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, Q4 2024
Institutional positions in United States Commodity Index Funds Trust as of Dec 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
- 60
- 0 vs. Q3 2024
- Shares held
- 932.6K
- −123.2K (−11.7%) vs. Q3 2024
- Total value
- $23.5M
- −$6.43M (−21.5%) vs. Q3 2024
- New holders
- 16
- 9 more added
- Sold out
- 16
- 14 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 85,288 | $2.15M | 0.00% | +85,288 | New |
| Citadel Advisors LLC | 66,125 | $1.66M | 0.00% | +36,263+121.4% | Added |
| LPL Financial LLC | 63,710 | $1.60M | 0.00% | −24,431−27.7% | Reduced |
| TD Waterhouse Canada Inc. | 61,838 | $1.56M | 0.01% | +1,460+2.4% | Added |
| Jane Street Group, LLC | 56,991 | $1.43M | 0.00% | +24,880+77.5% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.38M | 0.14% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 45,928 | $1.16M | 0.00% | −3,550−7.2% | Reduced |
| Stifel Financial Corp | 43,788 | $1.10M | 0.00% | +15,247+53.4% | Added |
| BigSur Wealth Management LLC | 36,939 | $929.4K | 0.27% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 34,746 | $874.0K | 0.03% | +34,746 | New |
| TCFG Wealth Management, LLC | 33,976 | $854.8K | 0.43% | −6,314−15.7% | Reduced |
| Apollon Wealth Management, LLC | 33,913 | $853.3K | 0.02% | +13,193+63.7% | Added |
| Lazard Asset Management LLC | 27,328 | $687.0K | 0.00% | −1,371−4.8% | Reduced |
| Pettinga Financial Advisors, LLC | 26,837 | $675.2K | 0.15% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 24,700 | $633.9K | 0.00% | −5,100−17.1% | Reduced |
| Morgan Stanley | 23,963 | $602.9K | 0.00% | −1,933−7.5% | Reduced |
| MML Investors Services, LLC | 22,421 | $564.0K | 0.00% | +7,937+54.8% | Added |
| Advisor Group Holdings, Inc. | 16,985 | $427.4K | 0.00% | −1,229−6.7% | Reduced |
| Garde Capital, Inc. | 14,208 | $357.0K | 0.02% | +14,208 | New |
| UBS Group AG | 12,901 | $324.6K | 0.00% | −5,663−30.5% | Reduced |
| Isthmus Partners, LLC | 12,800 | $322.0K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 12,193 | $306.0K | 0.00% | +12,193 | New |
| Aristides Capital LLC | 11,966 | $301.1K | 0.09% | +11,966 | New |
| Ignite Planners, LLC | 11,129 | $284.3K | 0.06% | +1,560+16.3% | Added |
| Herold Advisors, Inc. | 10,800 | $271.7K | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,478 | $263.6K | 0.00% | −9,854−48.5% | Reduced |
| Advisory Alpha, LLC | 10,386 | $261.3K | 0.01% | −535−4.9% | Reduced |
| Diligent Investors, LLC | 9,550 | $240.3K | 0.06% | +250+2.7% | Added |
| Commonwealth Equity Services, LLC | 9,478 | $238.0K | 0.00% | −832−8.1% | Reduced |
| The PNC Financial Services Group, Inc. | 8,790 | $221.2K | 0.00% | +8,790 | New |
| Fidelis Capital Partners, LLC | 7,912 | $214.9K | 0.02% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 5,685 | $161.2K | 0.01% | +5,685 | New |
| Hoey Investments, Inc | 5,150 | $129.6K | 0.02% | −3,400−39.8% | Reduced |
| Basso Capital Management, L.P. | 2,000 | $50.3K | 0.04% | +2,000 | New |
| Bank of America Corp | 1,980 | $49.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,938 | $48.8K | 0.00% | +1,820+1,542.4% | Added |
| Tidemark, LLC | 1,764 | $44.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,543 | $41.7K | 0.00% | +1,543 | New |
| Cape Investment Advisory, Inc. | 1,500 | $37.7K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,264 | $31.8K | 0.01% | −1,314−51.0% | Reduced |
| Clean Yield Group | 1,200 | $30.2K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,018 | $25.6K | 0.01% | +1,018 | New |
| AdvisorNet Financial, Inc | 900 | $22.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 742 | $19.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 740 | $18.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $8.63K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 350 | $8.00K | 0.00% | +350 | New |
| Rialto Wealth Management, LLC | 238 | $5.99K | 0.00% | +238 | New |
| SJS Investment Consulting Inc. | 227 | $5.71K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $5.03K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 178 | $4.48K | 0.00% | +178 | New |
| Jones Financial Companies LLLP | 161 | $4.05K | 0.00% | +161 | New |
| Evergreen Private Wealth LLC | 142 | $3.57K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $3.02K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 85 | $2.14K | 0.00% | +85 | New |
| Tucker Asset Management LLC | 70 | $1.76K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $1.51K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $453 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $126 | 0.00% | +5 | New |
| CWM, LLC | 1 | $0 | 0.00% | −5,976−100.0% | Reduced |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −117,361−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −51,310−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −45,462−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −26,454−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −23,364−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −17,004−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,583−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −11,475−100.0% | Sold out |
| Ironsides Asset Advisors, LLC | 0 | $0 | 0.00% | −9,620−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −6,662−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −7,279−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Sage Investment Advisers LLC | – | – | – | – | Not filed |