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SAN Juan Basin Royalty TR (SJT)

CUSIP: 798241105 | US | Energy · Oil & Gas E&P | Micro Cap | 456 institutional holders

Quarters

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

MAD River Investors597,500
0.9% of portfolio›$2.2M
Lesa Sroufe & Co592,321
0.0% of portfolio›$2.2K
Ashton Thomas Private Wealth, LLC482,614
0.0% of portfolio›$1.8M
Mcdaniel Terry & Co318,076
0.1% of portfolio›$1.2M
Mraz, Amerine & Associates, Inc.184,236
0.1% of portfolio›$672.5K
Kingswood Wealth Advisors, LLC155,150
0.0% of portfolio›$566.3K
State of Wyoming145,489
0.0% of portfolio›$531.0K
Creative Planning54,007
0.0% of portfolio›$197.1K
Greenfield Seitz Capital Management, LLC52,350
0.1% of portfolio›$191.1K
Atlas Wealth Partners, LLC43,206
0.2% of portfolio›$157.7K
Meixler Investment Management, Ltd.39,000
0.1% of portfolio›$142.4K
PKS Advisory Services, LLC37,883
0.0% of portfolio›$121.6K
Welch Group, LLC35,508
0.0% of portfolio›$129.6K
Key Client Fiduciary Advisors, LLC32,850
0.0% of portfolio›$119.9K
Cambridge Investment Research Advisors, Inc.22,149
0.0% of portfolio›$81
Pekin Hardy Strauss, Inc.20,750
0.0% of portfolio›$75.7K
DWR Wealth Management, LLC20,500
0.1% of portfolio›$74.4K
Clear Harbor Asset Management, LLC18,825
0.0% of portfolio›$68.7K
SevenBridge Financial Group, LLC15,000
0.0% of portfolio›$52.1K
Foundation Resource Management Inc14,565
0.0% of portfolio›$53.2K
Wedbush Securities Inc11,500
0.0% of portfolio›$42
Split Creek LLC DBA Split Creek Capital LLC10,000
0.0% of portfolio›$36.5K
Wilmington Savings Fund Society, FSB5,000
0.0% of portfolio›$18.3K
Simplex Trading, LLC4,113
0.0% of portfolio›$15.0K
Adkins Seale Capital Management LLC3,714
0.0% of portfolio›$13.6K
Fifth Third Bancorp3,030
0.0% of portfolio›$11.1K
IFP Advisors, Inc395
0.0% of portfolio›$1.4K
Plante Moran Financial Advisors, LLC197
0.0% of portfolio›$719
Caitong International Asset Management Co., Ltd116
0.0% of portfolio›$423
Nfsg Corp106
0.0% of portfolio›$385
EverSource Wealth Advisors, LLC1
0.0% of portfolio›$4
StyleTurnoverLocationFiled
MAD River Investors
597,500$2.2M0.9%Agg GrowthVery LowBoston, MA2026-10-27
Lesa Sroufe & Co
592,321$2.2K0.0%Deep ValueLowSeattle, WA2026-10-29
Ashton Thomas Private Wealth, LLC
482,614$1.8M0.0%CoreMediumScottsdale, AZ2026-11-03
Mcdaniel Terry & Co
318,076$1.2M0.1%CoreVery LowAustin, TX2026-11-05
Mraz, Amerine & Associates, Inc.
184,236$672.5K0.1%Deep ValueLowModesto, CA2026-10-30
Kingswood Wealth Advisors, LLC
155,150$566.3K0.0%GrowthLowSan Diego, CA2026-10-23
State of Wyoming
145,489$531.0K0.0%ValueHighCheyenne, WY2026-10-28
Creative Planning
54,007$197.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Greenfield Seitz Capital Management, LLC
52,350$191.1K0.1%GARPLowDallas, TX2026-10-29
Atlas Wealth Partners, LLC
43,206$157.7K0.2%Agg GrowthVery LowWyomissing, PA2026-11-03
Meixler Investment Management, Ltd.
39,000$142.4K0.1%YieldMediumShow Low, AZ2026-11-03
PKS Advisory Services, LLC
37,883$121.6K0.0%ETFMediumAlbany, NY2026-10-26
Welch Group, LLC
35,508$129.6K0.0%CoreVery LowBirmingham, AL2026-10-29
Key Client Fiduciary Advisors, LLC
32,850$119.9K0.0%ValueMediumFairfield, NJ2026-10-19
Cambridge Investment Research Advisors, Inc.
22,149$810.0%ETFLowFairfield, IA2026-11-02
Pekin Hardy Strauss, Inc.
20,750$75.7K0.0%ValueMediumChicago, IL2026-11-02
DWR Wealth Management, LLC
20,500$74.4K0.1%ETFLowSan Jose, CA2026-10-13
Clear Harbor Asset Management, LLC
18,825$68.7K0.0%CoreLowStamford, CT2026-11-05
SevenBridge Financial Group, LLC
15,000$52.1K0.0%CoreLowHarrisburg, PA2026-10-26
Foundation Resource Management Inc
14,565$53.2K0.0%ValueLowLittle Rock, AR2026-10-19
Wedbush Securities Inc
11,500$420.0%CoreLowPasadena, CA2026-10-22
Split Creek LLC DBA Split Creek Capital LLC
10,000$36.5K0.0%CoreMediumNorth Garden, VA2026-11-02
Wilmington Savings Fund Society, FSB
5,000$18.3K0.0%CoreLowWilmington, DE2026-10-23
Simplex Trading, LLC
4,113$15.0K0.0%CoreVery HighChicago, IL2026-11-04
Adkins Seale Capital Management LLC
3,714$13.6K0.0%CoreVery LowShreveport, LA2026-10-27
Fifth Third Bancorp
3,030$11.1K0.0%IndexVery LowCincinnati, OH2026-11-05
IFP Advisors, Inc
395$1.4K0.0%GrowthLowTampa, FL2026-10-16
Plante Moran Financial Advisors, LLC
197$7190.0%ETFVery LowSouthfield, MI2026-11-04
Caitong International Asset Management Co., Ltd
116$4230.0%GrowthVery HighHong Kong, South Korea2026-10-29
Nfsg Corp
106$3850.0%Agg GrowthMediumBoca Raton, FL2026-10-15
EverSource Wealth Advisors, LLC
1$40.0%CoreMediumBirmingham, AL2026-11-04