United States Commodity Index Funds Trust
USCI- 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; 65 institutions reported holding it in 13F filings for Q2 2026, worth $121.8M in total; no superinvestor holds it.
Other share classesCPER
13F holders, Q3 2021
Institutional positions in United States Commodity Index Funds Trust as of Sep 30, 2021. 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
- 49
- +1 vs. Q2 2021
- Shares held
- 955.9K
- +7.74K (+0.8%) vs. Q2 2021
- Total value
- $39.1M
- +$791.5K (+2.1%) vs. Q2 2021
- New holders
- 7
- 15 more added
- Sold out
- 6
- 13 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USCI 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 | 65 | $121.8M |
| Q1 2026 | 72 | $122.4M |
| Q4 2025 | 69 | $103.9M |
| Q3 2025 | 66 | $102.6M |
| Q2 2025 | 55 | $83.9M |
| Q1 2025 | 52 | $85.4M |
| Q4 2024 | 50 | $59.0M |
| Q3 2024 | 49 | $41.5M |
| Q2 2024 | 50 | $45.9M |
| Q1 2024 | 41 | $29.9M |
| Q4 2023 | 47 | $39.4M |
| Q3 2023 | 49 | $48.3M |
| Q2 2023 | 42 | $32.6M |
| Q1 2023 | 49 | $51.1M |
| Q4 2022 | 51 | $77.7M |
| Q3 2022 | 50 | $89.6M |
| Q2 2022 | 63 | $92.9M |
| Q1 2022 | 61 | $85.8M |
| Q4 2021 | 52 | $44.7M |
| Q3 2021 | 49 | $39.1M |
| Q2 2021 | 48 | $38.3M |
| Q1 2021 | 45 | $29.8M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 41 | $2.00K | 0.00% | −9−18.0% | Reduced |
| Koshinski Asset Management, Inc. | 50 | $2.04K | 0.00% | +50 | New |
| Avion Wealth | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $4.00K | 0.00% | +100 | New |
| NEXT Financial Group, Inc | 100 | $4.00K | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $4.09K | 0.00% | +100 | New |
| Laurel Wealth Advisors LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 245 | $10.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 450 | $18.0K | 0.00% | +350+350.0% | Added |
| Geneos Wealth Management Inc. | 800 | $33.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 957 | $39.1K | 0.01% | −500−34.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,000 | $41.0K | 0.00% | +1,000 | New |
| Citigroup Inc | 1,100 | $45.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $102.0K | 0.01% | +2,500 | New |
| American Portfolios Advisors | 3,350 | $137.0K | 0.01% | −316−8.6% | Reduced |
| WMS Partners, LLC | 5,000 | $204.0K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6,055 | $248.0K | 0.08% | −500−7.6% | Reduced |
| Asset Dedication, LLC | 7,332 | $299.0K | 0.04% | −210−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,437 | $345.0K | 0.00% | +8,437 | New |
| UBS Group AG | 10,677 | $436.0K | 0.00% | +232+2.2% | Added |
| Clark Capital Management Group, Inc. | 10,870 | $444.0K | 0.01% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 11,059 | $452.0K | 0.09% | +478+4.5% | Added |
| AE Wealth Management LLC | 11,059 | $452.0K | 0.00% | +478+4.5% | Added |
| Visionary Wealth Advisors | 11,239 | $460.0K | 0.05% | +1,196+11.9% | Added |
| LWS Wealth Advisors, Inc. | 11,813 | $483.0K | 0.21% | −696−5.6% | Reduced |
| GenTrust, LLC | 12,170 | $498.0K | 0.04% | −100−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,769 | $521.0K | 0.00% | +1,335+11.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,247 | $542.0K | 0.00% | +163+1.2% | Added |
| Kestra Advisory Services, LLC | 14,420 | $590.0K | 0.01% | +533+3.8% | Added |
| Sprott Inc. | 14,565 | $596.0K | 0.04% | 00.0% | Unchanged |
| Caz Investments LP | 19,500 | $797.0K | 1.03% | 00.0% | Unchanged |
| LPL Financial LLC | 20,370 | $833.0K | 0.00% | +9,018+79.4% | Added |
| Northern Oak Wealth Management Inc | 20,918 | $855.0K | 0.10% | −2,522−10.8% | Reduced |
| Royal Bank of Canada | 28,753 | $1.18M | 0.00% | −215−0.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 30,719 | $1.26M | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 32,207 | $1.32M | 0.19% | +482+1.5% | Added |
| Flow Traders U.S. LLC | 36,270 | $1.48M | 0.06% | +24,374+204.9% | Added |
| NewSquare Capital LLC | 44,040 | $1.80M | 0.21% | −1,020−2.3% | Reduced |
| Old Mission Capital LLC | 56,516 | $2.31M | 0.10% | +32,606+136.4% | Added |
| Jane Street Group, LLC | 60,517 | $2.48M | 0.01% | −43,303−41.7% | Reduced |
| Glenmede Trust Co NA | 62,893 | $2.57M | 0.01% | −1,736−2.7% | Reduced |
| Morgan Stanley | 78,628 | $3.21M | 0.00% | −39,978−33.7% | Reduced |
| Wells Fargo & Company | 81,250 | $3.32M | 0.00% | +21,211+35.3% | Added |
| Ameriprise Financial Inc | 85,871 | $3.51M | 0.00% | +12,319+16.7% | Added |
| Susquehanna International Group, LLP | 124,393 | $5.09M | 0.01% | +60,668+95.2% | Added |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −53,800−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −13,232−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −6,097−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −4,095−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −414−100.0% | Sold out |