Vivakor Ownership | Who Owns Vivakor?

Vivakor Ownership Summary

Vivakor is owned by 15.70% institutional investors, 57.65% insiders, and 26.65% retail investors. Smith shellnut wilson llc /adv is the largest institutional shareholder, holding 11.40% of VIVK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.65% of its assets in Vivakor shares.

VIVK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Vivakor	15.70%	57.65%	26.65%
Sector	Energy Stocks	59.12%	12.79%	28.09%
Industry	Oil & Gas Exploration & Production Stocks	64.97%	14.78%	20.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Smith shellnut wilson llc /adv	3.01M	11.40%	$6.02M
Geode capital management	117.16K	0.44%	$234.37K
Inscription capital	80.14K	0.30%	$160.27K
Great valley advisor group	69.36K	0.26%	$139.00K
Citadel advisors	36.49K	0.14%	$72.97K
Vanguard group	28.07K	0.11%	$56.13K
Maryland capital advisors	24.85K	0.09%	$49.70K
Steward partners investment advisory	24.63K	0.09%	$49.26K
Blackrock	20.43K	0.08%	$40.85K
Cibc private wealth group	20.00K	0.08%	$43.80K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Smith shellnut wilson llc /adv	3.01M	2.92%	$6.02M
Maryland capital advisors	24.85K	0.03%	$49.70K
Inscription capital	80.14K	0.03%	$160.27K
Great valley advisor group	69.36K	0.00%	$139.00K
Steward partners investment advisory	24.63K	0.00%	$49.26K
Tower research capital llc (trc)	5.88K	0.00%	$11.76K
Cibc private wealth group	20.00K	0.00%	$43.80K
Blackrock	20.43K	-	$40.85K
Bank of america corp /de/	165.00	-	$330.00
Advisor group	2.00K	-	$4.00K

Top Buyers

Holder	Shares	% Assets	Change
Inscription capital	80.14K	0.03%	80.14K
Steward partners investment advisory	24.63K	0.00%	24.63K
Citadel advisors	36.49K	-	21.97K
Blackrock	20.43K	-	20.43K
Vanguard group	28.07K	-	16.56K

Top Sellers

Holder	Shares	% Assets	Change
Ground swell capital	-	-	-13.53K
Renaissance	-	-	-10.70K
Tower research capital llc (trc)	5.88K	0.00%	-3.03K
Geode capital management	117.16K	-	-2.31K
Ashton thomas private wealth	-	-	-833.00

New Positions

Holder	Shares	% Assets	Change	Value
Inscription capital	80.14K	0.03%	80.14K	$160.27K
Steward partners investment advisory	24.63K	0.00%	24.63K	$49.26K
Blackrock	20.43K	-	20.43K	$40.85K
Northern trust	12.74K	-	12.74K	$25.48K
Advisor group	2.00K	-	2.00K	$4.00K

Sold Out

Holder	Change
Ashton thomas private wealth	-833.00
Renaissance	-10.70K
Ground swell capital	-13.53K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	21	-4.55%	4,392,935	25.93%	15	8.98%	11	-8.33%	2	-
Jun 30, 2024	22	69.23%	3,488,341	6.22%	13	4.02%	12	140.00%	2	100.00%
Mar 31, 2024	13	-7.14%	3,284,138	1.76%	18	5.71%	5	-	1	-50.00%
Dec 31, 2023	14	-	3,227,204	-4.09%	17	5.13%	5	-28.57%	2	100.00%
Sep 30, 2023	14	40.00%	3,364,930	6.66%	18	4.78%	7	250.00%	1	-50.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	191.71K	0.65%	101.30K
Fidelity Extended Market Index	75.45K	0.26%	-39.04K
Fidelity Total Market Index	25.33K	0.09%	20.05K
iShares Micro-Cap ETF	23.96K	0.07%	-
Fidelity Series Total Market Index	17.32K	0.06%	12.04K
NT Ext Equity Mkt Idx Fd - L	11.45K	0.04%	-
Northern Trust Extended Eq Market Idx	11.45K	0.04%	-
Spartan Total Market Index Pool E	5.63K	0.02%	-
Spartan Extended Market Index Pool E	5.31K	0.02%	461.00
Vanguard Institutional Extnd Mkt Idx Tr	5.88K	0.02%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 03, 2024	Ballengee James H.	Chairman, President, & CEO	Buy	$1.57K
May 30, 2024	Ballengee James H.	Chairman, President, & CEO	Buy	$23.06K
May 29, 2024	Ballengee James H.	Chairman, President, & CEO	Buy	$56.73K
May 31, 2024	Ballengee James H.	Chairman, President, & CEO	Buy	$19.34K
May 28, 2024	Ballengee James H.	Chief Executive Officer	Buy	$20.93K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	11	-
2023 Q4	-	-
2022 Q4	-	-

VIVK Ownership FAQ

Who Owns Vivakor?

Vivakor shareholders are primarily institutional investors at 15.70%, followed by 57.65% insiders and 26.65% retail investors. The average institutional ownership in Vivakor's industry, Oil & Gas Exploration & Production Stocks, is 64.97%, which Vivakor falls below.

Who owns the most shares of Vivakor?

Vivakor’s largest shareholders are Smith shellnut wilson llc /adv (3.01M shares, 11.40%), Geode capital management (117.16K shares, 0.44%), and Inscription capital (80.14K shares, 0.30%). Together, they hold 12.15% of Vivakor’s total shares outstanding.

Does Blackrock own Vivakor?

Yes, BlackRock owns 0.08% of Vivakor, totaling 20.43K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 40.85K$. In the last quarter, BlackRock increased its holdings by 20.43K shares, a 100.00% change.

Who is Vivakor’s biggest shareholder by percentage of total assets invested?

Smith shellnut wilson llc /adv is Vivakor’s biggest shareholder by percentage of total assets invested, with 2.92% of its assets in 3.01M Vivakor shares, valued at 6.02M$.

Who is the top mutual fund holder of Vivakor shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Vivakor shares, with 0.65% of its total shares outstanding invested in 191.71K Vivakor shares.

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