Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

VOC Energy Trust

CIK 0001505413VOC· quarter ending 2026-06-30

Shares outstanding

—

no XBRL cover page found

Held by 13F filers

1,066,978

across share classes — see % per class below

Holders

-2 vs 2026-03-31 · 5 new, 7 exited

Value

$3.1M

shares -5.4% vs prior quarter

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	91829B103	TR UNIT	24	1,066,978	—	—	$3.1M	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (24 of 24 · 91829B103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	MARSHALL WACE, LLP	331,654	—	$955K	+83,240 (+33.5%)
2	180 WEALTH ADVISORS, LLC	297,432	—	$857K	-5,550 (-1.8%)
3	MORGAN STANLEY	166,567	—	$480K	+64,144 (+62.6%)
4	McGowan Group Asset Management, Inc.	110,604	—	$319K	+1,074 (+1.0%)
5	CITADEL ADVISORS LLC	45,384	—	$131K	-101,846 (-69.2%)
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	29,676	—	$85K	NEW
7	HRT FINANCIAL LP	17,622	—	$50K	-12,472 (-41.4%)
8	BANK OF AMERICA CORP /DE/	15,000	—	$43K	—
9	UBS Group AG	12,095	—	$35K	+2,451 (+25.4%)
10	LPL Financial LLC	10,628	—	$31K	-3,680 (-25.7%)
11	Allworth Financial LP	5,304	—	$15K	—
12	PNC Financial Services Group, Inc.	5,200	—	$15K	—
13	BNP PARIBAS FINANCIAL MARKETS	4,942	—	$14K	+4,940 (+247000.0%)
14	Financial Gravity Companies, Inc.	4,000	—	$12K	NEW
15	WELLS FARGO & COMPANY/MN	3,501	—	$10K	—
16	OSAIC HOLDINGS, INC.	2,505	—	$7K	-6,000 (-70.5%)
17	JPMORGAN CHASE & CO	2,477	—	$7K	+2,363 (+2072.8%)
18	SIMPLEX TRADING, LLC	880	—	$3K	-197 (-18.3%)
19	HARBOUR INVESTMENTS, INC.	800	—	$2K	—
20	Meramec Financial Planners, LLC	476	—	$2K	+13 (+2.8%)
21	EverSource Wealth Advisors, LLC	180	—	$518	-180 (-50.0%)
22	GROUP ONE TRADING LLC	39	—	$112	NEW
23	Larson Financial Group LLC	10	—	$28	NEW
24	Concord Wealth Partners	2	—	$6	NEW

Exited since 2026-03-31 (7 filers; largest 7 shown)

JANE STREET GROUP, LLC	−46,623
GSA CAPITAL PARTNERS LLP	−24,621
XTX Topco Ltd	−18,379
ACADIAN ASSET MANAGEMENT LLC	−14,233
STIFEL FINANCIAL CORP	−10,300
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	−5,000
Financial Gravity Asset Management, Inc.	−4,000

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

No structured 13D/13G filings (XML filings began Dec 2024).

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.