Security key
22757R109
CROSS TIMBERS ROYALTY TRUST - Units of Beneficial Interest (CRT)
CUSIP: 22757R109
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 1,333,056
- Total 13F value
- $12,050,845
- Share change
- +213,038
- SEC-reported price per share
- $9.04
- Number of holders
- 20
- Value change
- +$1,800,451
- Number of buys
- 11
- Number of sells
- 7
- Shares outstanding
- 5,998,444
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
20
Top holders
10
CRT full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
CROSS TIMBERS ROYALTY TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 22757R109
Recent filing periods:
Ownership snapshot
Top reported holders of CRT - CROSS TIMBERS ROYALTY TRUST - Units of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
SoftVest Advisors, LLC
Disclosed value leader
SoftVest Advisors, LLC
Comparable rows
15/15
Latest evidence
30 Jun 2026
13D/G
13F
Lead comparable stake: 15%
13D/G row: SoftVest Advisors, LLC
Showing 1-6 of 15 holder rows.
Quick read
SoftVest Advisors, LLC leads the comparable SEC ownership view at 15%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens SoftVest Advisors, LLC's linked filing trail.
Comparable ownership
Top 5
SoftVest Advisors, LLC
15%
Ashton Thomas Private Wealth, LLC
3.8%
Beacon Pointe Advisors, LLC
1%
CITADEL ADVISORS LLC
0.65%
WADDELL & ASSOCIATES, LLC
0.26%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC |
13D/G
13F
Company
|
15%
|
$8,395,769
924,960 shares
|
+$627,087 | 30 Jun 2026 |
| Ashton Thomas Private Wealth, LLC |
13F
Company
|
3.8%
|
$2,412,854
228,058 shares
|
— | 31 Mar 2026 |
| Beacon Pointe Advisors, LLC |
13F
Company
|
1%
|
$664,424
62,800 shares
|
— | 31 Mar 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.65%
|
$411,149
38,861 shares
|
— | 31 Mar 2026 |
| WADDELL & ASSOCIATES, LLC |
13F
Company
|
0.26%
|
$166,842
15,770 shares
|
— | 31 Mar 2026 |
| Welch Group, LLC |
13F
Company
|
0.25%
|
$157,135
14,852 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
20
Shares
1,333,056
Rows available
20
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
22
Q2 2026 holders
20
Holder diff
-2
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend