Voc Energy TrustVOC
13F holders, Q1 2026 (March 31)26holders +8
12new positions
4sold out
1famous investor
$3.46avg. 13F price*
At the end of Q1 2026, 26 institutions reported holding Voc Energy Trust (VOC) in their 13F filings, up 8 from Q4 2025. 12 opened new positions and 4 sold out. The largest holders were 180 Wealth Advisors, LLC ($1.0M), Marshall Wace, LLP ($860K) and Citadel Advisors ($509K). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.9M |
| Exits | 4 | $45K |
All 13F filers, Q4 2025 → Q1 2026: 632,298 shares bought and 39,813 shares sold, net +592,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| 180 Wealth Advisors, LLC | 0.12% | Reduce -2.0% | 302,982 | $1.0M |
| Marshall Wace, LLP | 0.00% | New | 248,414 | $860K |
| Citadel Advisors | 0.00% | New | 147,230 | $509K |
| McGowan Group Asset Management, Inc. | 0.05% | Reduce -1.6% | 109,530 | $379K |
| Morgan Stanley | 0.00% | Add +1067.6% | 102,423 | $354K |
| Jane Street Group, LLC | 0.00% | New | 46,623 | $161K |
| HRT Financial LP | 0.00% | New | 30,094 | $104K |
| Gsa Capital Partners LLP | 0.01% | Add +12.6% | 24,621 | $85K |
| XTX Topco Ltd | 0.00% | New | 18,379 | $64K |
| Bank of America Corp. | 0.00% | Reduce -15.1% | 15,000 | $52K |
| LPL Financial LLC | 0.00% | New | 14,308 | $50K |
| Acadian Asset Management LLC | 0.00% | New | 14,233 | $49K |
| Stifel Financial Corp. | 0.00% | New | 10,300 | $36K |
| UBS Group AG | 0.00% | Reduce -39.9% | 9,644 | $33K |
| Osaic Holdings, Inc. | 0.00% | No change | 8,505 | $29K |
| Allworth Financial LP | 0.00% | No change | 5,304 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | New | 5,200 | $18K |
| International Assets Investment Management, LLC | 0.00% | Reduce -50.0% | 5,000 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 4,000 | $14K |
| Wells Fargo & Company | 0.00% | No change | 3,501 | $12K |
| Simplex Trading, LLC | 0.00% | Reduce -53.8% | 1,077 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 800 | $3K |
| Meramec Financial Planners, LLC | 0.00% | Add +2.9% | 463 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 360 | $1K |
| JPMorgan Chase & Co. | 0.00% | New | 114 | $415 |
| BNP Paribas Financial Markets | 0.00% | New | 2 | $7 |
"% of holder's portfolio" is VOC's weight in each manager's 13F, not the share of Voc Energy Trust the manager owns.