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 2024
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2024. 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
- 41
- −5 vs. Q4 2023
- Shares held
- 489.8K
- −209.5K (−30.0%) vs. Q4 2023
- Total value
- $29.9M
- −$9.56M (−24.3%) vs. Q4 2023
- New holders
- 4
- 8 more added
- Sold out
- 9
- 12 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 69,687 | $4.25M | 0.05% | +21,129+43.5% | Added |
| Glenmede Trust Co NA | 52,800 | $3.22M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 45,279 | $2.76M | 0.00% | −2,666−5.6% | Reduced |
| Ameriprise Financial Inc | 38,819 | $2.37M | 0.00% | −5,444−12.3% | Reduced |
| Morgan Stanley | 31,814 | $1.94M | 0.00% | −871−2.7% | Reduced |
| Royal Bank of Canada | 31,263 | $1.91M | 0.00% | +3,428+12.3% | Added |
| Pekin Hardy Strauss, Inc. | 26,742 | $1.63M | 0.22% | −840−3.0% | Reduced |
| Susquehanna International Group, LLP | 21,526 | $1.31M | 0.00% | −35,861−62.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,031 | $1.22M | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,053 | $1.16M | 0.00% | −3,467−15.4% | Reduced |
| Kestra Advisory Services, LLC | 16,306 | $993.8K | 0.01% | +7,405+83.2% | Added |
| Caz Investments LP | 15,600 | $951.0K | 1.90% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,681 | $773.0K | 0.00% | +8,932+238.3% | Added |
| WealthShield Partners, LLC | 10,629 | $647.8K | 0.10% | +908+9.3% | Added |
| Zimmermann Investment Management & Planning LLC | 10,332 | $629.7K | 0.23% | −253−2.4% | Reduced |
| Cerity Partners LLC | 9,248 | $563.6K | 0.00% | +293+3.3% | Added |
| UBS Group AG | 8,793 | $535.9K | 0.00% | −341−3.7% | Reduced |
| Creative Planning | 6,551 | $399.3K | 0.00% | +6,551 | New |
| Commonwealth Equity Services, LLC | 5,810 | $354.0K | 0.00% | +2,227+62.2% | Added |
| Asset Dedication, LLC | 5,567 | $334.0K | 0.02% | +93+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,233 | $319.0K | 0.00% | −408−7.2% | Reduced |
| Roberts Glore & Co Inc | 4,315 | $263.0K | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,064 | $247.7K | 0.00% | +4,064 | New |
| Advisor Group Holdings, Inc. | 4,030 | $245.6K | 0.00% | −2,305−36.4% | Reduced |
| Atria Wealth Solutions, Inc. | 3,750 | $228.6K | 0.00% | +3,750 | New |
| Burford Brothers, Inc. | 3,672 | $223.8K | 0.15% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,850 | $112.8K | 0.01% | +1,850 | New |
| NewSquare Capital LLC | 1,350 | $82.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 867 | $52.8K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 600 | $36.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 486 | $30.0K | 0.00% | −25−4.9% | Reduced |
| Citigroup Inc | 300 | $18.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 245 | $14.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 159 | $9.69K | 0.00% | −16−9.1% | Reduced |
| Clear Point Advisors Inc. | 115 | $7.01K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $6.09K | 0.00% | – | – |
| Glass Jacobson Investment Advisors llc | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $3.05K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 38 | $2.32K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −137,646−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −32,953−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −28,982−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −4,239−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |