CROSS TIMBERS ROYALTY TRUST (CRT) Institutional Ownership Changes & 13F Activity
CROSS TIMBERS ROYALTY TRUST (CRT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Softvest Advisors, Llc, Citadel Advisors Llc, Morgan Stanley, Ashton Thomas Private Wealth, Llc, and Marshall Wace, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +6,492 | +10.3% | 69,292 | $626.40K | Q2 2026 | Aug 18, 2026 |
| Softvest Advisors, Llc | Buy | +227,067 | +32.5% | 924,960 | $8.36M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +10,964 | — | 10,964 | $99.11K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +10,681 | — | 10,681 | $96.56K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +34 | +4.9% | 735 | $6.66K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +14,795 | +239.2% | 20,981 | $189.67K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +10,657 | — | 10,657 | $96.34K | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +107 | +15.1% | 814 | $7.36K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -12 | -0.2% | 7,550 | $68.25K | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +11,866 | +5.2% | 239,924 | $2.17M | Q2 2026 | Jul 29, 2026 |
| Welch Group, Llc | Buy | +1,800 | +12.1% | 16,652 | $150.53K | Q2 2026 | Jul 23, 2026 |
| First Horizon Corp | Buy | +100 | — | 100 | $904.00 | Q2 2026 | Jul 20, 2026 |
| Waddell & Associates, Llc | Buy | +144 | +0.9% | 15,914 | $143.87K | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, Llc | Sell | -217 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Citadel Advisors Llc | Sell | -38,861 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Marshall Wace, Llp | Sell | -11,026 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -205 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -10,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Mraz, Amerine & Associates, Inc. | Sell | -10,900 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Ritholtz Wealth Management | Sell | -10,558 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 20, 2026 |
Frequently asked questions about CRT activity
Which institutional owners are buying CRT?
Institutional owners buying CRT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CRT activity?
"Buy" means an investor increased their reported position in CRT compared to the prior reporting period. This reflects growing exposure to CROSS TIMBERS ROYALTY TRUST (CRT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CRT increasing?
Institutional interest in CRT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CRT Institutional Insights
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