United States Commodity Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MATAURO, LLC | 07/21/2026 | 364.57 K | $33.77 M | 5.46% | 10.94% |
| MORGAN STANLEY | 08/13/2026 | 164.77 K | $15.26 M | 10.73% | 4.94% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 148.28 K | $13.74 M | -0.17% | 4.45% |
| AXIOM FINANCIAL STRATEGIES, LLC | 08/06/2026 | 83.23 K | $7.71 M | 31.41% | 2.50% |
| LPL FINANCIAL LLC | 08/07/2026 | 68.08 K | $6.31 M | -8.96% | 2.04% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 56.73 K | $5.26 M | 17.19% | 1.70% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 46.48 K | $4.31 M | 1,630.34% | 1.39% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 34.66 K | $3.21 M | -12.00% | 1.04% |
| ROYAL BANK OF CANADA | 08/14/2026 | 26.98 K | $2.50 M | 4.62% | 0.81% |
| PEKIN HARDY STRAUSS, INC. | 07/30/2026 | 26.06 K | $2.41 M | -0.29% | 0.78% |
| WINTER & ASSOCIATES, INC. | 07/09/2026 | 20.38 K | $1.89 M | 62.43% | 0.61% |
| BUCKINGHAM STRATEGIC PARTNERS | 08/06/2026 | 20.38 K | $1.89 M | 61.59% | 0.61% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 07/15/2026 | 19.92 K | $1.85 M | 0.00% | 0.60% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 18.37 K | $1.70 M | 29.14% | 0.55% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 16.69 K | $1.55 M | -54.36% | 0.50% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 16.32 K | $1.51 M | 71.54% | 0.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 07/20/2026 | 15.96 K | $1.48 M | 17.32% | 0.48% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 14.95 K | $1.39 M | -61.43% | 0.45% |
| MISSION WEALTH MANAGEMENT, LP | 07/20/2026 | 13.05 K | $1.21 M | 0.34% | 0.39% |
| CAZ INVESTMENTS LP | 08/24/2026 | 12.48 K | $1.16 M | -20.00% | 0.37% |
| BELVEDERE TRADING LLC | 07/31/2026 | 11.40 K | $1.06 M | 0.00% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 9.20 K | $852.29 K | -15.60% | 0.28% |
| CERITY PARTNERS LLC | 08/14/2026 | 8.97 K | $830.78 K | 0.00% | 0.27% |
| DV TRADING LLC | 08/14/2026 | 8.50 K | $787.44 K | 0.00% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 8.30 K | $769.31 K | 0.00% | 0.25% |
| ASSET DEDICATION, LLC | 07/30/2026 | 8.29 K | $767.89 K | -1.46% | 0.25% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 8.24 K | $763.17 K | 0.00% | 0.25% |
| UBS GROUP AG | 08/13/2026 | 7.49 K | $693.97 K | -4.27% | 0.22% |
| CREATIVE PLANNING | 08/13/2026 | 7.24 K | $670.62 K | -12.00% | 0.22% |
| HRT FINANCIAL LP | 08/14/2026 | 5.57 K | $516.00 K | 100.00% | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 5.37 K | $497.11 K | -16.20% | 0.16% |
| ROSSBY FINANCIAL, LCC | 08/04/2026 | 5.18 K | $479.41 K | 0.00% | 0.16% |
| NAVIS WEALTH ADVISORS, LLC | 08/14/2026 | 4.33 K | $401.50 K | 3.59% | 0.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 4.11 K | $380.38 K | -14.88% | 0.12% |
| ROBERTS GLORE & CO INC /IL/ | 08/11/2026 | 3.89 K | $360.65 K | -10.30% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 3.80 K | $352.03 K | 100.00% | 0.11% |
| HIGHPOINT ADVISOR GROUP LLC | 08/05/2026 | 3.74 K | $346.01 K | 0.13% | 0.11% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 3.56 K | $329.71 K | 0.00% | 0.11% |
| BURFORD BROTHERS, INC. | 07/28/2026 | 3.50 K | $324.33 K | 0.00% | 0.11% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 07/28/2026 | 3.48 K | $322.11 K | 0.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 3.21 K | $297.00 K | 1.10% | 0.10% |
| CITADEL ADVISORS LLC | 09/02/2026 | 3.20 K | $296.45 K | 100.00% | 0.10% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 3.10 K | $287.46 K | 0.00% | 0.09% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 2.96 K | $274.49 K | -13.24% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 2.87 K | $266.15 K | -13.28% | 0.09% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 2.45 K | $226.97 K | 0.00% | 0.07% |
| FORT SHERIDAN ADVISORS LLC | 08/05/2026 | 2.38 K | $220.48 K | 0.00% | 0.07% |
| CITADEL ADVISORS LLC | 09/02/2026 | 2.20 K | $203.81 K | -26.67% | 0.07% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 1.91 K | $177.13 K | 0.00% | 0.06% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 1.42 K | $130.75 K | 0.00% | 0.04% |
United States Commodity Index Fund institutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of United States Commodity Index Fund. The most heavily invested institutionals were:
MATAURO, LLC: 364,568
MORGAN STANLEY: 164,771
WELLS FARGO & COMPANY/MN: 148,283
Axiom Financial Strategies, LLC: 83,230
LPL Financial LLC: 68,079
ADVISOR GROUP HOLDINGS, INC.: 56,734
39.47% of United States Commodity Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.00 M shares in the last 24 months. This purchase volume represents approximately $178.56 M in transactions.