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Sabine Royalty Trust (SBR)

CUSIP: 785688102 | US | Energy · Oil & Gas Midstream | Small Cap | 421 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Americana Partners, LLC295,755
0.4% of portfolio›$20.5M
Prospera Financial Services Inc184,655
0.2% of portfolio›$13.1M
King Luther Capital Management Corp143,555
0.0% of portfolio›$9.9M
Ashton Thomas Private Wealth, LLC84,383
0.1% of portfolio›$5.8M
CWA Asset Management Group, LLC62,876
0.1% of portfolio›$4.3M
Howard Financial Services, Ltd.62,217
0.5% of portfolio›$4.3M
Moody National Bank Trust Division31,896
0.2% of portfolio›$2.2M
Commonwealth Equity Services, LLC28,365
0.0% of portfolio›$2.0M
Savant Capital, LLC26,696
0.0% of portfolio›$1.8M
Chilton Capital Management LLC26,212
0.1% of portfolio›$1.8M
Mraz, Amerine & Associates, Inc.23,165
0.3% of portfolio›$1.6M
Greenfield Seitz Capital Management, LLC23,100
0.5% of portfolio›$1.6M
Blue Trust, Inc.22,154
0.0% of portfolio›$1.5M
Concurrent Investment Advisors, LLC21,344
0.0% of portfolio›$1.5M
PFG Advisors14,796
0.1% of portfolio›$1.0M
Mcdaniel Terry & Co14,000
0.1% of portfolio›$968.1K
Sendero Wealth Management, LLC12,927
0.1% of portfolio›$893.9K
Rahlfs Capital, LLC11,985
0.6% of portfolio›$828.8K
Independent Financial Group, LLC11,377
0.0% of portfolio›$786.7K
Capital Investment Advisors, LLC11,041
0.0% of portfolio›$763.5K
Robertson Stephens Wealth Management, LLC10,600
0.0% of portfolio›$733.0K
DWR Wealth Management, LLC10,466
0.5% of portfolio›$733.8K
Franklin Street Advisors Inc10,081
0.0% of portfolio›$697.1K
Burford Brothers, Inc.10,000
0.3% of portfolio›$691.5K
M.E. Allison & Co., Inc.9,040
0.4% of portfolio›$625.1K
Verdence Capital Advisors LLC8,000
0.0% of portfolio›$553.2K
Carnegie Investment Counsel7,300
0.0% of portfolio›$504.8K
Private Trust Co NA6,600
0.0% of portfolio›$456.4K
1900 Wealth Management LLC6,130
0.0% of portfolio›$423.9K
Creative Planning5,779
0.0% of portfolio›$399.6K
State of Wyoming5,723
0.0% of portfolio›$395.7K
Beacon Financial Group5,255
0.0% of portfolio›$363.4K
Kestra Advisory Services, LLC4,535
0.0% of portfolio›$313.6K
Titleist Asset Management, LLC4,233
0.0% of portfolio›$292.7K
Islay Capital Management, LLC3,500
0.1% of portfolio›$242.0K
Rhodes Investment Advisors Inc3,497
0.2% of portfolio›$241.8K
Ackerman Capital Advisors, LLC3,417
0.0% of portfolio›$236.3K
Fifth Third Bancorp1,613
0.0% of portfolio›$111.5K
Wilmington Savings Fund Society, FSB1,500
0.0% of portfolio›$103.7K
Bokf, NA1,500
0.0% of portfolio›$103.7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,437
0.0% of portfolio›$99.4K
PNC Financial Services Group, Inc.1,340
0.0% of portfolio›$92.7K
US Bancorp \de\1,250
0.0% of portfolio›$86.4K
Quaker Wealth Management, LLC1,000
0.0% of portfolio›$69.2K
Citizens National Bank Trust Department1,000
0.0% of portfolio›$69.2K
Farther Finance Advisors, LLC971
