Filing Research | UNITED STS COMMODITY INDEX F Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Brookwood Investment Group LLC	Shares	120.5KSH	$4.5M
2	Park Edge Advisors, LLC	Shares	76.7KSH	$2.9M
3	Strategic Blueprint, LLC	Shares	67.6KSH	$2.6M
4	BigSur Wealth Management LLC	Shares	34.8KSH	$1.3M
5	MATAURO, LLC	Shares	31.0KSH	$1.2M
6	Pettinga Financial Advisors LLC	Shares	16.4KSH	$619.0K
7	Mirae Asset Global Investments Co., Ltd.	Shares	13.5KSH	$509.4K
8	ISTHMUS PARTNERS, LLC	Shares	12.8KSH	$482.9K
9	Platform Technology Partners	Shares	12.0KSH	$454.4K
10	Fiduciary Alliance LLC	Shares	11.8KSH	$446.3K
11	Ignite Planners, LLC	Shares	10.8KSH	$407.5K
12	Herold Advisors, Inc.	Shares	10.8KSH	$407.0K
13	Sidoxia Capital Management, LLC	Shares	7.7KSH	$291.5K
14	Merit Financial Group, LLC	Shares	6.7KSH	$254.0K
15	PFG Investments, LLC	Shares	6.2KSH	$235.7K
16	TCFG Investment Advisors, LLC	Shares	5.5KSH	$206.2K
17	Cape Investment Advisory, Inc.	Shares	1.5KSH	$56.6K
18	IFP Advisors, Inc	Shares	1.4KSH	$53.8K
19	ARMSTRONG ADVISORY GROUP, INC	Shares	1.2KSH	$43.8K
20	Farther Finance Advisors, LLC	Shares	1.1KSH	$40.6K
21	SIGNATUREFD, LLC	Shares	1.0KSH	$37.7K
22	AdvisorNet Financial, Inc	Shares	900SH	$34.0K
23	WEBSTER BANK, N. A.	Shares	850SH	$32.1K
24	EverSource Wealth Advisors, LLC	Shares	700SH	$26.4K
25	LANARK FINANCIAL, INC.	Shares	347SH	$13.1K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	235SH	$8.7K
27	SJS Investment Consulting Inc.	Shares	227SH	$8.6K
28	HIGHLINE WEALTH PARTNERS LLC	Shares	150SH	$5.7K
29	GILPIN WEALTH MANAGEMENT, LLC	Shares	100SH	$3.8K
30	Tradewinds Capital Management, LLC	Shares	60SH	$2.3K
31	ADIRONDACK TRUST CO	Shares	54SH	$2.0K
32	CITY HOLDING CO	Shares	52SH	$2.0K
33	Bangor Savings Bank	Shares	30SH	$1.1K
34	Trust Co	Shares	30SH	$1.1K
35	Aspect Partners, LLC	Shares	20SH	$755
36	PARK AVENUE SECURITIES LLC	Shares	5.3KSH	$202

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	Park Edge Advisors, LLC new	Shares	+76.7K	+$2.9M	$2.9M
2	Brookwood Investment Group LLC added	Shares	+33.2K	+$1.5M	$4.5M
3	BigSur Wealth Management LLC added	Shares	+18.0K	+$734.7K	$1.3M
4	TCFG Investment Advisors, LLC new	Shares	+5.5K	+$206.2K	$206.2K
5	Strategic Blueprint, LLC trimmed	Shares	-3.8K	+$91.7K	$2.6M
6	Ignite Planners, LLC added	Shares	+636	+$58.3K	$407.5K
7	Cape Investment Advisory, Inc. new	Shares	+1.5K	+$56.6K	$56.6K
8	Pettinga Financial Advisors LLC unchanged	Shares	0	+$54.1K	$619.0K
9	IFP Advisors, Inc new	Shares	+1.4K	+$53.8K	$53.8K
10	ISTHMUS PARTNERS, LLC unchanged	Shares	0	+$42.2K	$482.9K
11	Platform Technology Partners trimmed	Shares	-45	+$38.2K	$454.4K
12	Herold Advisors, Inc. unchanged	Shares	0	+$35.2K	$407.0K
13	Merit Financial Group, LLC added	Shares	+145	+$27.2K	$254.0K
14	Sidoxia Capital Management, LLC trimmed	Shares	-156	+$20.1K	$291.5K
15	PFG Investments, LLC trimmed	Shares	-50	+$18.9K	$235.7K
16	Fiduciary Alliance LLC added	Shares	+83	+$8.7K	$446.3K
17	LANARK FINANCIAL, INC. added	Shares	+140	+$6.0K	$13.1K
18	Farther Finance Advisors, LLC added	Shares	+37	+$4.9K	$40.6K
19	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$3.8K	$43.8K
20	SIGNATUREFD, LLC unchanged	Shares	0	+$3.3K	$37.7K
21	AdvisorNet Financial, Inc unchanged	Shares	0	+$3.0K	$34.0K
22	WEBSTER BANK, N. A. unchanged	Shares	0	+$2.8K	$32.1K
23	HIGHLINE WEALTH PARTNERS LLC added	Shares	+61	+$2.6K	$5.7K
24	EverSource Wealth Advisors, LLC trimmed	Shares	-2	+$2.2K	$26.4K
25	CITY HOLDING CO new	Shares	+52	+$2.0K	$2.0K
26	Bangor Savings Bank new	Shares	+30	+$1.1K	$1.1K
27	SJS Investment Consulting Inc. unchanged	Shares	0	+$749	$8.6K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$674	$8.7K
29	Aspect Partners, LLC added	Shares	+10	+$411	$755
30	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$330	$3.8K
31	PARK AVENUE SECURITIES LLC new	Shares	+5.3K	+$202	$202
32	Tradewinds Capital Management, LLC unchanged	Shares	0	+$198	$2.3K
33	ADIRONDACK TRUST CO unchanged	Shares	0	+$177	$2.0K
34	Trust Co unchanged	Shares	0	+$99	$1.1K
35	Wall Street Financial Group, Inc. exited	Shares	0	-$1.4K	$0
36	Global Wealth Strategies & Associates exited	Shares	-58	-$2.0K	$0
37	Sound Income Strategies, LLC exited	Shares	-2.4K	-$81.5K	$0
38	MATAURO, LLC trimmed	Shares	-7.3K	-$150.4K	$1.2M
39	Silverleafe Capital Partners, LLC exited	Shares	-7.6K	-$262.4K	$0
40	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-744.6K	-$25.6M	$509.4K