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