Who owns CROSS TIMBERS ROYALTY TRUST?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CRT from SEC Form 13F filings across 20 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 20 institutions disclosed 1.3M shares of CROSS TIMBERS ROYALTY TRUST worth $12.1M — about 22.2% of shares outstanding; the largest disclosed holder is SoftVest Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
20
13F holders
$12.1M
value, 2026 filers
22.2%
of shares outstanding (1.3M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CRT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SoftVest Advisors, LLC | 924,960 | $8.4M | 0.9% | 15.4% | +32.5% |
| 2 | Ashton Thomas Private Wealth, LLC | 239,924 | $2.2M | 0.0% | 4% | +5.2% |
| 3 | Beacon Pointe Advisors, LLC | 69,292 | $626,400 | 0.0% | 1.2% | +10.3% |
| 4 | MORGAN STANLEY | 20,981 | $189,671 | 0.0% | 0.3% | +239.2% |
| 5 | Welch Group, LLC | 16,652 | $150,535 | 0.0% | 0.3% | +12.1% |
| 6 | WADDELL & ASSOCIATES, LLC | 15,914 | $143,867 | 0.0% | 0.3% | +0.9% |
| 7 | XTX Topco LtdNEW | 10,964 | $99,115 | 0.0% | 0.2% | new |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 10,681 | $96,556 | 0.0% | 0.2% | new |
| 9 | O'SHAUGHNESSY ASSET MANAGEMENT, LLCNEW | 10,657 | $96,339 | 0.0% | 0.2% | new |
| 10 | UBS Group AG | 7,550 | $68,252 | 0.0% | 0.1% | -0.2% |
| 11 | WELLS FARGO & COMPANY/MN | 1,982 | $17,920 | 0.0% | 0% | 0.0% |
| 12 | HARBOUR INVESTMENTS, INC. | 1,800 | $16,272 | 0.0% | 0% | 0.0% |
| 13 | BNP PARIBAS FINANCIAL MARKETS | 814 | $7,359 | 0.0% | 0% | +15.1% |
| 14 | OSAIC HOLDINGS, INC. | 735 | $6,656 | 0.0% | 0% | +4.9% |
| 15 | FIRST HORIZON CORPNEW | 100 | $904 | 0.0% | 0% | new |
| 16 | BlackRock, Inc. | 17 | $150 | 0.0% | 0% | 0.0% |
| 17 | CoreCap Advisors, LLC | 13 | $118 | 0.0% | 0% | 0.0% |
| 18 | Steward Partners Investment Advisory, LLC | 11 | $99 | 0.0% | 0% | 0.0% |
| 19 | Caitong International Asset Management Co., Ltd | 6 | $54 | 0.0% | 0% | 0.0% |
| 20 | ASSETMARK, INC | 3 | $27 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.