Vivakor Ownership | Who Owns Vivakor?
Vivakor Ownership Summary
Vivakor is owned by 13.22% institutional investors, 57.65% insiders, and 29.13% 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 0.31% of its assets in Vivakor shares.
VIVK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Vivakor | 13.22% | 57.65% | 29.13% |
| Sector | Energy Stocks | 58.95% | 12.68% | 28.37% |
| Industry | Oil & Gas Exploration & Production Stocks | 65.58% | 13.94% | 20.48% |
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 |
| Ground swell capital | 13.53K | 0.02% | $27.05K |
| 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 |
| Ashton thomas private wealth | 833.00 | 0.00% | $1.67K |
| Blackrock | 20.43K | - | $40.85K |
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 |
|---|---|---|---|
| Tower research capital llc (trc) | 5.88K | 0.00% | -3.03K |
| Geode capital management | 117.16K | - | -2.31K |
| Great valley advisor group | 69.36K | 0.00% | - |
| Smith shellnut wilson llc /adv | 3.01M | 2.92% | - |
| Pnc financial services group | 5.46K | - | - |
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 |
| Ground swell capital | 13.53K | 0.02% | 13.53K | $27.05K |
| Northern trust | 12.74K | - | 12.74K | $25.48K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 10 | 25.00% | 3,154,766 | 2259.25% | 19 | 2820.38% | 2 | - | 2 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 90.41K | 0.31% | - |
| 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 | 0.08% | - |
| 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% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 5.88K | 0.02% | - |
| Spartan Total Market Index Pool E | 5.63K | 0.02% | - |
| Spartan Extended Market Index Pool E | 5.31K | 0.02% | 461.00 |
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 Q2 | 7 | - |
| 2023 Q4 | - | - |
| 2022 Q4 | - | - |
| 2022 Q3 | - | - |
| 2022 Q2 | - | - |
VIVK Ownership FAQ
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