Cross Timbers Royalty TrustCRT

13F holders, Q3 2025 (September 30)
15holders −6
1new positions
7sold out
$7.54avg. 13F price*

At the end of Q3 2025, 15 institutions reported holding Cross Timbers Royalty Trust (CRT) in their 13F filings, down 6 from Q2 2025. 1 opened new positions and 7 sold out. The largest holders were Mraz, Amerine & Associates, Inc. ($274K), Morgan Stanley ($232K) and Susquehanna International Group, LLP ($212K).

Company
Cross Timbers Royalty Trust
CUSIP
22757R109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 21Q1 2024Q2 2024: 21Q2 2024Q3 2024: 19Q3 2024Q4 2024: 21Q4 2024Q1 2025: 18Q1 2025Q2 2025: 21Q2 2025Q3 2025: 15Q3 2025Q4 2025: 13Q4 2025Q1 2026: 22Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$212K
Exits7$589K

All 13F filers, Q2 2025 → Q3 2025: 28,339 shares bought and 104,187 shares sold, net −75,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Mraz, Amerine & Associates, Inc. 0.04% Reduce -9.3% 36,301 $274K
Morgan Stanley 0.00% Reduce -18.8% 30,754 $232K
Susquehanna International Group, LLP 0.00% New 28,128 $212K
Waddell & Associates, LLC 0.01% Add +0.9% 15,156 $114K
O'shaughnessy Asset Management, LLC 0.00% Reduce -57.3% 11,379 $86K
Scotia Capital Inc. 0.00% No change 11,000 $83K
NewEdge Advisors, LLC 0.00% Add +0.7% 10,222 $77K
PNC Financial Services Group, Inc. 0.00% Reduce -4.8% 10,000 $75K
UBS Group AG 0.00% Reduce -70.2% 6,805 $51K
Osaic Holdings, Inc. 0.00% Reduce -15.8% 2,784 $21K
Bank of America Corp. 0.00% Reduce -41.6% 2,100 $16K
Wells Fargo & Company 0.00% Add +0.5% 1,981 $15K
BlackRock, Inc. 0.00% Reduce -19.1% 17 $125
CoreCap Advisors, LLC 0.00% No change 13 $98
Steward Partners Investment Advisory, LLC 0.00% No change 11 $83

"% of holder's portfolio" is CRT's weight in each manager's 13F, not the share of Cross Timbers Royalty Trust the manager owns.