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 |
|---|---|---|---|---|---|
| Motiv8 Investments LLC | 8 | $0 | 0.00% | +8 | New |
| SHP Wealth Management | 1 | $32 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $34 | 0.00% | +1 | New |
| Essential Partners LLC | 7 | $245 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 19 | $664 | 0.00% | +19 | New |
| Trust Co | 30 | $1.05K | 0.00% | +30 | New |
| Parallel Advisors, LLC | 36 | $1.26K | 0.00% | +36 | New |
| Copia Wealth Management | 36 | $1.26K | 0.00% | +36 | New |
| JDM Financial Group LLC | 37 | $1.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $1.75K | 0.00% | +50 | New |
| CWM, LLC | 62 | $2.00K | 0.00% | −74−54.4% | Reduced |
| Global Wealth Strategies & Associates | 58 | $2.03K | 0.00% | +58 | New |
| Tradewinds Capital Management, LLC | 60 | $2.10K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 100 | $3.50K | 0.00% | +100 | New |
| Solstein Capital, LLC | 125 | $4.37K | 0.00% | +125 | New |
| Insight Financial Services | 200 | $6.99K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 200 | $6.99K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 227 | $7.94K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 235 | $8.22K | 0.00% | +235 | New |
| Rialto Wealth Management, LLC | 238 | $8.32K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 250 | $8.74K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 286 | $10.0K | 0.00% | +286 | New |
| Capital Analysts, LLC | 284 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 450 | $15.7K | 0.00% | +350+350.0% | Added |
| Webster Bank, N. A. | 500 | $17.5K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 525 | $18.4K | 0.00% | +525 | New |
| Geneos Wealth Management Inc. | 891 | $31.1K | 0.00% | +891 | New |
| AdvisorNet Financial, Inc | 900 | $31.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,161 | $40.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $42.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,500 | $46.1K | 0.01% | +1,500 | New |
| Harbour Investments, Inc. | 1,465 | $51.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,568 | $54.8K | 0.00% | +1,468+1,468.0% | Added |
| Lloyd Advisory Services, LLC. | 1,631 | $57.0K | 0.02% | +1,631 | New |
| Tidemark, LLC | 1,764 | $61.7K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,040 | $71.0K | 0.00% | +1,500+277.8% | Added |
| Strategic Wealth Partners, Ltd. | 2,108 | $73.7K | 0.01% | +2,108 | New |
| Private Trust Co NA | 2,142 | $74.9K | 0.01% | +2,017+1,613.6% | Added |
| National Bank of Canada | 2,166 | $75.6K | 0.00% | +1,426+192.7% | Added |
| Sound Income Strategies, LLC | 2,329 | $83.7K | 0.00% | +2,329 | New |
| Allworth Financial LP | 2,468 | $86.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,630 | $91.9K | 0.01% | −190−6.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 4,087 | $142.9K | 0.04% | +4,087 | New |
| Jones Financial Companies LLLP | 5,265 | $184.1K | 0.00% | +1,110+26.7% | Added |
| Central Trust Co | 5,931 | $207.4K | 0.00% | +5,931 | New |
| Argyle Capital Partners, LLC | 6,113 | $213.7K | 0.16% | +6,113 | New |
| Platform Technology Partners | 6,500 | $227.2K | 0.05% | −1,225−15.9% | Reduced |
| Cresset Asset Management, LLC | 6,613 | $231.2K | 0.00% | +6,613 | New |
| Merit Financial Group, LLC | 6,770 | $236.7K | 0.00% | +6,770 | New |
| Flow Traders U.S. LLC | 6,965 | $243.0K | 0.01% | −27,309−79.7% | Reduced |
| Rockefeller Capital Management L.P. | 7,095 | $248.0K | 0.00% | +1,039+17.2% | Added |
| Bank of America Corp | 7,280 | $254.5K | 0.00% | +300+4.3% | Added |
| Fidelis Capital Partners, LLC | 8,037 | $281.0K | 0.02% | +125+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,246 | $288.0K | 0.00% | +112+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,074 | $317.2K | 0.01% | +9,074 | New |
| Oppenheimer & Co Inc | 9,442 | $330.1K | 0.00% | +9,442 | New |
| Ignite Planners, LLC | 9,620 | $350.5K | 0.05% | −5,049−34.4% | Reduced |
| Commonwealth Equity Services, LLC | 10,053 | $351.4K | 0.00% | −2,796−21.8% | Reduced |
| Colony Group, LLC | 10,167 | $355.4K | 0.00% | +3,028+42.4% | Added |
| Advisory Alpha, LLC | 10,676 | $373.2K | 0.01% | +39+0.4% | Added |
| Herold Advisors, Inc. | 10,800 | $377.6K | 0.08% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 12,800 | $447.5K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 13,337 | $466.3K | 0.01% | −500−3.6% | Reduced |
| Private Advisor Group, LLC | 13,746 | $480.6K | 0.00% | +13,746 | New |
| Morgan Stanley | 13,863 | $484.7K | 0.00% | +5,719+70.2% | Added |
| Kestra Advisory Services, LLC | 14,074 | $492.0K | 0.00% | +960+7.3% | Added |
| Whittier Trust Co | 14,009 | $522.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 15,050 | $526.1K | 0.07% | +6,700+80.2% | Added |
| Garde Capital, Inc. | 16,519 | $577.5K | 0.03% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 16,907 | $591.1K | 0.11% | +1,650+10.8% | Added |
| Lazard Asset Management LLC | 19,366 | $677.0K | 0.00% | −2,673−12.1% | Reduced |
| BigSur Wealth Management LLC | 20,339 | $711.1K | 0.17% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,875 | $764.8K | 0.00% | +1,508+7.4% | Added |
| Ruffer LLP | 22,400 | $784.3K | 0.04% | +22,400 | New |
| Basso Capital Management, L.P. | 25,475 | $890.6K | 0.53% | +15,825+164.0% | Added |
| Mutual Advisors, LLC | 26,851 | $938.7K | 0.02% | +26,851 | New |
| Perigon Wealth Management, LLC | 27,361 | $956.5K | 0.02% | +27,361 | New |
| Advisor Group Holdings, Inc. | 30,416 | $1.06M | 0.00% | −882−2.8% | Reduced |
| SG Americas Securities, LLC | 31,605 | $1.10M | 0.00% | +31,605 | New |
| Stifel Financial Corp | 33,414 | $1.17M | 0.00% | +8,270+32.9% | Added |
| Quadrature Capital Ltd | 35,453 | $1.24M | 0.01% | +35,453 | New |
| Brown Advisory Inc | 40,700 | $1.42M | 0.00% | +40,700 | New |
| Matauro, LLC | 40,956 | $1.43M | 0.22% | −4,741−10.4% | Reduced |
| Envestnet Asset Management Inc | 42,289 | $1.48M | 0.00% | +11,827+38.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 47,500 | $1.66M | 0.42% | +47,500 | New |
| TCFG Wealth Management, LLC | 48,029 | $1.68M | 0.66% | +2,085+4.5% | Added |
| HighTower Advisors, LLC | 48,619 | $1.70M | 0.00% | +34,144+235.9% | Added |
| The PNC Financial Services Group, Inc. | 53,087 | $1.86M | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 53,354 | $1.87M | 0.00% | +12,195+29.6% | Added |
| Eagle Strategies LLC | 54,183 | $1.89M | 0.24% | +28,545+111.3% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.92M | 0.18% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 63,607 | $2.22M | 0.13% | +1,639+2.6% | Added |
| Cetera Investment Advisers | 64,878 | $2.27M | 0.00% | +36,493+128.6% | Added |
| TD Waterhouse Canada Inc. | 65,368 | $2.28M | 0.01% | +2,602+4.1% | Added |
| Group One Trading, L.P. | 75,817 | $2.65M | 0.08% | +74,152+4,453.6% | Added |
| National Asset Management, Inc. | 83,804 | $2.93M | 0.14% | +31,217+59.4% | Added |
| UBS Group AG | 85,382 | $2.98M | 0.00% | +735+0.9% | Added |
| Ameriprise Financial Inc | 123,140 | $4.30M | 0.00% | +21,463+21.1% | Added |
| Brookwood Investment Group LLC | 126,086 | $4.41M | 0.53% | +24,779+24.5% | Added |