Latest Period
Q2 2026
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
Institutions Reporting
20
Shares (Excl. Options)
1,333,056
Price
$9.04
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- Security type / class
- Equity / Units of Beneficial Interest
- Symbol
- CRT on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,333,056
- Total 13F value
- $12,050,845
- Portfolio coverage rank
- 0%
- Share change
- +213,038
- Value change
- +$1,800,451
- Number of holders
- 20
- Shares outstanding
- 5,998,444
- SEC-reported price per share
- $10.17
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
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.
- 20 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 22 to 20 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $11,848,490 to $12,050,845.
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
Open SEC evidence
Latest holder context comes from 20 institutions filings for Q2 2026.
Security key
22757R109
Latest holder period
Q2 2026
13F holders
20
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
CRT full holder history
CROSS TIMBERS ROYALTY TRUST SEC filings
CROSS TIMBERS ROYALTY TRUST insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 22757R109:
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 30 Jun 2026, 20 institutional investors reported holding 1,333,056 shares of CROSS TIMBERS ROYALTY TRUST - Units of Beneficial Interest (CRT). This represents 22% 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
22%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 15% | 924,960 | +33% | 1.3% | $8,361,638 |
| Ashton Thomas Private Wealth, LLC | 4% | 239,924 | +5.2% | 0.05% | $2,168,913 |
| Beacon Pointe Advisors, LLC | 1.2% | 69,292 | +10% | 0% | $626,400 |
| MORGAN STANLEY | 0.35% | 20,981 | +239% | 0% | $189,671 |
| Welch Group, LLC | 0.28% | 16,652 | +12% | 0.01% | $150,535 |
| WADDELL & ASSOCIATES, LLC | 0.27% | 15,914 | +0.91% | 0.01% | $143,867 |
| XTX Topco Ltd | 0.18% | 10,964 | 0% | $99,115 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.18% | 10,681 | 0% | $96,556 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.18% | 10,657 | 0% | $96,339 | |
| UBS Group AG | 0.13% | 7,550 | -0.16% | 0% | $68,252 |
| WELLS FARGO & COMPANY/MN | 0.03% | 1,982 | 0% | 0% | $17,920 |
| HARBOUR INVESTMENTS, INC. | 0.03% | 1,800 | 0% | 0% | $16,272 |
| BNP PARIBAS FINANCIAL MARKETS | 0.01% | 814 | 0% | 0% | $7,359 |
| OSAIC HOLDINGS, INC. | 0.01% | 735 | +4.9% | 0% | $6,656 |
| FIRST HORIZON CORP | 0% | 100 | 0% | $904 | |
| BlackRock, Inc. | 0% | 17 | 0% | 0% | $150 |
| CoreCap Advisors, LLC | 0% | 13 | 0% | 0% | $118 |
| Steward Partners Investment Advisory, LLC | 0% | 11 | 0% | 0% | $99 |
| Caitong International Asset Management Co., Ltd | 0% | 6 | 0% | 0% | $54 |
| ASSETMARK, INC | 0% | 3 | 0% | 0% | $27 |
| CITADEL ADVISORS LLC | 0% | 0 | -100% | $0 | |
| PNC Financial Services Group, Inc. | 0% | 0 | -100% | $0 | |
| Mraz, Amerine & Associates, Inc. | 0% | 0 | -100% | $0 | |
| RITHOLTZ WEALTH MANAGEMENT | 0% | 0 | -100% | $0 | |
| MARSHALL WACE, LLP | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,333,056 | $12,050,845 | +$1,800,451 | $9.04 | 20 |
| 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 |