VOC Energy Trust
VOC· NYSE
VOCVOC Energy Trust
Who holds VOC Energy Trust, from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 331.7K | +33.5% | $955.2K | 0.1% | Aug 13, 2026 |
| 180 Wealth Advisors, LLC | 297.4K | −1.8% | $856.6K | 0.1% | Jul 7, 2026 |
| Morgan Stanley | 166.6K | +62.6% | $479.7K | 0% | Aug 13, 2026 |
| McGowan Group Asset Management, Inc. | 110.6K | +1.0% | $318.5K | 0.1% | Aug 12, 2026 |
| Citadel Advisors LLC | 45.4K | −69.2% | $130.7K | 0% | Sep 2, 2026 |
| Susquehanna International Group, LLP | 29.7K | New | $85.5K | 0% | Aug 14, 2026 |
| Bank of America Corp | 15K | ±0% | $43.2K | 0% | Aug 14, 2026 |
| UBS Group AG | 12.1K | +25.4% | $34.8K | 0% | Aug 13, 2026 |
| LPL Financial LLC | 10.6K | −25.7% | $30.6K | 0% | Aug 7, 2026 |
| Allworth Financial LP | 5.3K | ±0% | $15.3K | 0.1% | Aug 11, 2026 |
| PNC Financial Services Group, Inc. | 5.2K | ±0% | $15K | 0% | Aug 7, 2026 |
| BNP Paribas Financial Markets | 4.9K | +247,000.0% | $14.2K | 0% | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | 4K | — | $11.5K | 0.1% | Aug 5, 2026 |
| Wells Fargo & Company | 3.5K | ±0% | $10.1K | 0% | Aug 14, 2026 |
| Osaic Holdings, Inc. | 2.5K | −70.5% | $7.2K | 0% | Aug 14, 2026 |
| JPMorgan Chase & Co | 2.5K | +2,072.8% | $7.2K | 0% | Aug 12, 2026 |
| Simplex Trading, LLC | 880 | −18.3% | $2.5K | 0% | Aug 12, 2026 |
| Harbour Investments, Inc. | 800 | ±0% | $2.3K | 0% | Aug 12, 2026 |
| Meramec Financial Planners, LLC | 476 | +2.8% | $1.6K | 0.1% | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | 180 | −50.0% | $518 | 0% | Jul 24, 2026 |
| Group One Trading LLC | 39 | New | $112 | 0% | Aug 14, 2026 |
| HRT Financial LP | 17.6K | −41.4% | $50 | 0.1% | Aug 14, 2026 |
| Larson Financial Group LLC | 10 | New | $28 | 0% | Aug 14, 2026 |
| Concord Wealth Partners | 2 | New | $6 | 0% | Jul 27, 2026 |
