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Cross Timbers Royalty Trust (CRT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares239,924 from 239,924
Change0 (0%)
Value$2.8M (+$671.8K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares27,094
Change+27,094
Value$323.5K
Filed 2026-10-13
Welch Group, LLC
UNCHANGED
Shares16,652 from 16,652
Change0 (0%)
Value$197.2K (+$46.6K)
Filed 2026-10-29
First Horizon Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.2K (+$280)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$154 (+$36)
Filed 2026-10-08
Caitong International Asset Management Co., Ltd
DECREASED
Shares5 from 6
Change-1 (-17%)
Value$59 (+$5)
Filed 2026-10-29
Assetmark, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$36 (+$9)
Filed 2026-10-21
SoftVest Advisors, LLC
N/A
Shares— from 924,960
Change-924,960 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 69,292
Change-69,292 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 20,981
Change-20,981 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 15,914
Change-15,914 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,964
Change-10,964 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,681
Change-10,681 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,657
Change-10,657 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 814
Change-814 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 735
Change-735 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Ashton Thomas Private Wealth, LLC
UNCHANGED239,924239,92400%$2.2M$2.8M+$671.8K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW27,094—+27,094——$323.5K—2026-10-13
Welch Group, LLC
UNCHANGED16,65216,65200%$150.5K$197.2K+$46.6K2026-10-29
First Horizon Corp
UNCHANGED10010000%$904$1.2K+$2802026-10-26
CoreCap Advisors, LLC
UNCHANGED131300%$118$154+$362026-10-08
Caitong International Asset Management Co., Ltd
DECREASED56-1-17%$54$59+$52026-10-29
Assetmark, Inc
UNCHANGED3300%$27$36+$92026-10-21
SoftVest Advisors, LLC
N/A—924,960-924,960-100%$8.4M———
Beacon Pointe Advisors, LLC
N/A—69,292-69,292-100%$626.4K———
Morgan Stanley
N/A—20,981-20,981-100%$189.7K———
Waddell & Associates, LLC
N/A—15,914-15,914-100%$143.9K———
XTX Topco Ltd
N/A—10,964-10,964-100%$99.1K———
Susquehanna International Group, LLP
N/A—10,681-10,681-100%$96.6K———
O'shaughnessy Asset Management, LLC
N/A—10,657-10,657-100%$96.3K———
UBS Group AG
N/A—7,550-7,550-100%$68.3K———
Wells Fargo & Company
N/A—1,982-1,982-100%$17.9K———
Harbour Investments, Inc.
N/A—1,800-1,800-100%$16.3K———
BNP Paribas Financial Markets
N/A—814-814-100%$7.4K———
Osaic Holdings, Inc.
N/A—735-735-100%$6.7K———
BlackRock, Inc.
N/A—17-17-100%$150———
Steward Partners Investment Advisory, LLC
N/A—11-11-100%$99———
Showing 21 of 21 institutions