PBT · Permian Basin Royalty Trust · Shareholders & Ownership
Market Cap
$1.58B
Shares
46.61M
Volume · Oct 20
45.77K
Avg daily vol (3M)
152.34K
Every disclosed holder of PBT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PBT
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 20,157,408 | — |
| Insiders (Forms 3, 4, 5) | 6,217,107 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 2,986,108 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PBT
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
CIK 1056823 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,729,289 | ||
| 1.1 |
Horizon Kinetics Inflation Beneficiaries ETF
Fund
S000070458 · Registered fund · Jun 30, 2026
Listed Funds Trust, not summed
|
1,701,245 | ||
| 1.2 |
Horizon Kinetics Energy and Remediation ETF
Fund
S000079432 · Registered fund · Jun 30, 2026
Listed Funds Trust, not summed
|
9,312 | ||
| 2 |
|
6,217,107 | ||
| 3 |
|
6,217,107 | ||
| 3.1 |
SoftVest Advisors, LLC
13F
CIK 1803391 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,217,107 | ||
| 4 |
MAD RIVER INVESTORS
13F
CIK 1384484 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,005,152 | ||
| 5 |
SCHWARTZ INVESTMENT COUNSEL INC
13F
CIK 909151 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
933,719 | ||
| 5.1 |
AVE MARIA VALUE FUND
Fund
S000001549 · Registered fund · Jun 30, 2026
Schwartz Investment Trust, not summed
|
830,219 | ||
| 5.2 |
AVE MARIA VALUE FOCUSED FUND
Fund
S000001548 · Registered fund · Jun 30, 2026
Schwartz Investment Trust, not summed
|
100,000 | ||
| 6 |
FOUNDATION RESOURCE MANAGEMENT INC
13F
CIK 1179232 · Registered investment adviser · Sep 30, 2026
|
595,636 | ||
| 7 |
Moors & Cabot, Inc.
13F
CIK 1607239 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
570,161 | ||
| 8 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
424,229 | ||
| 9 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
276,005 | ||
| 10 |
Advisory Services Network, LLC
13F
CIK 1573876 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
249,595 | ||
| 11 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
219,718 | ||
| 12 |
Beacon Pointe Advisors, LLC
13F
CIK 1744317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
213,303 | ||
| 13 |
SEI INVESTMENTS CO
13F
CIK 350894 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
211,000 | ||
| 14 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
206,151 | ||
| 15 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
197,716 | ||
| 16 |
SteelPeak Wealth, LLC
13F
CIK 1801868 · Registered investment adviser · Sep 30, 2026
|
187,971 | ||
| 17 |
Kinetics Market Opportunities Portfolio
Fund
S000007856 · Registered fund · Jun 30, 2026
Kinetics Portfolios Trust, not summed
|
127,450 | ||
| 18 |
Lido Advisors, LLC
13F
CIK 1650150 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
117,842 | ||
| 19 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
109,412 | ||
| 20 |
BWM Planning, LLC
13F
CIK 2039698 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
104,397 | ||
| 21 |
Kinetics Small Cap Opportunities Portfolio
Fund
S000007855 · Registered fund · Jun 30, 2026
Kinetics Portfolios Trust, not summed
|
99,600 | ||
| 22 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
95,270 | ||
| 23 |
Atlas Wealth Partners, LLC
13F
CIK 1965798 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,241 | ||
| 24 |
Blue Trust, Inc.
13F
CIK 1856022 · Unknown · Sep 30, 2026
|
75,982 | ||
| 25 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
74,235 | ||
| 26 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,760 | ||
| 27 |
PROMETHIUM ADVISORS,LLC
13F
CIK 2034073 · Registered investment adviser · Sep 30, 2026
|
66,479 | ||
| 28 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
64,182 | ||
| 29 |
Pathstone Holdings, LLC
13F
CIK 2011612 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
62,940 | ||
| 30 |
Essex Financial Services, Inc.
13F
CIK 1315785 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,866 | ||
| 31 |
|
55,058 | ||
| 32 |
MOR Wealth Management, LLC
13F
CIK 2092389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52,534 | ||
| 33 |
Family Manage LLC
13F
CIK 1539947 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,808 | ||
| 34 |
Fielder Capital Group LLC
13F
CIK 2010765 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,726 | ||
| 35 |
Avondale Wealth Management
13F
CIK 1738720 · Registered investment adviser · Sep 30, 2026
|
41,580 | ||
| 36 |
PKS Advisory Services, LLC
13F
CIK 1605401 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,137 | ||
| 37 |
Walleye Capital LLC
13F
CIK 1758720 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
40,394 | ||
| 38 |
Kinetics Global Portfolio
Fund
S000007852 · Registered fund · Jun 30, 2026
Kinetics Portfolios Trust, not summed
|
40,000 | ||
| 39 |
EagleClaw Capital Managment, LLC
13F
CIK 1607636 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,600 | ||
| 40 |
Capital Analysts, LLC
13F
CIK 1624758 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,563 | ||
| 41 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,346 | ||
| 42 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,151 | ||
| 43 |
CAPTRUST FINANCIAL ADVISORS
13F
CIK 1512024 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,892 | ||
| 44 |
BEESE FULMER INVESTMENT MANAGEMENT, INC.
13F
CIK 911274 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,317 | ||
| 45 |
1290 VT Small Cap Value Portfolio
Fund
S000044687 · Registered fund · Jun 30, 2026
EQ Advisors Trust, not summed
|
25,900 | ||
| 46 |
Fruth Investment Management
13F
CIK 1416856 · Unknown · Sep 30, 2026
|
25,400 | ||
| 47 |
Financial Sense Advisors, Inc.
13F
CIK 1358828 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,051 | ||
| 48 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
22,653 | ||
| 49 |
GROUP ONE TRADING LLC
13F
CIK 932540 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,844 | ||
| 50 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,325 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 109 holders
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