Who Owns CROSS TIMBERS ROYALTY TRUST (CRT)? -- Institutional Holders (2026-06-30)

26 institutions reported holding $12.1M of CROSS TIMBERS ROYALTY TRUST (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	Mraz, Amerine & Associates, Inc.	$0	0	Exited
25	RITHOLTZ WEALTH MANAGEMENT	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30