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