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 2023
Institutional positions in United States Commodity Index Funds Trust as of Dec 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
- 47
- −2 vs. Q3 2023
- Shares held
- 699.3K
- −115.2K (−14.1%) vs. Q3 2023
- Total value
- $39.4M
- −$8.85M (−18.3%) vs. Q3 2023
- New holders
- 6
- 9 more added
- Sold out
- 8
- 14 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $1.41K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 38 | $2.14K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $2.81K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $3.38K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $5.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.63K | 0.00% | – | – |
| Clear Point Advisors Inc. | 115 | $6.47K | 0.01% | +115 | New |
| Advisory Services Network, LLC | 135 | $7.60K | 0.00% | +135 | New |
| Principal Securities, Inc. | 175 | $9.85K | 0.00% | +175 | New |
| Cutler Group LP | 200 | $11.0K | 0.00% | +100+100.0% | Added |
| Glen Eagle Advisors, LLC | 245 | $13.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 300 | $16.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 511 | $29.0K | 0.00% | −2,294−81.8% | Reduced |
| Comerica Bank | 600 | $33.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 655 | $36.9K | 0.00% | +655 | New |
| Archer Investment Corp | 867 | $48.8K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,350 | $76.0K | 0.01% | −216−13.8% | Reduced |
| Simplex Trading, LLC | 2,828 | $159.0K | 0.00% | +1,093+63.0% | Added |
| Commonwealth Equity Services, LLC | 3,583 | $202.0K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,672 | $206.7K | 0.15% | +3,672 | New |
| MML Investors Services, LLC | 3,749 | $211.0K | 0.00% | +83+2.3% | Added |
| Envestnet Asset Management Inc | 4,239 | $238.6K | 0.00% | −288−6.4% | Reduced |
| Roberts Glore & Co Inc | 4,315 | $242.8K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,474 | $310.0K | 0.03% | −353−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,641 | $317.0K | 0.00% | −398−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 6,335 | $356.5K | 0.00% | −4,304−40.5% | Reduced |
| Kestra Advisory Services, LLC | 8,901 | $500.9K | 0.00% | −83−0.9% | Reduced |
| Cerity Partners LLC | 8,955 | $504.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,134 | $514.1K | 0.00% | −376−4.0% | Reduced |
| WealthShield Partners, LLC | 9,721 | $547.1K | 0.09% | −170−1.7% | Reduced |
| Perigon Wealth Management, LLC | 10,000 | $562.8K | 0.02% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 10,585 | $595.7K | 0.24% | +737+7.5% | Added |
| Caz Investments LP | 15,600 | $878.0K | 2.20% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,031 | $1.13M | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 22,520 | $1.27M | 0.00% | +788+3.6% | Added |
| Pekin Hardy Strauss, Inc. | 27,582 | $1.55M | 0.23% | −640−2.3% | Reduced |
| Royal Bank of Canada | 27,835 | $1.57M | 0.00% | −115−0.4% | Reduced |
| Bank of Montreal | 28,982 | $1.68M | 0.00% | −8,424−22.5% | Reduced |
| Morgan Stanley | 32,685 | $1.84M | 0.00% | +2,545+8.4% | Added |
| Flow Traders U.S. LLC | 32,953 | $1.85M | 0.06% | +23,729+257.3% | Added |
| Ameriprise Financial Inc | 44,263 | $2.49M | 0.00% | −14,441−24.6% | Reduced |
| LPL Financial LLC | 47,945 | $2.70M | 0.00% | −3,143−6.2% | Reduced |
| Equitable Holdings, Inc. | 48,558 | $2.73M | 0.03% | +16,286+50.5% | Added |
| Glenmede Trust Co NA | 52,800 | $2.97M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 57,387 | $3.23M | 0.01% | +57,387 | New |
| Jane Street Group, LLC | 137,646 | $7.75M | 0.01% | +60,532+78.5% | Added |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −199,994−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −28,594−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −9,106−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |