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SJT · San Juan Basin Royalty Trust

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$2.84 -0.09 (-3.07%) At close · Aug 26
Going-concern doubt — flagged Aug 13, 2026

Substantial doubt about the company's ability to continue as a going concern.

“The anticipated deficit in income to pay the Trust's liabilities described above raises substantial doubt about the Trust's ability to continue as a going concern within one year after issuance date of the financial statements. The accompanying financial statements have been prepared assuming that the Trust will continue as a going concern; however, the above conditions raise substantial doubt about the Trust's ability to do so.”
View the 10-Q filed Aug 13, 2026
Market Cap
$121.18M
Shares
46.61M

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: 82
Total Value: $55,709,234
Total Shares: 17,354,912

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 82 13F filers · Δ vs Mar 31, 2026
Top Holder
43.2%
Sep 2023 → Jun 2026 · range 11.4% – 43.2%
+1.5 pts
Top 5
69.6%
Sep 2023 → Jun 2026 · range 36.7% – 69.6%
+2.1 pts
Top 10
83.1%
Sep 2023 → Jun 2026 · range 57.6% – 83.1%
+1.9 pts
HHI
2,101
Sep 2023 → Jun 2026 · range 445 – 2,101
Moderately concentrated+125

Quarterly Activity

vs Mar 31, 2026
New
7
Increased
21
Decreased
26
Sold Out
14
Unchanged
28
Holder count: -7
Institutional value: -30.9%
Shares held: +3.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
HORIZON KINETICS ASSET MANAGEMENT LLC +515,179 7,494,020
CANNELL CAPITAL LLC +303,297 1,212,760
Lesa Sroufe & Co +234,394 581,264
MARSHALL WACE, LLP +146,452 540,087
JANE STREET GROUP, LLC +93,874 180,114

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. −297,811 641,414
LPL Financial LLC −232,127 148,082
SUSQUEHANNA INTERNATIONAL GROUP, LLP −200,481 28,931
Beacon Pointe Advisors, LLC −73,334 45,000
MORGAN STANLEY −54,770 1,563,319

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
BNP PARIBAS ARBITRAGE, SA 64,366 $206,614
PKS Advisory Services, LLC 37,883 $121,604
Argent Trust Co 35,100 $112,671
HRT FINANCIAL LP 27,467 $88,169
Qube Research & Technologies Ltd 10,629 $34,119

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Waverly Advisors, LLC 44,316 $213,159
State of Wyoming 36,596 $176,026
GK Wealth Management LLC 20,500 $98,605
Quadrature Capital Ltd 19,652 $94,526
Private Advisor Group, LLC 15,712 $75,574
Filter: New 7 Increased 21 Reduced 26 Sold out 14 Unchanged 28
Showing 85 of 85
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
HORIZON KINETICS ASSET MANAGEMENT LLC $24,055,804 43.18% 7,494,020
MORGAN STANLEY $5,018,253 9.01% 1,563,319
CANNELL CAPITAL LLC $3,892,959 6.99% 1,212,760
Ashton Thomas Private Wealth, LLC $3,036,798 5.45% 946,043
Moors & Cabot, Inc. $2,757,999 4.95% 859,190
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $2,058,938 3.70% 641,414
Lesa Sroufe & Co $1,865,857 3.35% 581,264
MARSHALL WACE, LLP $1,733,679 3.11% 540,087
MCDANIEL TERRY & CO $1,021,023 1.83% 318,076
RAYMOND JAMES FINANCIAL INC $817,923 1.47% 254,805
CITADEL ADVISORS LLC $779,802 1.40% 242,929
Advisory Services Network, LLC $771,610 1.39% 240,377
Mraz, Amerine & Associates, Inc. $591,397 1.06% 184,236
JANE STREET GROUP, LLC $578,165 1.04% 180,114
XTX Topco Ltd $548,659 0.98% 170,922
KINGSWOOD WEALTH ADVISORS, LLC $498,994 0.90% 155,450
LPL Financial LLC $475,343 0.85% 148,082
Pingora Partners LLC $433,532 0.78% 135,057
TWO SIGMA INVESTMENTS, LP $307,055 0.55% 95,656
OSAIC HOLDINGS, INC. $306,252 0.55% 95,406
UBS Group AG $289,408 0.52% 90,159
WELLS FARGO & COMPANY/MN $235,696 0.42% 73,426
BNP PARIBAS ARBITRAGE, SA $206,614 0.37% 64,366
Greenfield Seitz Capital Management, LLC $170,451 0.31% 53,100
Creative Planning $170,152 0.31% 53,007
INGALLS & SNYDER LLC $156,166 0.28% 48,650
Beacon Pointe Advisors, LLC $144,450 0.26% 45,000
Meixler Investment Management, Ltd. $143,166 0.26% 44,600
Atlas Wealth Partners, LLC $128,740 0.23% 40,106
PKS Advisory Services, LLC $121,604 0.22% 37,883
First Financial Bankshares Inc $120,375 0.22% 37,500
BANK OF AMERICA CORP /DE/ $120,054 0.22% 37,400
Pekin Hardy Strauss, Inc. $114,757 0.21% 35,750
Welch Group, LLC $113,980 0.20% 35,508
Argent Trust Co $112,671 0.20% 35,100
Delta Investment Management, LLC $110,619 0.20% 34,461
Janney Montgomery Scott LLC $105,930 0.19% 33,000
Key Client Fiduciary Advisors, LLC $102,238 0.18% 31,850
Roundview Capital LLC $96,300 0.17% 30,000
AQR CAPITAL MANAGEMENT LLC $91,427 0.16% 28,482
ROYAL BANK OF CANADA $88,917 0.16% 27,700
HRT FINANCIAL LP $88,169 0.16% 27,467
Clear Harbor Asset Management, LLC $68,453 0.12% 21,325
DWR WEALTH MANAGEMENT, LLC $65,805 0.12% 20,500
GROUP ONE TRADING LLC $65,384 0.12% 20,369
SUSQUEHANNA INTERNATIONAL GROUP, LLP $51,780 0.09% 16,131
CITADEL ADVISORS LLC $51,360 0.09% 16,000
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $50,339 0.09% 15,682
Financial Engines Advisors L.L.C. $49,864 0.09% 15,534
SevenBridge Financial Group, LLC $48,150 0.09% 15,000
Aptus Capital Advisors, LLC $48,150 0.09% 15,000
FOUNDATION RESOURCE MANAGEMENT INC $46,753 0.08% 14,565
Cambridge Investment Research Advisors, Inc. $46,304 0.08% 14,425
CITADEL ADVISORS LLC $46,224 0.08% 14,400
BECK MACK & OLIVER LLC $43,912 0.08% 13,680
SUSQUEHANNA INTERNATIONAL GROUP, LLP $41,088 0.07% 12,800
WEDBUSH SECURITIES INC $36,915 0.07% 11,500
Westfuller Advisors, LLC $36,690 0.07% 11,430
Evernest Financial Advisors, LLC $35,310 0.06% 11,000
SIMPLEX TRADING, LLC $34,828 0.06% 10,850
Qube Research & Technologies Ltd $34,119 0.06% 10,629
Stratos Wealth Partners, LTD. $33,929 0.06% 10,570
Pathstone Holdings, LLC $33,461 0.06% 10,424
Corient Private Wealth LLC $32,514 0.06% 10,129
NATIONAL BANK OF CANADA /FI/ $32,100 0.06% 10,000
Wilmington Savings Fund Society, FSB $16,050 0.03% 5,000
FIFTH THIRD BANCORP $12,958 0.02% 4,037
ADKINS SEALE CAPITAL MANAGEMENT LLC $11,921 0.02% 3,714
AMERIFLEX GROUP, INC. $11,556 0.02% 3,600
EFG International AG $9,951 0.02% 3,100
ROTHSCHILD INVESTMENT LLC $8,785 0.02% 2,737
SouthState Bank Corp $6,420 0.01% 2,000
Steward Partners Investment Advisory, LLC $5,335 0.01% 1,662
JPMORGAN CHASE & CO $2,510 0.00% 782
Morse Asset Management, Inc $1,605 0.00% 500
Arax Advisory Partners $1,300 0.00% 405
IFP Advisors, Inc $1,267 0.00% 395
BlackRock, Inc. $1,206 0.00% 376
Physician Wealth Advisors, Inc. $786 0.00% 245
Plante Moran Financial Advisors, LLC $632 0.00% 197
Allworth Financial LP $481 0.00% 150
NFSG Corp $340 0.00% 106
JNBA Financial Advisors $321 0.00% 100
Caitong International Asset Management Co., Ltd $292 0.00% 91
FMR LLC $160 0.00% 50
Key facts CIK 319655 CUSIP 798241105 13F (30d) 73 filings 70 filers Visit website

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