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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $32 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 18 | $570 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 37 | $1.17K | 0.00% | +37 | New |
| Copia Wealth Management | 40 | $1.27K | 0.00% | +40 | New |
| Mount Yale Investment Advisors, LLC | 48 | $1.52K | 0.00% | +48 | 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 |
| JPMorgan Chase & Co | 94 | $2.97K | 0.00% | −763−89.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 120 | $3.80K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $4.49K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $6.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 227 | $7.18K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 238 | $7.53K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 284 | $9.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 343 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 537 | $17.0K | 0.01% | −481−47.2% | Reduced |
| Royal Bank of Canada | 600 | $19.0K | 0.00% | +600 | New |
| Ameritas Advisory Services, LLC | 627 | $19.8K | 0.00% | +627 | New |
| National Bank of Canada | 740 | $23.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 800 | $25.3K | 0.01% | +800 | New |
| AdvisorNet Financial, Inc | 900 | $28.5K | 0.00% | 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 |
| Clean Yield Group | 1,200 | $38.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,414 | $44.7K | 0.00% | +1,414 | New |
| Geneos Wealth Management Inc. | 1,464 | $46.3K | 0.00% | +1,464 | New |
| Cape Investment Advisory, Inc. | 1,500 | $47.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,543 | $48.8K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1,764 | $55.8K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,805 | $57.1K | 0.00% | +1,805 | New |
| Creative Financial Designs Inc | 1,938 | $61.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 2,000 | $63.3K | 0.00% | +2,000 | New |
| Comerica Bank | 3,510 | $111.1K | 0.00% | +3,510 | New |
| Hoey Investments, Inc | 5,150 | $162.9K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 7,912 | $217.3K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 6,980 | $220.8K | 0.00% | +5,000+252.5% | Added |
| Oppenheimer & Co Inc | 7,018 | $222.1K | 0.00% | +7,018 | New |
| Morgan Stanley | 7,474 | $236.5K | 0.00% | −10,590−58.6% | Reduced |
| HighTower Advisors, LLC | 8,596 | $272.0K | 0.00% | −2,895−25.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,123 | $289.0K | 0.00% | +1,769+24.1% | Added |
| Herold Advisors, Inc. | 10,800 | $341.7K | 0.07% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,869 | $343.9K | 0.01% | −45−0.4% | Reduced |
| Kestra Advisory Services, LLC | 11,062 | $350.0K | 0.00% | +11,062 | New |
| Mutual Advisors, LLC | 9,894 | $354.6K | 0.01% | +9,894 | New |
| Basso Capital Management, L.P. | 11,600 | $367.0K | 0.27% | −21,000−64.4% | Reduced |
| Commonwealth Equity Services, LLC | 12,244 | $387.0K | 0.00% | −1,730−12.4% | Reduced |
| Isthmus Partners, LLC | 12,800 | $405.0K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,889 | $408.2K | 0.01% | +264+2.1% | Added |
| Stifel Financial Corp | 13,544 | $428.5K | 0.00% | +275+2.1% | Added |
| Whittier Trust Co | 14,009 | $443.1K | 0.01% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 14,237 | $450.5K | 0.10% | +150+1.1% | Added |
| IMC-Chicago, LLC | 14,811 | $468.6K | 0.01% | +14,811 | New |
| Ignite Planners, LLC | 13,886 | $481.3K | 0.08% | +633+4.8% | Added |
| Garde Capital, Inc. | 16,519 | $522.7K | 0.03% | +1,323+8.7% | Added |
| Envestnet Asset Management Inc | 19,261 | $609.4K | 0.00% | +5,933+44.5% | Added |
| Cerity Partners LLC | 20,000 | $632.8K | 0.00% | +20,000 | New |
| Cetera Investment Advisers | 20,388 | $645.1K | 0.00% | +11,054+118.4% | Added |
| Lazard Asset Management LLC | 27,212 | $860.0K | 0.00% | −95−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 27,660 | $875.2K | 0.00% | +9,000+48.2% | Added |
| Ameriprise Financial Inc | 28,294 | $895.2K | 0.00% | −23,244−45.1% | Reduced |
| BigSur Wealth Management LLC | 30,339 | $959.9K | 0.24% | −6,600−17.9% | Reduced |
| Advisor Group Holdings, Inc. | 30,384 | $961.4K | 0.00% | +1,661+5.8% | Added |
| MML Investors Services, LLC | 30,684 | $971.0K | 0.00% | +6,035+24.5% | Added |
| Brookwood Investment Group LLC | 35,827 | $1.13M | 0.18% | +35,827 | New |
| Susquehanna International Group, LLP | 39,910 | $1.26M | 0.00% | +14,628+57.9% | Added |
| TCFG Wealth Management, LLC | 41,066 | $1.30M | 0.59% | +10,640+35.0% | Added |
| National Asset Management, Inc. | 43,477 | $1.38M | 0.07% | +7,940+22.3% | Added |
| TD Waterhouse Canada Inc. | 50,319 | $1.59M | 0.01% | −8,300−14.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 52,200 | $1.65M | 0.01% | +21,000+67.3% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.74M | 0.17% | 00.0% | Unchanged |
| Fig Financial Advisory Services Inc | 66,995 | $2.12M | 1.42% | +66,995 | New |
| UBS Group AG | 77,676 | $2.46M | 0.00% | −22,474−22.4% | Reduced |
| Citadel Advisors LLC | 109,372 | $3.46M | 0.00% | +4,366+4.2% | Added |
| Arkadios Wealth Advisors | 112,877 | $3.57M | 0.11% | +2,961+2.7% | Added |
| LPL Financial LLC | 158,180 | $5.00M | 0.00% | +25,409+19.1% | Added |
| 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 |