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Get Institutions for : 
United States Commodity Index Funds Trust (USCI)  
$63.06 0.18 (0.29%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    6
Total shares held : 
698,987  
% of shares held : 
19.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
-119,163  
% of shares held change : 
  -3.4%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$58.61  
Last Quarter's Ending Price : 
$56.28  
Last Quarter's Average Price
$57.94  
Change from last quarter's     
avg. price to the last closing  : 
5.12 (8.84%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 790
 0.11%
 
Increased Positions :
10
 163,280
 23.36%
 
Unchanged Positions :
19
 121,173
 17.34%
 
Decreased Positions :
14
-35,245
-5.04%
 
Closed Positions :
8
-247,988
-35.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Equitable Holdings Inc. 271 - 2024-03-31 69,687 $4,247,000 21,129
   GLENMEDE TRUST CO NA 498 - 2024-03-31 52,800 $3,218,000 0
   LPL FINANCIAL CORP 2226 - 2024-03-31 45,279 $2,760,000 -2,666
   AMERIPRISE FINANCIAL INC 2713 - 2024-03-31 38,819 $2,366,000 -5,444
   MORGAN STANLEY 4478 - 2024-03-31 31,814 $1,939,000 -871
   ROYAL BANK OF CANADA 2545 - 2024-03-31 31,263 $1,905,000 3,428
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 107 - 2024-03-31 26,742 $1,630,000 -840
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2226 - 2024-03-31 21,526 $1,312,000 -35,861
   Sargent Bickham Lagudis LLC 118 - 2022-12-31 22,931 $1,291,000 -10,959
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 121 - 2024-03-31 20,031 $1,221,000 0
   WELLS FARGO & CO/MN 2904 - 2024-03-31 19,053 $1,161,000 -3,467
   Kestra Advisory Services LLC 1238 - 2024-03-31 16,306 $994,000 7,405
   CAZ INVESTMENTS LP 11 - 2024-03-31 15,600 $951,000 0
   MML INVESTORS SERVICES LLC 1549 - 2024-03-31 12,681 $773,000 8,932
   Emerald Investment Partners LLC 177 - 2024-03-31 10,629 $648,000 908
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 73 - 2024-03-31 10,332 $630,000 -253
   HPM Partners LLC 1545 - 2024-03-31 9,248 $564,000 293
   UBS Group AG 4027 - 2024-03-31 8,793 $536,000 -341
   CREATIVE PLANNING 2019 *New 2024-03-31 6,551 $399,000 6,551
   COMMONWEALTH EQUITY SERVICES LLC. 3077 - 2024-03-31 5,810 $354,000 2,227
   Asset Dedication LLC 257 - 2024-03-31 5,567 $334,000 93
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2637 - 2024-03-31 5,233 $319,000 -408
   ROBERTS GLORE & CO INC /IL/ 174 - 2024-03-31 4,315 $263,000 0
   CAPTRUST FINANCIAL ADVISORS 1875 - 2024-03-31 4,064 $248,000 4,064
   Advisor Group Holdings Inc. 3490 - 2024-03-31 4,030 $246,000 -2,305
   Atria Wealth Solutions Inc. 1712 *New 2024-03-31 3,750 $229,000 3,750
   Burford Brothers Inc. 137 - 2024-03-31 3,672 $224,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 538 *New 2024-03-31 1,850 $113,000 1,850
   CFG ASSET MANAGEMENT LLC 162 - 2024-03-31 1,350 $82,000 0
   Archer Investment Corp 387 - 2024-03-31 867 $53,000 0
   COMERICA BANK 2822 - 2024-03-31 600 $37,000 0
   HM PAYSON & CO 639 *New 2023-12-31 655 $37,000 655
   CWM LLC 2621 - 2024-03-31 486 $30,000 -25
   CITIGROUP INC 4131 - 2024-03-31 300 $18,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 662 - 2022-12-31 240 $14,000 0
   PRINCIPAL SECURITIES INC. 2310 - 2024-03-31 159 $10,000 -16
   Clear Point Advisors Inc. 361 - 2024-03-31 115 $7,000 0
   Glass Jacobson Investment Advisors llc 601 - 2024-03-31 100 $6,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 994 - 2023-12-31 60 $3,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2876 - 2024-03-31 50 $3,000 0
   FMR LLC 4540 - 2024-03-31 38 $2,000 0
   TOTH FINANCIAL ADVISORY CORP 604 - 2024-03-31 25 $2,000 0
   BANK OF MONTREAL /CAN/ 3381 *Closed 2024-03-31 0 $0 -28,982
   PROEQUITIES INC. 3826 - 2024-03-31 0 $0 0
   SIMPLEX TRADING LLC 2548 *Closed 2024-03-31 0 $0 -2,828
   TOWER RESEARCH CAPITAL LLC 5714 - 2024-03-31 2 $0 0
   ADVISORY SERVICES NETWORK, LLC 2619 *Closed 2024-03-31 0 $0 -135
   Perigon Wealth Management LLC 867 *Closed 2024-03-31 0 $0 -10,000
   JANE STREET GROUP LLC 5898 *Closed 2024-03-31 0 $0 -137,646
   Cutler Group LP 1535 *Closed 2024-03-31 0 $0 -200
   ENVESTNET ASSET MANAGEMENT INC 4277 *Closed 2024-03-31 0 $0 -4,239
   FLOW TRADERS U.S. LLC 1059 *Closed 2024-03-31 0 $0 -32,953

  52 Records found
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