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 |
|---|---|---|---|---|---|
| Keystone Global Partners, LLC | 1 | $72 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 38 | $2.74K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 50 | $3.66K | 0.00% | +50 | New |
| N.E.W. Advisory Services LLC | 76 | $5.48K | 0.00% | +76 | New |
| Glass Jacobson Investment Advisors llc | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $7.21K | 0.00% | – | – |
| Ancora Advisors, LLC | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 231 | $16.7K | 0.00% | +231 | New |
| US Bancorp | 239 | $17.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 245 | $17.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 387 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 500 | $36.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 600 | $43.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 775 | $55.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 867 | $62.5K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,264 | $91.2K | 0.00% | +1,264 | New |
| Belvedere Trading LLC | 2,810 | $202.7K | 0.02% | −5,200−64.9% | Reduced |
| Raymond James Financial Inc | 2,919 | $210.5K | 0.00% | +2,919 | New |
| PFG Investments, LLC | 2,972 | $214.3K | 0.01% | −100−3.3% | Reduced |
| Stifel Financial Corp | 3,414 | $246.2K | 0.00% | +3,414 | New |
| Commonwealth Equity Services, LLC | 3,460 | $250.0K | 0.00% | −5−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,553 | $256.0K | 0.00% | −321−8.3% | Reduced |
| Burford Brothers, Inc. | 3,570 | $257.5K | 0.12% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,881 | $279.9K | 0.00% | +81+2.1% | Added |
| Captrust Financial Advisors | 3,939 | $284.1K | 0.00% | −100−2.5% | Reduced |
| Roberts Glore & Co Inc | 4,315 | $311.2K | 0.09% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6,175 | $439.8K | 0.19% | −1,000−13.9% | Reduced |
| UBS Group AG | 6,335 | $456.9K | 0.00% | +277+4.6% | Added |
| Creative Planning | 7,224 | $521.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7,755 | $559.3K | 0.05% | +343+4.6% | Added |
| Kestra Advisory Services, LLC | 8,312 | $599.5K | 0.00% | −7,425−47.2% | Reduced |
| Merit Financial Group, LLC | 9,091 | $655.7K | 0.01% | −393−4.1% | Reduced |
| Cerity Partners LLC | 9,248 | $667.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 12,391 | $893.7K | 0.12% | +63+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,533 | $903.9K | 0.00% | +12,533 | New |
| Caz Investments LP | 15,600 | $1.13M | 8.08% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,031 | $1.44M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 24,130 | $1.74M | 0.00% | +14,163+142.1% | Added |
| Jane Street Group, LLC | 24,540 | $1.77M | 0.00% | −12,035−32.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,057 | $1.95M | 0.24% | −25−0.1% | Reduced |
| Royal Bank of Canada | 32,459 | $2.34M | 0.00% | −542−1.6% | Reduced |
| MML Investors Services, LLC | 44,906 | $3.24M | 0.01% | +8,891+24.7% | Added |
| LPL Financial LLC | 45,338 | $3.27M | 0.00% | +10,164+28.9% | Added |
| Advisor Group Holdings, Inc. | 49,880 | $3.60M | 0.01% | +40,427+427.7% | Added |
| Wells Fargo & Company | 72,849 | $5.25M | 0.00% | +26,706+57.9% | Added |
| Morgan Stanley | 87,013 | $6.28M | 0.00% | +31,895+57.9% | Added |
| Cambria Investment Management, L.P. | 118,446 | $8.54M | 0.60% | +118,446 | New |
| Ameriprise Financial Inc | 183,362 | $13.2M | 0.00% | +110,928+153.1% | Added |
| Matauro, LLC | 319,587 | $23.0M | 4.68% | +28,158+9.7% | Added |
| 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 |