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, Q3 2025
Institutional positions in Cross Timbers Royalty Trust as of Sep 30, 2025. 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
- 15
- −6 vs. Q2 2025
- Shares held
- 166.7K
- −75.8K (−31.3%) vs. Q2 2025
- Total value
- $1.26M
- −$1.14M (−47.6%) vs. Q2 2025
- New holders
- 1
- 3 more added
- Sold out
- 7
- 8 more reduced
Compare with Q2 2025: 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 | $3.55M |
| Q4 2023 | 27 | $10.2M |
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Cross Timbers Royalty Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 11 | $83 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $98 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 17 | $125 | 0.00% | −4−19.0% | Reduced |
| Wells Fargo & Company | 1,981 | $14.9K | 0.00% | +10+0.5% | Added |
| Bank of America Corp | 2,100 | $15.8K | 0.00% | −1,496−41.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,784 | $21.1K | 0.00% | −523−15.8% | Reduced |
| UBS Group AG | 6,805 | $51.3K | 0.00% | −15,997−70.2% | Reduced |
| The PNC Financial Services Group, Inc. | 10,000 | $75.4K | 0.00% | −500−4.8% | Reduced |
| GWM Advisors LLC | 10,222 | $77.1K | 0.00% | +69+0.7% | Added |
| Scotia Capital Inc. | 11,000 | $82.9K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,379 | $85.8K | 0.00% | −15,270−57.3% | Reduced |
| Waddell & Associates, LLC | 15,156 | $114.3K | 0.01% | +132+0.9% | Added |
| Susquehanna International Group, LLP | 28,128 | $212.1K | 0.00% | +28,128 | New |
| Morgan Stanley | 30,754 | $231.9K | 0.00% | −7,098−18.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 36,301 | $273.7K | 0.04% | −3,700−9.2% | Reduced |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −17,061−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −11,024−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,416−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |