SABINE ROYALTY TRUST (SBR) — Institutional Holders, Q2 2026 (page 2)
150 institutional investment managers reported a SBR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $198.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 150. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SBR 13F holders ranked 101–150 of 150
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Ackerman Capital Advisors#101 · 3,417 sh | 3,417 | $250.1K | 0.05% | 0.0% |
| 102 | CAPTRUST FINANCIAL ADVISORS#102 · 3,387 sh | 3,387 | $247.9K | <0.01% | 0.0% |
| 103 | Mariner#103 · 3,308 sh | 3,308 | $242.1K | <0.01% | New |
| 104 | Focus Partners Advisor Solutions#104 · 3,058 sh | 3,058 | $223.9K | <0.01% | 0.0% |
| 105 | BOKF, NA#105 · 3,000 sh | 3,000 | $219.6K | <0.01% | 0.0% |
| 106 | Artesa Financial Group#106 · 2,847 sh | 2,847 | $208.4K | 0.18% | 0.0% |
| 107 | Geneos Wealth Management#107 · 1,777 sh | 1,777 | $130.1K | <0.01% | 0.0% |
| 108 | FIFTH THIRD BANCORP#108 · 1,613 sh | 1,613 | $118.1K | <0.01% | +25.8% |
| 109 | Wilmington Savings Fund Society, FSB#109 · 1,500 sh | 1,500 | $109.8K | — | 0.0% |
| 110 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#110 · 1,437 sh | 1,437 | $105.2K | — | 0.0% |
| 111 | BNP PARIBAS FINANCIAL MARKETS#111 · 1,393 sh | 1,393 | $102.0K | 0.00% | -60.1% |
| 112 | BankPlus Department#112 · 1,360 sh | 1,360 | $99.6K | 0.02% | 0.0% |
| 113 | JPMORGAN CHASE#113 · 1,329 sh | 1,329 | $96.6K | 0.00% | -91.8% |
| 114 | PNC FINANCIAL SERVICES GROUP#114 · 1,314 sh | 1,314 | $96.2K | 0.00% | -60.5% |
| 115 | NewEdge Advisors#115 · 1,040 sh | 1,040 | $76.1K | <0.01% | New |
| 116 | Quaker Wealth Management#116 · 1,000 sh | 1,000 | $73.2K | — | 0.0% |
| 117 | Citizens National Bank Department#117 · 1,000 sh | 1,000 | $73.2K | 0.01% | 0.0% |
| 118 | US BANCORP \DE\#118 · 1,000 sh | 1,000 | $73.2K | <0.01% | 0.0% |
| 119 | Farther Finance Advisors#119 · 912 sh | 912 | $66.7K | — | +5.4% |
| 120 | SHP Wealth Management#120 · 836 sh | 836 | $61.2K | <0.01% | +1.8% |
| 121 | CITIGROUP#121 · 787 sh | 787 | $57.6K | 0.00% | +29.9% |
| 122 | Signature Resources Capital Management#122 · 600 sh | 600 | $43.9K | — | 0.0% |
| 123 | HUNTINGTON NATIONAL BANK#123 · 500 sh | 500 | $36.6K | <0.01% | 0.0% |
| 124 | AMERICAN NATIONAL BANK#124 · 483 sh | 483 | $35.4K | — | 0.0% |
| 125 | Olistico Wealth#125 · 427 sh | 427 | $31.3K | — | 0.0% |
| 126 | BOK Financial Private Wealth#126 · 425 sh | 425 | $31.1K | <0.01% | New |
| 127 | WealthCollab#127 · 413 sh | 413 | $30.2K | 0.01% | -17.6% |
| 128 | Allworth Financial#128 · 386 sh | 386 | $28.3K | <0.01% | 0.0% |
| 129 | JONES FINANCIAL COMPANIES LLLP#129 · 300 sh | 300 | $22.0K | 0.00% | New |
| 130 | Rockefeller Capital Management L.P.#130 · 228 sh | 228 | $16.7K | 0.00% | 0.0% |
| 131 | PlanVest Financial#131 · 226 sh | 226 | $16.5K | 0.01% | 0.0% |
| 132 | Steward Partners Investment Advisory#132 · 200 sh | 200 | $14.6K | <0.01% | 0.0% |
| 133 | CALDWELL SUTTER CAPITAL#133 · 200 sh | 200 | $14.6K | <0.01% | New |
| 134 | Federation des caisses Desjardins du Quebec#134 · 150 sh | 150 | $11.0K | 0.00% | 0.0% |
| 135 | Parallel Advisors#135 · 120 sh | 120 | $8.8K | <0.01% | +1400.0% |
| 136 | DHJJ Financial Advisors, Ltd.#136 · 116 sh | 116 | $8.5K | — | +1.8% |
| 137 | FMR#137 · 97 sh | 97 | $7.1K | 0.00% | -50.3% |
| 138 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#138 · 85 sh | 85 | $6.2K | 0.00% | 0.0% |
| 139 | EverSource Wealth Advisors#139 · 75 sh | 75 | $5.5K | <0.01% | +158.6% |
| 140 | Global Retirement Partners#140 · 53 sh | 53 | $3.9K | <0.01% | — |
| 141 | UMB Bank, n.a.#141 · 45 sh | 45 | $3.3K | 0.00% | 0.0% |
| 142 | TD PRIVATE CLIENT WEALTH#142 · 36 sh | 36 | $2.6K | 0.00% | +28.6% |
| 143 | Aventura Private Wealth#143 · 34 sh | 34 | $2.5K | <0.01% | 0.0% |
| 144 | Mosley Wealth Management#144 · 26 sh | 26 | $1.9K | — | -3.7% |
| 145 | ASSETMARK#145 · 13 sh | 13 | $952.00 | — | 0.0% |
| 146 | Integrated Wealth Concepts#146 · 13 sh | 13 | $952.00 | 0.00% | New |
| 147 | Russell Investments Group, Ltd.#147 · 10 sh | 10 | $732.00 | 0.00% | 0.0% |
| 148 | SRS Capital Advisors#148 · 2 sh | 2 | $146.00 | 0.00% | -33.3% |
| 149 | TD Waterhouse Canada#149 · 1 sh | 1 | $73.00 | — | New |
| 150 | Decker Retirement Planning#150 · 0 sh | 0 | $25.00 | — | New |
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.