Cross Timbers Royalty TrustCRT
13F holders, Q2 2025 (June 30)21holders +3
5new positions
2sold out
1famous investor
$9.88avg. 13F price*
At the end of Q2 2025, 21 institutions reported holding Cross Timbers Royalty Trust (CRT) in their 13F filings, up 3 from Q1 2025. 5 opened new positions and 2 sold out. The largest holders were Mraz, Amerine & Associates, Inc. ($395K), Morgan Stanley ($374K) and O'shaughnessy Asset Management, LLC ($264K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cross Timbers Royalty Trust
- CUSIP
- 22757R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $666K |
| Exits | 2 | $8K |
All 13F filers, Q1 2025 → Q2 2025: 86,040 shares bought and 1,729 shares sold, net +84,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Mraz, Amerine & Associates, Inc. | 0.06% | No change | 40,001 | $395K |
| Morgan Stanley | 0.00% | Add +70.9% | 37,852 | $374K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 26,649 | $264K |
| UBS Group AG | 0.00% | Add +0.5% | 22,802 | $226K |
| Composition Wealth, LLC | 0.00% | No change | 18,000 | $178K |
| Ritholtz Wealth Management | 0.00% | New | 17,061 | $169K |
| Waddell & Associates, LLC | 0.02% | Add +2.6% | 15,024 | $148K |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 11,024 | $109K |
| Scotia Capital Inc. | 0.00% | New | 11,000 | $109K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 10,500 | $104K |
| Citadel Advisors | 0.00% | New | 10,416 | $103K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.0% | 10,153 | $100K |
| Bank of America Corp. | 0.00% | Add +81.3% | 3,596 | $36K |
| Osaic Holdings, Inc. | 0.00% | Add +31.8% | 3,307 | $33K |
| Raymond James Financial Inc. | 0.00% | New | 2,208 | $22K |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 1,971 | $19K |
| Larson Financial Group LLC | 0.00% | Reduce -8.0% | 690 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 200 | $2K |
| BlackRock, Inc. | 0.00% | No change | 21 | $204 |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $128 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11 | $109 |
"% of holder's portfolio" is CRT's weight in each manager's 13F, not the share of Cross Timbers Royalty Trust the manager owns.