Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / TR UNIT
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
678K
-
Shares change
-
+34.9K
-
Total reported value, excl. options
-
$1.94M
-
Value change
-
+$93.4K
-
Put/Call ratio
-
0.98
-
Number of buys
-
12
-
Number of sells
-
-5
-
Price
-
$2.86
Significant Holders of VOC Energy Trust - TR UNIT (VOC) as of Q2 2025
26 filings reported holding VOC - VOC Energy Trust - TR UNIT as of Q2 2025.
VOC Energy Trust - TR UNIT (VOC) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 678K shares
.
Largest 10 shareholders include 180 WEALTH ADVISORS, LLC (277K shares), McGowan Group Asset Management, Inc. (107K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (95.2K shares), MORGAN STANLEY (44.8K shares), Janney Montgomery Scott LLC (42.7K shares), UBS Group AG (36K shares), GSA CAPITAL PARTNERS LLP (31.5K shares), CITADEL ADVISORS LLC (17.1K shares), SIMPLEX TRADING, LLC (9.72K shares), and Allworth Financial LP (5.3K shares).
This table shows the top 20 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.