VOC Institutional Ownership
VOC Energy Trust
1W: +0.3%
1M: +0.9%
3M: +17.5%
YTD: +27.1%
1Y: +21.3%
3Y: -54.3%
5Y: +32.0%
$3.42
+0.00 (+0.00%)
Weekly Expected Move ±2.7%
$3
$3
$3
$4
$4
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — VOC
30
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$3M
Total Invested
5
New Positions
7
Increased
13
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MARSHALL WACE, LLP | 331,654 | $$1M | +83,240 | +33.5% | 2Q | SEC ↗ |
| 2 | 180 WEALTH ADVISORS, LLC | 297,432 | $$1M | -5,550 | -1.8% | 17Q | SEC ↗ |
| 3 | MORGAN STANLEY | 166,567 | $$570K | +64,144 | +62.6% | 60Q | SEC ↗ |
| 4 | McGowan Group Asset Management, Inc. | 110,604 | $$378K | +1,074 | +1.0% | 35Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 45,384 | $$155K | -101,846 | -69.2% | 2Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 29,676 | $$101K | — | +0.0% | 1Q | SEC ↗ |
| 7 | HRT FINANCIAL LP | 17,622 | $$60K | -12,472 | -41.4% | 2Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 15,000 | $$51K | — | +0.0% | 15Q | SEC ↗ |
| 9 | UBS Group AG | 12,095 | $$41K | +2,451 | +25.4% | 7Q | SEC ↗ |
| 10 | LPL Financial LLC | 10,628 | $$36K | -3,680 | -25.7% | 2Q | SEC ↗ |
| 11 | Allworth Financial LP | 5,304 | $$18K | — | +0.0% | 5Q | SEC ↗ |
| 12 | PNC Financial Services Group, Inc. | 5,200 | $$18K | — | +0.0% | 2Q | SEC ↗ |
| 13 | BNP PARIBAS FINANCIAL MARKETS | 4,942 | $$17K | +4,940 | +247000.0% | 2Q | SEC ↗ |
| 14 | Financial Gravity Asset Management, In | 4,000 | $$14K | — | +0.0% | 3Q | SEC ↗ |
| 15 | Financial Gravity Companies, Inc. NEW | 4,000 | $$14K | — | +0.0% | 1Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 3,501 | $$12K | — | +0.0% | 15Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 2,505 | $$9K | -6,000 | -70.5% | 26Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 2,477 | $$8K | +2,363 | +2072.8% | 2Q | SEC ↗ |
| 19 | SIMPLEX TRADING, LLC | 880 | $$3K | -197 | -18.3% | 6Q | SEC ↗ |
| 20 | HARBOUR INVESTMENTS, INC. | 800 | $$3K | — | +0.0% | 2Q | SEC ↗ |
| 21 | Meramec Financial Planners, LLC | 476 | $$2K | +13 | +2.8% | 3Q | SEC ↗ |
| 22 | EverSource Wealth Advisors, LLC | 180 | $$1K | -180 | -50.0% | 5Q | SEC ↗ |
| 23 | GROUP ONE TRADING LLC NEW | 39 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Larson Financial Group LLC NEW | 10 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Concord Wealth Partners NEW | 2 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 26 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 0 | $$0K | -5,000 | -100.0% | 2Q | SEC ↗ |
| 27 | GSA CAPITAL PARTNERS LLP | 0 | $$0K | -24,621 | -100.0% | 6Q | SEC ↗ |
| 28 | XTX Topco Ltd | 0 | $$0K | -18,379 | -100.0% | 1Q | SEC ↗ |
| 29 | Janney Montgomery Scott LLC | 0 | $$0K | -12,452 | -100.0% | 4Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP | 0 | $$0K | -10,300 | -100.0% | 1Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 0 | $$0K | -46,623 | -100.0% | 1Q | SEC ↗ |
| 32 | NATIONAL BANK OF CANADA /FI | 0 | $$0K | -4,000 | -100.0% | 2Q | SEC ↗ |
| 33 | ACADIAN ASSET MANAGEMENT LLC | 0 | $$0K | -14,233 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 29,676 | $$101K |
| Financial Gravity Companies, Inc. | 4,000 | $$14K |
| GROUP ONE TRADING LLC | 39 | $$0K |
| Larson Financial Group LLC | 10 | $$0K |
| Concord Wealth Partners | 2 | $$0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 46,623 | $$159K |
| GSA CAPITAL PARTNERS LLP | 24,621 | $$84K |
| XTX Topco Ltd | 18,379 | $$63K |
| ACADIAN ASSET MANAGEMENT LLC | 14,233 | $$49K |
| Janney Montgomery Scott LLC | 12,452 | $$43K |
| STIFEL FINANCIAL CORP | 10,300 | $$35K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 5,000 | $$17K |
| NATIONAL BANK OF CANADA /FI | 4,000 | $$14K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MARSHALL WACE, LLP | +83,240 | +33.5% | 331,654 |
| MORGAN STANLEY | +64,144 | +62.6% | 166,567 |
| BNP PARIBAS FINANCIAL MARKETS | +4,940 | +247000.0% | 4,942 |
| UBS Group AG | +2,451 | +25.4% | 12,095 |
| JPMORGAN CHASE & CO | +2,363 | +2072.8% | 2,477 |
| McGowan Group Asset Management, Inc | +1,074 | +1.0% | 110,604 |
| Meramec Financial Planners, LLC | +13 | +2.8% | 476 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -101,846 | -69.2% | 45,384 |
| HRT FINANCIAL LP | -12,472 | -41.4% | 17,622 |
| OSAIC HOLDINGS, INC. | -6,000 | -70.5% | 2,505 |
| 180 WEALTH ADVISORS, LLC | -5,550 | -1.8% | 297,432 |
| LPL Financial LLC | -3,680 | -25.7% | 10,628 |
| SIMPLEX TRADING, LLC | -197 | -18.3% | 880 |
| EverSource Wealth Advisors, LLC | -180 | -50.0% | 180 |