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Who owns VOC?

Institutional ownership of VOC Energy Trust from Form 13F, Q2 2026

24 institutional managers reported holding VOC Energy Trust (VOC) in Form 13F filings for Q2 2026, with 1,066,978 shares worth $3.1M. The largest reported holder was Marshall Wace, LLP. Managers that filed both quarters cut a net 61,129 shares (-5.4%). 4 opened new positions and 6 sold out.

Funds holding
24
Value held
$3.1M
New / sold out
4 / 6
Net shares, same filers
-5.4%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of VOC

FundValueShare of 13F holdingsSharesMove
Marshall Wace, LLP$955K31.1%331,654Added
180 Wealth Advisors, LLC$857K27.9%297,432Trimmed
Morgan Stanley$480K15.6%166,567Added
McGowan Group Asset Management, Inc.$319K10.4%110,604Added
Citadel Advisors LLC$131K4.3%45,384Trimmed
Susquehanna International Group, LLP$85K2.8%29,676New
HRT Financial LP$50K1.7%17,622Trimmed
Bank of America Corp$43K1.4%15,000Unchanged
UBS Group AG$35K1.1%12,095Added
LPL Financial LLC$31K1.0%10,628Trimmed
Allworth Financial LP$15K0.5%5,304Unchanged
PNC Financial Services Group, Inc.$15K0.5%5,200Unchanged
BNP Paribas Financial Markets$14K0.5%4,942Added
Financial Gravity Companies, Inc.$12K0.4%4,000First report
Wells Fargo & Company$10K0.3%3,501Unchanged
Osaic Holdings, Inc.$7K0.2%2,505Trimmed
JPMorgan Chase & Co$7K0.2%2,477Added
Simplex Trading, LLC$3K0.1%880Trimmed
Harbour Investments, Inc.$2K0.1%800Unchanged
Meramec Financial Planners, LLC$2K0.0%476Added
EverSource Wealth Advisors, LLC$5180.0%180Trimmed
Group One Trading LLC$1120.0%39New
Larson Financial Group LLC$280.0%10New
Concord Wealth Partners$60.0%2New

Share of 13F holdings is each fund's shares as a share of the 1,066,978 VOC shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Marshall Wace, LLP Added+$240K
  2. Morgan Stanley Added+$185K
  3. Susquehanna International Group, LLP New+$85K
  4. BNP Paribas Financial Markets Added+$14K
  5. UBS Group AG Added+$7K
  6. JPMorgan Chase & Co Added+$7K
  7. McGowan Group Asset Management, Inc. Added+$3K
  8. Group One Trading LLC New+$112
  9. Meramec Financial Planners, LLC Added+$44
  10. Larson Financial Group LLC New+$28

Biggest sellers in Q2 2026

  1. Citadel Advisors LLC Trimmed-$293K
  2. Jane Street Group, LLC Sold out-$161K
  3. Gsa Capital Partners LLP Sold out-$85K
  4. XTX Topco Ltd Sold out-$64K
  5. Acadian Asset Management LLC Sold out-$49K
  6. Stifel Financial Corp Sold out-$36K
  7. HRT Financial LP Trimmed-$35K
  8. Osaic Holdings, Inc. Trimmed-$17K
  9. International Assets Investment Management, LLC Sold out-$17K
  10. 180 Wealth Advisors, LLC Trimmed-$16K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $541K and sold $785K; 7 added and 7 trimmed.

Questions about VOC ownership

Who owns VOC stock?
24 institutional investment managers reported VOC positions in their Form 13F filings for Q2 2026, holding 1,066,978 shares worth $3.1M in total. Marshall Wace, LLP reported the largest position.
Are funds buying or selling VOC?
In Q2 2026, 4 managers opened new VOC positions, 7 added, 7 trimmed and 6 sold out. Managers that filed in both quarters sold a net 61,129 shares.
How current is this VOC institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to VOC by CUSIP. Options are left out. VOC news and filings · VOC insider trades · Top funds