Vivakor Ownership | Who Owns Vivakor?

Vivakor Ownership Summary

Vivakor is owned by 1.62% institutional investors, 59.71% insiders, and 38.67% 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 0.48% of its assets in Vivakor shares.

VIVK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Vivakor	1.62%	59.71%	38.67%
Sector	Energy Stocks	44.66%	13.80%	41.54%
Industry	Oil & Gas Exploration & Production Stocks	53.65%	15.75%	30.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Smith shellnut wilson llc /adv	3.01M	11.40%	$6.02M
Vanguard group	204.38K	0.67%	$245.25K
Geode capital management	129.52K	0.42%	$155.46K
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
Steward partners investment advisory	37.77K	0.12%	$46.08K
Blackrock funding, inc. /de	26.59K	0.09%	$32.44K
Maryland capital advisors	24.85K	0.08%	$30.32K
Blackrock	20.43K	0.08%	$40.85K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Smith shellnut wilson llc /adv	3.01M	2.92%	$6.02M
Inscription capital	80.14K	0.03%	$160.27K
Maryland capital advisors	24.85K	0.01%	$30.32K
Tcfg wealth management	11.10K	0.01%	$13.54K
Holistic financial partners	10.00K	0.01%	$12.20K
Great valley advisor group	69.36K	0.00%	$139.00K
Kingswood wealth advisors	12.00K	0.00%	$14.64K
Steward partners investment advisory	37.77K	0.00%	$46.08K
Tower research capital llc (trc)	3.78K	0.00%	$4.61K
Blackrock	20.43K	-	$40.85K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	204.38K	-	108.09K
Inscription capital	80.14K	0.03%	80.14K
Citadel advisors	36.49K	-	21.97K
Blackrock	20.43K	-	20.43K
Northern trust	12.74K	-	12.74K

Top Sellers

Holder	Shares	% Assets	Change
Y-intercept (hong kong)	-	-	-30.88K
Ground swell capital	-	-	-13.53K
Renaissance	-	-	-10.70K
Millennium management	-	-	-10.11K
Ubs group	4.00	-	-6.64K

New Positions

Holder	Shares	% Assets	Change	Value
Inscription capital	80.14K	0.03%	80.14K	$160.27K
Blackrock	20.43K	-	20.43K	$40.85K
Northern trust	12.74K	-	12.74K	$25.48K
Kingswood wealth advisors	12.00K	0.00%	12.00K	$14.64K

Sold Out

Holder	Change
Ashton thomas private wealth	-833.00
Wells fargo & company/mn	-6.00K
Millennium management	-10.11K
Renaissance	-10.70K
Ground swell capital	-13.53K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	16	-23.81%	494,869	-88.73%	1	0.66%	6	-45.45%	2	-
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	197.87K	0.48%	-
Vanguard US Total Market Shares ETF	90.41K	0.21%	-
Fidelity Extended Market Index	71.19K	0.17%	-453.00
Fidelity Total Market Index	25.24K	0.06%	-
iShares Micro-Cap ETF	23.80K	0.06%	-
Fidelity Series Total Market Index	17.74K	0.04%	-
Northern Trust Extended Eq Market Idx	11.45K	0.03%	-
NT Ext Equity Mkt Idx Fd - L	11.45K	0.03%	-
Spartan Extended Market Index Pool E	9.58K	0.02%	453.00
Spartan Extended Market Index Pool F	9.58K	0.02%	453.00

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 Q4	-	-
2024 Q3	-	-
2024 Q2	11	-
2023 Q4	-	-
2022 Q4	-	-

VIVK Ownership FAQ

Who Owns Vivakor?

Vivakor shareholders are primarily institutional investors at 1.62%, followed by 59.71% insiders and 38.67% retail investors. The average institutional ownership in Vivakor's industry, Oil & Gas Exploration & Production Stocks, is 53.65%, 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%), Vanguard group (204.38K shares, 0.67%), and Geode capital management (129.52K shares, 0.42%). Together, they hold 12.49% 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 0.48% of its total shares outstanding invested in 197.86K Vivakor shares.

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