CROSS TIMBERS ROYALTY TRUST (CRT) — Institutional Holders, Q2 2026
20 institutional investment managers reported a CRT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.1M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CRT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- SoftVest AdvisorsAdded · +227,067 sh+$2.1M
- MORGAN STANLEYAdded · +14,795 sh+$133.7K
- Ashton Thomas Private WealthAdded · +11,866 sh+$107.3K
- XTX Topco LtdNew · +10,964 sh+$99.1K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPNew · +10,681 sh+$96.6K
Biggest sellers
- CITADEL ADVISORSSold out · -38,861 sh-$351.3K
- MARSHALL WACE, LLPSold out · -11,026 sh-$99.7K
- Mraz, Amerine & AssociatesSold out · -10,900 sh-$98.5K
- RITHOLTZ WEALTH MANAGEMENTSold out · -10,558 sh-$95.4K
- PNC FINANCIAL SERVICES GROUPSold out · -10,000 sh-$90.4K
CRT 13F holders ranked 1–20 of 20
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SoftVest Advisors#1 · 924,960 sh | 924,960 | $8.4M | 0.91% | +32.5% |
| 2 | Ashton Thomas Private Wealth#2 · 239,924 sh | 239,924 | $2.2M | 0.05% | +5.2% |
| 3 | Beacon Pointe Advisors#3 · 69,292 sh | 69,292 | $626.4K | <0.01% | +10.3% |
| 4 | MORGAN STANLEY#4 · 20,981 sh | 20,981 | $189.7K | 0.00% | +239.2% |
| 5 | Welch Group#5 · 16,652 sh | 16,652 | $150.5K | <0.01% | +12.1% |
| 6 | WADDELL & ASSOCIATES#6 · 15,914 sh | 15,914 | $143.9K | <0.01% | +0.9% |
| 7 | XTX Topco Ltd#7 · 10,964 sh | 10,964 | $99.1K | <0.01% | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#8 · 10,681 sh | 10,681 | $96.6K | 0.00% | New |
| 9 | O'SHAUGHNESSY ASSET MANAGEMENT#9 · 10,657 sh | 10,657 | $96.3K | <0.01% | New |
| 10 | UBS Group AG#10 · 7,550 sh | 7,550 | $68.3K | 0.00% | -0.2% |
| 11 | WELLS FARGO & COMPANY#11 · 1,982 sh | 1,982 | $17.9K | 0.00% | 0.0% |
| 12 | HARBOUR INVESTMENTS#12 · 1,800 sh | 1,800 | $16.3K | <0.01% | 0.0% |
| 13 | BNP PARIBAS FINANCIAL MARKETS#13 · 814 sh | 814 | $7.4K | 0.00% | +15.1% |
| 14 | OSAIC#14 · 735 sh | 735 | $6.7K | 0.00% | +4.9% |
| 15 | FIRST HORIZON NATIONAL#15 · 100 sh | 100 | $904.00 | — | New |
| 16 | BlackRock#16 · 17 sh | 17 | $150.00 | 0.00% | 0.0% |
| 17 | CoreCap Advisors#17 · 13 sh | 13 | $118.00 | — | 0.0% |
| 18 | Steward Partners Investment Advisory#18 · 11 sh | 11 | $99.00 | 0.00% | 0.0% |
| 19 | Caitong International Asset Management , Ltd#19 · 6 sh | 6 | $54.00 | 0.00% | 0.0% |
| 20 | ASSETMARK#20 · 3 sh | 3 | $27.00 | — | 0.0% |
Funds that sold out of CRT in Q2 2026 (7)
Held CRT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| CITADEL ADVISORS38,861 sh | 38,861 | $411.1K |
| MARSHALL WACE, LLP11,026 sh | 11,026 | $116.7K |
| Mraz, Amerine & Associates10,900 sh | 10,900 | $115.3K |
| RITHOLTZ WEALTH MANAGEMENT10,558 sh | 10,558 | $111.7K |
| PNC FINANCIAL SERVICES GROUP10,000 sh | 10,000 | $105.8K |
| Western Wealth Management217 sh | 217 | $2.3K |
| ROYAL BANK OF CANADA205 sh | 205 | $2.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.