SBR · Sabine Royalty Trust · Shareholders & Ownership

$71.67 -0.82 (-1.13%)

Market Cap

$1.05B

14.58M

Volume · Oct 28 16.76K Avg daily vol (3M) 29.54K

Every disclosed holder of SBR 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.

How the holder list picks a filing →

Who Owns SBR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: shares outstanding cannot be set against these holders.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	152	2,629,957	—	Yes
Insiders (Forms 3, 4, 5)	0	0	—	Yes
13D/G-only blocks	0	0	—	Yes
Registered funds (N-PORT, not summed)	6	98,837	—	No

% 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 SBR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Americana Partners, LLC 13F CIK 1797678 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	295,755	—	+17,474	Jun 30, 2026	carried, not yet filed for the newest quarter
2	Beacon Pointe Advisors, LLC 13F CIK 1744317 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	252,353	—	+30,386	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Prospera Financial Services Inc 13F CIK 1541625 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	180,835	—	+2,534	Jun 30, 2026	carried, not yet filed for the newest quarter
4	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	143,555	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
5	HORIZON KINETICS ASSET MANAGEMENT LLC 13F CIK 1056823 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	111,796	—	+646	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Horizon Kinetics Inflation Beneficiaries ETF Fund S000070458 · Registered fund · Jun 30, 2026 Listed Funds Trust, not summed	85,201	—	0	Jun 30, 2026	Listed Funds Trust, not summed
5.2	Horizon Kinetics Energy and Remediation ETF Fund S000079432 · Registered fund · Jun 30, 2026 Listed Funds Trust, not summed	591	—	0	Jun 30, 2026	Listed Funds Trust, not summed
6	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	87,436	—	+38,075	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Fayez Sarofim & Co 13F CIK 937729 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	81,346	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Ashton Thomas Private Wealth, LLC 13F CIK 2019663 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	75,578	—	-31,061	Jun 30, 2026	carried, not yet filed for the newest quarter
9	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	66,454	—	-68,810	Jun 30, 2026	carried, not yet filed for the newest quarter
10	CWA Asset Management Group, LLC 13F CIK 1667134 · Registered investment adviser · Sep 30, 2026	62,876	—	-7,912	Sep 30, 2026
11	HOWARD FINANCIAL SERVICES, LTD. 13F CIK 1768130 · Registered investment adviser · Sep 30, 2026	62,217	—	-5,970	Sep 30, 2026
12	Uniplan Investment Counsel, Inc. 13F CIK 1520710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	48,207	—	+9,062	Jun 30, 2026	carried, not yet filed for the newest quarter
13	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,259	—	+3,464	Jun 30, 2026	carried, not yet filed for the newest quarter
14	SCS Capital Management LLC 13F CIK 1303159 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,614	—	+1,499	Jun 30, 2026	carried, not yet filed for the newest quarter
15	MOODY NATIONAL BANK TRUST DIVISION 13F CIK 1092903 · Unknown · Sep 30, 2026	31,896	—	0	Sep 30, 2026
16	Capital Analysts, LLC 13F CIK 1624758 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,020	—	+380	Jun 30, 2026	carried, not yet filed for the newest quarter
17	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	28,320	—	-3,196	Jun 30, 2026	carried, not yet filed for the newest quarter
18	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	28,276	—	+1,457	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHILTON CAPITAL MANAGEMENT LLC 13F CIK 1056859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,698	—	-3,398	Jun 30, 2026	carried, not yet filed for the newest quarter
20	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	26,637	—	+1,304	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Significant Wealth Partners LLC 13F CIK 1964680 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,624	—	+414	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Mraz, Amerine & Associates, Inc. 13F CIK 1542324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,325	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
23	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	23,276	—	+5,552	Jun 30, 2026	carried, not yet filed for the newest quarter
24	PEAPACK GLADSTONE FINANCIAL CORP 13F CIK 1050743 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	23,129	—	+74	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Greenfield Seitz Capital Management, LLC 13F CIK 2097528 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	23,100	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,367	—	-2,691	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Savant Capital, LLC 13F CIK 1482880 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,321	—	+16,339	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Blue Trust, Inc. 13F CIK 1856022 · Unknown · Sep 30, 2026	22,154	—	-2,901	Sep 30, 2026
29	Clare Market Investments LLC 13F CIK 2054098 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,825	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BWM Planning, LLC 13F CIK 2039698 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	21,552	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Concurrent Investment Advisors, LLC 13F CIK 2001015 · Registered investment adviser · Sep 30, 2026	21,344	—	-1,607	Sep 30, 2026
32	VeraBank, N.A. 13F CIK 1767297 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	19,752	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	18,977	—	+18,977	Jun 30, 2026	carried, not yet filed for the newest quarter
34	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,718	—	+429	Jun 30, 2026	carried, not yet filed for the newest quarter
35	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	16,980	—	-4,914	Jun 30, 2026	carried, not yet filed for the newest quarter
36	49 WEALTH MANAGEMENT, LLC 13F CIK 2022291 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,049	—	+16,049	Jun 30, 2026	carried, not yet filed for the newest quarter
37	ALONGSIDE, LLC 13F CIK 2113496 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,049	—	—	Jun 30, 2026	carried, not yet filed for the newest quarter
38	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	15,423	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
39	MERCER GLOBAL ADVISORS INC /ADV 13F CIK 853758 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,134	—	+200	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PFG Advisors 13F CIK 1694435 · Registered investment adviser · Sep 30, 2026	14,796	—	-50	Sep 30, 2026
41	Moors & Cabot, Inc. 13F CIK 1607239 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,596	—	+1	Jun 30, 2026	carried, not yet filed for the newest quarter
42	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,171	—	-717	Jun 30, 2026	carried, not yet filed for the newest quarter
43	MCDANIEL TERRY & CO 13F CIK 1104366 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,000	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Sendero Wealth Management, LLC 13F CIK 1639375 · Registered investment adviser · Sep 30, 2026	12,927	—	0	Sep 30, 2026
45	AMG National Trust Bank 13F CIK 1388829 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,680	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,271	—	-46,572	Jun 30, 2026	carried, not yet filed for the newest quarter
47	RAHLFS CAPITAL, LLC 13F CIK 2056410 · Registered investment adviser · Sep 30, 2026	11,985	—	0	Sep 30, 2026
48	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,980	—	+6,603	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,824	—	+5,067	Jun 30, 2026	carried, not yet filed for the newest quarter
50	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,669	—	+373	Jun 30, 2026	carried, not yet filed for the newest quarter

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 154 holders

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Key facts CIK 710752 CUSIP 785688102 13F (30d) 40 filings 39 filers Visit website Investor relations