VOC ENERGY TRUST (VOC) Institutional Ownership Changes & 13F Activity

VOC ENERGY TRUST (VOC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Marshall Wace, Llp, Citadel Advisors Llc, Morgan Stanley, Jane Street Group, Llc, and Hrt Financial Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Bank Of America CorpSell-2,677-15.1%15,000$51.90KQ1 2026May 18, 2026
Marshall Wace, LlpBuy+248,414—248,414$859.51KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+147,230—147,230$509.42KQ1 2026May 15, 2026
Morgan StanleyBuy+93,651+1067.6%102,423$354.38KQ1 2026May 15, 2026
Xtx Topco LtdBuy+18,379—18,379$63.59KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+800—800$2.77KQ1 2026May 15, 2026
Hrt Financial LpBuy+30,094—30,094$104.00KQ1 2026May 14, 2026
Simplex Trading, LlcSell-1,256-53.8%1,077$3.73KQ1 2026May 14, 2026
Eversource Wealth Advisors, LlcBuy+74+41.1%254$1.62KQ1 2026May 14, 2026
Acadian Asset Management LlcBuy+14,233—14,233$49.00KQ1 2026May 13, 2026
Jane Street Group, LlcBuy+46,623—46,623$161.32KQ1 2026May 12, 2026
Stifel Financial CorpBuy+10,300—10,300$35.64KQ1 2026May 12, 2026
Bnp Paribas Financial MarketsBuy+2—2$7.00Q1 2026May 12, 2026
Mcgowan Group Asset Management, Inc.Sell-1,750-1.6%109,530$378.97KQ1 2026May 11, 2026
Gsa Capital Partners LlpBuy+2,757+12.6%24,621$85.00KQ1 2026May 08, 2026
Pnc Financial Services Group, Inc.Buy+2,600—2,600$9.00KQ1 2026May 08, 2026
Lpl Financial LlcBuy+14,308—14,308$49.51KQ1 2026May 06, 2026
Ubs Group AgSell-6,391-39.9%9,644$33.37KQ1 2026May 05, 2026
180 Wealth Advisors, LlcSell-6,200-2.0%302,982$1.05MQ1 2026May 01, 2026
International Assets Investment Management, LlcSell-5,000-50.0%5,000$16.50KQ1 2026May 01, 2026
Meramec Financial Planners, LlcBuy+13+2.9%463$1.55KQ1 2026Apr 27, 2026
National Bank Of CanadaSell-4,000-100.0%0$0.00Q1 2026Feb 17, 2026
Group One Trading LlcSell-85-100.0%0$0.00Q1 2026Feb 12, 2026
Janney Montgomery Scott LlcSell-12,452-100.0%0$0.00Q1 2026Feb 11, 2026
Concord Wealth PartnersSell-2-100.0%0$0.00Q1 2026Jan 29, 2026
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Frequently asked questions about VOC activity

  • Which institutional owners are buying VOC?

    Institutional owners buying VOC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VOC activity?

    "Buy" means an investor increased their reported position in VOC compared to the prior reporting period. This reflects growing exposure to VOC ENERGY TRUST (VOC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VOC increasing?

    Institutional interest in VOC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.