Evid Invest
Who owns PRTWhat PRT owns — n/a

Who owns PermRock Royalty Trust?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.

Institutional ownership of PRT from SEC Form 13F filings across 17 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, 17 institutions disclosed 358,991 shares of PermRock Royalty Trust worth $803,943 — about 3% of shares outstanding; the largest disclosed holder is Saber Capital Managment, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

17

13F holders

$803,943

value, 2026 filers

3%

of shares outstanding (358,991 sh)

2

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 PRT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Saber Capital Managment, LLCNEW143,576$321,6100.2%1.2%new
2BlackRock, Inc.55,405$124,1080.0%0.5%-10.3%
3CERTUITY, LLC55,000$123,2000.0%0.5%0.0%
4SUSQUEHANNA INTERNATIONAL GROUP, LLP39,504$88,4890.0%0.3%+27.0%
5CITADEL ADVISORS LLCNEW14,675$32,8720.0%0.1%new
6CWA Asset Management Group, LLC14,665$32,8500.0%0.1%0.0%
7Cetera Investment Advisers14,453$32,3750.0%0.1%-5.9%
8ROYAL BANK OF CANADA5,000$11,0000.0%0%0.0%
9HHM Wealth Advisors, LLC4,300$9,6320.0%0%0.0%
10AMERIFLEX GROUP, INC.3,500$7,8400.0%0%-30.0%
11Atlantic Union Bankshares Corp3,500$7,8400.0%0%0.0%
12BARCLAYS PLC1,970$4,4130.0%0%-38.8%
13UBS Group AG1,819$4,0750.0%0%+3.9%
14MORGAN STANLEY1,465$3,2830.0%0%-0.1%
15HARBOUR INVESTMENTS, INC.100$2240.0%0%0.0%
16OSAIC HOLDINGS, INC.58$1300.0%0%0.0%
17WELLS FARGO & COMPANY/MN1$20.0%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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.