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, Q4 2021
Institutional positions in United States Commodity Index Funds Trust as of Dec 31, 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
- 52
- +3 vs. Q3 2021
- Shares held
- 1.03M
- +71.9K (+7.5%) vs. Q3 2021
- Total value
- $44.7M
- +$5.64M (+14.4%) vs. Q3 2021
- New holders
- 13
- 12 more added
- Sold out
- 10
- 12 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 6 | $0 | 0.00% | −6−50.0% | Reduced |
| Koshinski Asset Management, Inc. | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $3.00K | 0.00% | +60 | New |
| Avion Wealth | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 100 | $4.00K | 0.00% | +100 | New |
| TAP Consulting, LLC | 117 | $5.00K | 0.00% | +117 | New |
| Laurel Wealth Advisors LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 150 | $7.00K | 0.00% | +150 | New |
| Retirement Planning Co of New England, Inc. | 200 | $8.00K | 0.00% | +200 | New |
| Sargent Bickham Lagudis LLC | 220 | $10.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 239 | $10.0K | 0.00% | +239 | New |
| Glen Eagle Advisors, LLC | 245 | $10.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 450 | $20.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 669 | $29.0K | 0.01% | +669 | New |
| Bank of America Corp | 950 | $41.0K | 0.00% | +950 | New |
| Archer Investment Corp | 957 | $41.6K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,100 | $48.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,350 | $59.0K | 0.00% | +1,350 | New |
| Geneos Wealth Management Inc. | 1,400 | $60.0K | 0.00% | +600+75.0% | Added |
| AdvisorNet Financial, Inc | 2,500 | $109.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,170 | $137.8K | 0.00% | −180−5.4% | Reduced |
| Titleist Asset Management, Ltd. | 5,000 | $217.0K | 0.04% | +5,000 | New |
| Scotia Capital Inc. | 5,399 | $235.0K | 0.00% | +5,399 | New |
| Roberts Glore & Co Inc | 5,635 | $245.0K | 0.06% | −420−6.9% | Reduced |
| Cetera Advisors LLC | 5,723 | $249.0K | 0.01% | +5,723 | New |
| Asset Dedication, LLC | 7,159 | $306.0K | 0.04% | −173−2.4% | Reduced |
| Jane Street Group, LLC | 7,362 | $320.0K | 0.00% | −53,155−87.8% | Reduced |
| UBS Group AG | 8,175 | $355.0K | 0.00% | −2,502−23.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 8,844 | $384.0K | 0.22% | +8,844 | New |
| Clark Capital Management Group, Inc. | 10,874 | $473.0K | 0.01% | +40.0% | Added |
| Teamwork Financial Advisors, LLC | 11,301 | $491.0K | 0.09% | +242+2.2% | Added |
| LWS Wealth Advisors, Inc. | 11,439 | $497.0K | 0.20% | −374−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,023 | $523.0K | 0.00% | −1,224−9.2% | Reduced |
| AE Wealth Management LLC | 12,109 | $526.0K | 0.00% | +1,050+9.5% | Added |
| GenTrust, LLC | 12,170 | $583.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,675 | $681.0K | 0.00% | +2,906+22.8% | Added |
| Kestra Advisory Services, LLC | 17,325 | $753.0K | 0.01% | +2,905+20.1% | Added |
| Caz Investments LP | 19,500 | $848.0K | 1.51% | 00.0% | Unchanged |
| LPL Financial LLC | 20,560 | $894.0K | 0.00% | +190+0.9% | Added |
| Northern Oak Wealth Management Inc | 20,918 | $909.0K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 27,301 | $1.19M | 0.00% | −1,452−5.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 30,719 | $1.33M | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 33,907 | $1.47M | 0.20% | +1,700+5.3% | Added |
| NewSquare Capital LLC | 42,880 | $1.86M | 0.20% | −1,160−2.6% | Reduced |
| Morgan Stanley | 43,404 | $1.89M | 0.00% | −35,224−44.8% | Reduced |
| Glenmede Trust Co NA | 62,363 | $2.71M | 0.01% | −530−0.8% | Reduced |
| Ameriprise Financial Inc | 105,117 | $4.57M | 0.00% | +19,246+22.4% | Added |
| Old Mission Capital LLC | 126,717 | $5.51M | 0.27% | +70,201+124.2% | Added |
| Wells Fargo & Company | 150,408 | $6.54M | 0.00% | +69,158+85.1% | Added |
| Susquehanna International Group, LLP | 171,581 | $7.46M | 0.01% | +47,188+37.9% | Added |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −36,270−100.0% | Sold out |
| Sprott Inc. | 0 | $0 | 0.00% | −14,565−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −11,239−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −8,437−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |