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, Q1 2026
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2026. 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
- 131
- +28 vs. Q4 2025
- Shares held
- 5.93M
- +3.05M (+105.6%) vs. Q4 2025
- Total value
- $204.3M
- +$103.4M (+102.4%) vs. Q4 2025
- New holders
- 50
- 39 more added
- Sold out
- 22
- 20 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 1,451,309 | $50.0M | 0.06% | +1,451,309 | New |
| Mirae Asset Global Investments Co., Ltd. | 758,100 | $26.1M | 0.07% | +381,000+101.0% | Added |
| UBS Group AG | 415,217 | $14.3M | 0.00% | +329,835+386.3% | Added |
| Ameriprise Financial Inc | 399,698 | $13.7M | 0.00% | +276,558+224.6% | Added |
| LPL Financial LLC | 275,466 | $9.48M | 0.00% | +13,960+5.3% | Added |
| Rockefeller Capital Management L.P. | 238,338 | $8.21M | 0.01% | +231,243+3,259.2% | Added |
| Royal Bank of Canada | 159,212 | $5.48M | 0.00% | +157,172+7,704.5% | Added |
| Bank of America Corp | 145,800 | $5.02M | 0.00% | +138,520+1,902.7% | Added |
| Envestnet Asset Management Inc | 125,287 | $4.31M | 0.00% | +82,998+196.3% | Added |
| Simplex Trading, LLC | 90,046 | $3.10M | 0.10% | +90,046 | New |
| Brookwood Investment Group LLC | 87,303 | $3.01M | 0.38% | −38,783−30.8% | Reduced |
| Jane Street Group, LLC | 81,986 | $2.82M | 0.00% | +81,986 | New |
| Steward Partners Investment Advisory, LLC | 76,323 | $2.63M | 0.01% | +75,798+14,437.7% | Added |
| Strategic Blueprint, LLC | 71,402 | $2.46M | 0.14% | +7,795+12.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 60,808 | $2.09M | 0.01% | +60,808 | New |
| Brown Advisory Inc | 58,500 | $2.01M | 0.00% | +17,800+43.7% | Added |
| TD Waterhouse Canada Inc. | 56,988 | $1.96M | 0.01% | −8,380−12.8% | Reduced |
| HighTower Advisors, LLC | 56,285 | $1.94M | 0.00% | +7,666+15.8% | Added |
| Knollwood Investment Advisory, LLC | 54,918 | $1.89M | 0.19% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 53,837 | $1.85M | 0.00% | +750+1.4% | Added |
| MML Investors Services, LLC | 53,221 | $1.83M | 0.01% | −133−0.2% | Reduced |
| Group One Trading, L.P. | 47,837 | $1.65M | 0.05% | −27,980−36.9% | Reduced |
| Beacon Pointe Advisors, LLC | 46,140 | $1.59M | 0.01% | +46,140 | New |
| Cerity Partners LLC | 42,987 | $1.48M | 0.00% | +21,112+96.5% | Added |
| Advisor Group Holdings, Inc. | 41,122 | $1.42M | 0.00% | +10,706+35.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 38,628 | $1.33M | 0.03% | +29,554+325.7% | Added |
| Matauro, LLC | 38,361 | $1.32M | 0.19% | −2,595−6.3% | Reduced |
| Flow Traders U.S. LLC | 38,299 | $1.32M | 0.04% | +31,334+449.9% | Added |
| National Bank of Canada | 36,229 | $1.25M | 0.00% | +34,063+1,572.6% | Added |
| Stifel Financial Corp | 34,070 | $1.17M | 0.00% | +656+2.0% | Added |
| Clare Market Investments LLC | 32,860 | $1.13M | 0.24% | +32,860 | New |
| Summit Financial, LLC | 31,913 | $1.10M | 0.01% | +31,913 | New |
| Mariner, LLC | 30,423 | $1.05M | 0.00% | +30,423 | New |
| Cambridge Investment Research Advisors, Inc. | 28,788 | $991.0K | 0.00% | +20,542+249.1% | Added |
| Hoey Investments, Inc | 27,950 | $962.3K | 0.14% | +12,900+85.7% | Added |
| US Bancorp | 27,286 | $939.5K | 0.00% | +27,286 | New |
| Perigon Wealth Management, LLC | 26,986 | $929.1K | 0.02% | −375−1.4% | Reduced |
| Morgan Stanley | 26,162 | $900.8K | 0.00% | +12,299+88.7% | Added |
| Northern Trust Corp | 25,050 | $862.5K | 0.00% | +25,050 | New |
| Kestra Advisory Services, LLC | 24,420 | $840.8K | 0.00% | +10,346+73.5% | Added |
| SMART Wealth LLC | 23,243 | $800.3K | 0.23% | +23,243 | New |
| Cetera Investment Advisers | 20,714 | $713.2K | 0.00% | −44,164−68.1% | Reduced |
| Mainstay Capital Management LLC | 19,209 | $661.4K | 0.05% | +19,209 | New |
| Belpointe Asset Management LLC | 18,943 | $652.2K | 0.02% | +18,943 | New |
| BigSur Wealth Management LLC | 16,839 | $579.8K | 0.16% | −3,500−17.2% | Reduced |
