CRT

Cross Timbers Royalty Trust

+$11.0M

Net Activity

Institutions Holding

22

Popularity Rank

#7990

Avg Weight

0.04%

Total Value

$11.8M

Ownership Trend

22 institutions currently hold CRT, with 14 net buyers and 6 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

6

Net Buying Institutions

14

Key Holders

Key Holders

Top 5 by Value

SA
SoftVest Advisors, LLC
$7.4M
AT
Ashton Thomas Private Wealth, LLC
$2.4M
BP
Beacon Pointe Advisors, LLC
$664.4K
CA
Citadel Advisors LLC
$411.1K
W&
Waddell & Associates, LLC
$166.8K

Top 5 by Conviction

SA
SoftVest Advisors, LLC
0.85%
AT
Ashton Thomas Private Wealth, LLC
0.06%
MA
Mraz, Amerine & Associates, Inc.
0.02%
W&
Waddell & Associates, LLC
0.01%
WG
Welch Group, LLC
0.01%
View all 22 holding institutions

Quarterly Activity

Recent Activity

+$11.5M

Total Buy Value

$578.1K

Total Sell Value

New buy12
Trim3
Add2
Sold out3

14

Net Buyers

6

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-09
Reporting PersonTypeFiling Date% of Class
SoftVest Advisors, LLC13G/A2026-07-0915.4%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CROSS TIMBERS ROYALTY TRUST (CRT)?
Major stakeholders currently include SoftVest Advisors, LLC ($7.4M), Ashton Thomas Private Wealth, LLC ($2.4M), Beacon Pointe Advisors, LLC ($664.4K). Based on the latest 13F filings, there are a total of 22 tracked investment funds and institutions maintaining positions in CRT.
What is the overall institutional sentiment toward CRT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $11.0M, driven by 14 managers accumulating shares while 6 reduced their exposure.
Which institutions have been selling or reducing their CRT positions?
In the latest period, 3 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $578.1K.
Are there any notable investors adding CRT to their portfolios?
Yes, buying activity remains notable. 12 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.5M.

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