VOC ENERGY TRUST (VOC) Top Institutional Shareholders
VOC ENERGY TRUST (VOC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $3.66M in VOC holdings during the latest filing period.
180 Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of VOC tracked by InsiderSet, reporting ownership valued at approximately $1.05M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $842,289.96, representing an estimated loss of -19.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed VOC value among the investors covered in this analysis. Major shareholders include 180 Wealth Advisors, Llc, Marshall Wace, Llp, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in VOC ENERGY TRUST (VOC).
This page ranks the largest institutional VOC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$3.66M
Largest Holder
180 Wealth Advisors, Llc
Largest Position
$1.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 180 Wealth Advisors, Llc | 0.12% | 302,982 | $1,048,318 | $842,290 | -$206,028 | -19.65% | |
| Marshall Wace, Llp | 0.00% | 248,414 | $859,512 | $690,591 | -$168,921 | -19.65% | |
| Citadel Advisors Llc | 0.00% | 147,230 | $509,416 | $409,299 | -$100,117 | -19.65% | |
| Mcgowan Group Asset Management, Inc. | 0.05% | 109,530 | $378,973 | $304,493 | -$74,480 | -19.65% | |
| Morgan Stanley | 0.00% | 102,423 | $354,384 | $284,736 | -$69,648 | -19.65% | |
| Jane Street Group, Llc | 0.00% | 46,623 | $161,316 | $129,612 | -$31,704 | -19.65% | |
| Xtx Topco Ltd | 0.00% | 18,379 | $63,591 | $51,094 | -$12,497 | -19.65% | |
| Bank Of America Corp | 0.00% | 15,000 | $51,900 | $41,700 | -$10,200 | -19.65% | |
| Lpl Financial Llc | 0.00% | 14,308 | $49,505 | $39,776 | -$9,729 | -19.65% | |
| Stifel Financial Corp | 0.00% | 10,300 | $35,638 | $28,634 | -$7,004 | -19.65% | |
| Ubs Group Ag | 0.00% | 9,644 | $33,368 | $26,810 | -$6,558 | -19.65% | |
| Osaic Holdings, Inc. | 0.00% | 8,505 | $29,427 | $23,644 | -$5,783 | -19.65% | |
| Allworth Financial Lp | 0.00% | 5,304 | $18,352 | $14,745 | -$3,607 | -19.65% | |
| International Assets Investment Management, Llc | 0.00% | 5,000 | $16,500 | $13,900 | -$2,600 | -15.76% | |
| Financial Gravity Asset Management, Inc. | 0.00% | 4,000 | $13,840 | $11,120 | -$2,720 | -19.65% | |
| Wells Fargo & Company/Mn | 0.00% | 3,501 | $12,113 | $9,733 | -$2,380 | -19.65% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,600 | $8,996 | $7,228 | -$1,768 | -19.65% | |
| Simplex Trading, Llc | 0.00% | 1,077 | $3,726 | $2,994 | -$732 | -19.64% | |
| Harbour Investments, Inc. | 0.00% | 800 | $2,768 | $2,224 | -$544 | -19.65% | |
| Eversource Wealth Advisors, Llc | 0.00% | 254 | $1,623 | $706 | -$917 | -56.49% | |
| Meramec Financial Planners, Llc | 0.00% | 463 | $1,550 | $1,287 | -$263 | -16.96% | |
| Hrt Financial Lp | 0.00% | 30,094 | $104 | $83,661 | +$83,557 | +80343.58% | |
| Gsa Capital Partners Llp | 0.01% | 24,621 | $85 | $68,446 | +$68,361 | +80425.15% | |
| Acadian Asset Management Llc | 0.00% | 14,233 | $49 | $39,568 | +$39,519 | +80650.49% | |
| Bnp Paribas Financial Markets | 0.00% | 2 | $7 | $6 | -$1 | -20.57% |
Frequently asked questions about VOC
Who owns the most VOC stock?
The largest holders of VOC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VOC ENERGY TRUST (VOC).
Is VOC widely held by superinvestors?
Many widely followed stocks like VOC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VOC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.