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