CRT Cross Timbers Royalty Trust
Cross Timbers Royalty Trust (CRT) Institutional Ownership
What the institutions did with CRT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| SoftVest Advisors, LLC | 925.0K | 69.4% |
| Ashton Thomas Private Wealth, LLC | 239.9K | 18.0% |
| Beacon Pointe Advisors, LLC | 69.3K | 5.2% |
| MORGAN STANLEY | 21.0K | 1.6% |
| Welch Group, LLC | 16.7K | 1.2% |
| WADDELL & ASSOCIATES, LLC | 15.9K | 1.2% |
| XTX Topco Ltd | 11.0K | 0.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.7K | 0.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10.7K | 0.8% |
| UBS Group AG | 7.6K | 0.6% |
| WELLS FARGO & COMPANY/MN | 2.0K | 0.1% |
| HARBOUR INVESTMENTS, INC. | 1.8K | 0.1% |
| BNP PARIBAS FINANCIAL MARKETS | 814 | 0.1% |
| OSAIC HOLDINGS, INC. | 735 | 0.1% |
| FIRST HORIZON CORP | 100 | 0.0% |
| BlackRock, Inc. | 17 | 0.0% |
| CoreCap Advisors, LLC | 13 | 0.0% |
| Steward Partners Investment Advisory, LLC | 11 | 0.0% |
| Caitong International Asset Management Co., Ltd | 6 | 0.0% |
| ASSETMARK, INC | 3 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| SoftVest Advisors, LLC | Increased | 697.9K | 925.0K | +227.1K |
| CITADEL ADVISORS LLC | Sold Out | 38.9K | 0 | -38.9K |
| MORGAN STANLEY | Increased | 6.2K | 21.0K | +14.8K |
| Ashton Thomas Private Wealth, LLC | Increased | 228.1K | 239.9K | +11.9K |
| MARSHALL WACE, LLP | Sold Out | 11.0K | 0 | -11.0K |
| XTX Topco Ltd | New | 0 | 11.0K | +11.0K |
| Mraz, Amerine & Associates, Inc. | Sold Out | 10.9K | 0 | -10.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 10.7K | +10.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | New | 0 | 10.7K | +10.7K |
| RITHOLTZ WEALTH MANAGEMENT | Sold Out | 10.6K | 0 | -10.6K |
| PNC FINANCIAL SERVICES GROUP, INC. | Sold Out | 10.0K | 0 | -10.0K |
| Beacon Pointe Advisors, LLC | Increased | 62.8K | 69.3K | +6.5K |
| Welch Group, LLC | Increased | 14.9K | 16.7K | +1.8K |
| ROYAL BANK OF CANADA | Sold Out | 205 | 0 | -205 |
| WADDELL & ASSOCIATES, LLC | Increased | 15.8K | 15.9K | +144 |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 707 | 814 | +107 |
| FIRST HORIZON CORP | New | 0 | 100 | +100 |
| OSAIC HOLDINGS, INC. | Increased | 701 | 735 | +34 |
| UBS Group AG | Reduced | 7.6K | 7.6K | -12 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.