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 |
|---|---|---|---|---|---|
| Pilgrim Partners Asia Pte Ltd | 1,000 | $34.4K | 0.01% | +1,000 | New |
| AdvisorNet Financial, Inc | 900 | $31.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 859 | $29.6K | 0.00% | +859 | New |
| Webster Bank, N. A. | 850 | $29.3K | 0.00% | +350+70.0% | Added |
| Solstein Capital, LLC | 842 | $29.0K | 0.01% | +717+573.6% | Added |
| EverSource Wealth Advisors, LLC | 702 | $24.2K | 0.00% | +702 | New |
| CWM, LLC | 637 | $21.9K | 0.00% | +575+927.4% | Added |
| Legacy Wealth Managment, LLC | 556 | $19.1K | 0.01% | +556 | New |
| Ogorek Anthony Joseph | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 311 | $10.7K | 0.00% | +311 | New |
| Capital Analysts, LLC | 284 | $10.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 235 | $8.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 227 | $7.82K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 207 | $7.13K | 0.00% | +207 | New |
| Insight Financial Services | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 130 | $4.37K | 0.00% | +130 | New |
| GWM Advisors LLC | 125 | $4.30K | 0.00% | +75+150.0% | Added |
| Gilpin Wealth Management, LLC | 100 | $3.44K | 0.00% | +100 | New |
| Larson Financial Group LLC | 97 | $3.34K | 0.00% | +97 | New |
| Highline Wealth Partners LLC | 89 | $3.06K | 0.00% | −361−80.2% | Reduced |
| Rialto Wealth Management, LLC | 86 | $2.96K | 0.00% | −152−63.9% | Reduced |
| Tradewinds Capital Management, LLC | 60 | $2.07K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 54 | $1.86K | 0.00% | +54 | New |
| Wall Street Financial Group, Inc. | 0 | $1.45K | 0.00% | 0 | New |
| JDM Financial Group LLC | 37 | $1.27K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 35 | $1.21K | 0.00% | −1−2.8% | Reduced |
| Trust Co | 30 | $1.03K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $344 | 0.00% | +10 | New |
| Curio Wealth, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −336,706−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −133,862−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −83,804−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −54,183−100.0% | Sold out |
| TCFG Wealth Management, LLC | 0 | $0 | 0.00% | −48,029−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −35,453−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −31,605−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −26,851−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −9,442−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,613−100.0% | Sold out |
| Pine Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −4,087−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| SHP Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Motiv8 Investments LLC | – | – | – | – | Not filed |