Cross Timbers Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOFTVEST ADVISORS, LLC | 05/15/2026 | 697.89 K | $7.38 M | 100.00% | 11.63% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 228.06 K | $2.41 M | 100.00% | 3.80% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 62.80 K | $664.42 K | 100.00% | 1.05% |
| CITADEL ADVISORS LLC | 05/15/2026 | 38.86 K | $411.15 K | 100.00% | 0.65% |
| WADDELL & ASSOCIATES, LLC | 05/11/2026 | 15.77 K | $166.84 K | 2.29% | 0.26% |
| WELCH GROUP, LLC | 04/21/2026 | 14.85 K | $157.14 K | 100.00% | 0.25% |
| MARSHALL WACE, LLP | 05/15/2026 | 11.03 K | $116.65 K | 100.00% | 0.18% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 05/05/2026 | 10.90 K | $115.32 K | -69.97% | 0.18% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 10.56 K | $111.70 K | 100.00% | 0.18% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 10.00 K | $105.80 K | 0.00% | 0.17% |
| UBS GROUP AG | 05/05/2026 | 7.56 K | $80.01 K | -6.92% | 0.13% |
| MORGAN STANLEY | 05/15/2026 | 6.19 K | $65.45 K | 39.42% | 0.10% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.98 K | $20.97 K | 0.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.80 K | $19.04 K | 100.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 707 | $7.48 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 701 | $7.43 K | -73.32% | 0.01% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 217 | $2.30 K | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 205 | $2.00 K | 100.00% | 0.00% |
| BLACKROCK, INC. | 05/13/2026 | 17 | $176 | 0.00% | 0.00% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 13 | $138 | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 11 | $116 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 6 | $63 | 100.00% | 0.00% |
| ASSETMARK, INC | 05/06/2026 | 3 | $32 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Cross Timbers Royalty Trust institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of Cross Timbers Royalty Trust. The most heavily invested institutionals were:
SoftVest Advisors, LLC: 697,893
Ashton Thomas Private Wealth, LLC: 228,058
Beacon Pointe Advisors, LLC: 62,800
CITADEL ADVISORS LLC: 38,861
WADDELL & ASSOCIATES, LLC: 15,770
Welch Group, LLC: 14,852
18.67% of Cross Timbers Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.35 M shares in the last 24 months. This purchase volume represents approximately $13.09 M in transactions.