0.0% of portfolio›$67.1K
Rossby Financial, LCC742
0.0% of portfolio›$51.3K
Signature Resources Capital Management, LLC600
0.0% of portfolio›$41.5K
Madden Securities Corp500
0.0% of portfolio›$34.6K
American National Bank & Trust483
0.0% of portfolio›$33.4K
Olistico Wealth, LLC427
0.0% of portfolio›$29.5K
Fortitude Family Office, LLC156
0.0% of portfolio›$10.8K
Parallel Advisors, LLC143
0.0% of portfolio›$9.9K
Dhjj Financial Advisors, Ltd.119
0.0% of portfolio›$8.2K
EverSource Wealth Advisors, LLC58
0.0% of portfolio›$4.0K
Ascentis Independent Advisors55
0.0% of portfolio›$3.8K
TD Private Client Wealth LLC36
0.0% of portfolio›$2.5K
Heritage Family Offices, LLP35
0.0% of portfolio›$2.4K
Mather Group, Llc.30
0.0% of portfolio›$2.1K
Mosley Wealth Management26
0.0% of portfolio›$1.9K
Assetmark, Inc13
0.0% of portfolio›$899
Birch Financial Group, LLC11
0.0% of portfolio›$735
Citigroup Inc3
0.0% of portfolio›$207
Decker Retirement Planning Inc.0
0.0% of portfolio›$24
StyleTurnoverLocationFiled
Americana Partners, LLC
295,755$20.5M0.4%CoreMediumHouston, TX2026-10-28
Prospera Financial Services Inc
184,655$13.1M0.2%CoreMediumDallas, TX2026-11-04
King Luther Capital Management Corp
143,555$9.9M0.0%CoreLowFort Worth, TX2026-11-05
Ashton Thomas Private Wealth, LLC
84,383$5.8M0.1%CoreMediumScottsdale, AZ2026-11-03
CWA Asset Management Group, LLC
62,876$4.3M0.1%CoreMediumNaples, FL2026-10-19
Howard Financial Services, Ltd.
62,217$4.3M0.5%ETFLowDallas, TX2026-10-15
Moody National Bank Trust Division
31,896$2.2M0.2%CoreMediumGalveston, TX2026-10-06
Commonwealth Equity Services, LLC
28,365$2.0M0.0%ETFLowWaltham, MA2026-11-02
Savant Capital, LLC
26,696$1.8M0.0%IndexVery LowRockford, IL2026-11-06
Chilton Capital Management LLC
26,212$1.8M0.1%GrowthMediumHouston, TX2026-10-28
Mraz, Amerine & Associates, Inc.
23,165$1.6M0.3%Deep ValueLowModesto, CA2026-10-30
Greenfield Seitz Capital Management, LLC
23,100$1.6M0.5%GARPLowDallas, TX2026-10-29
Blue Trust, Inc.
22,154$1.5M0.0%ETFLowBrentwood, TN2026-10-15
Concurrent Investment Advisors, LLC
21,344$1.5M0.0%GrowthMediumTampa, FL2026-10-16
PFG Advisors
14,796$1.0M0.1%ETFMediumPhoenix, AZ2026-10-16
Mcdaniel Terry & Co
14,000$968.1K0.1%CoreVery LowAustin, TX2026-11-05
Sendero Wealth Management, LLC
12,927$893.9K0.1%GARPLowSan Antonio, TX2026-10-14
Rahlfs Capital, LLC
11,985$828.8K0.6%CoreLowLake Kiowa, TX2026-10-23
Independent Financial Group, LLC
11,377$786.7K0.0%GrowthLowSan Diego, CA2026-10-13
Capital Investment Advisors, LLC
11,041$763.5K0.0%CoreLowAtlanta, GA2026-10-22
Robertson Stephens Wealth Management, LLC
10,600$733.0K0.0%ETFMediumSan Francisco, CA2026-10-16
DWR Wealth Management, LLC
10,466$733.8K0.5%ETFLowSan Jose, CA2026-10-13
Franklin Street Advisors Inc
10,081$697.1K0.0%GrowthMediumChapel Hill, NC2026-10-13
Burford Brothers, Inc.
10,000$691.5K0.3%CoreLowDallas, TX2026-10-21
M.E. Allison & Co., Inc.
