Cross Timbers Royalty Trust
CRT· NYSE
CRTCross Timbers Royalty Trust
Who holds Cross Timbers Royalty Trust, from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 925K | +32.5% | $8.4M | 0.9% | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | 239.9K | +5.2% | $2.2M | 0.1% | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | 69.3K | +10.3% | $626.4K | 0.1% | Aug 18, 2026 |
| Morgan Stanley | 21K | +239.2% | $189.7K | 0% | Aug 13, 2026 |
| Welch Group, LLC | 16.7K | +12.1% | $150.5K | 0.1% | Jul 23, 2026 |
| Waddell & Associates, LLC | 15.9K | +0.9% | $143.9K | 0.1% | Jul 15, 2026 |
| XTX Topco Ltd | 11K | New | $99.1K | 0.1% | Aug 14, 2026 |
| Susquehanna International Group, LLP | 10.7K | New | $96.6K | 0% | Aug 14, 2026 |
| O'Shaughnessy Asset Management, LLC | 10.7K | New | $96.3K | 0.1% | Aug 13, 2026 |
| UBS Group AG | 7.6K | −0.2% | $68.3K | 0% | Aug 13, 2026 |
| Wells Fargo & Company | 2K | ±0% | $17.9K | 0% | Aug 14, 2026 |
| Harbour Investments, Inc. | 1.8K | ±0% | $16.3K | 0.1% | Aug 12, 2026 |
| BNP Paribas Financial Markets | 814 | +15.1% | $7.4K | 0% | Aug 13, 2026 |
| Osaic Holdings, Inc. | 735 | +4.9% | $6.7K | 0% | Aug 14, 2026 |
| First Horizon Corp | 100 | New | $904 | 0% | Jul 20, 2026 |
| BlackRock, Inc. | 17 | ±0% | $150 | 0% | Aug 7, 2026 |
| CoreCap Advisors, LLC | 13 | ±0% | $118 | 0% | Jul 6, 2026 |
| Steward Partners Investment Advisory, LLC | 11 | ±0% | $99 | 0% | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | 6 | ±0% | $54 | 0% | Aug 5, 2026 |
| Assetmark, Inc | 3 | ±0% | $27 | 0% | Jul 30, 2026 |
