Security Snapshot

CROSS TIMBERS ROYALTY TRUST - Units of Beneficial Interest (CRT) Institutional Ownership

CUSIP: 22757R109

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

22

Shares (Excl. Options)

1,119,911

Price

$10.58

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
Security type / class
Equity / Units of Beneficial Interest
Symbol
CRT on NYSE
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
1,119,911
Latest holder snapshot 5 signals
Total 13F value
$11,848,490
Portfolio coverage rank
0%
Share change
+1,014,382
Value change
+$10,800,065
Number of holders
22
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
5,998,444
SEC-reported price per share
$9.04
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • CRT - CROSS TIMBERS ROYALTY TRUST - Units of Beneficial Interest is tracked under CUSIP 22757R109.
  • 22 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 22 to 6 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $11,848,490 to $2,464,364.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 22 institutions filings for Q1 2026.

Open SEC evidence

Security key

22757R109

Latest holder period

Q1 2026

13F holders

22

13D/G owners

1

CIK / CUSIP context first

Open Q1 2026 holders CRT full holder history CROSS TIMBERS ROYALTY TRUST SEC filings CROSS TIMBERS ROYALTY TRUST insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
CRT
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SoftVest Advisors, LLC 15% +8.3% $8,395,769 +$627,087 924,960 +8.1% SoftVest Advisors, LLC 30 Jun 2026

As of 31 Mar 2026, 22 institutional investors reported holding 1,119,911 shares of CROSS TIMBERS ROYALTY TRUST - Units of Beneficial Interest (CRT). This represents 19% of the company’s total 5,998,444 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
19%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SoftVest Advisors, LLC 12% 697,893 1.1% $7,383,708
Ashton Thomas Private Wealth, LLC 3.8% 228,058 0.06% $2,412,854
Beacon Pointe Advisors, LLC 1% 62,800 0% $664,424
CITADEL ADVISORS LLC 0.65% 38,861 0% $411,149
WADDELL & ASSOCIATES, LLC 0.26% 15,770 +2.3% 0.01% $166,842
Welch Group, LLC 0.25% 14,852 0.01% $157,135
MARSHALL WACE, LLP 0.18% 11,026 0% $116,654
Mraz, Amerine & Associates, Inc. 0.18% 10,900 -70% 0.02% $115,322
RITHOLTZ WEALTH MANAGEMENT 0.18% 10,558 0% $111,704
PNC FINANCIAL SERVICES GROUP, INC. 0.17% 10,000 0% 0% $105,800
UBS Group AG 0.13% 7,562 -6.9% 0% $80,006
MORGAN STANLEY 0.1% 6,186 +39% 0% $65,448
WELLS FARGO & COMPANY/MN 0.03% 1,982 0% 0% $20,970
HARBOUR INVESTMENTS, INC. 0.03% 1,800 0% $19,044
BNP PARIBAS FINANCIAL MARKETS 0.01% 707 0% 0% $7,480
OSAIC HOLDINGS, INC. 0.01% 701 -73% 0% $7,425
ROYAL BANK OF CANADA 0% 205 0% $2,000
BlackRock, Inc. 0% 17 0% 0% $176
CoreCap Advisors, LLC 0% 13 0% 0% $138
Steward Partners Investment Advisory, LLC 0% 11 0% 0% $116
Caitong International Asset Management Co., Ltd 0% 6 0% $63
ASSETMARK, INC 0% 3 0% $32
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0% 0 -100% $0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0% 0 -100% $0
BANK OF AMERICA CORP /DE/ 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 272,606 $2,464,364 +$10,425 $9.04 6
2026 Q1 1,119,911 $11,848,490 +$10,800,065 $10.58 22
2025 Q4 104,822 $830,758 -$482,873 $7.95 13
2025 Q3 166,651 $1,256,644 -$711,758 $7.54 15
2025 Q2 242,499 $2,396,841 +$831,690 $9.89 21
2025 Q1 158,188 $2,037,629 -$879,572 $13.12 18
2024 Q4 248,867 $2,455,478 +$894,738 $9.90 21
2024 Q3 158,098 $1,662,787 -$211,039 $10.56 19
2024 Q2 178,017 $1,920,066 -$1,174,914 $10.80 21
2024 Q1 272,123 $3,547,173 -$5,600,389 $13.04 21
2023 Q4 584,586 $10,245,249 -$430,671 $17.56 27
2023 Q3 556,615 $10,828,801 -$11,365 $19.45 24
2023 Q2 557,140 $12,255,262 +$834,823 $22.02 25
2023 Q1 521,582 $9,700,136 -$1,659,889 $18.70 26
2022 Q4 607,830 $15,458,402 +$2,015,991 $25.44 28
2022 Q3 520,218 $9,967,370 -$695,406 $19.29 20
2022 Q2 572,021 $8,674,727 -$521,692 $15.07 28
2022 Q1 605,554 $7,952,043 +$517,144 $13.11 18
2021 Q4 566,943 $6,523,000 -$381,099 $11.45 16
2021 Q3 594,385 $8,360,000 -$1,146,087 $14.05 20
2021 Q2 679,001 $8,058,000 -$435,155 $11.83 20
2021 Q1 738,374 $6,255,922 +$645,749 $8.46 22
2020 Q4 659,255 $5,441,000 -$640,504 $8.24 16
2020 Q3 741,904 $4,163,000 +$110,914 $5.52 17
2020 Q2 666,901 $4,865,000 +$171,765 $7.37 15
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .