CRT · Cross Timbers Royalty Trust
$10.61
+0.00 (+0.00%)
At close · Aug 25
Market Cap
$63.66M
Shares
6.00M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 20
Total Value: $12,050,817
Total Shares: 1,333,056
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 20 13F filers · Δ vs Mar 31, 2026Top Holder
69.4%
+7.1 pts
Top 5
95.4%
+2.3 pts
Top 10
99.6%
+1.3 pts
HHI
5,173
Highly concentrated+825
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
8
Decreased
1
Sold Out
7
Unchanged
7
Holder count:
-3
Institutional value:
+1.7%
Shares held:
+19.0%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small SoftVest Advisors, LLC | +227,067 | 924,960 | |
| Mega MORGAN STANLEY | +14,795 | 20,981 | |
| Mid Ashton Thomas Private Wealth, LLC | +11,866 | 239,924 | |
| Mid Beacon Pointe Advisors, LLC | +6,492 | 69,292 | |
| Mid Welch Group, LLC | +1,800 | 16,652 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | −12 | 7,550 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid XTX Topco Ltd | 10,964 | $99,114 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,681 | $96,556 | |
| Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10,657 | $96,339 | |
| Mid FIRST HORIZON CORP | 100 | $904 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 38,861 | $411,149 | |
| Large MARSHALL WACE, LLP | 11,026 | $116,654 | |
| Small Mraz, Amerine & Associates, Inc. | 10,900 | $115,322 | |
| Mid RITHOLTZ WEALTH MANAGEMENT | 10,558 | $111,703 | |
| Mega PNC FINANCIAL SERVICES GROUP, INC. | 10,000 | $105,800 |