CROSS TIMBERS ROYALTY TRUST (CRT) Top Institutional Shareholders
CROSS TIMBERS ROYALTY TRUST (CRT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $11.85M in CRT holdings during the latest filing period.
Softvest Advisors, Llc is currently the largest disclosed institutional shareholder of CRT tracked by InsiderSet, reporting ownership valued at approximately $7.38M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.57M, representing an estimated loss of -10.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed CRT value among the investors covered in this analysis. Major shareholders include Softvest Advisors, Llc, Ashton Thomas Private Wealth, Llc, Beacon Pointe Advisors, Llc, and several other long-term asset managers with concentrated positions in CROSS TIMBERS ROYALTY TRUST (CRT).
This page ranks the largest institutional CRT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
23
Total Reported Value
$11.85M
Largest Holder
Softvest Advisors, Llc
Largest Position
$7.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Softvest Advisors, Llc | 1.14% | 697,893 | $7,383,708 | $6,574,152 | -$809,556 | -10.96% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 228,058 | $2,412,854 | $2,148,306 | -$264,548 | -10.96% | |
| Beacon Pointe Advisors, Llc | 0.00% | 62,800 | $664,424 | $591,576 | -$72,848 | -10.96% | |
| Citadel Advisors Llc | 0.00% | 38,861 | $411,149 | $366,071 | -$45,078 | -10.96% | |
| Waddell & Associates, Llc | 0.01% | 15,770 | $166,842 | $148,553 | -$18,289 | -10.96% | |
| Welch Group, Llc | 0.01% | 14,852 | $157,135 | $139,906 | -$17,229 | -10.96% | |
| Marshall Wace, Llp | 0.00% | 11,026 | $116,654 | $103,865 | -$12,789 | -10.96% | |
| Mraz, Amerine & Associates, Inc. | 0.02% | 10,900 | $115,322 | $102,678 | -$12,644 | -10.96% | |
| Ritholtz Wealth Management | 0.00% | 10,558 | $111,704 | $99,456 | -$12,248 | -10.96% | |
| Pnc Financial Services Group, Inc. | 0.00% | 10,000 | $105,800 | $94,200 | -$11,600 | -10.96% | |
| Ubs Group Ag | 0.00% | 7,562 | $80,006 | $71,234 | -$8,772 | -10.96% | |
| Morgan Stanley | 0.00% | 6,186 | $65,448 | $58,272 | -$7,176 | -10.96% | |
| Wells Fargo & Company/Mn | 0.00% | 1,982 | $20,970 | $18,670 | -$2,300 | -10.97% | |
| Harbour Investments, Inc. | 0.00% | 1,800 | $19,044 | $16,956 | -$2,088 | -10.96% | |
| Bnp Paribas Financial Markets | 0.00% | 707 | $7,480 | $6,660 | -$820 | -10.96% | |
| Osaic Holdings, Inc. | 0.00% | 701 | $7,425 | $6,603 | -$822 | -11.07% | |
| Western Wealth Management, Llc | 0.00% | 217 | $2,300 | $2,044 | -$256 | -11.12% | |
| Royal Bank Of Canada | 0.00% | 205 | $2,000 | $1,931 | -$69 | -3.45% | |
| Blackrock, Inc. | 0.00% | 17 | $176 | $160 | -$16 | -9.01% | |
| Corecap Advisors, Llc | 0.00% | 13 | $138 | $122 | -$16 | -11.26% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11 | $116 | $104 | -$12 | -10.67% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 6 | $63 | $57 | -$6 | -10.29% | |
| Assetmark, Inc | 0.00% | 3 | $32 | $28 | -$4 | -11.69% |
Frequently asked questions about CRT
Who owns the most CRT stock?
The largest holders of CRT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CROSS TIMBERS ROYALTY TRUST (CRT).
Is CRT widely held by superinvestors?
Many widely followed stocks like CRT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CRT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.