United States Commodity Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MATAURO, LLC | 04/22/2026 | 345.68 K | $32.95 M | 2.28% | 9.48% |
| MORGAN STANLEY | 05/15/2026 | 148.80 K | $14.18 M | 34.07% | 4.08% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 148.54 K | $14.16 M | -0.16% | 4.07% |
| LPL FINANCIAL LLC | 05/06/2026 | 74.78 K | $7.13 M | 80.99% | 2.05% |
| AXIOM FINANCIAL STRATEGIES, LLC | 04/21/2026 | 63.34 K | $6.04 M | -26.94% | 1.72% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 48.41 K | $4.61 M | -41.13% | 1.33% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 39.38 K | $3.75 M | 32.80% | 1.08% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 38.76 K | $3.70 M | -17.69% | 1.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 36.57 K | $3.49 M | 100.00% | 1.00% |
| PEKIN HARDY STRAUSS, INC. | 05/07/2026 | 26.13 K | $2.49 M | -3.45% | 0.72% |
| ROYAL BANK OF CANADA | 05/15/2026 | 25.79 K | $2.46 M | -16.57% | 0.71% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 04/09/2026 | 19.92 K | $1.90 M | 0.00% | 0.54% |
| CAZ INVESTMENTS LP | 05/12/2026 | 15.60 K | $1.49 M | 0.00% | 0.43% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 14.22 K | $1.36 M | -43.62% | 0.39% |
| WEALTHSHIELD PARTNERS, LLC | 05/01/2026 | 13.44 K | $1.28 M | 1.14% | 0.37% |
| ARKANSAS FINANCIAL GROUP, INC. | 04/13/2026 | 13.60 K | $1.29 M | 4.27% | 0.37% |
| MISSION WEALTH MANAGEMENT, LP | 05/15/2026 | 13.01 K | $1.24 M | 100.00% | 0.36% |
| BUCKINGHAM STRATEGIC PARTNERS | 05/13/2026 | 12.61 K | $1.20 M | 46.27% | 0.35% |
| 04/08/2026 | 12.55 K | $1.21 M | 52.39% | 0.34% | |
| BELVEDERE TRADING LLC | 05/12/2026 | 11.40 K | $1.09 M | 100.00% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 10.90 K | $1.04 M | 70.31% | 0.30% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 9.51 K | $904.40 K | 8.93% | 0.26% |
| CERITY PARTNERS LLC | 05/15/2026 | 8.97 K | $854.79 K | -3.03% | 0.25% |
| DV TRADING LLC | 05/15/2026 | 8.50 K | $810.19 K | 0.00% | 0.23% |
| ASSET DEDICATION, LLC | 05/29/2026 | 8.41 K | $801.81 K | -2.93% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 8.30 K | $791.54 K | 1.37% | 0.23% |
| CREATIVE PLANNING | 05/12/2026 | 8.23 K | $784.08 K | 15.47% | 0.23% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 8.24 K | $785.22 K | 0.00% | 0.22% |
| WATERLOO CAPITAL, L.P. | 05/12/2026 | 8.03 K | $765.21 K | 100.00% | 0.22% |
| UBS GROUP AG | 05/05/2026 | 7.83 K | $745.86 K | 20.44% | 0.21% |
| FERGUSON SHAPIRO LLC | 04/23/2026 | 6.59 K | $628.14 K | -19.62% | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 6.40 K | $610.32 K | 61.65% | 0.18% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 6.25 K | $595.45 K | 0.29% | 0.17% |
| JANE STREET GROUP, LLC | 05/12/2026 | 5.74 K | $547.22 K | 100.00% | 0.16% |
| ROSSBY FINANCIAL, LCC | 05/11/2026 | 5.18 K | $491.01 K | 0.00% | 0.14% |
| CITADEL ADVISORS LLC | 05/15/2026 | 4.82 K | $459.81 K | 17.20% | 0.13% |
| ROBERTS GLORE & CO INC /IL/ | 05/04/2026 | 4.34 K | $413.69 K | 1.17% | 0.12% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 4.18 K | $398.81 K | 0.00% | 0.11% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 3.90 K | $372.02 K | 19.39% | 0.11% |
| HIGHPOINT ADVISOR GROUP LLC | 05/14/2026 | 3.73 K | $355.54 K | 0.40% | 0.10% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 3.56 K | $339.23 K | 0.00% | 0.10% |
| BURFORD BROTHERS, INC. | 04/27/2026 | 3.50 K | $333.71 K | -0.68% | 0.10% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 05/01/2026 | 3.48 K | $331.42 K | 100.00% | 0.10% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 3.42 K | $325.51 K | -1.59% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 3.31 K | $315.79 K | 0.00% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 3.17 K | $302.00 K | -0.13% | 0.09% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 3.10 K | $295.77 K | 0.00% | 0.09% |
| CITADEL ADVISORS LLC | 05/15/2026 | 3.00 K | $285.95 K | 100.00% | 0.08% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 2.69 K | $256.00 K | -77.79% | 0.07% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 2.45 K | $233.53 K | -8.99% | 0.07% |
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United States Commodity Index Fund institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of United States Commodity Index Fund. The most heavily invested institutionals were:
MATAURO, LLC: 345,684
MORGAN STANLEY: 148,803
WELLS FARGO & COMPANY/MN: 148,536
LPL Financial LLC: 74,779
Axiom Financial Strategies, LLC: 63,338
ADVISOR GROUP HOLDINGS, INC.: 48,414
34.79% of United States Commodity Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.96 M shares in the last 24 months. This purchase volume represents approximately $174.72 M in transactions.