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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | −5,976−100.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5 | $126 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 18 | $453 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $1.51K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 70 | $1.76K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 85 | $2.14K | 0.00% | +85 | New |
| Bartlett & Co. Wealth Management LLC | 120 | $3.02K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $3.57K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 161 | $4.05K | 0.00% | +161 | New |
| Stonebridge Financial Group, LLC | 178 | $4.48K | 0.00% | +178 | New |
| Insight Financial Services | 200 | $5.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 227 | $5.71K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 238 | $5.99K | 0.00% | +238 | New |
| Ogorek Anthony Joseph | 350 | $8.00K | 0.00% | +350 | New |
| Blue Bell Private Wealth Management, LLC | 343 | $8.63K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 740 | $18.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 742 | $19.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 900 | $22.6K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,018 | $25.6K | 0.01% | +1,018 | New |
| Clean Yield Group | 1,200 | $30.2K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,264 | $31.8K | 0.01% | −1,314−51.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,500 | $37.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,543 | $41.7K | 0.00% | +1,543 | New |
| Tidemark, LLC | 1,764 | $44.4K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,938 | $48.8K | 0.00% | +1,820+1,542.4% | Added |
| Bank of America Corp | 1,980 | $49.8K | 0.00% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 2,000 | $50.3K | 0.04% | +2,000 | New |
| Hoey Investments, Inc | 5,150 | $129.6K | 0.02% | −3,400−39.8% | Reduced |
| Synergy Financial Management, LLC | 5,685 | $161.2K | 0.01% | +5,685 | New |
| Fidelis Capital Partners, LLC | 7,912 | $214.9K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,790 | $221.2K | 0.00% | +8,790 | New |
| Commonwealth Equity Services, LLC | 9,478 | $238.0K | 0.00% | −832−8.1% | Reduced |
| Diligent Investors, LLC | 9,550 | $240.3K | 0.06% | +250+2.7% | Added |
| Advisory Alpha, LLC | 10,386 | $261.3K | 0.01% | −535−4.9% | Reduced |
| Envestnet Asset Management Inc | 10,478 | $263.6K | 0.00% | −9,854−48.5% | Reduced |
| Herold Advisors, Inc. | 10,800 | $271.7K | 0.06% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,129 | $284.3K | 0.06% | +1,560+16.3% | Added |
| Aristides Capital LLC | 11,966 | $301.1K | 0.09% | +11,966 | New |
| HRT Financial LP | 12,193 | $306.0K | 0.00% | +12,193 | New |
| Isthmus Partners, LLC | 12,800 | $322.0K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 12,901 | $324.6K | 0.00% | −5,663−30.5% | Reduced |
| Garde Capital, Inc. | 14,208 | $357.0K | 0.02% | +14,208 | New |
| Advisor Group Holdings, Inc. | 16,985 | $427.4K | 0.00% | −1,229−6.7% | Reduced |
| MML Investors Services, LLC | 22,421 | $564.0K | 0.00% | +7,937+54.8% | Added |
| Morgan Stanley | 23,963 | $602.9K | 0.00% | −1,933−7.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,700 | $633.9K | 0.00% | −5,100−17.1% | Reduced |
| Pettinga Financial Advisors, LLC | 26,837 | $675.2K | 0.15% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 27,328 | $687.0K | 0.00% | −1,371−4.8% | Reduced |
| Apollon Wealth Management, LLC | 33,913 | $853.3K | 0.02% | +13,193+63.7% | Added |
| TCFG Wealth Management, LLC | 33,976 | $854.8K | 0.43% | −6,314−15.7% | Reduced |
| Flow Traders U.S. LLC | 34,746 | $874.0K | 0.03% | +34,746 | New |
| BigSur Wealth Management LLC | 36,939 | $929.4K | 0.27% | 00.0% | Unchanged |
| Stifel Financial Corp | 43,788 | $1.10M | 0.00% | +15,247+53.4% | Added |
| Ameriprise Financial Inc | 45,928 | $1.16M | 0.00% | −3,550−7.2% | Reduced |
| Knollwood Investment Advisory, LLC | 54,918 | $1.38M | 0.14% | 00.0% | Unchanged |
| Jane Street Group, LLC | 56,991 | $1.43M | 0.00% | +24,880+77.5% | Added |
| TD Waterhouse Canada Inc. | 61,838 | $1.56M | 0.01% | +1,460+2.4% | Added |
| LPL Financial LLC | 63,710 | $1.60M | 0.00% | −24,431−27.7% | Reduced |
| Citadel Advisors LLC | 66,125 | $1.66M | 0.00% | +36,263+121.4% | Added |
| Susquehanna International Group, LLP | 85,288 | $2.15M | 0.00% | +85,288 | New |
| 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 |