PERMIAN BASIN ROYALTY TRUST - PBT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 6,729,289 | 168,501 | 1.91% | 1.49% | 1 | +349,597 | 5.48% | Q2 2026 | Aug 11, 2026 |
| SoftVest Advisors, LLC | History | No change | 6,217,107 | 155,676 | 16.9% | 15.34% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAD RIVER INVESTORS | History | Added to | 1,005,152 | 25,169 | 9.39% | 7.77% | 3 | +2,012 | 0.2% | Q2 2026 | Aug 03, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 933,719 | 23,380 | 0.78% | 0.71% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Reduced | 626,331 | 15,683 | 1.82% | 1.53% | 5 | -3,876 | -0.62% | Q2 2026 | Jul 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 570,161 | 14,276 | 0.56% | 0.54% | 6 | -18,481 | -3.14% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 424,229 | 10,622 | 0.01% | 0.01% | 7 | +155,244 | 57.71% | Q2 2026 | Jul 29, 2026 |
| PEAK6 LLC | History | New | 300,400 | 7,522 | 0.02% | — | 8 | +300,400 | New | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 276,005 | 6,911 | 0.01% | 0.01% | 9 | +105,179 | 61.57% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 249,595 | 6,249 | 0.07% | 0.07% | 10 | -1,841 | -0.73% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 219,718 | 5,501 | 0.0% | 0.0% | 11 | -11,004 | -4.77% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 213,449 | 5,349 | 0.14% | 0.15% | 12 | -21,654 | -9.21% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 213,303 | 5,341 | 0.02% | 0.02% | 13 | +55,470 | 35.14% | Q2 2026 | Aug 18, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 211,000 | 5,283 | 0.0% | 0.01% | 14 | -211,000 | -50.0% | Q2 2026 | Aug 14, 2026 |
| MSRH, LLC | History | No change | 240,342 | 5,172 | 4.58% | 4.58% | 15 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 206,151 | 5,162 | 0.0% | 0.0% | 16 | -94,753 | -31.49% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 197,716 | 4,950 | 0.0% | 0.0% | 17 | -13,524 | -6.4% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 117,842 | 2,953 | 0.01% | 0.01% | 18 | -4,195 | -3.44% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 109,412 | 2,730 | 0.0% | 0.0% | 19 | -17,200 | -13.58% | Q2 2026 | Aug 12, 2026 |
| BWM Planning, LLC | History | No change | 104,397 | 2,614 | 0.61% | 0.59% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 95,270 | 2,385 | 0.0% | 0.0% | 21 | +11,086 | 13.17% | Q2 2026 | Aug 14, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 82,241 | 2,061 | 2.25% | 1.8% | 22 | +1,097 | 1.35% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 74,235 | 1,858 | 0.0% | 0.0% | 23 | +20,995 | 39.43% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 70,760 | 1,771 | 0.0% | 0.0% | 24 | -828 | -1.16% | Q2 2026 | Aug 05, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 68,298 | 1,711 | 0.82% | 0.76% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 64,182 | 1,607 | 0.0% | 0.0% | 26 | +12,795 | 24.9% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 62,940 | 1,576 | 0.0% | 0.01% | 27 | +4 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 56,866 | 1,423 | 0.07% | 0.07% | 28 | -611 | -1.06% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Added to | 55,058 | 1,378 | 0.0% | 0.0% | 29 | +19,751 | 55.94% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 53,900 | 1,349 | 0.0% | 0.0% | 30 | +44,300 | 461.46% | Q2 2026 | Aug 14, 2026 |
| MOR Wealth Management, LLC | History | No change | 52,534 | 1,315 | 0.52% | 0.52% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avondale Wealth Management | History | Reduced | 46,330 | 1,160 | 0.47% | 0.52% | 32 | -2,920 | -5.93% | Q2 2026 | Jul 13, 2026 |
| Family Manage LLC | History | Added to | 42,808 | 1,071 | 0.11% | 0.06% | 33 | +21,060 | 96.84% | Q2 2026 | Aug 14, 2026 |
| Fielder Capital Group LLC | History | No change | 41,726 | 1,044 | 0.23% | 0.2% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PKS Advisory Services, LLC | History | New | 41,137 | 1,030 | 0.16% | — | 35 | +41,137 | New | Q2 2026 | Aug 04, 2026 |
| Walleye Capital LLC | History | Added to | 40,394 | 1,011 | 0.0% | 0.0% | 36 | +29,924 | 285.81% | Q2 2026 | Aug 03, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 36,600 | 916 | 0.12% | 0.11% | 37 | +1,150 | 3.24% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 34,563 | 865 | 0.02% | 0.03% | 38 | -23,020 | -39.98% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | New | 33,346 | 834 | 0.01% | — | 39 | +33,346 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 32,151 | 805 | 0.0% | 0.0% | 40 | -66 | -0.2% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 28,100 | 703 | 0.0% | 0.0% | 41 | +9,300 | 49.47% | Q2 2026 | Sep 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 26,892 | 673 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 26,317 | 658 | 0.04% | 0.04% | 43 | -3,300 | -11.14% | Q2 2026 | Jul 29, 2026 |
| Fruth Investment Management | History | No change | 25,400 | 636 | 0.15% | 0.14% | 44 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 25,051 | 627 | 0.12% | 0.11% | 45 | +51 | 0.2% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 21,844 | 546 | 0.0% | 0.0% | 46 | +17,168 | 367.15% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 21,325 | 534 | 0.0% | 0.0% | 47 | +13,800 | 183.39% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 20,865 | 522 | 0.0% | 0.0% | 48 | +1,974 | 10.45% | Q2 2026 | Aug 27, 2026 |