9,040$625.1K0.4%CoreLowSan Antonio, TX2026-10-09
Verdence Capital Advisors LLC
8,000$553.2K0.0%CoreMediumHunt Valley, MD2026-10-26
Carnegie Investment Counsel
7,300$504.8K0.0%CoreLowPepper Pike, OH2026-10-20
Private Trust Co NA
6,600$456.4K0.0%CoreLowCleveland, OH2026-10-20
1900 Wealth Management LLC
6,130$423.9K0.0%ETFLowSan Antonio, TX2026-10-13
Creative Planning
5,779$399.6K0.0%IndexVery LowOverland Park, KS2026-11-02
State of Wyoming
5,723$395.7K0.0%ValueHighCheyenne, WY2026-10-28
Beacon Financial Group
5,255$363.4K0.0%ETFMediumDallas, TX2026-10-19
Kestra Advisory Services, LLC
4,535$313.6K0.0%CoreLowAustin, TX2026-11-02
Titleist Asset Management, LLC
4,233$292.7K0.0%ETFLowSan Antonio, TX2026-10-08
Islay Capital Management, LLC
3,500$242.0K0.1%ETFMediumLubbock, TX2026-10-20
Rhodes Investment Advisors Inc
3,497$241.8K0.2%CoreMediumFort Worth, TX2026-10-07
Ackerman Capital Advisors, LLC
3,417$236.3K0.0%ETFLowDallas, TX2026-10-30
Fifth Third Bancorp
1,613$111.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Wilmington Savings Fund Society, FSB
1,500$103.7K0.0%CoreLowWilmington, DE2026-10-23
Bokf, NA
1,500$103.7K0.0%CoreLowTulsa, OK2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,437$99.4K0.0%GrowthVery LowBoston, MA2026-10-23
PNC Financial Services Group, Inc.
1,340$92.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
US Bancorp \de\
1,250$86.4K0.0%IndexLowMinneapolis, MN2026-11-05
Quaker Wealth Management, LLC
1,000$69.2K0.0%ETFMediumMoorestown, NJ2026-10-22
Citizens National Bank Trust Department
1,000$69.2K0.0%CoreVery LowMeridian, MS2026-11-04
Farther Finance Advisors, LLC
971$67.1K0.0%IndexLowSan Francisco, CA2026-10-08
Rossby Financial, LCC
742$51.3K0.0%ETFMediumMelbourne, FL2026-11-05
Signature Resources Capital Management, LLC
600$41.5K0.0%ETFLowNewport Beach, CA2026-10-16
Madden Securities Corp
500$34.6K0.0%GrowthMediumDallas, TX2026-10-27
American National Bank & Trust
483$33.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
Olistico Wealth, LLC
427$29.5K0.0%GrowthVery LowTulsa, OK2026-10-05
Fortitude Family Office, LLC
156$10.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Parallel Advisors, LLC
143$9.9K0.0%IndexLowSan Francisco, CA2026-11-03
Dhjj Financial Advisors, Ltd.
119$8.2K0.0%ETFVery LowNaperville, IL2026-10-23
EverSource Wealth Advisors, LLC
58$4.0K0.0%CoreMediumBirmingham, AL2026-11-04
Ascentis Independent Advisors
55$3.8K0.0%ETFLowDallas, TX2026-11-03
TD Private Client Wealth LLC
36$2.5K0.0%ETFLowNew York, NY2026-10-28
Heritage Family Offices, LLP
35$2.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Mather Group, Llc.
30$2.1K0.0%ETFMediumChicago, IL2026-10-14
Mosley Wealth Management
26$1.9K0.0%ETFHighAnaheim, CA2026-10-16
Assetmark, Inc
13$8990.0%ETFLowConcord, CA2026-10-21
Birch Financial Group, LLC
11$7350.0%CoreLowKeene, NH2026-10-27
Citigroup Inc
3$2070.0%CoreMediumNew York, NY2026-11-04
Decker Retirement Planning Inc.
0$240.0%Agg GrowthVery HighLevi, UT2026-10-19