VOC Energy Trust: which funds bought and sold

Institutions that bought and sold VOC Energy Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 11 institutions that filed 13F reports for both quarters added to or opened positions in VOC Energy Trust, and 13 cut or closed them. Together they sold a net 61K shares, −5.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 33K shares (−8.0%); index fund managers held the same number of shares overall. 4 opened a new position and 6 sold out entirely.

Bought, Q2 2026 11 institutions, 4 of them new holders Sold, Q2 2026 13 institutions, 6 of them sold out

Net change, all compared −61K shares (−5.4%)

Net change, active managers −33K shares (−8.0%), 1 bought, 2 sold

Buyers versus sellers

institutions compared, 29

11 bought 5 13 sold

Active managers and hedge funds 1 bought · 2 sold · −33K

Index fund managers 0 bought · 0 sold · 0

Other institutions 10 bought · 11 sold · −28K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+83K +33.5%	332K	$955,163
Morgan Stanley	+64K +62.6%	167K	$479,714
Susquehanna International Group, LLP	+30K New position	30K	$85,467
BNP Paribas Financial Markets	+4,940 +247000.0%	4,942	$14,233
UBS Group AG	+2,451 +25.4%	12K	$34,834
Jpmorgan Chase & Co	+2,363 +2072.8%	2,477	$7,208
Mcgowan Group Asset Management, Inc.	+1,074 +1.0%	111K	$318,539
Group One Trading LLC	+39 New position	39	$112
Meramec Financial Planners, LLC	+13 +2.8%	476	$1,595
Larson Financial Group LLC	+10 New position	10	$28
Concord Wealth Partners	+2 New position	2	$6

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−102K −69.2%	45K	$130,706
Jane Street Group, LLC	−47K Sold out	0	—
Gsa Capital Partners LLP	−25K Sold out	0	—
Xtx Topco Ltd	−18K Sold out	0	—
Acadian Asset Management LLC Active manager	−14K Sold out	0	—
HRT Financial LP	−12K −41.4%	18K	$50,000
Stifel Financial Corp	−10K Sold out	0	—
Osaic Holdings, Inc.	−6,000 −70.5%	2,505	$7,214
180 Wealth Advisors, LLC	−5,550 −1.8%	297K	$856,604
International Assets Investment Management, LLC	−5,000 Sold out	0	—
LPL Financial LLC	−3,680 −25.7%	11K	$30,609
Simplex Trading, LLC	−197 −18.3%	880	$2,534
Eversource Wealth Advisors, LLC	−180 −50.0%	180	$518

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−102K −69.2%	45K	$130,706
Acadian Asset Management LLC Active manager	−14K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Susquehanna International Group, LLP	30K	$85,467
Group One Trading LLC	39	$112
Larson Financial Group LLC	10	$28
Concord Wealth Partners	2	$6

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	47K	$161,316
Gsa Capital Partners LLP	25K	$85,000
Xtx Topco Ltd	18K	$63,591
Acadian Asset Management LLCActive manager	14K	$49,000
Stifel Financial Corp	10K	$35,638
International Assets Investment Management, LLC	5,000	$16,500

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 24
Ten largest holders: 97.2%
Index fund managers: 0.0%
Active managers and hedge funds: 35.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	1	2	0	1	−33K	−8.0%
Index fund managers	0	0	0	0	0	—
Other institutions	10	11	4	5	−28K	−4.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on VOC Energy Trust.

Only managers that filed a holdings report for both quarters are compared (29 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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