Voc Energy TrustVOC
13F holders, Q2 2026 (June 30)24holders −2
4new positions
6sold out
1famous investor
$2.88avg. 13F price*
At the end of Q2 2026, 24 institutions reported holding Voc Energy Trust (VOC) in their 13F filings, down 2 from Q1 2026. 4 opened new positions and 6 sold out. The largest holders were Marshall Wace, LLP ($955K), 180 Wealth Advisors, LLC ($857K) and Morgan Stanley ($480K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Voc Energy Trust
- CUSIP
- 91829B103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $86K |
| Exits | 6 | $411K |
All 13F filers, Q1 2026 → Q2 2026: 187,952 shares bought and 249,081 shares sold, net −61,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Marshall Wace, LLP | 0.00% | Add +33.5% | 331,654 | $955K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -1.8% | 297,432 | $857K |
| Morgan Stanley | 0.00% | Add +62.6% | 166,567 | $480K |
| McGowan Group Asset Management, Inc. | 0.04% | Add +1.0% | 110,604 | $319K |
| Citadel Advisors | 0.00% | Reduce -69.2% | 45,384 | $131K |
| Susquehanna International Group, LLP | 0.00% | New | 29,676 | $85K |
| HRT Financial LP | 0.00% | Reduce -41.4% | 17,622 | $50K |
| Bank of America Corp. | 0.00% | No change | 15,000 | $43K |
| UBS Group AG | 0.00% | Add +25.4% | 12,095 | $35K |
| LPL Financial LLC | 0.00% | Reduce -25.7% | 10,628 | $31K |
| Allworth Financial LP | 0.00% | No change | 5,304 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,200 | $15K |
| BNP Paribas Financial Markets | 0.00% | Add +247000.0% | 4,942 | $14K |
| Financial Gravity Companies, Inc. | 0.00% | — | 4,000 | $12K |
| Wells Fargo & Company | 0.00% | No change | 3,501 | $10K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.5% | 2,505 | $7K |
| JPMorgan Chase & Co. | 0.00% | Add +2072.8% | 2,477 | $7K |
| Simplex Trading, LLC | 0.00% | Reduce -18.3% | 880 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 800 | $2K |
| Meramec Financial Planners, LLC | 0.00% | Add +2.8% | 476 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 180 | $518 |
| Group One Trading LLC | 0.00% | New | 39 | $112 |
| Larson Financial Group LLC | 0.00% | New | 10 | $28 |
| Concord Wealth Partners | 0.00% | New | 2 | $6 |
"% of holder's portfolio" is VOC's weight in each manager's 13F, not the share of Voc Energy Trust the manager owns.