Cross Timbers Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOFTVEST ADVISORS, LLC | 08/14/2026 | 924.96 K | $8.36 M | 32.54% | 15.42% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 239.92 K | $2.17 M | 5.20% | 4.00% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 69.29 K | $626.40 K | 10.34% | 1.15% |
| MORGAN STANLEY | 08/13/2026 | 20.98 K | $189.67 K | 239.17% | 0.35% |
| WELCH GROUP, LLC | 07/23/2026 | 16.65 K | $150.54 K | 12.12% | 0.28% |
| WADDELL & ASSOCIATES, LLC | 07/15/2026 | 15.91 K | $143.87 K | 0.91% | 0.27% |
| XTX TOPCO LTD | 08/14/2026 | 10.96 K | $99.12 K | 100.00% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 10.68 K | $96.56 K | 100.00% | 0.18% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 10.66 K | $96.34 K | 100.00% | 0.18% |
| UBS GROUP AG | 08/13/2026 | 7.55 K | $68.25 K | -0.16% | 0.13% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.98 K | $17.92 K | 0.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 1.80 K | $16.27 K | 0.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 814 | $7.36 K | 15.13% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 735 | $6.66 K | 4.85% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 200 | $1.81 K | 100.00% | 0.00% |
| FIRST HORIZON CORP | 07/20/2026 | 100 | $904 | 100.00% | 0.00% |
| BLACKROCK, INC. | 08/07/2026 | 17 | $150 | 0.00% | 0.00% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 13 | $118 | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 11 | $99 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 6 | $54 | 0.00% | 0.00% |
| ASSETMARK, INC | 07/30/2026 | 3 | $27 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| MARSHALL WACE, LLP | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 07/16/2026 | 0 | $0 | -100.00% | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Cross Timbers Royalty Trust institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of Cross Timbers Royalty Trust. The most heavily invested institutionals were:
SoftVest Advisors, LLC: 924,960
Ashton Thomas Private Wealth, LLC: 239,924
Beacon Pointe Advisors, LLC: 69,292
MORGAN STANLEY: 20,981
Welch Group, LLC: 16,652
WADDELL & ASSOCIATES, LLC: 15,914
22.22% of Cross Timbers Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.56 M shares in the last 24 months. This purchase volume represents approximately $15.16 M in transactions.