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, Q2 2026
Institutional positions in United States Commodity Index Funds Trust as of Jun 30, 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
- 145
- +16 vs. Q1 2026
- Shares held
- 5.62M
- −270.9K (−4.6%) vs. Q1 2026
- Total value
- $212.2M
- +$9.19M (+4.5%) vs. Q1 2026
- New holders
- 33
- 47 more added
- Sold out
- 17
- 30 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 10 | $390 | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 14 | $529 | 0.00% | +14 | New |
| Aspect Partners, LLC | 20 | $755 | 0.00% | +10+100.0% | Added |
| Trust Co | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 30 | $1.13K | 0.00% | +30 | New |
| JDM Financial Group LLC | 37 | $1.40K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $1.70K | 0.00% | +45 | New |
| City Holding Co | 52 | $1.96K | 0.00% | +52 | New |
| Adirondack Trust Co | 54 | $2.04K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $2.26K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 61 | $2.30K | 0.00% | +61 | New |
| Rialto Wealth Management, LLC | 70 | $2.64K | 0.00% | −16−18.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 95 | $3.58K | 0.00% | +95 | New |
| Larson Financial Group LLC | 97 | $3.66K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 110 | $4.15K | 0.00% | +110 | New |
| Smartleaf Asset Management LLC | 130 | $4.84K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $5.66K | 0.00% | +61+68.5% | Added |
| Insight Financial Services | 200 | $7.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 227 | $8.56K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 235 | $8.74K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 284 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 350 | $13.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 347 | $13.1K | 0.00% | +140+67.6% | Added |
| South State Corp. | 676 | $25.5K | 0.00% | +676 | New |
| EverSource Wealth Advisors, LLC | 700 | $26.4K | 0.00% | −2−0.3% | Reduced |
| GWM Advisors LLC | 725 | $27.4K | 0.00% | +600+480.0% | Added |
| Webster Bank, N. A. | 850 | $32.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 921 | $35.0K | 0.00% | +921 | New |
| Solstein Capital, LLC | 957 | $36.1K | 0.01% | +115+13.7% | Added |
| Signaturefd, LLC | 1,000 | $37.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,077 | $40.6K | 0.00% | +37+3.6% | Added |
| Parallel Advisors, LLC | 1,100 | $41.5K | 0.00% | −1,800−62.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,161 | $43.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $45.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,245 | $47.0K | 0.00% | +1,245 | New |
| IFP Advisors, Inc | 1,426 | $53.8K | 0.00% | +1,426 | New |
| Harbour Investments, Inc. | 1,465 | $55.3K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 1,494 | $56.4K | 0.06% | +1,494 | New |
| Cape Investment Advisory, Inc. | 1,500 | $56.6K | 0.02% | +1,500 | New |
| Mather Group, LLC. | 1,676 | $63.2K | 0.00% | +1,676 | New |
| Global Retirement Partners, LLC | 1,762 | $66.5K | 0.00% | +1,762 | New |
| Tidemark, LLC | 1,764 | $66.6K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,884 | $71.1K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,108 | $79.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,057 | $115.3K | 0.00% | +2,198+255.9% | Added |
| Fifth Third Bancorp | 5,332 | $201.2K | 0.00% | −67−1.2% | Reduced |
| Park Avenue Securities LLC | 5,345 | $202.0K | 0.00% | +5,345 | New |
| Cresset Asset Management, LLC | 5,356 | $202.1K | 0.00% | +5,356 | New |
| TCFG Investment Advisors, LLC | 5,464 | $206.2K | 0.07% | +5,464 | New |
| Jones Financial Companies LLLP | 5,577 | $208.2K | 0.00% | −55−1.0% | Reduced |
| Levin Capital Strategies, L.P. | 5,570 | $210.2K | 0.01% | +5,570 | New |
| Permanent Capital Management, LP | 5,580 | $210.5K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,690 | $214.7K | 0.02% | +5,690 | New |
| Central Trust Co | 5,931 | $223.8K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,225 | $234.9K | 0.02% | +6,225 | New |
| PFG Investments, LLC | 6,247 | $235.7K | 0.01% | −50−0.8% | Reduced |
| Summit Trail Advisors, LLC | 6,513 | $245.7K | 0.00% | 00.0% | Unchanged |
| Mustico Financial Group, Inc. | 6,567 | $251.8K | 0.17% | +6,567 | New |
| Merit Financial Group, LLC | 6,731 | $254.0K | 0.00% | +145+2.2% | Added |
| Toroso Investments, LLC | 6,732 | $254.0K | 0.00% | +6,732 | New |
| NewEdge Wealth, LLC | 7,070 | $266.8K | 0.00% | +935+15.2% | Added |
| Argyle Capital Partners, LLC | 7,088 | $267.4K | 0.17% | +285+4.2% | Added |
| Allworth Financial LP | 7,112 | $268.3K | 0.00% | +3,340+88.5% | Added |
| Brighton Jones LLC | 7,220 | $272.4K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 7,434 | $280.0K | 0.00% | +469+6.7% | Added |
| Moors & Cabot, Inc. | 7,648 | $288.6K | 0.01% | +7,648 | New |
| Sidoxia Capital Management, LLC | 7,726 | $291.5K | 0.21% | −156−2.0% | Reduced |
| Advisory Alpha, LLC | 8,295 | $313.0K | 0.01% | −10.0% | Reduced |
| Fidelis Capital Partners, LLC | 8,387 | $316.4K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 8,437 | $318.3K | 0.00% | −660−7.3% | Reduced |
| Kestra Advisory Services, LLC | 8,819 | $332.7K | 0.00% | −15,601−63.9% | Reduced |
| Colony Group, LLC | 9,009 | $339.9K | 0.00% | −89−1.0% | Reduced |
| Creative Financial Designs Inc | 9,680 | $365.2K | 0.02% | +3,699+61.8% | Added |
| Advyzon Investment Management, LLC | 9,689 | $365.6K | 0.03% | +9,689 | New |
| Truist Financial Corp | 9,843 | $371.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,181 | $384.1K | 0.03% | +1,763+20.9% | Added |
| Garde Capital, Inc. | 10,780 | $406.7K | 0.02% | −602−5.3% | Reduced |
| Herold Advisors, Inc. | 10,800 | $407.0K | 0.08% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,779 | $407.5K | 0.06% | +636+6.3% | Added |
| Lazard Asset Management LLC | 10,969 | $413.9K | 0.00% | −21−0.2% | Reduced |
| Fiduciary Alliance LLC | 11,830 | $446.3K | 0.03% | +83+0.7% | Added |
| Platform Technology Partners | 12,044 | $454.4K | 0.07% | −45−0.4% | Reduced |
| IFG Advisory, LLC | 12,713 | $479.7K | 0.02% | +12,713 | New |
| Isthmus Partners, LLC | 12,800 | $482.9K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,878 | $485.9K | 0.00% | +814+6.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,500 | $509.4K | 0.00% | −744,600−98.2% | Reduced |
| We Are One Seven, LLC | 13,853 | $522.7K | 0.01% | +4,128+42.4% | Added |
| Creative Planning | 13,921 | $525.2K | 0.00% | −2,144−13.3% | Reduced |
| Whittier Trust Co | 14,009 | $530.1K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 14,266 | $538.2K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,196 | $611.1K | 0.00% | +14,837+1,091.8% | Added |
| Pettinga Financial Advisors, LLC | 16,407 | $619.0K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 19,060 | $719.1K | 0.02% | +117+0.6% | Added |
| Basso Capital Management, L.P. | 19,115 | $721.2K | 0.18% | +4,210+28.2% | Added |
| Mainstay Capital Management LLC | 19,158 | $722.8K | 0.05% | −51−0.3% | Reduced |
| SMART Wealth LLC | 19,210 | $724.8K | 0.16% | −4,033−17.4% | Reduced |
| Perigon Wealth Management, LLC | 24,108 | $909.6K | 0.01% | −2,878−10.7% | Reduced |
| Hoey Investments, Inc | 25,350 | $956.5K | 0.13% | −2,600−9.3% | Reduced |