$VOC

$3.57 +$0.03 (0.85%) Close

$VOC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 17.0M shares outstanding

Who owns VOC?

By type of holder

Institutions 6.1% Everyone else 93.9%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 5.9%

Marshall Wace, LLP 2.0% · 180 Wealth Advisors, LLC 1.8%

Institutional ownership

6.1%

-0.5 pts vs last qtr

Institutional holders

-3 vs last qtr

Net shares bought

−90.8K

by institutions in Q2 2026

New / sold out

4 / 7

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Marshall Wace, LLP +83.2K
Morgan Stanley +64.1K

Biggest sellers in Q2 2026

Citadel Advisors LLC −101.8K
Jane Street Group, LLC SOLD OUT −46.6K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for VOC Energy Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for VOC Energy Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years28% 3–5 years29% 1–3 years2% Under 1 year41%

Quarterly turnover

18.4%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting VOC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MW Marshall Wace, LLP	331.7K	1.95%	+83.2K (+33.5%)	Q1 '26	0.0%
Shares held by quarter Peak holding331.7K (Q2'26) Change over 8 quarters+331.7K Share of the company1.950% Marshall Wace, LLP's full portfolio →
1W 180 Wealth Advisors, LLC	297.4K	1.75%	−5.6K (−1.8%)	2022	0.1%
Shares held by quarter Peak holding310.7K (Q3'25) Change over 8 quarters+112.5K Share of the company1.750% 180 Wealth Advisors, LLC's full portfolio →

Marshall Wace, LLP

331.7K

% of company

1.95%

Change vs last qtr

+83.2K (+33.5%)

Held since

Q1 '26

180 Wealth Advisors, LLC

297.4K

% of company

1.75%

Change vs last qtr

−5.6K (−1.8%)

Held since

2022

26 more super investors behind a free account

See every manager holding VOC Energy Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VOC on Form N-PORT; together they hold 0.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
PI Prospera Income ETF Thrive Series Trust	$91.1K	31.6K	0.19%	1.31%	June 30, 2026

Prospera Income ETF

Thrive Series Trust

Position value

$91.1K

% of company

0.19%

% of the fund

1.31%

As of

June 30, 2026

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