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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 25 | $2.38K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 35 | $3.34K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 38 | $3.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 50 | $4.74K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $4.77K | 0.00% | −2−3.8% | Reduced |
| N.E.W. Advisory Services LLC | 76 | $7.24K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 80 | $7.63K | 0.00% | +80 | New |
| Huntington National Bank | – | $9.53K | 0.00% | – | – |
| Glass Jacobson Investment Advisors llc | 100 | $9.53K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 194 | $18.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 206 | $19.6K | 0.00% | +206 | New |
| Jones Financial Companies LLLP | 215 | $20.6K | 0.00% | −28−11.5% | Reduced |
| Root Financial Partners, LLC | 241 | $23.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 245 | $23.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 300 | $28.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 500 | $47.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 600 | $57.2K | 0.00% | +600 | New |
| Creative Financial Designs Inc | 775 | $73.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 829 | $79.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,415 | $133.9K | 0.00% | +1,415 | New |
| Harbour Investments, Inc. | 1,912 | $182.2K | 0.00% | −1,034−35.1% | Reduced |
| MAI Capital Management | 2,230 | $212.6K | 0.00% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 2,285 | $217.0K | 0.07% | +2,285 | New |
| Brinker Capital Investments, LLC | 2,328 | $221.9K | 0.00% | +2,328 | New |
| Fort Sheridan Advisors LLC | 2,380 | $226.9K | 0.03% | +2,380 | New |
| PFG Investments, LLC | 2,450 | $233.5K | 0.01% | −242−9.0% | Reduced |
| Flow Traders U.S. LLC | 2,686 | $256.0K | 0.01% | −9,405−77.8% | Reduced |
| Sanctuary Advisors, LLC | 3,103 | $295.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,170 | $302.0K | 0.00% | −4−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 3,313 | $315.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,415 | $325.5K | 0.00% | −55−1.6% | Reduced |
| First Business Financial Services, Inc. | 3,477 | $331.4K | 0.03% | +3,477 | New |
| Burford Brothers, Inc. | 3,501 | $333.7K | 0.14% | −24−0.7% | Reduced |
| Captrust Financial Advisors | 3,559 | $339.2K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,730 | $355.5K | 0.01% | +15+0.4% | Added |
| Kestra Private Wealth Services, LLC | 3,903 | $372.0K | 0.00% | +634+19.4% | Added |
| Navis Wealth Advisors, LLC | 4,184 | $398.8K | 0.20% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,340 | $413.7K | 0.11% | +50+1.2% | Added |
| Citadel Advisors LLC | 4,824 | $459.8K | 0.00% | +708+17.2% | Added |
| Rossby Financial, LCC | 5,175 | $491.0K | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,741 | $547.2K | 0.00% | +5,741 | New |
| SeaCrest Wealth Management, LLC | 6,247 | $595.4K | 0.06% | +18+0.3% | Added |
| Envestnet Asset Management Inc | 6,403 | $610.3K | 0.00% | +2,442+61.7% | Added |
| Ferguson Shapiro LLC | 6,590 | $628.1K | 0.19% | −1,609−19.6% | Reduced |
| UBS Group AG | 7,825 | $745.9K | 0.00% | +1,328+20.4% | Added |
| Waterloo Capital, L.P. | 8,028 | $765.2K | 0.05% | +8,028 | New |
| Creative Planning | 8,226 | $784.1K | 0.00% | +1,102+15.5% | Added |
| Merit Financial Group, LLC | 8,238 | $785.2K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,304 | $791.5K | 0.00% | +112+1.4% | Added |
| Asset Dedication, LLC | 8,412 | $801.8K | 0.06% | −254−2.9% | Reduced |
| DV Trading LLC | 8,500 | $810.2K | 0.07% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,968 | $854.8K | 0.00% | −280−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,512 | $904.4K | 0.00% | +780+8.9% | Added |
| Buckingham Strategic Partners | 12,610 | $1.20M | 0.01% | +3,989+46.3% | Added |
| Winter & Associates, Inc. | 12,545 | $1.21M | 1.06% | +4,313+52.4% | Added |
| Mission Wealth Management, LP | 13,010 | $1.24M | 0.03% | +13,010 | New |
| WealthShield Partners, LLC | 13,436 | $1.28M | 0.14% | +151+1.1% | Added |
| Arkansas Financial Group, Inc. | 13,599 | $1.29M | 0.18% | +557+4.3% | Added |
| MML Investors Services, LLC | 14,223 | $1.36M | 0.00% | −11,002−43.6% | Reduced |
| Caz Investments LP | 15,600 | $1.49M | 1.79% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,923 | $1.90M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 25,792 | $2.46M | 0.00% | −5,121−16.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,132 | $2.49M | 0.26% | −935−3.5% | Reduced |
| Susquehanna International Group, LLP | 36,569 | $3.49M | 0.00% | +36,569 | New |
| Ameriprise Financial Inc | 38,763 | $3.70M | 0.00% | −8,333−17.7% | Reduced |
| Cetera Investment Advisers | 39,382 | $3.75M | 0.00% | +9,727+32.8% | Added |
| Advisor Group Holdings, Inc. | 48,414 | $4.61M | 0.01% | −33,827−41.1% | Reduced |
| Axiom Financial Strategies, LLC | 63,338 | $6.04M | 2.13% | −23,350−26.9% | Reduced |
| LPL Financial LLC | 74,779 | $7.13M | 0.00% | +33,462+81.0% | Added |
| Wells Fargo & Company | 148,536 | $14.2M | 0.00% | −242−0.2% | Reduced |
| Morgan Stanley | 148,803 | $14.2M | 0.00% | +37,816+34.1% | Added |
| Matauro, LLC | 345,684 | $32.9M | 4.76% | +7,701+2.3% | Added |
| 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 |