DALLAS, TX
CROSS TIMBERS ROYALTY TRUSTCRT— Latest position per institution from SEC 13F filings
15
Institutional holders
1.79M
Total shares held
19.35M
Estimated value
89.74K
Avg. position size
SOFTVEST ADVISORS, LLC
CIK 1803391
Shares
924.96K
Value
8.36M
Filed
Jun 30, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
265.82K
Value
4.65M
Filed
Dec 31, 2023
ASHTON THOMAS PRIVATE WEALTH, LLC
CIK 2019663
Shares
239.92K
Value
2.17M
Filed
Jun 30, 2026
BEACON POINTE ADVISORS, LLC
CIK 1744317
Shares
69.29K
Value
626.40K
Filed
Jun 30, 2026
SIGNIFICANT WEALTH PARTNERS LLC
CIK 1964680
Shares
49.48K
Value
865.92K
Filed
Dec 31, 2023
CITADEL ADVISORS LLC
CIK 1423053
Shares
38.86K
Value
411.15K
Filed
Mar 31, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 1632972
Shares
27.09K
Value
323.50K
Filed
Sep 30, 2026
MORGAN STANLEY
CIK 895421
Shares
20.98K
Value
189.67K
Filed
Jun 30, 2026
NAVELLIER & ASSOCIATES INC
CIK 872163
Shares
20.62K
Value
362.21K
Filed
Dec 31, 2023
COMPOSITION WEALTH, LLC
CIK 1585859
Shares
18K
Value
178.02K
Filed
Jun 30, 2025
WELCH GROUP, LLC
CIK 1443095
Shares
16.65K
Value
150.53K
Filed
Jun 30, 2026
WADDELL & ASSOCIATES, LLC
CIK 1776757
Shares
15.91K
Value
143.87K
Filed
Jun 30, 2026
MARSHALL WACE, LLP
CIK 1318757
Shares
11.03K
Value
116.65K
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
11.02K
Value
109.03K
Filed
Jun 30, 2025
SCOTIA CAPITAL INC.
CIK 1335644
Shares
11K
Value
82.94K
Filed
Sep 30, 2025
XTX TOPCO LTD
CIK 1828301
Shares
10.96K
Value
99.11K
Filed
Jun 30, 2026
ESSEX FINANCIAL SERVICES, INC.
CIK 1315785
Shares
10.90K
Value
203.88K
Filed
Mar 31, 2023
MRAZ, AMERINE & ASSOCIATES, INC.
CIK 1542324
Shares
10.90K
Value
115.32K
Filed
Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
10.68K
Value
96.56K
Filed
Jun 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 1423442
Shares
10.66K
Value
96.34K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SOFTVEST ADVISORS, LLC | 1803391 | 924.96K | 8.36M | Jun 30, 2026 |
| 2 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 265.82K | 4.65M | Dec 31, 2023 |
| 3 | ASHTON THOMAS PRIVATE WEALTH, LLC | 2019663 | 239.92K | 2.17M | Jun 30, 2026 |
| 4 | BEACON POINTE ADVISORS, LLC | 1744317 | 69.29K | 626.40K | Jun 30, 2026 |
| 5 | SIGNIFICANT WEALTH PARTNERS LLC | 1964680 | 49.48K | 865.92K | Dec 31, 2023 |
| 6 | CITADEL ADVISORS LLC | 1423053 | 38.86K | 411.15K | Mar 31, 2026 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | 27.09K | 323.50K | Sep 30, 2026 |
| 8 | MORGAN STANLEY | 895421 | 20.98K | 189.67K | Jun 30, 2026 |
| 9 | NAVELLIER & ASSOCIATES INC | 872163 | 20.62K | 362.21K | Dec 31, 2023 |
| 10 | COMPOSITION WEALTH, LLC | 1585859 | 18K | 178.02K | Jun 30, 2025 |
| 11 | WELCH GROUP, LLC | 1443095 | 16.65K | 150.53K | Jun 30, 2026 |
| 12 | WADDELL & ASSOCIATES, LLC | 1776757 | 15.91K | 143.87K | Jun 30, 2026 |
| 13 | MARSHALL WACE, LLP | 1318757 | 11.03K | 116.65K | Mar 31, 2026 |
| 14 | LPL FINANCIAL LLC | 1403438 | 11.02K | 109.03K | Jun 30, 2025 |
| 15 | SCOTIA CAPITAL INC. | 1335644 | 11K | 82.94K | Sep 30, 2025 |
| 16 | XTX TOPCO LTD | 1828301 | 10.96K | 99.11K | Jun 30, 2026 |
| 17 | ESSEX FINANCIAL SERVICES, INC. | 1315785 | 10.90K | 203.88K | Mar 31, 2023 |
| 18 | MRAZ, AMERINE & ASSOCIATES, INC. | 1542324 | 10.90K | 115.32K | Mar 31, 2026 |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 10.68K | 96.56K | Jun 30, 2026 |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | 10.66K | 96.34K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.