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, Q2 2025
Institutional positions in United States Commodity Index Funds Trust as of Jun 30, 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
- 78
- +12 vs. Q1 2025
- Shares held
- 1.34M
- +87.8K (+7.0%) vs. Q1 2025
- Total value
- $42.3M
- +$2.92M (+7.4%) vs. Q1 2025
- New holders
- 20
- 20 more added
- Sold out
- 8
- 12 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 158,180 | $5.00M | 0.00% | +25,409+19.1% | Added |
| Arkadios Wealth Advisors | 112,877 | $3.57M | 0.11% | +2,961+2.7% | Added |
| Citadel Advisors LLC | 109,372 | $3.46M | 0.00% | +4,366+4.2% | Added |
| UBS Group AG | 77,676 | $2.46M | 0.00% | −22,474−22.4% | Reduced |
| Fig Financial Advisory Services Inc | 66,995 | $2.12M | 1.42% | +66,995 | New |
| Knollwood Investment Advisory, LLC | 54,918 | $1.74M | 0.17% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 52,200 | $1.65M | 0.01% | +21,000+67.3% | Added |
| TD Waterhouse Canada Inc. | 50,319 | $1.59M | 0.01% | −8,300−14.2% | Reduced |
| National Asset Management, Inc. | 43,477 | $1.38M | 0.07% | +7,940+22.3% | Added |
| TCFG Wealth Management, LLC | 41,066 | $1.30M | 0.59% | +10,640+35.0% | Added |
| Susquehanna International Group, LLP | 39,910 | $1.26M | 0.00% | +14,628+57.9% | Added |
| Brookwood Investment Group LLC | 35,827 | $1.13M | 0.18% | +35,827 | New |
| MML Investors Services, LLC | 30,684 | $971.0K | 0.00% | +6,035+24.5% | Added |
| Advisor Group Holdings, Inc. | 30,384 | $961.4K | 0.00% | +1,661+5.8% | Added |
| BigSur Wealth Management LLC | 30,339 | $959.9K | 0.24% | −6,600−17.9% | Reduced |
| Ameriprise Financial Inc | 28,294 | $895.2K | 0.00% | −23,244−45.1% | Reduced |
| The PNC Financial Services Group, Inc. | 27,660 | $875.2K | 0.00% | +9,000+48.2% | Added |
| Lazard Asset Management LLC | 27,212 | $860.0K | 0.00% | −95−0.3% | Reduced |
| Cetera Investment Advisers | 20,388 | $645.1K | 0.00% | +11,054+118.4% | Added |
| Cerity Partners LLC | 20,000 | $632.8K | 0.00% | +20,000 | New |
| Envestnet Asset Management Inc | 19,261 | $609.4K | 0.00% | +5,933+44.5% | Added |
| Garde Capital, Inc. | 16,519 | $522.7K | 0.03% | +1,323+8.7% | Added |
| Ignite Planners, LLC | 13,886 | $481.3K | 0.08% | +633+4.8% | Added |
| IMC-Chicago, LLC | 14,811 | $468.6K | 0.01% | +14,811 | New |
| Pettinga Financial Advisors, LLC | 14,237 | $450.5K | 0.10% | +150+1.1% | Added |
| Whittier Trust Co | 14,009 | $443.1K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,544 | $428.5K | 0.00% | +275+2.1% | Added |
| Wolverine Trading, LLC | 12,889 | $408.2K | 0.01% | +264+2.1% | Added |
| Isthmus Partners, LLC | 12,800 | $405.0K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,244 | $387.0K | 0.00% | −1,730−12.4% | Reduced |
| Basso Capital Management, L.P. | 11,600 | $367.0K | 0.27% | −21,000−64.4% | Reduced |
| Mutual Advisors, LLC | 9,894 | $354.6K | 0.01% | +9,894 | New |
| Kestra Advisory Services, LLC | 11,062 | $350.0K | 0.00% | +11,062 | New |
| Advisory Alpha, LLC | 10,869 | $343.9K | 0.01% | −45−0.4% | Reduced |
| Herold Advisors, Inc. | 10,800 | $341.7K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,123 | $289.0K | 0.00% | +1,769+24.1% | Added |
| HighTower Advisors, LLC | 8,596 | $272.0K | 0.00% | −2,895−25.2% | Reduced |
| Morgan Stanley | 7,474 | $236.5K | 0.00% | −10,590−58.6% | Reduced |
| Oppenheimer & Co Inc | 7,018 | $222.1K | 0.00% | +7,018 | New |
| Bank of America Corp | 6,980 | $220.8K | 0.00% | +5,000+252.5% | Added |
| Fidelis Capital Partners, LLC | 7,912 | $217.3K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5,150 | $162.9K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 3,510 | $111.1K | 0.00% | +3,510 | New |
| Raymond James Financial Inc | 2,000 | $63.3K | 0.00% | +2,000 | New |
| Creative Financial Designs Inc | 1,938 | $61.3K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,805 | $57.1K | 0.00% | +1,805 | New |
| Tidemark, LLC | 1,764 | $55.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,543 | $48.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,500 | $47.5K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,464 | $46.3K | 0.00% | +1,464 | New |
| Private Trust Co NA | 1,414 | $44.7K | 0.00% | +1,414 | New |
| Clean Yield Group | 1,200 | $38.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,000 | $31.6K | 0.00% | +800+400.0% | Added |
| Kiker Wealth Management, LLC | 1,000 | $31.6K | 0.02% | +1,000 | New |
| AdvisorNet Financial, Inc | 900 | $28.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 800 | $25.3K | 0.01% | +800 | New |
| National Bank of Canada | 740 | $23.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 627 | $19.8K | 0.00% | +627 | New |
| Royal Bank of Canada | 600 | $19.0K | 0.00% | +600 | New |
| Vermillion Wealth Management, Inc. | 537 | $17.0K | 0.01% | −481−47.2% | Reduced |
| Ogorek Anthony Joseph | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $10.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 284 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 238 | $7.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 227 | $7.18K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $6.33K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $3.80K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 94 | $2.97K | 0.00% | −763−89.0% | Reduced |
| 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 |
| Mount Yale Investment Advisors, LLC | 48 | $1.52K | 0.00% | +48 | New |
| Copia Wealth Management | 40 | $1.27K | 0.00% | +40 | New |
| JDM Financial Group LLC | 37 | $1.17K | 0.00% | +37 | New |
| CoreCap Advisors, LLC | 18 | $570 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $32 | 0.00% | +1 | New |
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −70,596−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −23,057−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,387−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −6,571−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |