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 2023
Institutional positions in United States Commodity Index Funds Trust as of Sep 30, 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
- +7 vs. Q2 2023
- Shares held
- 814.5K
- +207.6K (+34.2%) vs. Q2 2023
- Total value
- $48.3M
- +$15.7M (+48.1%) vs. Q2 2023
- New holders
- 12
- 11 more added
- Sold out
- 5
- 16 more reduced
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 199,994 | $11.8M | 0.96% | +199,994 | New |
| Jane Street Group, LLC | 77,114 | $4.56M | 0.01% | +12,604+19.5% | Added |
| Ameriprise Financial Inc | 58,704 | $3.47M | 0.00% | +455+0.8% | Added |
| Glenmede Trust Co NA | 52,800 | $3.12M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 51,088 | $3.02M | 0.00% | +9,473+22.8% | Added |
| Bank of Montreal | 37,406 | $2.28M | 0.00% | +37,406 | New |
| Equitable Holdings, Inc. | 32,272 | $1.91M | 0.03% | −7,655−19.2% | Reduced |
| Morgan Stanley | 30,140 | $1.78M | 0.00% | −856−2.8% | Reduced |
| TAP Consulting, LLC | 28,594 | $1.69M | 0.44% | −110.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 28,222 | $1.67M | 0.26% | −200−0.7% | Reduced |
| Royal Bank of Canada | 27,950 | $1.65M | 0.00% | +3,022+12.1% | Added |
| Wells Fargo & Company | 21,732 | $1.29M | 0.00% | +1,655+8.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,031 | $1.19M | 0.03% | 00.0% | Unchanged |
| Caz Investments LP | 15,600 | $923.0K | 2.61% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,639 | $629.4K | 0.00% | +162+1.5% | Added |
| Perigon Wealth Management, LLC | 10,000 | $591.6K | 0.02% | +10,000 | New |
| WealthShield Partners, LLC | 9,891 | $585.2K | 0.09% | −1,439−12.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 9,848 | $582.6K | 0.28% | −1,150−10.5% | Reduced |
| UBS Group AG | 9,510 | $562.6K | 0.00% | +67+0.7% | Added |
| Flow Traders U.S. LLC | 9,224 | $546.0K | 0.03% | +5,224+130.6% | Added |
| Kingsview Wealth Management, LLC | 9,106 | $538.7K | 0.02% | +2,031+28.7% | Added |
| Kestra Advisory Services, LLC | 8,984 | $531.5K | 0.01% | −2,321−20.5% | Reduced |
| Cerity Partners LLC | 8,955 | $529.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,039 | $357.0K | 0.00% | −1,383−18.6% | Reduced |
| Barometer Capital Management Inc. | 5,900 | $349.1K | 0.11% | +5,900 | New |
| Asset Dedication, LLC | 5,827 | $339.0K | 0.03% | −267−4.4% | Reduced |
| Envestnet Asset Management Inc | 4,527 | $267.8K | 0.00% | −664−12.8% | Reduced |
| Roberts Glore & Co Inc | 4,315 | $255.3K | 0.08% | −200−4.4% | Reduced |
| Captrust Financial Advisors | 4,021 | $237.9K | 0.00% | −314−7.2% | Reduced |
| MML Investors Services, LLC | 3,666 | $217.0K | 0.00% | +3,666 | New |
| Commonwealth Equity Services, LLC | 3,583 | $212.0K | 0.00% | −648−15.3% | Reduced |
| CWM, LLC | 2,805 | $166.0K | 0.00% | +2,505+835.0% | Added |
| Simplex Trading, LLC | 1,735 | $102.0K | 0.00% | +1,735 | New |
| NewSquare Capital LLC | 1,566 | $92.7K | 0.01% | −1,215−43.7% | Reduced |
| Archer Investment Corp | 867 | $51.3K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 600 | $35.5K | 0.00% | +600 | New |
| Citigroup Inc | 300 | $17.7K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 250 | $14.8K | 0.00% | +250 | New |
| Glen Eagle Advisors, LLC | 245 | $14.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 101 | $5.98K | 0.00% | +101 | New |
| Glass Jacobson Investment Advisors llc | 100 | $5.92K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.92K | 0.00% | – | – |
| Cutler Group LP | 100 | $5.00K | 0.00% | +100 | New |
| Baystate Wealth Management LLC | 60 | $3.55K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $2.96K | 0.00% | +41+455.6% | Added |
| FMR LLC | 38 | $2.25K | 0.00% | −2−5.0% | Reduced |
| Toth Financial Advisory Corp | 25 | $1.48K | 0.00% | +25 | New |
| Venturi Wealth Management, LLC | 22 | $1.30K | 0.00% | +22 | New |
| Tower Research Capital LLC (TRC) | 2 | $118 | 0.00% | −8−80.0% | Reduced |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −23,787−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −21,163−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,096−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −8,987−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −57−100.0% | Sold out |