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 |
|---|---|---|---|---|---|
| Turim 21 Investimentos Ltda. | 1,884 | $71.1K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 1,764 | $66.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,762 | $66.5K | 0.00% | +1,762 | New |
| Mather Group, LLC. | 1,676 | $63.2K | 0.00% | +1,676 | New |
| Cape Investment Advisory, Inc. | 1,500 | $56.6K | 0.02% | +1,500 | New |
| Luminist Capital LLC | 1,494 | $56.4K | 0.06% | +1,494 | New |
| Harbour Investments, Inc. | 1,465 | $55.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,426 | $53.8K | 0.00% | +1,426 | New |
| Private Trust Co NA | 1,245 | $47.0K | 0.00% | +1,245 | New |
| Clean Yield Group | 1,200 | $45.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,161 | $43.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,100 | $41.5K | 0.00% | −1,800−62.1% | Reduced |
| Farther Finance Advisors, LLC | 1,077 | $40.6K | 0.00% | +37+3.6% | Added |
| Signaturefd, LLC | 1,000 | $37.7K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 957 | $36.1K | 0.01% | +115+13.7% | Added |
| Hantz Financial Services, Inc. | 921 | $35.0K | 0.00% | +921 | New |
| AdvisorNet Financial, Inc | 900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 850 | $32.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 725 | $27.4K | 0.00% | +600+480.0% | Added |
| EverSource Wealth Advisors, LLC | 700 | $26.4K | 0.00% | −2−0.3% | Reduced |
| South State Corp. | 676 | $25.5K | 0.00% | +676 | New |
| NBC Securities, Inc. | 347 | $13.1K | 0.00% | +140+67.6% | Added |
| Ogorek Anthony Joseph | 350 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 284 | $11.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 235 | $8.74K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 227 | $8.56K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $7.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $5.66K | 0.00% | +61+68.5% | Added |
| Smartleaf Asset Management LLC | 130 | $4.84K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 110 | $4.15K | 0.00% | +110 | New |
| Gilpin Wealth Management, LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 97 | $3.66K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 95 | $3.58K | 0.00% | +95 | New |
| Rialto Wealth Management, LLC | 70 | $2.64K | 0.00% | −16−18.6% | Reduced |
| Tower Research Capital LLC (TRC) | 61 | $2.30K | 0.00% | +61 | New |
| Tradewinds Capital Management, LLC | 60 | $2.26K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 54 | $2.04K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 52 | $1.96K | 0.00% | +52 | New |
| St. Johns Investment Management Company, LLC | 45 | $1.70K | 0.00% | +45 | New |
| JDM Financial Group LLC | 37 | $1.40K | 0.00% | 00.0% | Unchanged |
| Trust Co | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 30 | $1.13K | 0.00% | +30 | New |
| Aspect Partners, LLC | 20 | $755 | 0.00% | +10+100.0% | Added |
| Frazier Financial Advisors, LLC | 14 | $529 | 0.00% | +14 | New |
| Pittenger & Anderson Inc | 10 | $390 | 0.00% | +10 | New |
| Northern Trust Corp | 0 | $0 | 0.00% | −25,050−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −11,466−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −11,274−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −7,743−100.0% | Sold out |
| Silverleafe Capital Partners, LLC | 0 | $0 | 0.00% | −7,621−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −5,188−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,748−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,228−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Acumen Wealth Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Copia Wealth Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |