PRT

PermRock Royalty Trust

Company with tickers: PRT

CIK
1724009
CUSIP
714254109
Shares Outstanding
12,165,732
Holders: 19
Total Value: $794,753
Total Shares: 240,836

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 19 13F filers · Δ vs Dec 31, 2025
Top Holder
25.6%
+5.1 pts
Top 5
79.7%
+5.3 pts
Top 10
96.0%
+2.1 pts
HHI
1,600
Moderately concentrated +316

Quarterly Activity

vs Dec 31, 2025
New
19
Increased
0
Decreased
0
Sold Out
21
Unchanged
0
Holder count: -2
Institutional value: -5.5%
Shares held: -20.1%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega BlackRock, Inc. 61,739 $203,738
Mid CERTUITY, LLC 55,000 $181,500
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,104 $102,643
Small HOWARD FINANCIAL SERVICES, LTD. 28,741 $94,845
Large Cetera Investment Advisers 15,353 $50,664

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega BlackRock, Inc. 61,739 $172,251
Mid Camden Capital, LLC 55,000 $153,450
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,627 $113,349
Mega CITADEL ADVISORS LLC 37,958 $105,902
Small HOWARD FINANCIAL SERVICES, LTD. 28,741 $80,187
Holder Value (USD) % of 13F Shares Action
Mega BlackRock, Inc. $203,738 25.64% 61,739 View
Mid CERTUITY, LLC $181,500 22.84% 55,000 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $102,643 12.92% 31,104 View
Small HOWARD FINANCIAL SERVICES, LTD. $94,845 11.93% 28,741 View
Large Cetera Investment Advisers $50,664 6.37% 15,353 View
Mid CWA Asset Management Group, LLC $48,394 6.09% 14,665 View
Mega JANE STREET GROUP, LLC $33,669 4.24% 10,203 View
Small AMERIFLEX GROUP, INC. $16,500 2.08% 5,000 View
Mega ROYAL BANK OF CANADA $16,500 2.08% 5,000 View
Small HHM Wealth Advisors, LLC $14,190 1.79% 4,300 View
Mid Atlantic Union Bankshares Corp $11,550 1.45% 3,500 View
Mega BARCLAYS PLC $10,629 1.34% 3,221 View
Mega UBS Group AG $5,778 0.73% 1,751 View
Mega MORGAN STANLEY $3,465 0.44% 1,050 View
Mid HARBOUR INVESTMENTS, INC. $330 0.04% 100 View
Mid OSAIC HOLDINGS, INC. $191 0.02% 58 View
Mid Sound Income Strategies, LLC $161 0.02% 49 View
Small Caitong International Asset Management Co., Ltd $3 0.00% 1 View
Mega WELLS FARGO & COMPANY/MN $3 0.00% 1 View