Who Owns CROSS TIMBERS ROYALTY TRUST (CRT)? -- Institutional Holders (2026-06-30)

26 institutions reported holding $12.1M of CROSS TIMBERS ROYALTY TRUST (CRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: SoftVest Advisors, LLC ($8.4M), Ashton Thomas Private Wealth, LLC ($2.2M), Beacon Pointe Advisors, LLC ($626,400), MORGAN STANLEY ($189,671), Welch Group, LLC ($150,535). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SoftVest Advisors, LLC$8.4M924,960Added
2Ashton Thomas Private Wealth, LLC$2.2M239,924Added
3Beacon Pointe Advisors, LLC$626,40069,292Added
4MORGAN STANLEY$189,67120,981Added
5Welch Group, LLC$150,53516,652Added
6WADDELL & ASSOCIATES, LLC$143,86715,914Added
7XTX Topco Ltd$99,11510,964New
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$96,55610,681New
9O'SHAUGHNESSY ASSET MANAGEMENT, LLC$96,33910,657New
10UBS Group AG$68,2527,550Trimmed
11WELLS FARGO & COMPANY/MN$17,9201,982Hold
12HARBOUR INVESTMENTS, INC.$16,2721,800Hold
13BNP PARIBAS FINANCIAL MARKETS$7,359814Added
14OSAIC HOLDINGS, INC.$6,656735Added
15FIRST HORIZON CORP$904100New
16BlackRock, Inc.$15017Hold
17CoreCap Advisors, LLC$11813Hold
18Steward Partners Investment Advisory, LLC$9911Hold
19Caitong International Asset Management Co., Ltd$546Hold
20ASSETMARK, INC$273Hold
21Royal Bank of Canada$00Exited
22MARSHALL WACE, LLP$00Exited
23CITADEL ADVISORS LLC$00Exited
24Mraz, Amerine & Associates, Inc.$00Exited
25RITHOLTZ WEALTH MANAGEMENT$00Exited

Source: SEC Form 13F filings · as of 2026-06-30