Cross Timbers Royalty Trust · NYSE:CRT

Cross Timbers Royalty Trust shareholders

As of Jun 30, 2026, 20 institutions reported holding Cross Timbers Royalty Trust, 22.2% of its shares. Largest: SoftVest Advisors, LLC, Ashton Thomas Private Wealth, LLC and Beacon Pointe Advisors, LLC. New holders, exits, insiders and big stakes, each with its filing.

HolderShares% of Cross Timbers Royalty TrustChangeFiled
SoftVest Advisors, LLC925K15.4%+227KAug 14, 2026
Ashton Thomas Private Wealth, LLC240K4.0%+11,866Jul 29, 2026
Beacon Pointe Advisors, LLC69,2921.2%+6,492Aug 18, 2026
Morgan Stanley20,9810.35%+14,795Aug 13, 2026
Welch Group, LLC16,6520.28%+1,800Jul 23, 2026
Waddell & Associates, LLC15,9140.27%+144Jul 15, 2026
XTX Topco Ltd10,9640.18%newAug 14, 2026
Susquehanna10,6810.18%newAug 14, 2026
O'Shaughnessy Asset Management, LLC10,6570.18%newAug 13, 2026
UBS7,5500.13%−12Aug 13, 2026

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