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 2026
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2026. 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
- 72
- +6 vs. Q4 2025
- Shares held
- 1.28M
- −53.3K (−4.0%) vs. Q4 2025
- Total value
- $122.4M
- +$18.6M (+17.9%) vs. Q4 2025
- New holders
- 12
- 18 more added
- Sold out
- 6
- 18 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Matauro, LLC | 345,684 | $32.9M | 4.76% | +7,701+2.3% | Added |
| Morgan Stanley | 148,803 | $14.2M | 0.00% | +37,816+34.1% | Added |
| Wells Fargo & Company | 148,536 | $14.2M | 0.00% | −242−0.2% | Reduced |
| LPL Financial LLC | 74,779 | $7.13M | 0.00% | +33,462+81.0% | Added |
| Axiom Financial Strategies, LLC | 63,338 | $6.04M | 2.13% | −23,350−26.9% | Reduced |
| Advisor Group Holdings, Inc. | 48,414 | $4.61M | 0.01% | −33,827−41.1% | Reduced |
| Cetera Investment Advisers | 39,382 | $3.75M | 0.00% | +9,727+32.8% | Added |
| Ameriprise Financial Inc | 38,763 | $3.70M | 0.00% | −8,333−17.7% | Reduced |
| Susquehanna International Group, LLP | 36,569 | $3.49M | 0.00% | +36,569 | New |
| Pekin Hardy Strauss, Inc. | 26,132 | $2.49M | 0.26% | −935−3.5% | Reduced |
| Royal Bank of Canada | 25,792 | $2.46M | 0.00% | −5,121−16.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,923 | $1.90M | 0.03% | 00.0% | Unchanged |
| Caz Investments LP | 15,600 | $1.49M | 1.79% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,223 | $1.36M | 0.00% | −11,002−43.6% | Reduced |
| Arkansas Financial Group, Inc. | 13,599 | $1.29M | 0.18% | +557+4.3% | Added |
| WealthShield Partners, LLC | 13,436 | $1.28M | 0.14% | +151+1.1% | Added |
| Mission Wealth Management, LP | 13,010 | $1.24M | 0.03% | +13,010 | New |
| Winter & Associates, Inc. | 12,545 | $1.21M | 1.06% | +4,313+52.4% | Added |
| Buckingham Strategic Partners | 12,610 | $1.20M | 0.01% | +3,989+46.3% | Added |
| Federation des caisses Desjardins du Quebec | 9,512 | $904.4K | 0.00% | +780+8.9% | Added |
| Cerity Partners LLC | 8,968 | $854.8K | 0.00% | −280−3.0% | Reduced |
| DV Trading LLC | 8,500 | $810.2K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8,412 | $801.8K | 0.06% | −254−2.9% | Reduced |
| Kestra Advisory Services, LLC | 8,304 | $791.5K | 0.00% | +112+1.4% | Added |
| Merit Financial Group, LLC | 8,238 | $785.2K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 8,226 | $784.1K | 0.00% | +1,102+15.5% | Added |
| Waterloo Capital, L.P. | 8,028 | $765.2K | 0.05% | +8,028 | New |
| UBS Group AG | 7,825 | $745.9K | 0.00% | +1,328+20.4% | Added |
| Ferguson Shapiro LLC | 6,590 | $628.1K | 0.19% | −1,609−19.6% | Reduced |
| Envestnet Asset Management Inc | 6,403 | $610.3K | 0.00% | +2,442+61.7% | Added |
| SeaCrest Wealth Management, LLC | 6,247 | $595.4K | 0.06% | +18+0.3% | Added |
| Jane Street Group, LLC | 5,741 | $547.2K | 0.00% | +5,741 | New |
| Rossby Financial, LCC | 5,175 | $491.0K | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,824 | $459.8K | 0.00% | +708+17.2% | Added |
| Roberts Glore & Co Inc | 4,340 | $413.7K | 0.11% | +50+1.2% | Added |
| Navis Wealth Advisors, LLC | 4,184 | $398.8K | 0.20% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,903 | $372.0K | 0.00% | +634+19.4% | Added |
| HighPoint Advisor Group LLC | 3,730 | $355.5K | 0.01% | +15+0.4% | Added |
| Captrust Financial Advisors | 3,559 | $339.2K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,501 | $333.7K | 0.14% | −24−0.7% | Reduced |
| First Business Financial Services, Inc. | 3,477 | $331.4K | 0.03% | +3,477 | New |
| Stifel Financial Corp | 3,415 | $325.5K | 0.00% | −55−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 3,313 | $315.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,170 | $302.0K | 0.00% | −4−0.1% | Reduced |
| Sanctuary Advisors, LLC | 3,103 | $295.8K | 0.00% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 2,686 | $256.0K | 0.01% | −9,405−77.8% | Reduced |
| PFG Investments, LLC | 2,450 | $233.5K | 0.01% | −242−9.0% | Reduced |
| Fort Sheridan Advisors LLC | 2,380 | $226.9K | 0.03% | +2,380 | New |
| Brinker Capital Investments, LLC | 2,328 | $221.9K | 0.00% | +2,328 | New |
| Investor's Fiduciary Advisor Network, LLC | 2,285 | $217.0K | 0.07% | +2,285 | New |
| MAI Capital Management | 2,230 | $212.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,912 | $182.2K | 0.00% | −1,034−35.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,415 | $133.9K | 0.00% | +1,415 | New |
| Archer Investment Corp | 829 | $79.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 775 | $73.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 600 | $57.2K | 0.00% | +600 | New |
| Rothschild Investment LLC | 500 | $47.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 300 | $28.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 245 | $23.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 241 | $23.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 215 | $20.6K | 0.00% | −28−11.5% | Reduced |
| Advisory Services Network, LLC | 206 | $19.6K | 0.00% | +206 | New |
| Kayne Anderson Rudnick Investment Management LLC | 194 | $18.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $9.53K | 0.00% | – | – |
| Glass Jacobson Investment Advisors llc | 100 | $9.53K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 80 | $7.63K | 0.00% | +80 | New |
| N.E.W. Advisory Services LLC | 76 | $7.24K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $4.77K | 0.00% | −2−3.8% | Reduced |
| Farther Finance Advisors, LLC | 50 | $4.74K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 38 | $3.62K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 35 | $3.34K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $2.38K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −118,650−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −12,738−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −4,621−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |