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VOC Energy Trust (VOC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
180 Wealth Advisors, LLC
DECREASED
Shares291,532 from 297,432
Change-5,900 (-2%)
Value$994.1K (+$137.5K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares11,736
Change+11,736
Value$38.8K
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares5,304 from 5,304
Change0 (0%)
Value$15.3K ($0)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$17.7K (+$2.8K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$614 (+$96)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares134 from 880
Change-746 (-85%)
Value$456 (-$2.1K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$36 (+$8)
Filed 2026-11-05
Concord Wealth Partners
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$7 (+$1)
Filed 2026-11-02
LPL Financial LLC
CLOSED
Shares0 from 10,628
Change-10,628 (-100%)
Value$0 (-$30.6K)
Filed 2026-11-06
Marshall Wace, LLP
N/A
Shares— from 331,654
Change-331,654 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 166,567
Change-166,567 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 110,604
Change-110,604 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 45,384
Change-45,384 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,676
Change-29,676 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,622
Change-17,622 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,095
Change-12,095 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Status
180 Wealth Advisors, LLC
DECREASED291,532297,432-5,900-2%$856.6K$994.1K+$137.5K2026-11-03
StoneX Group Inc.
NEW11,736—+11,736——$38.8K—2026-11-03
Allworth Financial LP
UNCHANGED5,3045,30400%$15.3K$15.3K$02026-11-06
PNC Financial Services Group, Inc.
UNCHANGED5,2005,20000%$15.0K$17.7K+$2.8K2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED18018000%$518$614+$962026-11-04
Simplex Trading, LLC
DECREASED134880-746-85%$2.5K$456-$2.1K2026-11-04
Larson Financial Group LLC
UNCHANGED101000%$28$36+$82026-11-05
Concord Wealth Partners
UNCHANGED2200%$6$7+$12026-11-02
LPL Financial LLC
CLOSED010,628-10,628-100%$30.6K$0-$30.6K2026-11-06
Marshall Wace, LLP
N/A—331,654-331,654-100%$955.2K———
Morgan Stanley
N/A—166,567-166,567-100%$479.7K———
McGowan Group Asset Management, Inc.
N/A—110,604-110,604-100%$318.5K———
Citadel Advisors LLC
N/A—45,384-45,384-100%$130.7K———
Susquehanna International Group, LLP
N/A—29,676-29,676-100%$85.5K———
HRT Financial LP
N/A—17,622-17,622-100%$50———
Bank of America Corp
N/A—15,000-15,000-100%$43.2K———
UBS Group AG
N/A—12,095-12,095-100%$34.8K———
BNP Paribas Financial Markets
N/A—4,942-4,942-100%$14.2K———
Financial Gravity Companies, Inc.
N/A—4,000-4,000-100%$11.5K———
Wells Fargo & Company
N/A—3,501-3,501-100%$10.1K———
Osaic Holdings, Inc.
N/A—2,505-2,505-100%$7.2K———
JPMorgan Chase & Co
N/A—2,477-2,477-100%$7.2K———
Harbour Investments, Inc.
N/A—800-800-100%$2.3K———
Meramec Financial Planners, LLC
N/A—476-476-100%$1.6K———
Group One Trading LLC
N/A—39-39-100%$112———
Showing 25 of 25 institutions