Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / TR UNIT
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
705K
-
Shares change
-
+26.4K
-
Total reported value, excl. options
-
$2.07M
-
Value change
-
+$77.4K
-
Number of buys
-
9
-
Number of sells
-
-7
-
Price
-
$2.93
Significant Holders of VOC Energy Trust - TR UNIT (VOC) as of Q3 2025
25 filings reported holding VOC - VOC Energy Trust - TR UNIT as of Q3 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 705K shares
.
Largest 10 shareholders include 180 WEALTH ADVISORS, LLC (311K shares), McGowan Group Asset Management, Inc. (108K shares), CITADEL ADVISORS LLC (90.9K shares), MORGAN STANLEY (49.4K shares), UBS Group AG (43.5K shares), Janney Montgomery Scott LLC (39.4K shares), GSA CAPITAL PARTNERS LLP (21.9K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (12.3K shares), Allworth Financial LP (5.3K shares), and SIMPLEX TRADING, LLC (5.17K 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.