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, Q3 2025
Institutional positions in United States Commodity Index Funds Trust as of Sep 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
- 0 vs. Q2 2025
- Shares held
- 1.98M
- +645.1K (+48.3%) vs. Q2 2025
- Total value
- $59.4M
- +$17.1M (+40.4%) vs. Q2 2025
- New holders
- 21
- 26 more added
- Sold out
- 21
- 11 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 140,031 | $4.20M | 0.10% | +27,154+24.1% | Added |
| LPL Financial LLC | 130,590 | $3.92M | 0.00% | −27,590−17.4% | Reduced |
| HITE Hedge Asset Management LLC | 130,000 | $3.90M | 0.21% | +130,000 | New |
| Citadel Advisors LLC | 121,886 | $3.66M | 0.00% | +12,514+11.4% | Added |
| EHP Funds Inc. | 111,000 | $3.33M | 4.38% | +111,000 | New |
| Ameriprise Financial Inc | 101,677 | $3.05M | 0.00% | +73,383+259.4% | Added |
| Brookwood Investment Group LLC | 101,307 | $3.04M | 0.39% | +65,480+182.8% | Added |
| UBS Group AG | 84,647 | $2.54M | 0.00% | +6,971+9.0% | Added |
| TD Waterhouse Canada Inc. | 62,766 | $1.89M | 0.01% | +12,447+24.7% | Added |
| Strategic Blueprint, LLC | 61,968 | $1.86M | 0.08% | +61,968 | New |
| Mirae Asset Global Investments Co., Ltd. | 60,100 | $1.80M | 0.01% | +7,900+15.1% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.65M | 0.15% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 53,087 | $1.59M | 0.00% | +25,427+91.9% | Added |
| National Asset Management, Inc. | 52,587 | $1.58M | 0.08% | +9,110+21.0% | Added |
| TCFG Wealth Management, LLC | 45,944 | $1.38M | 0.54% | +4,878+11.9% | Added |
| Matauro, LLC | 45,697 | $1.37M | 0.22% | +45,697 | New |
| MML Investors Services, LLC | 41,159 | $1.23M | 0.00% | +10,475+34.1% | Added |
| Simplex Trading, LLC | 34,905 | $1.05M | 0.02% | +34,905 | New |
| Flow Traders U.S. LLC | 34,274 | $1.03M | 0.04% | +34,274 | New |
| Susquehanna International Group, LLP | 30,627 | $918.8K | 0.00% | −9,283−23.3% | Reduced |
| Envestnet Asset Management Inc | 30,462 | $913.9K | 0.00% | +11,201+58.2% | Added |
| Advisor Group Holdings, Inc. | 31,298 | $893.7K | 0.00% | +914+3.0% | Added |
| Cetera Investment Advisers | 28,385 | $851.5K | 0.00% | +7,997+39.2% | Added |
| Eagle Strategies LLC | 25,638 | $769.1K | 0.10% | +25,638 | New |
| Stifel Financial Corp | 25,144 | $754.3K | 0.00% | +11,600+85.6% | Added |
| Jane Street Group, LLC | 22,760 | $682.8K | 0.00% | +22,760 | New |
| Lazard Asset Management LLC | 22,039 | $661.2K | 0.00% | −5,173−19.0% | Reduced |
| Cerity Partners LLC | 20,367 | $611.0K | 0.00% | +367+1.8% | Added |
| BigSur Wealth Management LLC | 20,339 | $610.2K | 0.15% | −10,000−33.0% | Reduced |
| Garde Capital, Inc. | 16,519 | $495.6K | 0.02% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 15,257 | $457.7K | 0.09% | +1,020+7.2% | Added |
| Ignite Planners, LLC | 14,669 | $440.1K | 0.07% | +783+5.6% | Added |
| Whittier Trust Co | 14,009 | $438.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,475 | $434.3K | 0.00% | +5,879+68.4% | Added |
| Atomi Financial Group, Inc. | 13,837 | $415.1K | 0.01% | +13,837 | New |
| Kestra Advisory Services, LLC | 13,114 | $393.4K | 0.00% | +2,052+18.5% | Added |
| Commonwealth Equity Services, LLC | 12,849 | $385.0K | 0.00% | +605+4.9% | Added |
| Isthmus Partners, LLC | 12,800 | $384.0K | 0.09% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,637 | $325.1K | 0.01% | −232−2.1% | Reduced |
| Herold Advisors, Inc. | 10,800 | $324.0K | 0.08% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 9,650 | $289.5K | 0.19% | −1,950−16.8% | Reduced |
| Hoey Investments, Inc | 8,350 | $250.5K | 0.03% | +3,200+62.1% | Added |
| Morgan Stanley | 8,144 | $244.3K | 0.00% | +670+9.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,134 | $244.0K | 0.00% | −989−10.8% | Reduced |
| Fidelis Capital Partners, LLC | 7,912 | $237.4K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 7,725 | $231.8K | 0.06% | +7,725 | New |
| Brighton Jones LLC | 7,220 | $216.6K | 0.01% | +7,220 | New |
| Colony Group, LLC | 7,139 | $214.2K | 0.00% | +7,139 | New |
| Bank of America Corp | 6,980 | $209.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,056 | $181.7K | 0.00% | +6,056 | New |
| Jones Financial Companies LLLP | 4,155 | $122.0K | 0.00% | +4,155 | New |
| Advisory Services Network, LLC | 3,592 | $107.8K | 0.00% | +3,592 | New |
| Ball & Co Wealth Management Inc. | 2,974 | $89.0K | 0.06% | +2,974 | New |
| Creative Financial Designs Inc | 2,820 | $84.6K | 0.01% | +882+45.5% | Added |
| Allworth Financial LP | 2,468 | $74.0K | 0.00% | +925+59.9% | Added |
| Tidemark, LLC | 1,764 | $52.9K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,665 | $50.0K | 0.00% | +1,665 | New |
| Harbour Investments, Inc. | 1,465 | $44.0K | 0.00% | +1,465 | New |
| Clean Yield Group | 1,200 | $36.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,161 | $34.8K | 0.00% | +1,161 | New |
| AdvisorNet Financial, Inc | 900 | $27.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 740 | $22.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 627 | $18.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 540 | $16.0K | 0.00% | −60−10.0% | Reduced |
| Ogorek Anthony Joseph | 350 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 284 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 250 | $7.50K | 0.00% | +250 | New |
| Rialto Wealth Management, LLC | 238 | $7.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 227 | $6.81K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 142 | $4.25K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 136 | $4.00K | 0.00% | +135+13,500.0% | Added |
| Private Trust Co NA | 125 | $3.75K | 0.00% | −1,289−91.2% | Reduced |
| Highline Wealth Partners LLC | 100 | $3.00K | 0.00% | −700−87.5% | Reduced |
| BNP Paribas Arbitrage, SA | 100 | $3.00K | 0.00% | +100 | New |
| Tradewinds Capital Management, LLC | 60 | $1.80K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 37 | $1.11K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4 | $120 | 0.00% | −90−95.7% | Reduced |
| Fig Financial Advisory Services Inc | 0 | $0 | 0.00% | −66,995−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −14,811−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,889−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −9,894−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −7,018−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −1,805−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Copia Wealth Management | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |