |
| SJS Investment Consulting Inc. | 227 | $6.44K | 0.00% | +227 | New |
| Royal Bank of Canada | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $5.67K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $3.40K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 118 | $3.35K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 70 | $1.99K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.42K | 0.00% | −50−50.0% | Reduced |
| CoreCap Advisors, LLC | 18 | $510 | 0.00% | +18 | New |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −435,000−100.0% | Sold out |
| Omnia Family Wealth, LLC | 0 | $0 | 0.00% | −223,402−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −49,082−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −22,271−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,666−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −14,765−100.0% | Sold out |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −13,317−100.0% | Sold out |
| Mason & Associates Inc | 0 | $0 | 0.00% | −10,486−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −7,705−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |