Cross Timbers Royalty TrustCRT
13F holders, Q2 2026 (June 30)20holders −2
4new positions
6sold out
$9.04avg. 13F price*
At the end of Q2 2026, 20 institutions reported holding Cross Timbers Royalty Trust (CRT) in their 13F filings, down 2 from Q1 2026. 4 opened new positions and 6 sold out. The largest holders were SoftVest Advisors, LLC ($8.4M), Ashton Thomas Private Wealth, LLC ($2.2M) and Beacon Pointe Advisors, LLC ($626K).
- Company
- Cross Timbers Royalty Trust
- CUSIP
- 22757R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $293K |
| Exits | 6 | $863K |
All 13F filers, Q1 2026 → Q2 2026: 294,707 shares bought and 81,562 shares sold, net +213,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| SoftVest Advisors, LLC | 1.33% | Add +32.5% | 924,960 | $8.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +5.2% | 239,924 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.00% | Add +10.3% | 69,292 | $626K |
| Morgan Stanley | 0.00% | Add +239.2% | 20,981 | $190K |
| Welch Group, LLC | 0.01% | Add +12.1% | 16,652 | $151K |
| Waddell & Associates, LLC | 0.01% | Add +0.9% | 15,914 | $144K |
| XTX Topco Ltd | 0.00% | New | 10,964 | $99K |
| Susquehanna International Group, LLP | 0.00% | New | 10,681 | $97K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 10,657 | $96K |
| UBS Group AG | 0.00% | Reduce -0.2% | 7,550 | $68K |
| Wells Fargo & Company | 0.00% | No change | 1,982 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 1,800 | $16K |
| BNP Paribas Financial Markets | 0.00% | Add +15.1% | 814 | $7K |
| Osaic Holdings, Inc. | 0.00% | Add +4.8% | 735 | $7K |
| First Horizon Corp. | 0.00% | New | 100 | $904 |
| BlackRock, Inc. | 0.00% | No change | 17 | $150 |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $118 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11 | $99 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 6 | $54 |
| Assetmark, Inc. | 0.00% | No change | 3 | $27 |
"% of holder's portfolio" is CRT's weight in each manager's 13F, not the share of Cross Timbers Royalty Trust the manager owns.