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 | 6,379,692 | 137,290 | 1.49% | 1.42% | 1 | +191,892 | 3.1% | Q1 2026 | May 15, 2026 |
| SoftVest Advisors, LLC | History | No change | 6,217,107 | 133,792 | 15.34% | 23.19% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAD RIVER INVESTORS | History | Added to | 1,003,140 | 21,587 | 7.77% | 7.63% | 3 | +16,321 | 1.65% | Q1 2026 | Apr 23, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Reduced | 933,719 | 20,093 | 0.71% | 0.57% | 4 | -33,478 | -3.46% | Q1 2026 | May 04, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Reduced | 630,207 | 13,562 | 1.53% | 1.46% | 5 | -12,300 | -1.91% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Added to | 588,642 | 12,667 | 0.54% | 0.43% | 6 | +2,896 | 0.49% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 422,000 | 9,081 | 0.01% | 0.0% | 7 | +226,600 | 115.97% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 300,904 | 6,475 | 0.0% | 0.0% | 8 | +76,243 | 33.94% | Q1 2026 | May 15, 2026 |
| Hosking Partners LLP | History | Reduced | 280,292 | 6,031 | 0.22% | 0.2% | 9 | -66,391 | -19.15% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 268,985 | 5,788 | 0.01% | 0.01% | 10 | +9,671 | 3.73% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 251,436 | 5,410 | 0.07% | 0.06% | 11 | +4,887 | 1.98% | Q1 2026 | May 15, 2026 |
| MSRH, LLC | History | Added to | 240,342 | 5,172 | 4.58% | 4.53% | 12 | +1,302 | 0.54% | Q1 2026 | May 11, 2026 |
| SteelPeak Wealth, LLC | History | New | 235,103 | 5,061 | 0.15% | — | 13 | +235,103 | New | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 230,722 | 4,965 | 0.0% | 0.0% | 14 | -9,816 | -4.08% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 211,240 | 4,545 | 0.0% | 0.0% | 15 | -18,716 | -8.14% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 170,826 | 3,676 | 0.01% | 0.0% | 16 | +83,887 | 96.49% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 157,833 | 3,396 | 0.02% | 0.01% | 17 | +112,710 | 249.78% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 126,612 | 2,758 | 0.0% | 0.0% | 18 | +25,528 | 25.25% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 122,037 | 2,627 | 0.01% | 0.01% | 19 | -486 | -0.4% | Q1 2026 | May 13, 2026 |
| BWM Planning, LLC | History | No change | 104,397 | 2,246 | 0.59% | 0.47% | 20 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 84,184 | 1,811 | 0.0% | 0.0% | 21 | -14,359 | -14.57% | Q1 2026 | May 14, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 81,144 | 1,747 | 1.8% | 1.57% | 22 | -2,845 | -3.39% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 71,588 | 1,540 | 0.0% | 0.0% | 23 | -109 | -0.15% | Q1 2026 | May 05, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 68,298 | 1,470 | 0.76% | 0.63% | 24 | -20 | -0.03% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | No change | 62,936 | 1,354 | 0.01% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 57,583 | 1,239 | 0.03% | 0.0% | 26 | +55,923 | 3368.86% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 57,477 | 1,236 | 0.07% | 0.06% | 27 | -1,700 | -2.87% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 53,240 | 1,145 | 0.0% | 0.0% | 28 | -677,347 | -92.71% | Q1 2026 | May 12, 2026 |
| MOR Wealth Management, LLC | History | No change | 52,534 | 1,130 | 0.52% | 0.41% | 29 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 51,387 | 1,105 | 0.0% | 0.0% | 30 | -7,677 | -13.0% | Q1 2026 | May 15, 2026 |
| Avondale Wealth Management | History | Added to | 49,250 | 1,059 | 0.52% | 0.4% | 31 | +3,500 | 7.65% | Q1 2026 | Apr 14, 2026 |
| Fielder Capital Group LLC | History | Reduced | 41,726 | 897 | 0.2% | 0.17% | 32 | -6,492 | -13.46% | Q1 2026 | May 12, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 35,450 | 762 | 0.11% | 0.08% | 33 | +1,750 | 5.19% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 35,307 | 759 | 0.0% | 0.0% | 34 | -14,063 | -28.48% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 32,217 | 693 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 29,617 | 637 | 0.04% | 0.04% | 36 | -2,300 | -7.21% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 26,892 | 578 | 0.0% | 0.0% | 37 | -2,650 | -8.97% | Q1 2026 | May 14, 2026 |
| Fruth Investment Management | History | No change | 25,400 | 546 | 0.14% | 0.12% | 38 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 25,000 | 538 | 0.11% | 0.08% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Family Manage LLC | History | No change | 21,748 | 468 | 0.06% | 0.05% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 20,420 | 439 | 0.01% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 20,000 | 430 | 0.16% | 0.17% | 42 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 19,835 | 426 | 0.0% | 0.0% | 43 | +150 | 0.76% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,582 | 421 | 0.0% | 0.0% | 44 | +101 | 0.52% | Q1 2026 | Apr 28, 2026 |
| Welch Group, LLC | History | Added to | 19,298 | 415 | 0.02% | 0.01% | 45 | +1,500 | 8.43% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | No change | 18,891 | 406 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,800 | 404 | 0.0% | 0.0% | 47 | -493,548 | -96.33% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 18,367 | 395 | 0.01% | 0.0% | 48 | +1 | 0.01% | Q1 2026 | Apr 17, 2026 |
| INGALLS & SNYDER LLC | History | No change | 18,268 | 393 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 17,070 | 367 | 0.01% | 0.01% | 50 | -16,074 | -48.5% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 15,442 | 332 | 0.04% | 0.08% | 51 | -28,815 | -65.11% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | No change | 12,666 | 272 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 12,439 | 267 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ironwood Financial, llc | History | No change | 12,300 | 264 | 0.05% | 0.04% | 54 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quadrature Capital Ltd | History | New | 12,015 | 258 | 0.0% | — | 56 | +12,015 | New | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 12,000 | 258 | 0.01% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,464 | 245 | 0.0% | 0.0% | 57 | -1,734 | -13.14% | Q1 2026 | Apr 08, 2026 |
| Walleye Capital LLC | History | Reduced | 10,470 | 225 | 0.0% | 0.0% | 58 | -1,945 | -15.67% | Q1 2026 | May 13, 2026 |
| Clark Asset Management, LLC | History | No change | 10,000 | 215 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,600 | 206 | 0.0% | 0.0% | 60 | -339,065 | -97.25% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,039 | 172 | 0.0% | 0.0% | 61 | -1,315 | -14.06% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 7,595 | 163 | 0.0% | 0.0% | 62 | +4 | 0.05% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,525 | 162 | 0.0% | 0.0% | 63 | -2,277 | -23.23% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,912 | 127 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,676 | 100 | 0.0% | 0.0% | 65 | -160,494 | -97.17% | Q1 2026 | May 13, 2026 |
| Access Investment Management LLC | History | Reduced | 3,000 | 64 | 0.02% | 0.02% | 66 | -1,000 | -25.0% | Q1 2026 | May 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,837 | 61 | 0.01% | 0.0% | 67 | +884 | 45.26% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,792 | 60 | 0.0% | 0.0% | 68 | +1 | 0.04% | Q1 2026 | Jun 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,568 | 55 | 0.0% | 0.0% | 69 | +2,118 | 470.67% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,446 | 52 | 0.01% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lummis Asset Management, LP | History | No change | 1,850 | 39 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Added to | 1,803 | 38 | 0.0% | 0.0% | 72 | +1,530 | 560.44% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,800 | 38 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,500 | 32 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,240 | 26 | 0.0% | 0.0% | 75 | -884 | -41.62% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | New | 1,170 | 25 | 0.0% | — | 77 | +1,170 | New | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,162 | 25 | 0.0% | 0.0% | 76 | -860 | -42.53% | Q1 2026 | May 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1,333 | 22 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,000 | 21 | 0.0% | — | 79 | +1,000 | New | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,000 | 21 | 0.0% | — | 80 | +1,000 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 515 | 11 | 0.0% | 0.0% | 81 | -58,513 | -99.13% | Q1 2026 | May 14, 2026 |
| WEBSTER BANK, N. A. | History | New | 417 | 8 | 0.0% | — | 84 | +417 | New | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 387 | 8 | 0.0% | 0.0% | 82 | +105 | 37.23% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 384 | 8 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 303 | 6 | 0.0% | — | 86 | +303 | New | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Reduced | 324 | 6 | 0.0% | 0.0% | 85 | -47 | -12.67% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 201 | 4 | 0.0% | 0.0% | 90 | -133 | -39.82% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 200 | 4 | 0.0% | 0.0% | 87 | +58 | 40.85% | Q1 2026 | May 06, 2026 |
| Fortis Group Advisors, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PFS Partners, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Western Wealth Management, LLC | History | New | 140 | 3 | 0.0% | — | 93 | +140 | New | Q1 2026 | May 19, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 47 | 1 | 0.0% | — | 96 | +45 | 2250.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 87 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,965 | -100.0% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,295 | -100.0% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -14,208 | -100.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,541 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,770 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,634 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,292 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -617 | -100.0% | Q1 2026 | May 11, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 10, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 19, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |