Vivakor Inc (VIVK) Ownership

1.07 ↑0.09 (9.18%)

As of April 19, 2024, 2:47pm EST.

Institutions
Mutual Funds

Institutional Ownership

Smith Shellnut Wilson LLC is the biggest individual institutional holder of Vivakor Inc (VIVK), owning a total of 3 million shares. Combined, the top 26 institutional holders of VIVK own 12.22% of the company with a total of 3.2 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders decreased their combined ownership of VIVK by 160 thousand shares. 4 institutions bought 11,241 total additional shares and increased their ownership by an average of 1.71%. However 5 institutions sold 171,314 total shares and decreased their ownership by an average of 80.9%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Vivakor decreased by a net total of -160,073 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Smith Shellnut Wilson LLC	11.478%	0.000%	3,009,552	0	2023-12-31
GREAT VALLEY ADVISOR GROUP, INC.	0.265%	0.000%	69,357	0	2023-12-31
Geode Capital Management, LLC	0.212%	0.000%	55,632	0	2023-12-31
Maryland Capital Advisors Inc	0.095%	0.000%	24,849	0	2023-12-31
Atlantic Trust Group, LLC	0.076%	0.000%	20,000	0	2023-12-31
Vanguard Group Inc	0.043%	0.000%	11,188	11,188	2023-12-31
Tower Research Capital LLC	0.032%	0.492%	8,378	41	2023-12-31
PNC Financial Services Group Inc	0.021%	0.000%	5,464	0	2023-12-31
Larson Financial Group, LLC	0.001%	-9.214%	335	-34	2023-12-31
Wells Fargo & Co	0.000%	6.329%	84	5	2023-12-31
Bank of America Corp	0.000%	-95.302%	7	-142	2023-12-31
JPMorgan Chase & Co	0.000%	0.000%	7	7	2023-12-31
UBS Group AG	0.000%	0.000%	4	0	2023-12-31
Norden Group LLC	0.000%	-100.000%	0	-56,654	2023-12-31
Lloyd Advisory Services, LLC	0.000%	-100.000%	0	-56,654	2023-12-31
TOWNSQUARE CAPITAL LLC	0.000%	-100.000%	0	-57,830	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Smith Shellnut Wilson LLC	11.478%	0.000%	3,009,552	0	2023-12-31
GREAT VALLEY ADVISOR GROUP, INC.	0.265%	0.000%	69,357	0	2023-12-31
Geode Capital Management, LLC	0.212%	0.000%	55,632	0	2023-12-31
Maryland Capital Advisors Inc	0.095%	0.000%	24,849	0	2023-12-31
Atlantic Trust Group, LLC	0.076%	0.000%	20,000	0	2023-12-31
Vanguard Group Inc	0.043%	0.000%	11,188	11,188	2023-12-31
Tower Research Capital LLC	0.032%	0.492%	8,378	41	2023-12-31
PNC Financial Services Group Inc	0.021%	0.000%	5,464	0	2023-12-31
Larson Financial Group, LLC	0.001%	-9.214%	335	-34	2023-12-31
Wells Fargo & Co	0.000%	6.329%	84	5	2023-12-31
Morgan Stanley - Brokerage Accounts	0.000%	0.000%	27	27	2022-09-30
Bank of America Corp	0.000%	-95.302%	7	-142	2023-12-31
JPMorgan Chase & Co	0.000%	0.000%	7	7	2023-12-31
UBS Group AG	0.000%	0.000%	4	0	2023-12-31
Shay Capital LLC	0.000%	-100.000%	0	-10,300	2022-06-30
Norden Group LLC	0.000%	-100.000%	0	-56,654	2023-12-31
Susquehanna International Group, LLP	0.000%	-100.000%	0	-13,419	2022-06-30
Lloyd Advisory Services, LLC	0.000%	-100.000%	0	-56,654	2023-12-31
TOWNSQUARE CAPITAL LLC	0.000%	-100.000%	0	-57,830	2023-12-31
Two Sigma Investments LLC	0.000%	-100.000%	0	-12,764	2022-09-30
Kepos Capital LP	0.000%	-100.000%	0	-252,500	2022-06-30
JANE STREET GROUP, LLC	0.000%	-100.000%	0	-19,783	2022-12-31
HRT FINANCIAL LLC	0.000%	-100.000%	0	-11,373	2022-09-30
Virtu Financial LLC	0.000%	-100.000%	0	-13,725	2022-06-30
Warberg Asset Management LLC	0.000%	-100.000%	0	-10,000	2022-06-30
Citadel Advisors Llc	0.000%	-100.000%	0	-15,729	2023-09-30

Mutual Fund Ownership

Fidelity® Extended Market Index is the biggest individual fund holder of Vivakor Inc (VIVK), owning a total of 56 thousand shares. Combined, the top 7 mutual fund holders of VIVK own 0.47% of the company with a total of 124 thousand shares.

In the latest ownership report on February 29th 2024, the top 7 fund holders increased their combined ownership of VIVK by 70 shares. 2 funds bought 337 total additional shares and increased their ownership by an average of 96.04%. However 1 funds sold 267 total shares and decreased their ownership by an average of 0.48%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Vivakor increased by a net total of 70 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Extended Market Index	0.210%	-0.482%	55,156	-267	2024-02-29
Vanguard Total Stock Mkt Idx Inv	0.025%	0.000%	6,500	0	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.018%	0.000%	4,688	0	2024-02-29
Spartan Extended Market Index Pool E	0.002%	192.086%	406	267	2024-02-29
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	70	70	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Extended Market Index	0.212%	0.000%	55,562	0	2023-11-30
Fidelity Extended Market Index	0.210%	-0.482%	55,156	-267	2024-02-29
Vanguard Total Stock Mkt Idx Inv	0.025%	0.000%	6,500	0	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.018%	0.000%	4,688	0	2024-02-29
USAA Extended Market Index	0.007%	-29.066%	1,230	-504	2022-09-30
Spartan Extended Market Index Pool E	0.002%	192.086%	406	267	2024-02-29
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	70	70	2024-02-29