Cross Timbers Royalty Trust
CRT- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000881787
In the last 90 days, Cross Timbers Royalty Trust insiders filed 6 open-market purchases and 0 sales; 20 institutions reported holding it in 13F filings for Q2 2026, worth $12.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Cross Timbers Royalty Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 20
- −2 vs. Q1 2026
- Shares held
- 1.33M
- +213.1K (+19.0%) vs. Q1 2026
- Total value
- $12.1M
- +$202.4K (+1.7%) vs. Q1 2026
- New holders
- 4
- 8 more added
- Sold out
- 6
- 1 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 20 | $12.1M |
| Q1 2026 | 22 | $11.8M |
| Q4 2025 | 13 | $830.8K |
| Q3 2025 | 15 | $1.26M |
| Q2 2025 | 21 | $2.40M |
| Q1 2025 | 18 | $2.04M |
| Q4 2024 | 21 | $2.46M |
| Q3 2024 | 19 | $1.66M |
| Q2 2024 | 21 | $1.92M |
| Q1 2024 | 21 | $4.35M |
| Q4 2023 | 27 | $10.5M |
| Q3 2023 | 24 | $10.8M |
| Q2 2023 | 25 | $12.3M |
| Q1 2023 | 27 | $9.70M |
| Q4 2022 | 28 | $15.5M |
| Q3 2022 | 23 | $9.99M |
| Q2 2022 | 28 | $8.67M |
| Q1 2022 | 19 | $8.43M |
| Q4 2021 | 18 | $6.52M |
| Q3 2021 | 20 | $8.36M |
| Q2 2021 | 20 | $8.06M |
| Q1 2021 | 22 | $6.26M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Cross Timbers Royalty Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 924,960 | $8.36M | 1.33% | +227,067+32.5% | Added |
| Ashton Thomas Private Wealth, LLC | 239,924 | $2.17M | 0.05% | +11,866+5.2% | Added |
| Beacon Pointe Advisors, LLC | 69,292 | $626.4K | 0.00% | +6,492+10.3% | Added |
| Morgan Stanley | 20,981 | $189.7K | 0.00% | +14,795+239.2% | Added |
| Welch Group, LLC | 16,652 | $150.5K | 0.01% | +1,800+12.1% | Added |
| Waddell & Associates, LLC | 15,914 | $143.9K | 0.01% | +144+0.9% | Added |
| XTX Topco Ltd | 10,964 | $99.1K | 0.00% | +10,964 | New |
| Susquehanna International Group, LLP | 10,681 | $96.6K | 0.00% | +10,681 | New |
| O'Shaughnessy Asset Management, LLC | 10,657 | $96.3K | 0.00% | +10,657 | New |
| UBS Group AG | 7,550 | $68.3K | 0.00% | −12−0.2% | Reduced |
| Wells Fargo & Company | 1,982 | $17.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,800 | $16.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 814 | $7.36K | 0.00% | +107+15.1% | Added |
| Advisor Group Holdings, Inc. | 735 | $6.66K | 0.00% | +34+4.9% | Added |
| First Horizon Corp | 100 | $904 | 0.00% | +100 | New |
| BlackRock, Inc. | 17 | $150 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $118 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11 | $99 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6 | $54 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $27 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −38,861−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,026−100.0% | Sold out |
| Mraz, Amerine & Associates, Inc. | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −10,558−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −205−100.0% | Sold out |