| Blue Trust, Inc. | History | No change | 20,420 | 511 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 20,000 | 500 | 0.14% | 0.16% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,612 | 491 | 0.0% | 0.0% | 51 | +30 | 0.15% | Q2 2026 | Aug 11, 2026 |
| Welch Group, LLC | History | No change | 19,298 | 483 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 18,541 | 464 | 0.0% | 0.0% | 53 | -1,294 | -6.52% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 18,368 | 459 | 0.01% | 0.01% | 54 | +1 | 0.01% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,645 | 436 | 0.0% | 0.0% | 55 | +5,181 | 45.19% | Q2 2026 | Jul 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 16,521 | 413 | 0.01% | 0.01% | 56 | -549 | -3.22% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,774 | 369 | 0.01% | 0.01% | 57 | +2,335 | 18.77% | Q2 2026 | Jul 27, 2026 |
| Ironwood Financial, llc | History | No change | 12,300 | 345 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 13,173 | 330 | 0.01% | 0.01% | 59 | -5,095 | -27.89% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | New | 12,663 | 317 | 0.0% | — | 60 | +12,663 | New | Q2 2026 | Aug 14, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 12,000 | 300 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | Reduced | 11,937 | 298 | 0.0% | 0.0% | 62 | -78 | -0.65% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,144 | 254 | 0.0% | — | 63 | +10,144 | New | Q2 2026 | Aug 13, 2026 |
| Clark Asset Management, LLC | History | No change | 10,000 | 250 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 9,950 | 249 | 0.0% | — | 65 | +9,950 | New | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | New | 8,500 | 247 | 0.02% | — | 66 | +8,500 | New | Q2 2026 | Aug 07, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | New | 9,271 | 232 | 0.03% | — | 67 | +9,271 | New | Q2 2026 | Jul 22, 2026 |
| Tidal Investments LLC | History | New | 8,441 | 211 | 0.0% | — | 68 | +8,441 | New | Q2 2026 | Aug 13, 2026 |
| Post Resch Tallon Group Inc. | History | New | 8,402 | 210 | 0.15% | — | 69 | +8,402 | New | Q2 2026 | Jul 07, 2026 |
| Argent Trust Co | History | New | 8,000 | 200 | 0.01% | — | 70 | +8,000 | New | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 7,598 | 190 | 0.0% | 0.0% | 71 | +3 | 0.04% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,912 | 148 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | Reduced | 3,851 | 96 | 0.01% | 0.04% | 73 | -11,591 | -75.06% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,493 | 87 | 0.0% | 0.0% | 74 | +701 | 25.11% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,820 | 70 | 0.01% | 0.01% | 75 | -17 | -0.6% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,664 | 66 | 0.0% | 0.0% | 76 | +2,149 | 417.28% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 2,109 | 53 | 0.0% | 0.0% | 77 | +939 | 80.26% | Q2 2026 | Jul 01, 2026 |
| Lummis Asset Management, LP | History | No change | 1,850 | 46 | 0.03% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Access Investment Management LLC | History | Reduced | 1,800 | 45 | 0.01% | 0.02% | 80 | -1,200 | -40.0% | Q2 2026 | Aug 03, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,800 | 45 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,500 | 37 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,416 | 35 | 0.0% | 0.0% | 82 | +1,329 | 1527.59% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,262 | 31 | 0.0% | 0.0% | 83 | -1,306 | -50.86% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,212 | 30 | 0.0% | 0.0% | 84 | +50 | 4.3% | Q2 2026 | Aug 14, 2026 |
| United Financial Planning Group LLC | History | New | 1,000 | 25 | 0.01% | — | 86 | +1,000 | New | Q2 2026 | Aug 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,000 | 25 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,000 | 24 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | New | 579 | 14 | 0.0% | — | 88 | +579 | New | Q2 2026 | Jul 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 490 | 12 | 0.0% | — | 89 | +490 | New | Q2 2026 | Aug 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 417 | 10 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 387 | 9 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 384 | 9 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 324 | 8 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | New | 300 | 7 | 0.0% | — | 94 | +300 | New | Q2 2026 | Aug 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 201 | 5 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PFS Partners, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | Reduced | 189 | 4 | 0.0% | 0.0% | 99 | -11 | -5.5% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 147 | 3 | 0.0% | 0.0% | 101 | -1,093 | -88.15% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | New | 100 | 2 | 0.0% | — | 102 | +100 | New | Q2 2026 | Jul 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 87 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 45 | 1 | 0.0% | — | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hosking Partners LLP | History | Closed out | 0 | 0 | — | 0.22% | — | -280,292 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,666 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,039 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,446 | -100.0% | Q2 2026 | Jul 22, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,803 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |