Cross Timbers Royalty TrustCRT
13F holders, Q1 2025 (March 31)18holders −3
1new positions
4sold out
$12.88avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Cross Timbers Royalty Trust (CRT) in their 13F filings, down 3 from Q4 2024. 1 opened new positions and 4 sold out. The largest holders were Mraz, Amerine & Associates, Inc. ($484K), UBS Group AG ($299K) and Morgan Stanley ($292K).
- Company
- Cross Timbers Royalty Trust
- CUSIP
- 22757R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $272 |
| Exits | 4 | $933K |
All 13F filers, Q4 2024 → Q1 2025: 27,264 shares bought and 117,943 shares sold, net −90,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Mraz, Amerine & Associates, Inc. | 0.08% | Reduce -1.2% | 40,001 | $484K |
| UBS Group AG | 0.00% | Add +89.6% | 22,681 | $299K |
| Morgan Stanley | 0.00% | Reduce -30.4% | 22,151 | $292K |
| Composition Wealth, LLC | 0.00% | Add +20.0% | 18,000 | $237K |
| Waddell & Associates, LLC | 0.02% | Add +1.9% | 14,649 | $191K |
| NewEdge Advisors, LLC | 0.00% | Reduce -44.4% | 11,152 | $146K |
| LPL Financial LLC | 0.00% | Reduce -26.9% | 11,044 | $145K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2500.0% | 10,400 | $137K |
| Osaic Holdings, Inc. | 0.00% | Add +833.1% | 2,510 | $33K |
| Wells Fargo & Company | 0.00% | Add +99.9% | 2,001 | $26K |
| Bank of America Corp. | 0.00% | Add +0.4% | 1,984 | $26K |
| Larson Financial Group LLC | 0.00% | No change | 750 | $10K |
| Hexagon Capital Partners LLC | 0.00% | No change | 500 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 200 | $3K |
| Signaturefd, LLC | 0.00% | No change | 120 | $2K |
| BlackRock, Inc. | 0.00% | New | 21 | $272 |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $170 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -92.8% | 11 | $145 |
"% of holder's portfolio" is CRT's weight in each manager's 13F, not the share of Cross Timbers Royalty Trust the manager owns.