Vivakor
Vivakor is a oil & gas exploration & production company in the energy sector on NASDAQ, led by James H. Ballengee, with a market cap of $10.1M. As of Q3 2025, 11% of shares are held by 19 institutional investors, with SMITH SHELLNUT WILSON LLC /ADV as the largest holder at 6.26%.
Overview
Overview of institutional ownership in VIVK as of Q3 2025 with a market cap of $20.2M
All Institutions
- Institutions
- 19
- Value Held
- $2.2M
- Shares Held
- 5.1M
- Avg Position
- $113.9K
- Median Position
- $8.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Ownership Breakdown
Based on market cap of $20.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in VIVK as of Q3 2025
| Institution | Position Value |
|---|---|
 SMITH SHELLNUT WILSON LLC /ADV RIA/Wealth | $1.3M 0.49% of portfolio |
I Inscription Capital, LLC RIA/Wealth | $397.4K 0.04% of portfolio |
 VANGUARD GROUP INC Institution | $254.5K 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $92.1K 0.00% of portfolio |
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $57.8K 0.02% of portfolio |
T TWO SIGMA SECURITIES, LLC Institution | $34.9K 0.01% of portfolio |
 NORTHERN TRUST CORP Institution | $16.2K 0.00% of portfolio |
 MARYLAND CAPITAL ADVISORS INC. RIA/Wealth | $10.4K 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $9.8K 0.00% of portfolio |
A Atlantic Trust Group, LLC Institution | $8.4K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VIVK in Q3 2025
- Traded
- +$46.2K
- Buyers
- 7
- Sellers
- 6
- Total Bought
- +$123.5K
- Total Sold
- −$77.2K
- Avg Position
- $103.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | +$57.8K +56.7K shares |
T TWO SIGMA SECURITIES, LLC Institution | +$34.9K +83.1K shares |
NORTHERN TRUST CORP Institution | +$10.9K +25.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$9.8K +23.2K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$7.0K +16.7K shares |
+$1.9K +4.4K shares | |
 Goss Wealth Management LLC RIA/Wealth | +$1.2K +3.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
VANGUARD GROUP INC Institution | −$63.9K −152.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$10.6K −13.3K shares |
T Tower Research Capital LLC Institution | −$1.6K −3.8K shares |
 UBS Group AG Institution | −$1.0K −2.4K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$3.8 −9.0 shares |
S SBI Securities Co., Ltd. Institution | −$1.0 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VIVK in Q3 2025
- New Positions
- 3
- New Value
- $93.9K
- Exited Positions
- 2
- Exited Value
- $10.6K
New Positions
| Institution | Position Value |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $57.8K 56.7K shares |
T TWO SIGMA SECURITIES, LLC Institution | $34.9K 83.1K shares |
Goss Wealth Management LLC RIA/Wealth | $1.2K 3.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $10.6K 13.3K shares |
S SBI Securities Co., Ltd. Institution | $1.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in VIVK as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with VIVK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
SMITH SHELLNUT WILSON LLC /ADV RIA/Wealth | 0.49% $1.3M |
I Inscription Capital, LLC RIA/Wealth | 0.04% $397.4K |
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | 0.02% $57.8K |
T TWO SIGMA SECURITIES, LLC Institution | 0.01% $34.9K |
MARYLAND CAPITAL ADVISORS INC. RIA/Wealth | 0.00% $10.4K |
T TCFG WEALTH MANAGEMENT, LLC Institution | 0.00% $4.7K |
 Holistic Financial Partners RIA/Wealth | 0.00% $4.2K |
T Tower Research Capital LLC Institution | 0.00% $4.8K |
A Atlantic Trust Group, LLC Institution | 0.00% $8.4K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $9.8K |