| Pettinga Financial Advisors, LLC | 16,407 | $564.9K | 0.11% | −500−3.0% | Reduced |
| Creative Planning | 16,065 | $553.1K | 0.00% | +16,065 | New |
| HRT Financial LP | 15,316 | $527.0K | 0.00% | +15,316 | New |
| Basso Capital Management, L.P. | 14,905 | $513.2K | 0.31% | −10,570−41.5% | Reduced |
| Atomi Financial Group, Inc. | 14,266 | $491.2K | 0.02% | +929+7.0% | Added |
| Whittier Trust Co | 14,009 | $480.5K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 12,800 | $440.7K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 11,747 | $437.7K | 0.03% | +11,747 | New |
| Platform Technology Partners | 12,089 | $416.2K | 0.08% | +5,589+86.0% | Added |
| Commonwealth Equity Services, LLC | 12,064 | $415.4K | 0.00% | +2,011+20.0% | Added |
| Private Advisor Group, LLC | 11,466 | $394.8K | 0.00% | −2,280−16.6% | Reduced |
| Garde Capital, Inc. | 11,382 | $391.9K | 0.02% | −5,137−31.1% | Reduced |
| Evolve Private Wealth, LLC | 11,274 | $388.2K | 0.02% | +11,274 | New |
| Lazard Asset Management LLC | 10,990 | $378.4K | 0.00% | −8,376−43.3% | Reduced |
| Herold Advisors, Inc. | 10,800 | $371.8K | 0.08% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,143 | $349.2K | 0.05% | +523+5.4% | Added |
| Truist Financial Corp | 9,843 | $338.9K | 0.00% | +9,843 | New |
| We Are One Seven, LLC | 9,725 | $334.8K | 0.01% | +9,725 | New |
| Colony Group, LLC | 9,098 | $313.2K | 0.00% | −1,069−10.5% | Reduced |
| Bank of Montreal | 9,097 | $313.2K | 0.00% | +9,097 | New |
| Continuum Advisory, LLC | 8,418 | $289.8K | 0.03% | +8,418 | New |
| Fidelis Capital Partners, LLC | 8,387 | $288.8K | 0.02% | +350+4.4% | Added |
| Advisory Alpha, LLC | 8,296 | $285.6K | 0.01% | −2,380−22.3% | Reduced |
| Sidoxia Capital Management, LLC | 7,882 | $271.4K | 0.23% | +7,882 | New |
| Sanctuary Advisors, LLC | 7,743 | $266.6K | 0.00% | +7,743 | New |
| Exit Wealth Advisors, LLC. | 7,715 | $265.6K | 0.14% | +7,715 | New |
| Silverleafe Capital Partners, LLC | 7,621 | $262.4K | 0.08% | +7,621 | New |
| Brighton Jones LLC | 7,220 | $248.6K | 0.01% | +7,220 | New |
| Janney Montgomery Scott LLC | 6,965 | $240.0K | 0.00% | +6,965 | New |
| Argyle Capital Partners, LLC | 6,803 | $234.2K | 0.17% | +690+11.3% | Added |
| Merit Financial Group, LLC | 6,586 | $226.8K | 0.00% | −184−2.7% | Reduced |
| Summit Trail Advisors, LLC | 6,513 | $224.2K | 0.00% | +6,513 | New |
| PFG Investments, LLC | 6,297 | $216.8K | 0.01% | +6,297 | New |
| NewEdge Wealth, LLC | 6,135 | $211.2K | 0.00% | +6,135 | New |
| Creative Financial Designs Inc | 5,981 | $205.9K | 0.01% | +3,351+127.4% | Added |
| Central Trust Co | 5,931 | $204.2K | 0.00% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 5,580 | $203.8K | 0.03% | +5,580 | New |
| Jones Financial Companies LLLP | 5,632 | $188.4K | 0.00% | +367+7.0% | Added |
| Fifth Third Bancorp | 5,399 | $185.9K | 0.00% | +5,399 | New |
| Belvedere Trading LLC | 5,188 | $178.6K | 0.02% | +5,188 | New |
| Allworth Financial LP | 3,772 | $129.9K | 0.00% | +1,304+52.8% | Added |
| Advisory Services Network, LLC | 3,748 | $129.0K | 0.00% | +3,748 | New |
| Parallel Advisors, LLC | 2,900 | $99.8K | 0.00% | +2,864+7,955.6% | Added |
| SRS Capital Advisors, Inc. | 2,710 | $93.3K | 0.00% | +2,710 | New |
| Sound Income Strategies, LLC | 2,372 | $81.5K | 0.00% | +43+1.8% | Added |
| MAI Capital Management | 2,228 | $76.7K | 0.00% | +2,228 | New |
| Strategic Wealth Partners, Ltd. | 2,108 | $72.6K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,884 | $64.9K | 0.02% | +1,884 | New |
| Tidemark, LLC | 1,764 | $60.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,465 | $50.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,359 | $46.8K | 0.00% | −209−13.3% | Reduced |
| Clean Yield Group | 1,200 | $41.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,161 | $40.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,040 | $35.7K | 0.00% | +1,021+5,373.7% | Added |
| Signaturefd, LLC | 1,000 | $34.4K | 0.00% | +1,000 | New |