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 2023
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2023. 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. Q4 2022
- Shares held
- 942.4K
- −414.3K (−30.5%) vs. Q4 2022
- Total value
- $51.1M
- −$25.2M (−33.0%) vs. Q4 2022
- New holders
- 7
- 12 more added
- Sold out
- 6
- 17 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 2023
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 9 | $488 | 0.00% | +9 | New |
| Tower Research Capital LLC (TRC) | 12 | $1.00K | 0.00% | −26−68.4% | Reduced |
| FMR LLC | 41 | $2.23K | 0.00% | −25−37.9% | Reduced |
| Cornerstone Management, Inc. | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $3.26K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.43K | 0.00% | – | – |
| Advisory Services Network, LLC | 190 | $10.3K | 0.00% | +75+65.2% | Added |
| Glen Eagle Advisors, LLC | 245 | $13.3K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 280 | $15.2K | 0.00% | +280 | New |
| CWM, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 340 | $18.0K | 0.01% | +340 | New |
| TCTC Holdings, LLC | 550 | $29.8K | 0.00% | +550 | New |
| Citigroup Inc | 600 | $32.6K | 0.00% | −300−33.3% | Reduced |
| Fifth Third Bancorp | 717 | $38.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 867 | $47.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2,781 | $150.9K | 0.02% | −21,175−88.4% | Reduced |
| Scotia Capital Inc. | 3,802 | $206.3K | 0.00% | −492−11.5% | Reduced |
| Two Sigma Securities, LLC | 3,987 | $216.3K | 0.02% | +3,987 | New |
| Captrust Financial Advisors | 4,335 | $235.2K | 0.00% | −760−14.9% | Reduced |
| Roberts Glore & Co Inc | 4,515 | $245.0K | 0.08% | +470+11.6% | Added |
| Envestnet Asset Management Inc | 4,822 | $261.6K | 0.00% | −1,165−19.5% | Reduced |
| Commonwealth Equity Services, LLC | 6,998 | $379.0K | 0.00% | +648+10.2% | Added |
| Asset Dedication, LLC | 7,415 | $405.0K | 0.04% | −331−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,830 | $425.0K | 0.00% | −5,873−42.9% | Reduced |
| Simplex Trading, LLC | 8,641 | $468.0K | 0.02% | +7,396+594.1% | Added |
| Cerity Partners LLC | 8,955 | $485.9K | 0.00% | +8,955 | New |
| Central Trust Co | 8,987 | $487.6K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,702 | $526.4K | 0.08% | +1,265+15.0% | Added |
| PFG Investments, LLC | 9,830 | $533.4K | 0.11% | +9,830 | New |
| UBS Group AG | 10,140 | $550.2K | 0.00% | +15+0.1% | Added |
| Kestra Advisory Services, LLC | 11,490 | $623.4K | 0.01% | −1,484−11.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 11,545 | $626.4K | 0.33% | +624+5.7% | Added |
| Caz Investments LP | 15,600 | $846.0K | 2.47% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,019 | $1.09M | 0.00% | −2,718−12.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,031 | $1.09M | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 21,652 | $1.17M | 0.14% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 28,922 | $1.57M | 0.24% | −1,500−4.9% | Reduced |
| TAP Consulting, LLC | 29,494 | $1.60M | 0.39% | +2,188+8.0% | Added |
| Old Mission Capital LLC | 32,958 | $1.79M | 0.05% | +26,381+401.1% | Added |
| Royal Bank of Canada | 33,333 | $1.81M | 0.00% | +9,281+38.6% | Added |
| LPL Financial LLC | 38,398 | $2.08M | 0.00% | +1,741+4.7% | Added |
| Equitable Holdings, Inc. | 39,399 | $2.14M | 0.03% | +2,095+5.6% | Added |
| Jane Street Group, LLC | 40,389 | $2.19M | 0.00% | −31,001−43.4% | Reduced |
| Glenmede Trust Co NA | 52,800 | $2.86M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 66,437 | $3.60M | 0.00% | −165,782−71.4% | Reduced |
| Susquehanna International Group, LLP | 69,938 | $3.79M | 0.01% | −2,425−3.4% | Reduced |
| Ameriprise Financial Inc | 75,956 | $4.12M | 0.00% | −163,747−68.3% | Reduced |
| Wells Fargo & Company | 226,984 | $12.3M | 0.00% | −38,441−14.5% | Reduced |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −32,601−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −17,267−100.0% | Sold out |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |