NRT Institutional Ownership & Shareholders
NORTH EUROPEAN OIL RTY TRUST (NRT) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Marshall Wace, Llp is currently the largest disclosed institutional shareholder of NRT tracked by InsiderSet, reporting ownership valued at approximately $1.62M in its June 30, 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 $1.88M, representing an estimated gain of +16.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed NRT value among the investors covered in this analysis. Major shareholders include Marshall Wace, Llp, Morgan Stanley, Washington Trust Advisors, Inc., and several other long-term asset managers with concentrated positions in NORTH EUROPEAN OIL RTY TRUST (NRT).
This page ranks the largest institutional NRT 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
29
Total Reported Value
$4.67M
Largest Holder
Marshall Wace, Llp
Largest Position
$1.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Marshall Wace, Llp | 0.00% | 220,995 | $1,615,471 | $1,876,248 | +$260,777 | +16.14% | |
| Morgan Stanley | 0.00% | 84,264 | $615,977 | $715,401 | +$99,424 | +16.14% | |
| Washington Trust Advisors, Inc. | 0.03% | 53,432 | $390,588 | $453,638 | +$63,050 | +16.14% | |
| Lpl Financial Llc | 0.00% | 40,012 | $292,485 | $339,702 | +$47,217 | +16.14% | |
| Integrity Alliance, Llc. | 0.01% | 31,966 | $233,676 | $271,391 | +$37,715 | +16.14% | |
| Susquehanna International Group, Llp | 0.00% | 31,901 | $233,196 | $270,839 | +$37,643 | +16.14% | |
| Peapack Gladstone Financial Corp | 0.00% | 31,247 | $228,000 | $265,287 | +$37,287 | +16.35% | |
| Fruth Investment Management | 0.05% | 31,034 | $226,000 | $263,479 | +$37,479 | +16.58% | |
| Verdad Advisers, Lp | 0.22% | 30,782 | $225,016 | $261,339 | +$36,323 | +16.14% | |
| Jpmorgan Chase & Co | 0.00% | 13,757 | $96,024 | $116,797 | +$20,773 | +21.63% | |
| Gsa Capital Partners Llp | 0.01% | 12,415 | $91,000 | $105,403 | +$14,403 | +15.83% | |
| Sunbelt Securities, Inc. | 0.01% | 10,000 | $90,000 | $84,900 | -$5,100 | -5.67% | |
| Osaic Holdings, Inc. | 0.00% | 11,440 | $83,625 | $97,126 | +$13,501 | +16.14% | |
| Wellington Shields Capital Management, Llc | 0.01% | 10,257 | $74,979 | $87,082 | +$12,103 | +16.14% | |
| Ubs Group Ag | 0.00% | 10,060 | $73,539 | $85,409 | +$11,870 | +16.14% | |
| Wells Fargo & Company/Mn | 0.00% | 5,001 | $36,555 | $42,458 | +$5,903 | +16.15% | |
| Farther Finance Advisors, Llc | 0.00% | 2,201 | $18,709 | $18,686 | -$23 | -0.12% | |
| Hm Payson & Co | 0.00% | 1,750 | $12,793 | $14,858 | +$2,065 | +16.14% | |
| Bnp Paribas Financial Markets | 0.00% | 1,678 | $12,266 | $14,246 | +$1,980 | +16.14% | |
| Wellington Shields & Co., Llc | 0.00% | 1,500 | $10,965 | $12,735 | +$1,770 | +16.14% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 400 | $2,924 | $3,396 | +$472 | +16.14% | |
| Corecap Advisors, Llc | 0.00% | 300 | $2,550 | $2,547 | -$3 | -0.12% | |
| Pacific Center For Financial Services | 0.00% | 312 | $2,281 | $2,649 | +$368 | +16.13% | |
| Harbour Investments, Inc. | 0.00% | 200 | $1,462 | $1,698 | +$236 | +16.14% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 70,049 | $512 | $594,716 | +$594,204 | +116055.47% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 15 | $110 | $127 | +$17 | +15.77% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 13 | $95 | $110 | +$15 | +16.18% | |
| International Assets Investment Management, Llc | 0.00% | 8 | $58 | $68 | +$10 | +17.10% | |
| National Bank Of Canada | 0.00% | 1 | $7 | $8 | +$1 | +21.29% |
Frequently asked questions about NRT
Who are the largest institutional holders of NRT?
The largest institutional holders of NRT reported in the latest SEC Form 13F filings include Marshall Wace, Llp, Morgan Stanley, Washington Trust Advisors, Inc., Lpl Financial Llc, and Integrity Alliance, Llc.. InsiderSet ranks institutional holders by their latest reported NRT position.
What is NRT institutional ownership?
This page tracks NRT positions reported by institutional investment managers through SEC Form 13F. NORTH EUROPEAN OIL RTY TRUST (NRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NRT?
InsiderSet currently tracks 29 institutional managers reporting NRT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NRT shareholders.
How much NRT stock do institutions own?
Institutional investment managers disclosed approximately $4.67M in NRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NRT institutional ownership last updated?
The latest NRT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NRT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NRT position after the reporting date.
Are institutions buying or selling NRT?
Institutional buying and selling can be analyzed by comparing NRT positions across consecutive 13F reporting periods. InsiderSet's NRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NRT ownership changes.
How has NRT institutional ownership changed over time?
InsiderSet tracks NRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.