San Juan Basin Royalty TRSJT
13F holders, Q2 2026 (June 30)82holders −7
7new positions
12sold out
2famous investors
$3.21avg. 13F price*
At the end of Q2 2026, 82 institutions reported holding San Juan Basin Royalty TR (SJT) in their 13F filings, down 7 from Q1 2026. 7 opened new positions and 12 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($24.1M), Morgan Stanley ($5.0M) and Cannell Capital LLC ($3.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- San Juan Basin Royalty TR
- CUSIP
- 798241105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $566K |
| Exits | 12 | $838K |
All 13F filers, Q1 2026 → Q2 2026: 1,933,301 shares bought and 1,076,042 shares sold, net +857,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Horizon Kinetics Asset Management LLC | 0.27% | Add +7.4% | 7,494,020 | $24.1M |
| Morgan Stanley | 0.00% | Reduce -3.4% | 1,563,319 | $5.0M |
| Cannell Capital LLC | 2.72% | Add +33.4% | 1,212,760 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +9.0% | 946,043 | $3.0M |
| Moors & Cabot, Inc. | 0.11% | Add +0.9% | 859,190 | $2.8M |
| Punch & Associates Investment Management, Inc. | 0.10% | Reduce -31.7% | 641,414 | $2.1M |
| Lesa Sroufe & Co | 1.33% | Add +67.6% | 581,264 | $1.9M |
| Marshall Wace, LLP | 0.00% | Add +37.2% | 540,087 | $1.7M |
| McDaniel Terry & Co. | 0.08% | No change | 318,076 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.2% | 254,805 | $818K |
| Citadel Advisors | 0.00% | Add +57.5% | 242,929 | $780K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.8% | 240,377 | $772K |
| Mraz, Amerine & Associates, Inc. | 0.08% | No change | 184,236 | $591K |
| Jane Street Group, LLC | 0.00% | Add +278.1% | 180,114 | $578K |
| XTX Topco Ltd | 0.01% | Add +78.3% | 170,922 | $549K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -6.3% | 155,450 | $499K |
| LPL Financial LLC | 0.00% | Reduce -61.0% | 148,082 | $475K |
| Pingora Partners LLC | 0.25% | No change | 135,057 | $434K |
| Two Sigma Investments, LP | 0.00% | Add +77.7% | 95,656 | $307K |
| Osaic Holdings, Inc. | 0.00% | Add +8.1% | 95,406 | $306K |
| UBS Group AG | 0.00% | Add +355.4% | 90,159 | $289K |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 73,426 | $236K |
| BNP Paribas Financial Markets | 0.00% | New | 64,366 | $207K |
| Greenfield Seitz Capital Management, LLC | 0.05% | No change | 53,100 | $170K |
| Creative Planning | 0.00% | Add +0.3% | 53,007 | $170K |
| Ingalls & Snyder LLC | 0.00% | Add +69.8% | 48,650 | $156K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -62.0% | 45,000 | $144K |
| Meixler Investment Management, Ltd. | 0.08% | Reduce -17.3% | 44,600 | $143K |
| Atlas Wealth Partners, LLC | 0.14% | Reduce -4.8% | 40,106 | $129K |
| PKS Advisory Services, LLC | 0.02% | New | 37,883 | $122K |
| First Financial Bankshares Inc | 0.00% | No change | 37,500 | $120K |
| Bank of America Corp. | 0.00% | Reduce -17.0% | 37,400 | $120K |
| Pekin Hardy Strauss, Inc. | 0.01% | Reduce -37.0% | 35,750 | $115K |
| Welch Group, LLC | 0.00% | Add +18.3% | 35,508 | $114K |
| Argent Trust Co | 0.00% | New | 35,100 | $113K |
| Delta Investment Management, LLC | 0.02% | Reduce -40.0% | 34,461 | $111K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 33,000 | $106K |
| Key Client Fiduciary Advisors, LLC | 0.03% | Reduce -2.2% | 31,850 | $102K |
| Roundview Capital LLC | 0.01% | No change | 30,000 | $96K |
| AQR Capital Management | 0.00% | Reduce -12.3% | 28,482 | $91K |
| Royal Bank of Canada | 0.00% | Reduce -60.8% | 27,700 | $89K |
| HRT Financial LP | 0.00% | New | 27,467 | $88K |
| Clear Harbor Asset Management, LLC | 0.00% | Reduce -26.0% | 21,325 | $68K |
| Group One Trading LLC | 0.00% | Add +334.1% | 20,369 | $65K |
| DWR Wealth Management, LLC | 0.05% | No change | 20,500 | $61K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.9% | 16,131 | $52K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | No change | 15,682 | $50K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 15,534 | $50K |
| Aptus Capital Advisors, LLC | 0.00% | Add +50.0% | 15,000 | $48K |
| Foundation Resource Management Inc. | 0.01% | No change | 14,565 | $47K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 14,425 | $46K |
| Beck Mack & Oliver LLC | 0.00% | Reduce -12.2% | 13,680 | $44K |
| SevenBridge Financial Group, LLC | 0.01% | Add +50.0% | 15,000 | $38K |
| Wedbush Securities Inc. | 0.00% | Reduce -14.8% | 11,500 | $37K |
| Westfuller Advisors, LLC | 0.01% | No change | 11,430 | $37K |
| Evernest Financial Advisors, LLC | 0.01% | No change | 11,000 | $35K |
| Simplex Trading, LLC | 0.00% | Add +67.2% | 10,850 | $35K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,629 | $34K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 10,570 | $34K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,424 | $33K |
| Corient Private Wealth LP | 0.00% | No change | 10,129 | $33K |
| National Bank of Canada | 0.00% | No change | 10,000 | $32K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 4,037 | $13K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 3,714 | $12K |
| Ameriflex Group, Inc. | 0.00% | Reduce -29.4% | 3,600 | $12K |
| EFG International AG | 0.00% | No change | 3,100 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 2,737 | $9K |
| SouthState Bank Corp | 0.00% | No change | 2,000 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,662 | $5K |
| JPMorgan Chase & Co. | 0.00% | New | 782 | $2K |
| Morse Asset Management, Inc | 0.00% | Reduce -64.5% | 500 | $2K |
| Arax Advisory Partners | 0.00% | Add +13400.0% | 405 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 395 | $1K |
| BlackRock, Inc. | 0.00% | No change | 376 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 245 | $787 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 197 | $632 |
| Allworth Financial LP | 0.00% | Reduce -40.0% | 150 | $482 |
| NFSG Corp | 0.00% | No change | 106 | $339 |
| JNBA Financial Advisors | 0.00% | New | 100 | $321 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +133.3% | 91 | $292 |
| FMR LLC | 0.00% | Reduce -97.8% | 50 | $161 |
"% of holder's portfolio" is SJT's weight in each manager's 13F, not the share of San Juan Basin Royalty TR the manager owns.