United States Commodity Index Funds Trust (CPER) — Institutional Holders, Q2 2026
182 institutional investment managers reported a CPER position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $336.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CPER in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- ROYAL BANK OF CANADAAdded · +179,428 sh+$6.8M
- MORGAN STANLEYAdded · +91,395 sh+$3.4M
- JANE STREET GROUPAdded · +85,534 sh+$3.2M
- GROUP ONE TRADING, L.P.Added · +85,464 sh+$3.2M
- Park Edge AdvisorsNew · +76,708 sh+$2.9M
Biggest sellers
- Mirae Asset Global Investments , Ltd.Trimmed · -744,600 sh-$28.1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLPTrimmed · -243,730 sh-$9.2M
- Rockefeller Capital Management L.P.Trimmed · -196,081 sh-$7.4M
- AMERIPRISE FINANCIALTrimmed · -160,558 sh-$6.1M
- ENVESTNET ASSET MANAGEMENTTrimmed · -59,068 sh-$2.2M
CPER 13F holders ranked 1–100 of 182
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#1 · 1,244,148 sh | 1,244,148 | $47.9M | <0.01% | -16.4% |
| 2 | MATAURO#2 · 395,588 sh | 395,588 | $34.9M | 4.62% | +3.0% |
| 3 | MORGAN STANLEY#3 · 266,360 sh | 266,360 | $19.1M | <0.01% | +52.2% |
| 4 | UBS Group AG#4 · 451,443 sh | 451,443 | $17.4M | <0.01% | +6.7% |
| 5 | LPL Financial#5 · 324,966 sh | 324,966 | $16.0M | <0.01% | -7.2% |
| 6 | ROYAL BANK OF CANADA#6 · 364,432 sh | 364,432 | $15.2M | <0.01% | +97.0% |
| 7 | WELLS FARGO & COMPANY#7 · 151,340 sh | 151,340 | $13.9M | <0.01% | +1.3% |
| 8 | AMERIPRISE FINANCIAL#8 · 277,903 sh | 277,903 | $11.3M | <0.01% | -36.6% |
| 9 | OSAIC#9 · 128,553 sh | 128,553 | $8.0M | <0.01% | +43.6% |
| 10 | Axiom Financial Strategies#10 · 83,230 sh | 83,230 | $7.7M | 2.42% | +31.4% |
| 11 | JANE STREET GROUP#11 · 173,261 sh | 173,261 | $6.5M | <0.01% | +97.5% |
| 12 | BANK OF AMERICA#12 · 152,699 sh | 152,699 | $5.8M | <0.01% | +4.7% |
| 13 | FLOW TRADERS U.S.#13 · 75,919 sh | 75,919 | $5.4M | 0.22% | +85.2% |
| 14 | Cetera Investment Advisers#14 · 86,474 sh | 86,474 | $5.2M | <0.01% | +43.9% |
| 15 | GROUP ONE TRADING, L.P.#15 · 133,301 sh | 133,301 | $5.0M | <0.01% | +178.7% |
| 16 | Brookwood Investment Group#16 · 120,463 sh | 120,463 | $4.5M | 0.51% | +38.0% |
| 17 | MML INVESTORS SERVICES#17 · 83,245 sh | 83,245 | $4.1M | <0.01% | +23.4% |
| 18 | CAZ INVESTMENTS#18 · 37,440 sh | 37,440 | $3.5M | 0.34% | +140.0% |
| 19 | Steward Partners Investment Advisory#19 · 82,092 sh | 82,092 | $3.1M | 0.02% | +7.6% |
| 20 | ENVESTNET ASSET MANAGEMENT#20 · 72,622 sh | 72,622 | $3.0M | <0.01% | -44.9% |
| 21 | Park Edge Advisors#21 · 76,708 sh | 76,708 | $2.9M | 0.61% | New |
| 22 | STIFEL FINANCIAL#22 · 71,237 sh | 71,237 | $2.9M | <0.01% | +90.0% |
| 23 | WILEY BROS.-AINTREE CAPITAL#23 · 73,041 sh | 73,041 | $2.8M | 0.01% | +20.1% |
| 24 | SIMPLEX TRADING#24 · 72,198 sh | 72,198 | $2.7M | <0.01% | -19.9% |
| 25 | CITIGROUP#25 · 68,017 sh | 68,017 | $2.6M | <0.01% | New |
| 26 | Strategic Blueprint#26 · 67,587 sh | 67,587 | $2.6M | — | -5.3% |
| 27 | GOLDMAN SACHS GROUP#27 · 66,297 sh | 66,297 | $2.5M | <0.01% | New |
| 28 | Proficio Capital Partners#28 · 65,820 sh | 65,820 | $2.5M | 0.09% | New |
| 29 | HighTower Advisors#29 · 64,335 sh | 64,335 | $2.4M | <0.01% | +14.3% |
| 30 | Pekin Hardy Strauss#30 · 26,057 sh | 26,057 | $2.4M | 0.21% | -0.3% |
| 31 | NATIONAL BANK OF CANADA#31 · 63,125 sh | 63,125 | $2.4M | <0.01% | +74.2% |
| 32 | TD Waterhouse Canada#32 · 58,802 sh | 58,802 | $2.3M | — | +0.7% |
| 33 | BROWN ADVISORY#33 · 60,000 sh | 60,000 | $2.3M | <0.01% | +2.6% |
| 34 | HRT FINANCIAL#34 · 50,001 sh | 50,001 | $2.2M | <0.01% | +226.5% |
| 35 | Knollwood Investment Advisory#35 · 54,918 sh | 54,918 | $2.1M | 0.18% | 0.0% |
| 36 | PNC FINANCIAL SERVICES GROUP#36 · 53,837 sh | 53,837 | $2.0M | <0.01% | 0.0% |
| 37 | Cerity Partners#37 · 40,657 sh | 40,657 | $2.0M | <0.01% | -21.7% |
| 38 | Winter & Associates#38 · 20,377 sh | 20,377 | $1.9M | — | +62.4% |
| 39 | Focus Partners Advisor Solutions#39 · 20,377 sh | 20,377 | $1.9M | 0.02% | +61.6% |
| 40 | CLIFTONLARSONALLEN WEALTH ADVISORS#40 · 19,923 sh | 19,923 | $1.8M | — | 0.0% |
| 41 | Beacon Pointe Advisors#41 · 46,440 sh | 46,440 | $1.8M | <0.01% | +0.7% |
| 42 | SRS Capital Advisors#42 · 43,537 sh | 43,537 | $1.6M | 0.01% | +1506.5% |
| 43 | Mariner#43 · 43,291 sh | 43,291 | $1.6M | <0.01% | +42.3% |
| 44 | Rockefeller Capital Management L.P.#44 · 42,257 sh | 42,257 | $1.6M | <0.01% | -82.3% |
| 45 | Clare Market Investments#45 · 40,480 sh | 40,480 | $1.5M | 0.28% | +23.2% |
| 46 | Federation des caisses Desjardins du Quebec#46 · 16,317 sh | 16,317 | $1.5M | <0.01% | +71.5% |
| 47 | Manatuck Hill Partners#47 · 40,000 sh | 40,000 | $1.5M | 0.50% | New |
| 48 | Summit Financial#48 · 39,728 sh | 39,728 | $1.5M | 0.02% | +24.5% |
| 49 | ARKANSAS FINANCIAL GROUP#49 · 15,955 sh | 15,955 | $1.5M | — | +17.3% |
| 50 | Cambridge Investment Research Advisors#50 · 32,482 sh | 32,482 | $1.4M | <0.01% | +1.6% |
| 51 | CITADEL ADVISORS#51 · 29,699 sh | 29,699 | $1.3M | <0.01% | +515.7% |
| 52 | BigSur Wealth Management#52 · 34,839 sh | 34,839 | $1.3M | — | +106.9% |
| 53 | MISSION WEALTH MANAGEMENT#53 · 13,054 sh | 13,054 | $1.2M | — | +0.3% |
| 54 | Creative Planning#54 · 21,160 sh | 21,160 | $1.2M | <0.01% | -12.9% |
| 55 | Kestra Advisory Services#55 · 17,123 sh | 17,123 | $1.1M | <0.01% | -47.7% |
| 56 | US BANCORP \DE\#56 · 27,286 sh | 27,286 | $1.0M | <0.01% | 0.0% |
| 57 | Merit Financial Group#57 · 14,969 sh | 14,969 | $1.0M | <0.01% | +1.0% |
| 58 | Exit Wealth Advisors#58 · 25,649 sh | 25,649 | $967.7K | 0.44% | +232.5% |
| 59 | HOEY INVESTMENTS#59 · 25,350 sh | 25,350 | $956.5K | 0.12% | -9.3% |
| 60 | Perigon Wealth Management#60 · 24,108 sh | 24,108 | $909.6K | — | -10.7% |
| 61 | DV Trading#61 · 8,500 sh | 8,500 | $787.4K | 0.03% | 0.0% |
| 62 | Asset Dedication#62 · 8,289 sh | 8,289 | $767.9K | 0.05% | -1.5% |
| 63 | COMMONWEALTH EQUITY SERVICES#63 · 15,751 sh | 15,751 | $752.0K | <0.01% | +2.4% |
| 64 | SMART Wealth#64 · 19,210 sh | 19,210 | $724.8K | 0.16% | -17.4% |
| 65 | MAINSTAY CAPITAL MANAGEMENT#65 · 19,158 sh | 19,158 | $722.8K | 0.05% | -0.3% |
| 66 | BASSO CAPITAL MANAGEMENT, L.P.#66 · 19,115 sh | 19,115 | $721.2K | 0.15% | +28.2% |
| 67 | Belpointe Asset Management#67 · 19,060 sh | 19,060 | $719.1K | 0.02% | +0.6% |
| 68 | Pettinga Financial Advisors#68 · 16,407 sh | 16,407 | $619.0K | — | 0.0% |
| 69 | BNP PARIBAS FINANCIAL MARKETS#69 · 16,196 sh | 16,196 | $611.1K | <0.01% | +1091.8% |
| 70 | Compound Planning#70 · 14,266 sh | 14,266 | $538.2K | 0.01% | 0.0% |
| 71 | WHITTIER#71 · 14,009 sh | 14,009 | $530.1K | <0.01% | 0.0% |
| 72 | MGO ONE SEVEN#72 · 13,853 sh | 13,853 | $522.7K | <0.01% | +42.4% |
| 73 | Mirae Asset Global Investments , Ltd.#73 · 13,500 sh | 13,500 | $509.4K | <0.01% | -98.2% |
| 74 | ISTHMUS PARTNERS#74 · 12,800 sh | 12,800 | $482.9K | — | 0.0% |
| 75 | IFG Advisory#75 · 12,713 sh | 12,713 | $479.7K | 0.02% | New |
| 76 | Rossby Financial, LCC#76 · 5,175 sh | 5,175 | $479.4K | 0.09% | 0.0% |
| 77 | PFG Investments#77 · 8,697 sh | 8,697 | $462.7K | 0.02% | -0.6% |
| 78 | Platform Technology Partners#78 · 12,044 sh | 12,044 | $454.4K | 0.07% | -0.4% |
| 79 | Fiduciary Alliance#79 · 11,830 sh | 11,830 | $446.3K | — | +0.7% |
| 80 | CREATIVE FINANCIAL DESIGNS#80 · 10,415 sh | 10,415 | $433.3K | 0.02% | +54.2% |
| 81 | LAZARD ASSET MANAGEMENT#81 · 10,969 sh | 10,969 | $413.9K | <0.01% | -0.2% |
| 82 | Ignite Planners#82 · 10,779 sh | 10,779 | $407.5K | — | +6.3% |
| 83 | Herold Advisors#83 · 10,800 sh | 10,800 | $407.0K | — | 0.0% |
| 84 | Garde Capital#84 · 10,780 sh | 10,780 | $406.7K | 0.02% | -5.3% |
| 85 | Navis Wealth Advisors#85 · 4,334 sh | 4,334 | $401.5K | 0.15% | +3.6% |
| 86 | Continuum Advisory#86 · 10,181 sh | 10,181 | $384.1K | 0.03% | +20.9% |
| 87 | TRUIST FINANCIAL#87 · 9,843 sh | 9,843 | $371.4K | <0.01% | 0.0% |
| 88 | Advyzon Investment Management#88 · 9,689 sh | 9,689 | $365.6K | 0.03% | New |
| 89 | ROBERTS GLORE#89 · 3,893 sh | 3,893 | $360.6K | 0.09% | -10.3% |
| 90 | HighPoint Advisor Group#90 · 3,735 sh | 3,735 | $346.0K | 0.01% | +0.1% |
| 91 | Focus Partners Wealth#91 · 9,009 sh | 9,009 | $339.9K | <0.01% | -1.0% |
| 92 | CAPTRUST FINANCIAL ADVISORS#92 · 3,559 sh | 3,559 | $329.7K | <0.01% | 0.0% |
| 93 | Burford Brothers#93 · 3,501 sh | 3,501 | $324.3K | — | 0.0% |
| 94 | FIRST BUSINESS FINANCIAL SERVICES#94 · 3,477 sh | 3,477 | $322.1K | 0.03% | 0.0% |
| 95 | BANK OF MONTREAL#95 · 8,437 sh | 8,437 | $318.3K | <0.01% | -7.3% |
| 96 | Fidelis Capital Partners#96 · 8,387 sh | 8,387 | $316.4K | 0.02% | 0.0% |
| 97 | Advisory Alpha#97 · 8,295 sh | 8,295 | $313.0K | <0.01% | 0.0% |
| 98 | Sidoxia Capital Management#98 · 7,726 sh | 7,726 | $291.5K | 0.21% | -2.0% |
| 99 | Moors & Cabot#99 · 7,648 sh | 7,648 | $288.6K | 0.01% | New |
| 100 | Sanctuary Advisors#100 · 3,103 sh | 3,103 | $287.5K | <0.01% | -71.4% |
Funds that sold out of CPER in Q2 2026 (24)
Held CPER at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.