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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $25 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 18 | $569 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $1.58K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 60 | $1.90K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 85 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $3.79K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $4.48K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 156 | $4.94K | 0.00% | +156 | New |
| Stonebridge Financial Group, LLC | 178 | $5.63K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 200 | $6.30K | 0.00% | +200 | New |
| Insight Financial Services | 200 | $6.32K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 227 | $7.17K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 238 | $7.52K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 284 | $9.00K | 0.00% | −458−61.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 343 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 740 | $23.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 857 | $27.1K | 0.00% | +857 | New |
| AdvisorNet Financial, Inc | 900 | $28.4K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,018 | $32.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $37.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,543 | $47.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,500 | $47.4K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 1,764 | $55.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,938 | $61.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,980 | $62.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,503 | $142.3K | 0.01% | +4,503 | New |
| Hoey Investments, Inc | 5,150 | $162.7K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,571 | $207.6K | 0.00% | +6,571 | New |
| Cambridge Investment Research Advisors, Inc. | 7,354 | $232.0K | 0.00% | +7,354 | New |
| Fidelis Capital Partners, LLC | 7,912 | $240.4K | 0.03% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,425 | $266.2K | 0.06% | −1,125−11.8% | Reduced |
| Cetera Investment Advisers | 9,334 | $295.0K | 0.00% | +9,334 | New |
| Simplex Trading, LLC | 10,387 | $328.0K | 0.01% | +10,387 | New |
| Herold Advisors, Inc. | 10,800 | $341.3K | 0.07% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,914 | $344.9K | 0.01% | +528+5.1% | Added |
| HighTower Advisors, LLC | 11,491 | $363.1K | 0.00% | +11,491 | New |
| Ignite Planners, LLC | 13,253 | $382.0K | 0.07% | +2,124+19.1% | Added |
| Wolverine Trading, LLC | 12,625 | $403.4K | 0.01% | +12,625 | New |
| Isthmus Partners, LLC | 12,800 | $404.5K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,269 | $419.3K | 0.00% | −30,519−69.7% | Reduced |
| Envestnet Asset Management Inc | 13,328 | $421.2K | 0.00% | +2,850+27.2% | Added |
| Commonwealth Equity Services, LLC | 13,974 | $442.0K | 0.00% | +4,496+47.4% | Added |
| Whittier Trust Co | 14,009 | $442.5K | 0.01% | +14,009 | New |
| Pettinga Financial Advisors, LLC | 14,087 | $445.1K | 0.10% | −12,750−47.5% | Reduced |
| Garde Capital, Inc. | 15,196 | $480.2K | 0.03% | +988+7.0% | Added |
| Morgan Stanley | 18,064 | $570.8K | 0.00% | −5,899−24.6% | Reduced |
| The PNC Financial Services Group, Inc. | 18,660 | $589.7K | 0.00% | +9,870+112.3% | Added |
| Flow Traders U.S. LLC | 23,057 | $729.0K | 0.03% | −11,689−33.6% | Reduced |
| MML Investors Services, LLC | 24,649 | $779.0K | 0.00% | +2,228+9.9% | Added |
| Susquehanna International Group, LLP | 25,282 | $798.9K | 0.00% | −60,006−70.4% | Reduced |
| Lazard Asset Management LLC | 27,307 | $862.0K | 0.00% | −21−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 28,723 | $907.7K | 0.00% | +11,738+69.1% | Added |
| TCFG Wealth Management, LLC | 30,426 | $961.5K | 0.48% | −3,550−10.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,200 | $996.8K | 0.00% | +6,500+26.3% | Added |
| Basso Capital Management, L.P. | 32,600 | $1.03M | 0.88% | +30,600+1,530.0% | Added |
| National Asset Management, Inc. | 35,537 | $1.12M | 0.03% | +35,537 | New |
| BigSur Wealth Management LLC | 36,939 | $1.17M | 0.32% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 51,538 | $1.63M | 0.00% | +5,610+12.2% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.74M | 0.19% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 58,619 | $1.84M | 0.02% | −3,219−5.2% | Reduced |
| Jane Street Group, LLC | 70,596 | $2.23M | 0.00% | +13,605+23.9% | Added |
| UBS Group AG | 100,150 | $3.16M | 0.00% | +87,249+676.3% | Added |
| Citadel Advisors LLC | 105,006 | $3.32M | 0.00% | +38,881+58.8% | Added |
| Arkadios Wealth Advisors | 109,916 | $3.47M | 0.13% | +109,916 | New |
| LPL Financial LLC | 132,771 | $4.20M | 0.00% | +69,061+108.4% | Added |
| 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 |