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 2025
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2025. 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
- 52
- +2 vs. Q4 2024
- Shares held
- 1.18M
- +290.4K (+32.5%) vs. Q4 2024
- Total value
- $85.4M
- +$26.4M (+44.8%) vs. Q4 2024
- New holders
- 9
- 12 more added
- Sold out
- 7
- 11 more reduced
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Matauro, LLC | 319,587 | $23.0M | 4.68% | +28,158+9.7% | Added |
| Ameriprise Financial Inc | 183,362 | $13.2M | 0.00% | +110,928+153.1% | Added |
| Cambria Investment Management, L.P. | 118,446 | $8.54M | 0.60% | +118,446 | New |
| Morgan Stanley | 87,013 | $6.28M | 0.00% | +31,895+57.9% | Added |
| Wells Fargo & Company | 72,849 | $5.25M | 0.00% | +26,706+57.9% | Added |
| Advisor Group Holdings, Inc. | 49,880 | $3.60M | 0.01% | +40,427+427.7% | Added |
| LPL Financial LLC | 45,338 | $3.27M | 0.00% | +10,164+28.9% | Added |
| MML Investors Services, LLC | 44,906 | $3.24M | 0.01% | +8,891+24.7% | Added |
| Royal Bank of Canada | 32,459 | $2.34M | 0.00% | −542−1.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,057 | $1.95M | 0.24% | −25−0.1% | Reduced |
| Jane Street Group, LLC | 24,540 | $1.77M | 0.00% | −12,035−32.9% | Reduced |
| Envestnet Asset Management Inc | 24,130 | $1.74M | 0.00% | +14,163+142.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,031 | $1.44M | 0.03% | 00.0% | Unchanged |
| Caz Investments LP | 15,600 | $1.13M | 8.08% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,533 | $903.9K | 0.00% | +12,533 | New |
| WealthShield Partners, LLC | 12,391 | $893.7K | 0.12% | +63+0.5% | Added |
| Cerity Partners LLC | 9,248 | $667.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,091 | $655.7K | 0.01% | −393−4.1% | Reduced |
| Kestra Advisory Services, LLC | 8,312 | $599.5K | 0.00% | −7,425−47.2% | Reduced |
| Asset Dedication, LLC | 7,755 | $559.3K | 0.05% | +343+4.6% | Added |
| Creative Planning | 7,224 | $521.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,335 | $456.9K | 0.00% | +277+4.6% | Added |
| Rossby Financial, LCC | 6,175 | $439.8K | 0.19% | −1,000−13.9% | Reduced |
| Roberts Glore & Co Inc | 4,315 | $311.2K | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,939 | $284.1K | 0.00% | −100−2.5% | Reduced |
| Atria Wealth Solutions, Inc. | 3,881 | $279.9K | 0.00% | +81+2.1% | Added |
| Burford Brothers, Inc. | 3,570 | $257.5K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,553 | $256.0K | 0.00% | −321−8.3% | Reduced |
| Commonwealth Equity Services, LLC | 3,460 | $250.0K | 0.00% | −5−0.1% | Reduced |
| Stifel Financial Corp | 3,414 | $246.2K | 0.00% | +3,414 | New |
| PFG Investments, LLC | 2,972 | $214.3K | 0.01% | −100−3.3% | Reduced |
| Raymond James Financial Inc | 2,919 | $210.5K | 0.00% | +2,919 | New |
| Belvedere Trading LLC | 2,810 | $202.7K | 0.02% | −5,200−64.9% | Reduced |
| Harbour Investments, Inc. | 1,264 | $91.2K | 0.00% | +1,264 | New |
| Archer Investment Corp | 867 | $62.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 775 | $55.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 600 | $43.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 500 | $36.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 387 | $28.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 245 | $17.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 239 | $17.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 231 | $16.7K | 0.00% | +231 | New |
| Laurel Wealth Advisors LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $7.21K | 0.00% | – | – |
| Glass Jacobson Investment Advisors llc | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 76 | $5.48K | 0.00% | +76 | New |
| Farther Finance Advisors, LLC | 50 | $3.66K | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 38 | $2.74K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 1 | $72 | 0.00% | +1 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −46,650−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −35,604−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −5,506−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −3,239−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |