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United States Commodity Index Funds Trust hedge fund holdings

CPERNYSE
$39.52+0.01 (+0.03%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CPER · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+29.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253118$9.49M$7.02M72Aug 14, 2025
Q3 20254126$24M$5.29M72Nov 14, 2025
Q4 20255717$40.9M$13.7M97Feb 14, 2026
Q1 20267232$132M$31.6M121May 15, 2026
Q2 20266133$38.9M$56.7M134Aug 14, 2026

Quarterly action breakdown

Q2 2026
134 filers
New position
28
$13.2M+350K sh
Increased
33
$25.7M+682K sh
Reduced
20
-$55M-1.46M sh
Out / sold
13
-$1.65M-43.8K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Proficio Capital Partners LLCNew Buy+$2.48M$2.48M0.09%Aug 17, 2026
Brookwood Investment Group LLCAdded 37.98%+$1.25M$4.55M0.51%Jul 23, 2026
BigSur Wealth Management LLCAdded 106.89%+$679K$1.31M0.32%Jul 14, 2026
Exit Wealth Advisors, LLC.Added 232.46%+$677K$968K0.44%Aug 11, 2026
IFG Advisory, LLCNew Buy+$480K$480K0.02%Aug 14, 2026
&PartnersAdded 20.12%+$462K$2.76M0.01%Aug 14, 2026
MML Investors Services, LLCAdded 21.90%+$440K$2.45M0.01%Aug 7, 2026
Evolve Private Wealth, LLCSell 100%-$388K$00.00%Aug 12, 2026
Advyzon Investment Management, LLCNew Buy+$366K$366K0.03%Aug 14, 2026
Flow Traders U.S. LLCReduce 23.13%-$334K$1.11M0.05%Aug 14, 2026
Summit Financial, LLCAdded 24.49%+$295K$1.5M0.02%Aug 12, 2026
Moors & Cabot, Inc.New Buy+$289K$289K0.01%Aug 10, 2026
Clare Market Investments LLCAdded 23.19%+$288K$1.53M0.28%Jul 27, 2026
Matauro, LLCReduce 19.14%-$277K$1.17M0.15%Jul 21, 2026
Silverleafe Capital Partners, LLCSell 100%-$262K$00.00%Jul 2, 2026
Tidal Investments LLCNew Buy+$254K$254K0.00%Aug 13, 2026
Mustico Financial Group, Inc.New Buy+$252K$252K0.16%Aug 11, 2026
Main Street Financial Solutions, LLCNew Buy+$235K$235K0.02%Aug 7, 2026
Hilltop Holdings Inc.New Buy+$215K$215K0.02%Aug 13, 2026
Levin Capital Strategies, L.P.New Buy+$210K$210K0.01%Jul 31, 2026
TCFG Investment Advisors, LLCNew Buy+$206K$206K0.07%Jul 17, 2026
Cresset Asset Management, LLCNew Buy+$202K$202K0.00%Aug 14, 2026
Park Avenue Securities LLCNew Buy+$202K$202K0.00%Jul 20, 2026
Basso Capital Management, L.P.Added 28.25%+$159K$721K0.15%Jul 27, 2026
Mgo One Seven LLCAdded 42.45%+$156K$523K0.01%Jul 31, 2026
SMART Wealth LLCReduce 17.35%-$152K$725K0.16%Aug 6, 2026
Strategic Blueprint, LLCReduce 5.34%-$144K$2.55M0.13%Jul 23, 2026
Perigon Wealth Management, LLCReduce 10.66%-$109K$910K0.01%Aug 7, 2026
Hoey Investments, IncReduce 9.30%-$98.1K$956K0.12%Jul 27, 2026
Sound Income Strategies, LLCSell 100%-$81.5K$00.00%Jul 20, 2026
Continuum Advisory, LLCAdded 20.94%+$66.5K$384K0.03%Aug 6, 2026
Mather Group, LLC.New Buy+$63.2K$63.2K0.00%Jul 27, 2026
Cape Investment Advisory, Inc.New Buy+$56.6K$56.6K0.02%Jul 23, 2026
NewEdge Wealth, LLCAdded 15.24%+$35.3K$267K0.00%Aug 10, 2026
Pilgrim Partners Asia Pte LtdSell 100%-$34.4K$00.00%Jul 30, 2026
SouthState Bank CorpNew Buy+$25.5K$25.5K0.00%Aug 6, 2026
Ignite Planners, LLCAdded 6.27%+$24K$407K0.06%Jul 23, 2026
Garde Capital, Inc.Reduce 5.29%-$22.7K$407K0.02%Jul 31, 2026
Legacy Wealth Managment, LLCSell 100%-$19.1K$00.00%Aug 13, 2026
Argyle Capital Partners, LLCAdded 4.19%+$10.8K$267K0.17%Aug 7, 2026
Destiny Wealth Partners, LLCSell 100%-$10.7K$00.00%Aug 7, 2026
Acumen Wealth Advisors, LLCSell 100%-$6.89K$00.00%Aug 3, 2026
Sidoxia Capital Management, LLCReduce 1.98%-$5.89K$292K0.21%Jul 24, 2026
Lanark Financial, Inc.Added 67.63%+$5.28K$13.1K0.00%Jul 21, 2026
Belpointe Asset Management LLCAdded 0.62%+$4.41K$719K0.02%Jul 31, 2026
Solstein Capital, LLCAdded 13.66%+$4.34K$36.1K0.01%Aug 13, 2026
Signature Equity Partners, LLCNew Buy+$4.15K$4.15K0.00%Jul 30, 2026
Fiduciary Alliance LLCAdded 0.71%+$3.13K$446K0.03%Jul 20, 2026
Highline Wealth Partners LLCAdded 68.54%+$2.3K$5.66K0.00%Jul 15, 2026
Global Wealth Strategies & AssociatesSell 100%-$2K$00.00%Jul 1, 2026
City Holding CoNew Buy+$1.96K$1.96K0.00%Jul 10, 2026
Mainstay Capital Management LLCReduce 0.27%-$1.92K$723K0.05%Aug 12, 2026
PFG Investments, LLCReduce 0.79%-$1.89K$236K0.01%Jul 23, 2026
St. Johns Investment Management Company, LLCNew Buy+$1.7K$1.7K0.00%Aug 4, 2026
Copia Wealth ManagementSell 100%-$1.21K$00.00%Aug 18, 2026
Bangor Savings BankNew Buy+$1.13K$1.13K0.00%Jul 6, 2026
Rialto Wealth Management, LLCReduce 18.60%-$604$2.64K0.00%Aug 11, 2026
Frazier Financial Advisors, LLCNew Buy+$529$5290.00%Aug 10, 2026
Aspect Partners, LLCAdded 100.00%+$378$7550.00%Jul 16, 2026
Advisory Alpha, LLCReduce 0.01%-$38$313K0.01%Aug 11, 2026
Curio Wealth, LLCSell 100%-$34$00.00%Aug 7, 2026

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