Who Owns SAN JUAN BASIN RTY TR (SJT)? -- Institutional Holders (2026-06-30)
95 institutions reported holding $55.7M of SAN JUAN BASIN RTY TR (SJT) in SEC 13F filings for 2026-06-30. Largest institutional holders: HORIZON KINETICS ASSET MANAGEMENT LLC ($24.1M), MORGAN STANLEY ($5.0M), CANNELL CAPITAL LLC ($3.9M), Ashton Thomas Private Wealth, LLC ($3.0M), Moors & Cabot, Inc. ($2.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $24.1M | 7.5M | Added |
| 2 | MORGAN STANLEY | $5.0M | 1.6M | Trimmed |
| 3 | CANNELL CAPITAL LLC | $3.9M | 1.2M | Added |
| 4 | Ashton Thomas Private Wealth, LLC | $3.0M | 946,043 | Added |
| 5 | Moors & Cabot, Inc. | $2.8M | 859,190 | Added |
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2.1M | 641,414 | Trimmed |
| 7 | Lesa Sroufe & Co | $1.9M | 581,264 | Added |
| 8 | MARSHALL WACE, LLP | $1.7M | 540,087 | Added |
| 9 | MCDANIEL TERRY & CO | $1.0M | 318,076 | Hold |
| 10 | CITADEL ADVISORS LLC | $877,386 | 273,329 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $817,926 | 254,805 | Trimmed |
| 12 | Advisory Services Network, LLC | $771,609 | 240,377 | Trimmed |
| 13 | Mraz, Amerine & Associates, Inc. | $591,396 | 184,236 | Hold |
| 14 | JANE STREET GROUP, LLC | $578,166 | 180,114 | Added |
| 15 | XTX Topco Ltd | $548,660 | 170,922 | Added |
| 16 | KINGSWOOD WEALTH ADVISORS, LLC | $498,995 | 155,450 | Trimmed |
| 17 | LPL Financial LLC | $475,344 | 148,082 | Trimmed |
| 18 | Pingora Partners LLC | $433,533 | 135,057 | Hold |
| 19 | TWO SIGMA INVESTMENTS, LP | $307,056 | 95,656 | Added |
| 20 | OSAIC HOLDINGS, INC. | $306,241 | 95,406 | Added |
| 21 | UBS Group AG | $289,411 | 90,159 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $235,698 | 73,426 | Trimmed |
| 23 | BNP PARIBAS FINANCIAL MARKETS | $206,615 | 64,366 | New |
| 24 | Greenfield Seitz Capital Management, LLC | $170,451 | 53,100 | Hold |
| 25 | Creative Planning | $170,152 | 53,007 | Added |
Source: SEC Form 13F filings · as of 2026-06-30