United States Commodity Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MATAURO, LLC | 01/16/2026 | 337.98 K | $26.23 M | 1.60% | 9.74% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 148.78 K | $11.55 M | 4.27% | 4.02% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 02/17/2026 | 118.65 K | $9.21 M | 2.44% | 3.21% |
| MORGAN STANLEY | 02/13/2026 | 110.99 K | $8.61 M | 9.19% | 3.00% |
| AXIOM FINANCIAL STRATEGIES, LLC | 01/23/2026 | 86.69 K | $6.73 M | 1.34% | 2.50% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 82.24 K | $6.38 M | 2.51% | 2.22% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 47.10 K | $3.66 M | -1.28% | 1.28% |
| LPL FINANCIAL LLC | 02/11/2026 | 41.32 K | $3.21 M | -16.15% | 1.13% |
| ROYAL BANK OF CANADA | 02/17/2026 | 30.91 K | $2.40 M | 1.66% | 0.84% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 29.66 K | $2.30 M | 3.75% | 0.80% |
| PEKIN HARDY STRAUSS, INC. | 01/30/2026 | 27.07 K | $2.10 M | -0.92% | 0.78% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 25.23 K | $1.96 M | 0.22% | 0.68% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 01/22/2026 | 19.92 K | $1.55 M | -0.54% | 0.57% |
| CAZ INVESTMENTS LP | 02/10/2026 | 15.60 K | $1.21 M | 0.00% | 0.43% |
| WEALTHSHIELD PARTNERS, LLC | 02/03/2026 | 13.29 K | $1.03 M | 2.22% | 0.38% |
| ARKANSAS FINANCIAL GROUP, INC. | 01/28/2026 | 13.04 K | $1.01 M | 259.18% | 0.38% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 12.74 K | $1.01 M | -3.27% | 0.37% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 12.09 K | $938.00 K | 100.00% | 0.33% |
| CERITY PARTNERS LLC | 02/11/2026 | 9.25 K | $717.72 K | 0.00% | 0.25% |
| ASSET DEDICATION, LLC | 01/26/2026 | 8.67 K | $672.57 K | 4.28% | 0.25% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 8.24 K | $639.35 K | -1.86% | 0.24% |
| FERGUSON SHAPIRO LLC | 01/26/2026 | 8.20 K | $636.32 K | 0.00% | 0.24% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 8.73 K | $673.94 K | 717.60% | 0.24% |
| BUCKINGHAM STRATEGIC PARTNERS | 02/11/2026 | 8.62 K | $669.08 K | -21.37% | 0.24% |
| DV TRADING LLC | 02/17/2026 | 8.50 K | $659.69 K | 100.00% | 0.23% |
| 02/13/2026 | 8.23 K | $638.88 K | 100.00% | 0.22% | |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 8.19 K | $635.80 K | -1.36% | 0.22% |
| CREATIVE PLANNING | 02/17/2026 | 7.12 K | $552.89 K | 0.00% | 0.19% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 6.23 K | $490.22 K | 33.13% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 6.50 K | $504.23 K | -2.20% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 6.40 K | $496.70 K | -38.46% | 0.17% |
| ROSSBY FINANCIAL, LCC | 02/12/2026 | 5.18 K | $401.63 K | 0.00% | 0.14% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 4.62 K | $358.64 K | 100.00% | 0.13% |
| ROBERTS GLORE & CO INC /IL/ | 02/05/2026 | 4.29 K | $332.95 K | 0.59% | 0.12% |
| NAVIS WEALTH ADVISORS, LLC | 02/13/2026 | 4.18 K | $324.72 K | 24.49% | 0.11% |
| CITADEL ADVISORS LLC | 02/17/2026 | 4.12 K | $319.44 K | -18.85% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 3.96 K | $307.41 K | 19.09% | 0.11% |
| BURFORD BROTHERS, INC. | 02/05/2026 | 3.53 K | $273.58 K | 0.00% | 0.10% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 3.56 K | $276.21 K | -0.28% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 3.27 K | $253.71 K | 2.83% | 0.09% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 3.47 K | $269.31 K | -0.32% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 3.31 K | $257.12 K | -2.93% | 0.09% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 3.10 K | $240.82 K | 100.00% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 3.17 K | $246.00 K | -7.06% | 0.09% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 2.95 K | $228.64 K | 133.07% | 0.08% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 2.69 K | $208.93 K | -10.62% | 0.08% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 2.59 K | $201.15 K | 100.00% | 0.07% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 2.23 K | $173.07 K | -19.78% | 0.06% |
| ARCHER INVESTMENT CORP | 01/30/2026 | 829 | $64.34 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 775 | $60.15 K | 0.00% | 0.02% |
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United States Commodity Index Fund institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of United States Commodity Index Fund. The most heavily invested institutionals were:
MATAURO, LLC: 345,684
Axiom Financial Strategies, LLC: 63,338
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: 19,923
MML INVESTORS SERVICES, LLC: 14,223
ARKANSAS FINANCIAL GROUP, INC.: 13,599
WealthShield Partners, LLC: 13,436
38.49% of United States Commodity Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.99 M shares in the last 24 months. This purchase volume represents approximately $177.08 M in transactions.