Who Owns PERMIAN BASIN RTY TR (PBT)? -- Institutional Holders (2026-06-30)
113 institutions reported holding $514.9M of PERMIAN BASIN RTY TR (PBT) in SEC 13F filings for 2026-06-30. Largest institutional holders: HORIZON KINETICS ASSET MANAGEMENT LLC ($168.5M), SoftVest Advisors, LLC ($155.7M), MAD RIVER INVESTORS ($25.2M), SCHWARTZ INVESTMENT COUNSEL INC ($23.4M), FOUNDATION RESOURCE MANAGEMENT INC ($15.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $168.5M | 6.7M | Added |
| 2 | SoftVest Advisors, LLC | $155.7M | 6.2M | Hold |
| 3 | MAD RIVER INVESTORS | $25.2M | 1.0M | Added |
| 4 | SCHWARTZ INVESTMENT COUNSEL INC | $23.4M | 933,719 | Hold |
| 5 | FOUNDATION RESOURCE MANAGEMENT INC | $15.7M | 626,331 | Trimmed |
| 6 | Moors & Cabot, Inc. | $14.3M | 570,161 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $10.6M | 424,229 | Added |
| 8 | PEAK6 LLC | $7.5M | 300,400 | New |
| 9 | HRT FINANCIAL LP | $6.9M | 276,005 | Added |
| 10 | Advisory Services Network, LLC | $6.2M | 249,595 | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $5.5M | 219,718 | Trimmed |
| 12 | SteelPeak Wealth, LLC | $5.3M | 199,449 | Trimmed |
| 13 | Beacon Pointe Advisors, LLC | $5.3M | 213,303 | Added |
| 14 | SEI INVESTMENTS CO | $5.3M | 211,000 | Trimmed |
| 15 | MORGAN STANLEY | $5.2M | 206,151 | Trimmed |
| 16 | LPL Financial LLC | $5.0M | 197,716 | Trimmed |
| 17 | Lido Advisors, LLC | $3.0M | 117,842 | Trimmed |
| 18 | JPMORGAN CHASE & CO | $2.7M | 109,412 | Trimmed |
| 19 | BWM Planning, LLC | $2.6M | 104,397 | Hold |
| 20 | RAYMOND JAMES FINANCIAL INC | $2.4M | 95,270 | Added |
| 21 | Atlas Wealth Partners, LLC | $2.1M | 82,241 | Added |
| 22 | JANE STREET GROUP, LLC | $1.9M | 74,235 | Added |
| 23 | HighTower Advisors, LLC | $1.8M | 70,760 | Trimmed |
| 24 | PROMETHIUM ADVISORS,LLC | $1.7M | 68,298 | Hold |
| 25 | BANK OF AMERICA CORP /DE/ | $1.6M | 64,182 | Added |
Source: SEC Form 13F filings · as of 2026-06-30