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, Q4 2025
Institutional positions in United States Commodity Index Funds Trust as of Dec 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
- 104
- +26 vs. Q3 2025
- Shares held
- 2.89M
- +906.6K (+45.8%) vs. Q3 2025
- Total value
- $101.0M
- +$41.6M (+70.0%) vs. Q3 2025
- New holders
- 37
- 35 more added
- Sold out
- 11
- 11 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 377,100 | $13.2M | 0.04% | +317,000+527.5% | Added |
| Citadel Advisors LLC | 336,706 | $11.8M | 0.01% | +214,820+176.2% | Added |
| LPL Financial LLC | 261,506 | $9.14M | 0.00% | +130,916+100.2% | Added |
| Arkadios Wealth Advisors | 133,862 | $4.68M | 0.09% | −6,169−4.4% | Reduced |
| Brookwood Investment Group LLC | 126,086 | $4.41M | 0.53% | +24,779+24.5% | Added |
| Ameriprise Financial Inc | 123,140 | $4.30M | 0.00% | +21,463+21.1% | Added |
| UBS Group AG | 85,382 | $2.98M | 0.00% | +735+0.9% | Added |
| National Asset Management, Inc. | 83,804 | $2.93M | 0.14% | +31,217+59.4% | Added |
| Group One Trading, L.P. | 75,817 | $2.65M | 0.08% | +74,152+4,453.6% | Added |
| TD Waterhouse Canada Inc. | 65,368 | $2.28M | 0.01% | +2,602+4.1% | Added |
| Cetera Investment Advisers | 64,878 | $2.27M | 0.00% | +36,493+128.6% | Added |
| Strategic Blueprint, LLC | 63,607 | $2.22M | 0.13% | +1,639+2.6% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.92M | 0.18% | 00.0% | Unchanged |
| Eagle Strategies LLC | 54,183 | $1.89M | 0.24% | +28,545+111.3% | Added |
| MML Investors Services, LLC | 53,354 | $1.87M | 0.00% | +12,195+29.6% | Added |
| The PNC Financial Services Group, Inc. | 53,087 | $1.86M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 48,619 | $1.70M | 0.00% | +34,144+235.9% | Added |
| TCFG Wealth Management, LLC | 48,029 | $1.68M | 0.66% | +2,085+4.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 47,500 | $1.66M | 0.42% | +47,500 | New |
| Envestnet Asset Management Inc | 42,289 | $1.48M | 0.00% | +11,827+38.8% | Added |
| Matauro, LLC | 40,956 | $1.43M | 0.22% | −4,741−10.4% | Reduced |
| Brown Advisory Inc | 40,700 | $1.42M | 0.00% | +40,700 | New |
| Quadrature Capital Ltd | 35,453 | $1.24M | 0.01% | +35,453 | New |
| Stifel Financial Corp | 33,414 | $1.17M | 0.00% | +8,270+32.9% | Added |
| SG Americas Securities, LLC | 31,605 | $1.10M | 0.00% | +31,605 | New |
| Advisor Group Holdings, Inc. | 30,416 | $1.06M | 0.00% | −882−2.8% | Reduced |
| Perigon Wealth Management, LLC | 27,361 | $956.5K | 0.02% | +27,361 | New |
| Mutual Advisors, LLC | 26,851 | $938.7K | 0.02% | +26,851 | New |
| Basso Capital Management, L.P. | 25,475 | $890.6K | 0.53% | +15,825+164.0% | Added |
| Ruffer LLP | 22,400 | $784.3K | 0.04% | +22,400 | New |
| Cerity Partners LLC | 21,875 | $764.8K | 0.00% | +1,508+7.4% | Added |
| BigSur Wealth Management LLC | 20,339 | $711.1K | 0.17% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 19,366 | $677.0K | 0.00% | −2,673−12.1% | Reduced |
| Pettinga Financial Advisors, LLC | 16,907 | $591.1K | 0.11% | +1,650+10.8% | Added |
| Garde Capital, Inc. | 16,519 | $577.5K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 15,050 | $526.1K | 0.07% | +6,700+80.2% | Added |
| Whittier Trust Co | 14,009 | $522.1K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,074 | $492.0K | 0.00% | +960+7.3% | Added |
| Morgan Stanley | 13,863 | $484.7K | 0.00% | +5,719+70.2% | Added |
| Private Advisor Group, LLC | 13,746 | $480.6K | 0.00% | +13,746 | New |
| Atomi Financial Group, Inc. | 13,337 | $466.3K | 0.01% | −500−3.6% | Reduced |
| Isthmus Partners, LLC | 12,800 | $447.5K | 0.05% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,800 | $377.6K | 0.08% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,676 | $373.2K | 0.01% | +39+0.4% | Added |
| Colony Group, LLC | 10,167 | $355.4K | 0.00% | +3,028+42.4% | Added |
