VOC Energy Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 08/13/2026 | 331.65 K | $955.16 K | 33.51% | 1.95% |
| 180 WEALTH ADVISORS, LLC | 07/07/2026 | 297.43 K | $856.60 K | -1.83% | 1.75% |
| MORGAN STANLEY | 08/13/2026 | 166.57 K | $479.71 K | 62.63% | 0.98% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 08/12/2026 | 110.60 K | $318.54 K | 0.98% | 0.65% |
| CITADEL ADVISORS LLC | 09/02/2026 | 45.38 K | $130.71 K | -69.17% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 29.68 K | $85.47 K | 100.00% | 0.17% |
| HRT FINANCIAL LP | 08/14/2026 | 17.62 K | $50.00 K | -41.44% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 15.00 K | $43.20 K | 0.00% | 0.09% |
| UBS GROUP AG | 08/13/2026 | 12.10 K | $34.83 K | 25.41% | 0.07% |
| LPL FINANCIAL LLC | 08/07/2026 | 10.63 K | $30.61 K | -25.72% | 0.06% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 5.30 K | $15.28 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 5.20 K | $14.98 K | 0.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 4.94 K | $14.23 K | 247,000.00% | 0.03% |
| FINANCIAL GRAVITY COMPANIES, INC. | 08/05/2026 | 4.00 K | $11.52 K | 100.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.50 K | $10.08 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.51 K | $7.21 K | -70.55% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.48 K | $7.21 K | 2,072.81% | 0.01% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 880 | $2.53 K | -18.29% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 800 | $2.30 K | 0.00% | 0.00% |
| MERAMEC FINANCIAL PLANNERS, LLC | 07/29/2026 | 476 | $1.60 K | 2.81% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 180 | $518 | -50.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 39 | $112 | 100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 10 | $28 | 100.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 07/27/2026 | 2 | $6 | 100.00% | 0.00% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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VOC Energy Trust institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of VOC Energy Trust. The most heavily invested institutionals were:
MARSHALL WACE, LLP: 331,654
180 WEALTH ADVISORS, LLC: 297,432
MORGAN STANLEY: 166,567
McGowan Group Asset Management, Inc.: 110,604
CITADEL ADVISORS LLC: 45,384
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 29,676
6.28% of VOC Energy Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.38 M shares in the last 24 months. This purchase volume represents approximately $4.95 M in transactions.