VOC Energy Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 180 WEALTH ADVISORS, LLC | 05/01/2026 | 302.98 K | $1.05 M | -2.01% | 1.78% |
| MARSHALL WACE, LLP | 05/15/2026 | 248.41 K | $859.51 K | 100.00% | 1.46% |
| CITADEL ADVISORS LLC | 05/15/2026 | 147.23 K | $509.42 K | 100.00% | 0.87% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 05/11/2026 | 109.53 K | $378.97 K | -1.57% | 0.64% |
| MORGAN STANLEY | 05/15/2026 | 102.42 K | $354.38 K | 1,067.61% | 0.60% |
| JANE STREET GROUP, LLC | 05/12/2026 | 46.62 K | $161.32 K | 100.00% | 0.27% |
| HRT FINANCIAL LP | 05/14/2026 | 30.09 K | $104.00 K | 100.00% | 0.18% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 24.62 K | $85.00 K | 12.61% | 0.14% |
| XTX TOPCO LTD | 05/15/2026 | 18.38 K | $63.59 K | 100.00% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 15.00 K | $51.90 K | -15.14% | 0.09% |
| LPL FINANCIAL LLC | 05/06/2026 | 14.31 K | $49.51 K | 100.00% | 0.08% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 14.23 K | $49.00 K | 100.00% | 0.08% |
| JANE STREET GROUP, LLC | 05/12/2026 | 12.90 K | $44.63 K | 100.00% | 0.08% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 10.30 K | $35.64 K | 100.00% | 0.06% |
| UBS GROUP AG | 05/05/2026 | 9.64 K | $33.37 K | -39.86% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 8.51 K | $29.43 K | 0.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 5.30 K | $18.35 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 5.20 K | $17.99 K | 100.00% | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 5.00 K | $16.50 K | -50.00% | 0.03% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 05/08/2026 | 4.00 K | $13.84 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.50 K | $12.11 K | 0.00% | 0.02% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 1.08 K | $3.73 K | -53.84% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 800 | $2.77 K | 100.00% | 0.00% |
| 04/27/2026 | 463 | $1.55 K | 2.89% | 0.00% | |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 360 | $1.25 K | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 114 | $415 | 100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 2 | $7 | 100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 0 | $0 | -100.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 05/01/2026 | 0 | $0 | -100.00% | 0.00% |
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VOC Energy Trust institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of VOC Energy Trust. The most heavily invested institutionals were:
180 WEALTH ADVISORS, LLC: 302,982
MARSHALL WACE, LLP: 248,414
CITADEL ADVISORS LLC: 147,230
McGowan Group Asset Management, Inc.: 109,530
MORGAN STANLEY: 102,423
JANE STREET GROUP, LLC: 46,623
6.64% of VOC Energy Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.44 M shares in the last 24 months. This purchase volume represents approximately $5.16 M in transactions.