| Commonwealth Equity Services, LLC | 10,053 | $351.4K | 0.00% | −2,796−21.8% | Reduced |
| Ignite Planners, LLC | 9,620 | $350.5K | 0.05% | −5,049−34.4% | Reduced |
| Oppenheimer & Co Inc | 9,442 | $330.1K | 0.00% | +9,442 | New |
| U.S. Capital Wealth Advisors, LLC | 9,074 | $317.2K | 0.01% | +9,074 | New |
| Cambridge Investment Research Advisors, Inc. | 8,246 | $288.0K | 0.00% | +112+1.4% | Added |
| Fidelis Capital Partners, LLC | 8,037 | $281.0K | 0.02% | +125+1.6% | Added |
| Bank of America Corp | 7,280 | $254.5K | 0.00% | +300+4.3% | Added |
| Rockefeller Capital Management L.P. | 7,095 | $248.0K | 0.00% | +1,039+17.2% | Added |
| Flow Traders U.S. LLC | 6,965 | $243.0K | 0.01% | −27,309−79.7% | Reduced |
| Merit Financial Group, LLC | 6,770 | $236.7K | 0.00% | +6,770 | New |
| Cresset Asset Management, LLC | 6,613 | $231.2K | 0.00% | +6,613 | New |
| Platform Technology Partners | 6,500 | $227.2K | 0.05% | −1,225−15.9% | Reduced |
| Argyle Capital Partners, LLC | 6,113 | $213.7K | 0.16% | +6,113 | New |
| Central Trust Co | 5,931 | $207.4K | 0.00% | +5,931 | New |
| Jones Financial Companies LLLP | 5,265 | $184.1K | 0.00% | +1,110+26.7% | Added |
| Pine Harbor Wealth Management, LLC | 4,087 | $142.9K | 0.04% | +4,087 | New |
| Creative Financial Designs Inc | 2,630 | $91.9K | 0.01% | −190−6.7% | Reduced |
| Allworth Financial LP | 2,468 | $86.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,329 | $83.7K | 0.00% | +2,329 | New |
| National Bank of Canada | 2,166 | $75.6K | 0.00% | +1,426+192.7% | Added |
| Private Trust Co NA | 2,142 | $74.9K | 0.01% | +2,017+1,613.6% | Added |
| Strategic Wealth Partners, Ltd. | 2,108 | $73.7K | 0.01% | +2,108 | New |
| Royal Bank of Canada | 2,040 | $71.0K | 0.00% | +1,500+277.8% | Added |
| Tidemark, LLC | 1,764 | $61.7K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,631 | $57.0K | 0.02% | +1,631 | New |
| BNP Paribas Arbitrage, SA | 1,568 | $54.8K | 0.00% | +1,468+1,468.0% | Added |
| Harbour Investments, Inc. | 1,465 | $51.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,500 | $46.1K | 0.01% | +1,500 | New |
| Clean Yield Group | 1,200 | $42.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,161 | $40.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 900 | $31.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 891 | $31.1K | 0.00% | +891 | New |
| Steward Partners Investment Advisory, LLC | 525 | $18.4K | 0.00% | +525 | New |
| Webster Bank, N. A. | 500 | $17.5K | 0.00% | +500 | New |
| Highline Wealth Partners LLC | 450 | $15.7K | 0.00% | +350+350.0% | Added |
| Ogorek Anthony Joseph | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 284 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 286 | $10.0K | 0.00% | +286 | New |
| Strategic Investment Solutions, Inc. | 250 | $8.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 238 | $8.32K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 235 | $8.22K | 0.00% | +235 | New |
| SJS Investment Consulting Inc. | 227 | $7.94K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $6.99K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 200 | $6.99K | 0.00% | +200 | New |
| Solstein Capital, LLC | 125 | $4.37K | 0.00% | +125 | New |
| Flagship Harbor Advisors, LLC | 100 | $3.50K | 0.00% | +100 | New |
| Tradewinds Capital Management, LLC | 60 | $2.10K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 58 | $2.03K | 0.00% | +58 | New |
| CWM, LLC | 62 | $2.00K | 0.00% | −74−54.4% | Reduced |
| GWM Advisors LLC | 50 | $1.75K | 0.00% | +50 | New |
| JDM Financial Group LLC | 37 | $1.29K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 36 | $1.26K | 0.00% | +36 | New |
| Copia Wealth Management | 36 | $1.26K | 0.00% | +36 | New |
| Trust Co | 30 | $1.05K | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 19 | $664 | 0.00% | +19 | New |