Who Owns VOC?

VOC Energy Trust — Institutional Ownership & 13F Holdings

EnergyNYSE

$3.49

+0.04 (+1.16%)

Market Cap

$60.7M

Shares Outstanding

17,000,000

Institutional Holders

19

Total Inst. Value

$2.0M

% of Float Held

QoQ Holder Change

-5

Institutional data as of Q1 2025

New Positions

6

Closed Positions

3

Increased

7

Decreased

3

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1180 WEALTH ADVISORS, LLC$727K231,098
2McGowan Group Asset Management, Inc.$331K105,286
3SUSQUEHANNA INTERNATIONAL GROUP, LLP$256K81,198
4UBS Group AG$254K80,548
5MORGAN STANLEY$121K38,854
6GSA CAPITAL PARTNERS LLP$99K31,487
7CITADEL ADVISORS LLC$83K26,291
8XTX Topco LtdNew$61K19,261
9Janney Montgomery Scott LLCNew$53K16,941
10PNC FINANCIAL SERVICES GROUP, INC.$15K4,640

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
UBS Group AG-7K$254K
OSAIC HOLDINGS, INC.-3K$6K
BANK OF AMERICA CORP /DE/-354$2K

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Frequently Asked Questions

How many institutional investors hold VOC?

As of Q1 2025, 19 institutional investors report holding VOC (VOC Energy Trust) in their 13F filings.

Which hedge fund owns the most VOC?

The largest institutional holder of VOC is 180 WEALTH ADVISORS, LLC with $727K in shares.

Are institutions buying or selling VOC?

This quarter, 6 institutions opened new positions in VOC and 3 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.