CROSS TIMBERS ROYALTY TRUST - CRT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SoftVest Advisors, LLC | History | No change | 924,960 | 8,361 | 0.91% | 0.91% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 239,924 | 2,840 | 0.06% | 0.05% | 2 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 69,292 | 626 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JPMORGAN CHASE & CO | History | New | 27,637 | 330 | 0.0% | — | 4 | +27,637 | New | Q3 2026 | Nov 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 27,094 | 323 | 0.0% | — | 5 | +27,094 | New | Q3 2026 | Oct 13, 2026 |
| Welch Group, LLC | History | No change | 16,652 | 197 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MORGAN STANLEY | History | No change | 20,981 | 189 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,794 | 175 | 0.0% | 0.0% | 8 | +13,980 | 1717.44% | Q3 2026 | Nov 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 15,914 | 143 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| XTX Topco Ltd | History | No change | 10,964 | 99 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,657 | 96 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,681 | 96 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 6,501 | 76 | 0.0% | 0.0% | 13 | -1,049 | -13.89% | Q3 2026 | Nov 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,800 | 21 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,982 | 17 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 739 | 8 | 0.0% | 0.0% | 16 | +4 | 0.54% | Q3 2026 | Nov 12, 2026 |
| FIRST HORIZON CORP | History | No change | 100 | 1 | 0.0% | — | 17 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BlackRock, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |