SAN JUAN BASIN ROYALTY TRUST - SJT
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 | No change | 7,494,020 | 24,055 | 0.27% | 0.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 1,563,319 | 5,018 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANNELL CAPITAL LLC | History | No change | 1,212,760 | 3,892 | 2.61% | 2.61% | 3 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Moors & Cabot, Inc. | History | No change | 859,190 | 2,758 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAD RIVER INVESTORS | History | New | 597,500 | 2,180 | 0.89% | — | 5 | +597,500 | New | Q3 2026 | Oct 27, 2026 |
| Lesa Sroufe & Co | History | Added to | 592,321 | 2,162 | 1.49% | 1.33% | 6 | +11,057 | 1.9% | Q3 2026 | Oct 29, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 641,414 | 2,058 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 482,614 | 1,761 | 0.04% | 0.06% | 8 | -463,429 | -48.99% | Q3 2026 | Nov 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 540,087 | 1,733 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCDANIEL TERRY & CO | History | No change | 318,076 | 1,021 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 273,329 | 877 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 254,805 | 817 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 240,377 | 771 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 184,236 | 672 | 0.1% | 0.08% | 14 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 180,114 | 578 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 155,150 | 566 | 0.02% | 0.02% | 16 | -300 | -0.19% | Q3 2026 | Oct 23, 2026 |
| XTX Topco Ltd | History | No change | 170,922 | 548 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | New | 145,489 | 531 | 0.04% | — | 18 | +145,489 | New | Q3 2026 | Oct 28, 2026 |
| LPL Financial LLC | History | No change | 148,082 | 475 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pingora Partners LLC | History | No change | 135,057 | 433 | 0.25% | 0.25% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 95,656 | 307 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 95,406 | 306 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 90,159 | 289 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 73,426 | 235 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 64,366 | 206 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 54,007 | 197 | 0.0% | 0.0% | 26 | +1,000 | 1.89% | Q3 2026 | Nov 02, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 52,350 | 191 | 0.06% | 0.05% | 27 | -750 | -1.41% | Q3 2026 | Oct 29, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 43,206 | 157 | 0.16% | 0.14% | 28 | +3,100 | 7.73% | Q3 2026 | Nov 03, 2026 |
| INGALLS & SNYDER LLC | History | No change | 48,650 | 156 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 45,000 | 144 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 39,000 | 142 | 0.08% | 0.08% | 31 | -5,600 | -12.56% | Q3 2026 | Nov 03, 2026 |
| Welch Group, LLC | History | No change | 35,508 | 129 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PKS Advisory Services, LLC | History | No change | 37,883 | 121 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 37,500 | 120 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 37,400 | 120 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 32,850 | 119 | 0.03% | 0.03% | 36 | +1,000 | 3.14% | Q3 2026 | Oct 19, 2026 |
| Argent Trust Co | History | No change | 35,100 | 112 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Delta Investment Management, LLC | History | No change | 34,461 | 110 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 33,000 | 106 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Roundview Capital LLC | History | No change | 30,000 | 96 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,931 | 92 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,482 | 91 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 27,700 | 89 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 27,467 | 88 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,149 | 81 | 0.0% | 0.0% | 45 | +7,724 | 53.55% | Q3 2026 | Nov 02, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 20,750 | 75 | 0.01% | 0.01% | 46 | -15,000 | -41.96% | Q3 2026 | Nov 02, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 20,500 | 74 | 0.05% | 0.04% | 47 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 18,825 | 68 | 0.0% | 0.0% | 48 | -2,500 | -11.72% | Q3 2026 | Nov 05, 2026 |
| GROUP ONE TRADING LLC | History | No change | 20,369 | 65 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | No change | 14,565 | 53 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 15,000 | 52 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 15,682 | 50 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 15,534 | 49 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 15,000 | 48 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 13,680 | 43 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,500 | 42 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Westfuller Advisors, LLC | History | No change | 11,430 | 36 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Split Creek LLC DBA Split Creek Capital LLC | History | No change | 10,000 | 36 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 11,000 | 35 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 10,629 | 34 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,570 | 33 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,424 | 33 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 10,000 | 32 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 10,129 | 32 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,000 | 18 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,113 | 15 | 0.0% | 0.0% | 66 | -6,737 | -62.09% | Q3 2026 | Nov 04, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 3,714 | 13 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,037 | 12 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,600 | 11 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 3,100 | 9 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 3,000 | 9 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,737 | 8 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SouthState Bank Corp | History | No change | 2,000 | 6 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,662 | 5 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 782 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 405 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 395 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Morse Asset Management, Inc | History | No change | 500 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 376 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -245 | -100.0% | Q3 2026 | Oct 20, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 116 | 0 | — | — | — | +25 | 27.47% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 197 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NFSG Corp | History | No change | 106 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |