Vivakor Ownership | Who Owns Vivakor?

Vivakor Ownership Summary

Vivakor is owned by 9.98% institutional investors, 18.93% insiders, and 71.09% retail investors. Smith shellnut wilson llc /adv is the largest institutional shareholder, holding 6.54% of VIVK shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.74% of its assets in Vivakor shares.

VIVK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Vivakor	9.98%	18.93%	71.09%
Sector	Energy Stocks	14085.81%	13.99%	-13999.79%
Industry	Oil & Gas Exploration & Production Stocks	53321.19%	15.34%	-53236.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Smith shellnut wilson llc /adv	3.01M	6.54%	$1.26M
Inscription capital	945.90K	2.05%	$397.37K
Vanguard group	605.88K	1.32%	$254.47K
Geode capital management	219.16K	0.48%	$92.08K
Two sigma securities	83.08K	0.18%	$34.90K
Citadel advisors	36.49K	0.14%	$72.97K
Summit wealth group llc /	56.65K	0.12%	$57.79K
Northern trust	38.68K	0.08%	$16.25K
Blackrock	20.43K	0.08%	$40.85K
Cibc private wealth group	20.00K	0.07%	$22.56K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Smith shellnut wilson llc /adv	3.01M	0.49%	$1.26M
Inscription capital	945.90K	0.04%	$397.37K
Summit wealth group llc /	56.65K	0.02%	$57.79K
Tcfg wealth management	11.10K	0.01%	$13.54K
Two sigma securities	83.08K	0.01%	$34.90K
Maryland capital advisors	24.85K	0.00%	$10.44K
Holistic financial partners	10.00K	0.00%	$4.20K
Tower research capital llc (trc)	11.43K	0.00%	$4.80K
Blackrock	20.43K	-	$40.85K
Ashton thomas private wealth	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Two sigma securities	83.08K	0.01%	83.08K
Summit wealth group llc /	56.65K	0.02%	56.65K
Northern trust	38.68K	-	25.94K
Citadel advisors	36.49K	-	21.97K
Blackrock	20.43K	-	20.43K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	605.88K	-	-152.26K
Great valley advisor group	-	-	-69.36K
Y-intercept (hong kong)	-	-	-30.88K
Blackrock funding, inc. /de	-	-	-26.10K
Ground swell capital	-	-	-13.53K

New Positions

Holder	Shares	% Assets	Change	Value
Two sigma securities	83.08K	0.01%	83.08K	$34.90K
Summit wealth group llc /	56.65K	0.02%	56.65K	$57.79K
Blackrock	20.43K	-	20.43K	$40.85K
Steward partners investment advisory	4.45K	-	4.45K	$1.87K
Newedge advisors	2.96K	-	2.96K	$1.24K

Sold Out

Holder	Change
Sbi securities	-1.00
Jpmorgan chase	-27.00
Quent capital	-215.00
Ashton thomas private wealth	-833.00
Wells fargo & company/mn	-6.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	5	-68.75%	4,596,185	-8.65%	9	8.36%	-	-100.00%	1	-66.67%
Jun 30, 2025	15	-16.67%	5,029,311	39.01%	11,675	8273.81%	5	-37.50%	2	-33.33%
Mar 31, 2025	18	-5.26%	3,617,976	1.23%	11	8.72%	8	33.33%	3	50.00%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	349.62K	0.74%	-210.66K
Vanguard Total Stock Mkt Idx Inv	193.63K	0.41%	-4.23K
Fidelity Extended Market Index	118.64K	0.25%	12.20K
Vanguard US Total Market Shares ETF	90.41K	0.21%	-
Fidelity Series Total Market Index	35.77K	0.07%	-3.11K
Spartan Extended Market Index Pool F	26.57K	0.06%	976.00
Fidelity Total Market Index	25.24K	0.05%	-
iShares Micro-Cap ETF	21.49K	0.05%	-
Spartan Total Market Index Pool G	14.06K	0.03%	4.71K
NT Ext Equity Mkt Idx Fd - L	11.45K	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 9.98%, followed by 18.93% insiders and 71.09% retail investors. The average institutional ownership in Vivakor's industry, Oil & Gas Exploration & Production Stocks, is 53321.19%, which Vivakor falls below.

Who owns the most shares of Vivakor?

Vivakor’s largest shareholders are Smith shellnut wilson llc /adv (3.01M shares, 6.54%), Inscription capital (945.9K shares, 2.05%), and Vanguard group (605.88K shares, 1.32%). Together, they hold 9.91% 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 0.49% of its assets in 3.01M Vivakor shares, valued at 1.26M$.

Who is the top mutual fund holder of Vivakor shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of Vivakor shares, with 0.74% of its total shares outstanding invested in 349.62K Vivakor shares.

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