HOUSTON, TX
VOC ENERGY TRUSTVOC— Latest position per institution from SEC 13F filings
15
Institutional holders
1.76M
Total shares held
7.29M
Estimated value
88.06K
Avg. position size
180 WEALTH ADVISORS, LLC
CIK 1730817
Shares
297.43K
Value
856.60K
Filed
Jun 30, 2026
MARSHALL WACE, LLP
CIK 1318757
Shares
248.41K
Value
859.51K
Filed
Mar 31, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
151.65K
Value
1.09M
Filed
Dec 31, 2023
CITADEL ADVISORS LLC
CIK 1423053
Shares
147.23K
Value
509.42K
Filed
Mar 31, 2026
BANK OF NEW YORK MELLON CORP
CIK 1390777
Shares
113.77K
Value
560.87K
Filed
Sep 30, 2024
MCGOWAN GROUP ASSET MANAGEMENT, INC.
CIK 1633227
Shares
109.53K
Value
378.97K
Filed
Mar 31, 2026
SIGNIFICANT WEALTH PARTNERS LLC
CIK 1964680
Shares
102.77K
Value
736.87K
Filed
Dec 31, 2023
MORGAN STANLEY
CIK 895421
Shares
102.42K
Value
354.38K
Filed
Mar 31, 2026
NAVELLIER & ASSOCIATES INC
CIK 872163
Shares
97.87K
Value
592.09K
Filed
Mar 31, 2024
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
87.14K
Value
435.70K
Filed
Sep 30, 2024
JANE STREET GROUP, LLC
CIK 1595888
Shares
59.52K
Value
205.95K
Filed
Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
39.99K
Value
242.00
Filed
Mar 31, 2024
ATRIA WEALTH SOLUTIONS, INC.
CIK 1927543
Shares
36.84K
Value
265.27K
Filed
Dec 31, 2023
NORTHERN TRUST CORP
CIK 73124
Shares
30.77K
Value
221.54K
Filed
Dec 31, 2023
HRT FINANCIAL LP
CIK 1475597
Shares
30.09K
Value
104.00
Filed
Mar 31, 2026
GSA CAPITAL PARTNERS LLP
CIK 1362033
Shares
24.62K
Value
85.00
Filed
Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 1164508
Shares
21.48K
Value
103.00
Filed
Jun 30, 2024
CETERA ADVISOR NETWORKS LLC
CIK 1534468
Shares
20.45K
Value
123.72K
Filed
Mar 31, 2024
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
19.89K
Value
95.67K
Filed
Jun 30, 2024
SHOKER INVESTMENT COUNSEL, INC.
CIK 1599623
Shares
19.29K
Value
130.00
Filed
Sep 30, 2022
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | 180 WEALTH ADVISORS, LLC | 1730817 | 297.43K | 856.60K | Jun 30, 2026 |
| 2 | MARSHALL WACE, LLP | 1318757 | 248.41K | 859.51K | Mar 31, 2026 |
| 3 | HIGHTOWER ADVISORS, LLC | 1462245 | 151.65K | 1.09M | Dec 31, 2023 |
| 4 | CITADEL ADVISORS LLC | 1423053 | 147.23K | 509.42K | Mar 31, 2026 |
| 5 | BANK OF NEW YORK MELLON CORP | 1390777 | 113.77K | 560.87K | Sep 30, 2024 |
| 6 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 1633227 | 109.53K | 378.97K | Mar 31, 2026 |
| 7 | SIGNIFICANT WEALTH PARTNERS LLC | 1964680 | 102.77K | 736.87K | Dec 31, 2023 |
| 8 | MORGAN STANLEY | 895421 | 102.42K | 354.38K | Mar 31, 2026 |
| 9 | NAVELLIER & ASSOCIATES INC | 872163 | 97.87K | 592.09K | Mar 31, 2024 |
| 10 | SANCTUARY ADVISORS, LLC | 1777271 | 87.14K | 435.70K | Sep 30, 2024 |
| 11 | JANE STREET GROUP, LLC | 1595888 | 59.52K | 205.95K | Mar 31, 2026 |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 39.99K | 242.00 | Mar 31, 2024 |
| 13 | ATRIA WEALTH SOLUTIONS, INC. | 1927543 | 36.84K | 265.27K | Dec 31, 2023 |
| 14 | NORTHERN TRUST CORP | 73124 | 30.77K | 221.54K | Dec 31, 2023 |
| 15 | HRT FINANCIAL LP | 1475597 | 30.09K | 104.00 | Mar 31, 2026 |
| 16 | GSA CAPITAL PARTNERS LLP | 1362033 | 24.62K | 85.00 | Mar 31, 2026 |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | 21.48K | 103.00 | Jun 30, 2024 |
| 18 | CETERA ADVISOR NETWORKS LLC | 1534468 | 20.45K | 123.72K | Mar 31, 2024 |
| 19 | CETERA INVESTMENT ADVISERS | 1666741 | 19.89K | 95.67K | Jun 30, 2024 |
| 20 | SHOKER INVESTMENT COUNSEL, INC. | 1599623 | 19.29K | 130.00 | Sep 30, 2022 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.