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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+6,492+10.3%69,292$626.40KQ2 2026Aug 18, 2026
Softvest Advisors, LlcBuy+227,067+32.5%924,960$8.36MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+10,96410,964$99.11KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+10,68110,681$96.56KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+34+4.9%735$6.66KQ2 2026Aug 14, 2026
Morgan StanleyBuy+14,795+239.2%20,981$189.67KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+10,65710,657$96.34KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+107+15.1%814$7.36KQ2 2026Aug 13, 2026
Ubs Group AgSell-12-0.2%7,550$68.25KQ2 2026Aug 13, 2026
Ashton Thomas Private Wealth, LlcBuy+11,866+5.2%239,924$2.17MQ2 2026Jul 29, 2026
Welch Group, LlcBuy+1,800+12.1%16,652$150.53KQ2 2026Jul 23, 2026
First Horizon CorpBuy+100100$904.00Q2 2026Jul 20, 2026
Waddell & Associates, LlcBuy+144+0.9%15,914$143.87KQ2 2026Jul 15, 2026
Western Wealth Management, LlcSell-217-100.0%0$0.00Q2 2026May 19, 2026
Citadel Advisors LlcSell-38,861-100.0%0$0.00Q2 2026May 15, 2026
Marshall Wace, LlpSell-11,026-100.0%0$0.00Q2 2026May 15, 2026
Royal Bank Of CanadaSell-205-100.0%0$0.00Q2 2026May 15, 2026
Pnc Financial Services Group, Inc.Sell-10,000-100.0%0$0.00Q2 2026May 08, 2026
Mraz, Amerine & Associates, Inc.Sell-10,900-100.0%0$0.00Q2 2026May 05, 2026
Ritholtz Wealth ManagementSell-10,558-100.0%0$0.00Q2 2026Apr 20, 2026
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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.