Who Owns CROSS TIMBERS RTY TR (CRT)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $12.1M of CROSS TIMBERS RTY TR (CRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: SoftVest Advisors, LLC ($8.4M), Ashton Thomas Private Wealth, LLC ($2.2M), Beacon Pointe Advisors, LLC ($626,400), MORGAN STANLEY ($189,671), Welch Group, LLC ($150,535). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SoftVest Advisors, LLC | $8.4M | 924,960 | Added |
| 2 | Ashton Thomas Private Wealth, LLC | $2.2M | 239,924 | Added |
| 3 | Beacon Pointe Advisors, LLC | $626,400 | 69,292 | Added |
| 4 | MORGAN STANLEY | $189,671 | 20,981 | Added |
| 5 | Welch Group, LLC | $150,535 | 16,652 | Added |
| 6 | WADDELL & ASSOCIATES, LLC | $143,867 | 15,914 | Added |
| 7 | XTX Topco Ltd | $99,115 | 10,964 | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $96,556 | 10,681 | New |
| 9 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $96,339 | 10,657 | New |
| 10 | UBS Group AG | $68,252 | 7,550 | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $17,920 | 1,982 | Hold |
| 12 | HARBOUR INVESTMENTS, INC. | $16,272 | 1,800 | Hold |
| 13 | BNP PARIBAS FINANCIAL MARKETS | $7,359 | 814 | Added |
| 14 | OSAIC HOLDINGS, INC. | $6,656 | 735 | Added |
| 15 | FIRST HORIZON CORP | $904 | 100 | New |
| 16 | BlackRock, Inc. | $150 | 17 | Hold |
| 17 | CoreCap Advisors, LLC | $118 | 13 | Hold |
| 18 | Steward Partners Investment Advisory, LLC | $99 | 11 | Hold |
| 19 | Caitong International Asset Management Co., Ltd | $54 | 6 | Hold |
| 20 | ASSETMARK, INC | $27 | 3 | Hold |
| 21 | Royal Bank of Canada | $0 | 0 | Exited |
| 22 | MARSHALL WACE, LLP | $0 | 0 | Exited |
| 23 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 24 | RITHOLTZ WEALTH MANAGEMENT | $0 | 0 | Exited |
| 25 | PNC Financial Services Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30