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, Q1 2022
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2022. 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
- 61
- +9 vs. Q4 2021
- Shares held
- 1.56M
- +528.0K (+51.4%) vs. Q4 2021
- Total value
- $85.8M
- +$41.1M (+91.9%) vs. Q4 2021
- New holders
- 18
- 23 more added
- Sold out
- 9
- 9 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 50 | $2.76K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $3.00K | 0.00% | −27−32.1% | Reduced |
| Baystate Wealth Management LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6.00K | 0.00% | – | New |
| Laurel Wealth Advisors LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 200 | $11.0K | 0.00% | +200 | New |
| Trustcore Financial Services, LLC | 240 | $13.0K | 0.00% | +240 | New |
| Glen Eagle Advisors, LLC | 245 | $13.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 250 | $14.0K | 0.00% | +100+66.7% | Added |
| Heritage Wealth Management, LLC | 300 | $17.0K | 0.00% | +300 | New |
| IFP Advisors, Inc | 806 | $36.0K | 0.00% | +806 | New |
| Archer Investment Corp | 867 | $48.4K | 0.02% | −90−9.4% | Reduced |
| Money Concepts Capital Corp | 993 | $55.0K | 0.00% | +993 | New |
| Prospera Financial Services Inc | 1,000 | $55.0K | 0.00% | +1,000 | New |
| FMR LLC | 1,011 | $56.0K | 0.00% | +11+1.1% | Added |
| Citigroup Inc | 1,100 | $61.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,350 | $74.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,850 | $102.0K | 0.00% | +850+85.0% | Added |
| AdvisorNet Financial, Inc | 2,500 | $138.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,593 | $143.0K | 0.00% | +2,593 | New |
| Commonwealth Equity Services, LLC | 3,787 | $208.0K | 0.00% | +3,787 | New |
| Titleist Asset Management, Ltd. | 4,000 | $221.0K | 0.05% | −1,000−20.0% | Reduced |
| Frontier Wealth Management LLC | 3,919 | $225.0K | 0.00% | +3,919 | New |
| BigSur Wealth Management LLC | 4,100 | $226.0K | 0.09% | +4,100 | New |
| Geneos Wealth Management Inc. | 4,120 | $227.0K | 0.01% | +2,720+194.3% | Added |
| National Bank of Canada | 4,425 | $243.0K | 0.00% | +4,425 | New |
| Roberts Glore & Co Inc | 4,985 | $275.0K | 0.08% | −650−11.5% | Reduced |
| Scotia Capital Inc. | 6,487 | $358.0K | 0.00% | +1,088+20.2% | Added |
| Susquehanna International Group, LLP | 6,931 | $382.0K | 0.00% | −164,650−96.0% | Reduced |
| Axxcess Wealth Management, LLC | 7,444 | $411.0K | 0.03% | +7,444 | New |
| Asset Dedication, LLC | 7,594 | $422.0K | 0.05% | +435+6.1% | Added |
| St. Johns Investment Management Company, LLC | 7,771 | $429.0K | 0.23% | +7,771 | New |
| WealthShield Partners, LLC | 8,230 | $454.0K | 0.07% | +8,230 | New |
| American Portfolios Advisors | 9,041 | $498.9K | 0.02% | +5,871+185.2% | Added |
| JPMorgan Chase & Co | 9,249 | $510.0K | 0.00% | +8,799+1,955.3% | Added |
| UBS Group AG | 9,662 | $533.0K | 0.00% | +1,487+18.2% | Added |
| Zimmermann Investment Management & Planning LLC | 9,697 | $535.0K | 0.32% | +853+9.6% | Added |
| Envestnet Asset Management Inc | 10,346 | $571.0K | 0.00% | +10,346 | New |
| Kestra Advisory Services, LLC | 11,510 | $635.0K | 0.01% | −5,815−33.6% | Reduced |
| GenTrust, LLC | 12,170 | $672.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,122 | $779.0K | 0.00% | +2,099+17.5% | Added |
| Teamwork Financial Advisors, LLC | 15,502 | $855.0K | 0.16% | +4,201+37.2% | Added |
| Caz Investments LP | 15,600 | $861.0K | 1.35% | −3,900−20.0% | Reduced |
| AE Wealth Management LLC | 16,045 | $885.0K | 0.01% | +3,936+32.5% | Added |
| Old Mission Capital LLC | 17,610 | $972.0K | 0.03% | −109,107−86.1% | Reduced |
| Wedbush Securities Inc | 19,150 | $1.06M | 0.05% | +19,150 | New |
| Northern Oak Wealth Management Inc | 20,918 | $1.15M | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,157 | $1.22M | 0.00% | +6,482+41.4% | Added |
| LPL Financial LLC | 30,110 | $1.66M | 0.00% | +9,550+46.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 30,719 | $1.70M | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 31,699 | $1.75M | 0.00% | +4,398+16.1% | Added |
| Sargent Bickham Lagudis LLC | 34,099 | $1.88M | 0.15% | +33,879+15,399.5% | Added |
| Morgan Stanley | 46,123 | $2.54M | 0.00% | +2,719+6.3% | Added |
| Pekin Hardy Strauss, Inc. | 46,812 | $2.58M | 0.35% | +12,905+38.1% | Added |
| Glenmede Trust Co NA | 62,237 | $3.43M | 0.02% | −126−0.2% | Reduced |
| Jane Street Group, LLC | 62,272 | $3.44M | 0.01% | +54,910+745.9% | Added |
| Flow Traders U.S. LLC | 164,636 | $9.09M | 0.31% | +164,636 | New |
| Wells Fargo & Company | 212,847 | $11.7M | 0.00% | +62,439+41.5% | Added |
| NewSquare Capital LLC | 262,555 | $14.5M | 1.54% | +219,675+512.3% | Added |
| Ameriprise Financial Inc | 269,315 | $14.9M | 0.00% | +164,198+156.2% | Added |
| LWS Wealth Advisors, Inc. | 0 | $0 | 0.00% | −11,439−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −10,874−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,723−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |