Cross Timbers Royalty TrustCRT
13F holders, Q1 2026 (March 31)22holders +9
12new positions
3sold out
1famous investor
$10.58avg. 13F price*
At the end of Q1 2026, 22 institutions reported holding Cross Timbers Royalty Trust (CRT) in their 13F filings, up 9 from Q4 2025. 12 opened new positions and 3 sold out. The largest holders were SoftVest Advisors, LLC ($7.4M), Ashton Thomas Private Wealth, LLC ($2.4M) and Beacon Pointe Advisors, LLC ($664K). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $11.3M |
| Exits | 3 | $206K |
All 13F filers, Q4 2025 → Q1 2026: 1,068,871 shares bought and 53,782 shares sold, net +1,015,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| SoftVest Advisors, LLC | 1.14% | New | 697,893 | $7.4M |
| Ashton Thomas Private Wealth, LLC | 0.06% | New | 228,058 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.00% | New | 62,800 | $664K |
| Citadel Advisors | 0.00% | New | 38,861 | $411K |
| Waddell & Associates, LLC | 0.01% | Add +2.3% | 15,770 | $167K |
| Welch Group, LLC | 0.01% | New | 14,852 | $157K |
| Marshall Wace, LLP | 0.00% | New | 11,026 | $117K |
| Mraz, Amerine & Associates, Inc. | 0.02% | Reduce -70.0% | 10,900 | $115K |
| Ritholtz Wealth Management | 0.00% | New | 10,558 | $112K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,000 | $106K |
| UBS Group AG | 0.00% | Reduce -6.9% | 7,562 | $80K |
| Morgan Stanley | 0.00% | Add +39.4% | 6,186 | $65K |
| Wells Fargo & Company | 0.00% | No change | 1,982 | $21K |
| Harbour Investments, Inc. | 0.00% | New | 1,800 | $19K |
| BNP Paribas Financial Markets | 0.00% | New | 707 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.3% | 701 | $7K |
| Royal Bank of Canada | 0.00% | New | 205 | $2K |
| BlackRock, Inc. | 0.00% | No change | 17 | $176 |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $138 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11 | $116 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 6 | $63 |
| Assetmark, Inc. | 0.00% | New | 3 | $32 |
"% of holder's portfolio" is CRT's weight in each manager's 13F, not the share of Cross Timbers Royalty Trust the manager owns.