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, Q1 2025
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2025. 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
- 67
- +8 vs. Q4 2024
- Shares held
- 1.25M
- +316.1K (+33.9%) vs. Q4 2024
- Total value
- $39.4M
- +$15.9M (+67.7%) vs. Q4 2024
- New holders
- 15
- 15 more added
- Sold out
- 7
- 10 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 132,771 | $4.20M | 0.00% | +69,061+108.4% | Added |
| Arkadios Wealth Advisors | 109,916 | $3.47M | 0.13% | +109,916 | New |
| Citadel Advisors LLC | 105,006 | $3.32M | 0.00% | +38,881+58.8% | Added |
| UBS Group AG | 100,150 | $3.16M | 0.00% | +87,249+676.3% | Added |
| Jane Street Group, LLC | 70,596 | $2.23M | 0.00% | +13,605+23.9% | Added |
| TD Waterhouse Canada Inc. | 58,619 | $1.84M | 0.02% | −3,219−5.2% | Reduced |
| Knollwood Investment Advisory, LLC | 54,918 | $1.74M | 0.19% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 51,538 | $1.63M | 0.00% | +5,610+12.2% | Added |
| BigSur Wealth Management LLC | 36,939 | $1.17M | 0.32% | 00.0% | Unchanged |
| National Asset Management, Inc. | 35,537 | $1.12M | 0.03% | +35,537 | New |
| Basso Capital Management, L.P. | 32,600 | $1.03M | 0.88% | +30,600+1,530.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 31,200 | $996.8K | 0.00% | +6,500+26.3% | Added |
| TCFG Wealth Management, LLC | 30,426 | $961.5K | 0.48% | −3,550−10.4% | Reduced |
| Advisor Group Holdings, Inc. | 28,723 | $907.7K | 0.00% | +11,738+69.1% | Added |
| Lazard Asset Management LLC | 27,307 | $862.0K | 0.00% | −21−0.1% | Reduced |
| Susquehanna International Group, LLP | 25,282 | $798.9K | 0.00% | −60,006−70.4% | Reduced |
| MML Investors Services, LLC | 24,649 | $779.0K | 0.00% | +2,228+9.9% | Added |
| Flow Traders U.S. LLC | 23,057 | $729.0K | 0.03% | −11,689−33.6% | Reduced |
| The PNC Financial Services Group, Inc. | 18,660 | $589.7K | 0.00% | +9,870+112.3% | Added |
| Morgan Stanley | 18,064 | $570.8K | 0.00% | −5,899−24.6% | Reduced |
| Garde Capital, Inc. | 15,196 | $480.2K | 0.03% | +988+7.0% | Added |
| Pettinga Financial Advisors, LLC | 14,087 | $445.1K | 0.10% | −12,750−47.5% | Reduced |
| Whittier Trust Co | 14,009 | $442.5K | 0.01% | +14,009 | New |
| Commonwealth Equity Services, LLC | 13,974 | $442.0K | 0.00% | +4,496+47.4% | Added |
| Envestnet Asset Management Inc | 13,328 | $421.2K | 0.00% | +2,850+27.2% | Added |
| Stifel Financial Corp | 13,269 | $419.3K | 0.00% | −30,519−69.7% | Reduced |
| Isthmus Partners, LLC | 12,800 | $404.5K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,625 | $403.4K | 0.01% | +12,625 | New |
| Ignite Planners, LLC | 13,253 | $382.0K | 0.07% | +2,124+19.1% | Added |
| HighTower Advisors, LLC | 11,491 | $363.1K | 0.00% | +11,491 | New |
| Advisory Alpha, LLC | 10,914 | $344.9K | 0.01% | +528+5.1% | Added |
| Herold Advisors, Inc. | 10,800 | $341.3K | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,387 | $328.0K | 0.01% | +10,387 | New |
| Cetera Investment Advisers | 9,334 | $295.0K | 0.00% | +9,334 | New |
| Diligent Investors, LLC | 8,425 | $266.2K | 0.06% | −1,125−11.8% | Reduced |
| Fidelis Capital Partners, LLC | 7,912 | $240.4K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 7,354 | $232.0K | 0.00% | +7,354 | New |
| Merit Financial Group, LLC | 6,571 | $207.6K | 0.00% | +6,571 | New |
| Hoey Investments, Inc | 5,150 | $162.7K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,503 | $142.3K | 0.01% | +4,503 | New |
| Bank of America Corp | 1,980 | $62.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,938 | $61.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1,764 | $55.7K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,500 | $47.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,543 | $47.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $37.9K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,018 | $32.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 900 | $28.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 857 | $27.1K | 0.00% | +857 | New |
| National Bank of Canada | 740 | $23.4K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $10.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 284 | $9.00K | 0.00% | −458−61.7% | Reduced |
| Rialto Wealth Management, LLC | 238 | $7.52K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 227 | $7.17K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $6.32K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 200 | $6.30K | 0.00% | +200 | New |
| Stonebridge Financial Group, LLC | 178 | $5.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 156 | $4.94K | 0.00% | +156 | New |
| Evergreen Private Wealth LLC | 142 | $4.48K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $3.79K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 85 | $2.69K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $1.90K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $1.58K | 0.00% | +50 | New |
| CoreCap Advisors, LLC | 18 | $569 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $25 | 0.00% | +1 | New |
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −33,913−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,193−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −11,966−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −5,685−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |