VOC · VOC Energy Trust
$3.32
-0.09 (-2.64%)
At close · Jul 29
Market Cap
$57.97M
Shares
17.00M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 26
Total Value: $3,738,136
Total Shares: 1,130,279
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 26 13F filersTop Holder
26.6%
of institutional value
Top 5
79.8%
of institutional value
Top 10
92.7%
of institutional value
HHI
1,568
Moderately concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large MARSHALL WACE, LLP | $859,511 | 22.99% | 248,414 | Shares | Other | 2026-05-15 | ||||
| Small 180 WEALTH ADVISORS, LLC | $856,604 | 22.92% | 297,432 | Shares | Sole | 2026-07-07 | ||||
| Mega CITADEL ADVISORS LLC | $509,415 | 13.63% | 147,230 | Shares | Defined | 2026-05-15 | ||||
| Small McGowan Group Asset Management, Inc. | $378,973 | 10.14% | 109,530 | Shares | Sole | 2026-05-11 | ||||
| Mega MORGAN STANLEY | $354,383 | 9.48% | 102,423 | Shares | Defined | 2026-05-15 | ||||
| Mega JANE STREET GROUP, LLC | $161,314 | 4.32% | 46,623 | Shares | Defined | 2026-05-12 | ||||
| Large HRT FINANCIAL LP | $104,125 | 2.79% | 30,094 | Shares | Defined | 2026-05-14 | ||||
| Mid GSA CAPITAL PARTNERS LLP | $85,188 | 2.28% | 24,621 | Shares | Sole | 2026-05-08 | ||||
| Mid XTX Topco Ltd | $63,591 | 1.70% | 18,379 | Shares | Defined | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $51,900 | 1.39% | 15,000 | Shares | Defined | 2026-05-18 | ||||
| Mega LPL Financial LLC | $49,505 | 1.32% | 14,308 | Shares | Sole | 2026-05-06 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $49,246 | 1.32% | 14,233 | Shares | Defined | 2026-05-13 | ||||
| Mega JANE STREET GROUP, LLC | $44,634 | 1.19% | 12,900 | Call | Defined | 2026-05-12 | ||||
| Large STIFEL FINANCIAL CORP | $35,638 | 0.95% | 10,300 | Shares | Defined | 2026-05-12 | ||||
| Mega UBS Group AG | $33,368 | 0.89% | 9,644 | Shares | Defined | 2026-05-05 | ||||
| Large OSAIC HOLDINGS, INC. | $29,427 | 0.79% | 8,505 | Shares | Defined | 2026-05-15 | ||||
| Mid Allworth Financial LP | $18,351 | 0.49% | 5,304 | Shares | Sole | 2026-05-15 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $17,992 | 0.48% | 5,200 | Shares | Defined | 2026-05-08 | ||||
| Small Financial Gravity Asset Management, Inc. | $13,840 | 0.37% | 4,000 | Shares | Sole | 2026-05-08 | ||||
| Mega WELLS FARGO & COMPANY/MN | $12,113 | 0.32% | 3,501 | Shares | Defined | 2026-05-11 | ||||
| Mid SIMPLEX TRADING, LLC | $3,726 | 0.10% | 1,077 | Shares | Sole | 2026-05-14 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $2,768 | 0.07% | 800 | Shares | Sole | 2026-05-15 | ||||
| Micro Meramec Financial Planners, LLC | $1,601 | 0.04% | 463 | Shares | Sole | 2026-04-27 | ||||
| Mid EverSource Wealth Advisors, LLC | $518 | 0.01% | 180 | Shares | Sole | 2026-07-24 | ||||
| Mega JPMORGAN CHASE & CO | $394 | 0.01% | 114 | Shares | Defined | 2026-05-13 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $6 | 0.00% | 2 | Shares | Defined | 2026-05-12 | ||||
| Small Concord Wealth Partners | $5 | 0.00% | 2 | Shares | Sole | 2026-07-27 | ||||
| No holders match your search. | ||||||||||