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SAN Juan Basin Royalty TR (SJT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
MAD River Investors
NEW
Shares597,500
Change+597,500
Value$2.2M
Filed 2026-10-27
Lesa Sroufe & Co
INCREASED
Shares592,321 from 581,264
Change+11,057 (+2%)
Value$2.2K (-$1.9M)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED
Shares482,614 from 946,043
Change-463,429 (-49%)
Value$1.8M (-$1.3M)
Filed 2026-11-03
Mcdaniel Terry & Co
UNCHANGED
Shares318,076 from 318,076
Change0 (0%)
Value$1.2M (+$140.0K)
Filed 2026-11-05
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares184,236 from 184,236
Change0 (0%)
Value$672.5K (+$81.1K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED
Shares155,150 from 155,450
Change-300 (0%)
Value$566.3K (+$67.3K)
Filed 2026-10-23
State of Wyoming
NEW
Shares145,489
Change+145,489
Value$531.0K
Filed 2026-10-28
Creative Planning
INCREASED
Shares54,007 from 53,007
Change+1,000 (+2%)
Value$197.1K (+$27.0K)
Filed 2026-11-02
Greenfield Seitz Capital Management, LLC
DECREASED
Shares52,350 from 53,100
Change-750 (-1%)
Value$191.1K (+$20.6K)
Filed 2026-10-29
Atlas Wealth Partners, LLC
INCREASED
Shares43,206 from 40,106
Change+3,100 (+8%)
Value$157.7K (+$29.0K)
Filed 2026-11-03
Meixler Investment Management, Ltd.
DECREASED
Shares39,000 from 44,600
Change-5,600 (-13%)
Value$142.4K (-$816)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares37,883 from 37,883
Change0 (0%)
Value$121.6K ($0)
Filed 2026-10-26
Welch Group, LLC
UNCHANGED
Shares35,508 from 35,508
Change0 (0%)
Value$129.6K (+$15.6K)
Filed 2026-10-29
Key Client Fiduciary Advisors, LLC
INCREASED
Shares32,850 from 31,850
Change+1,000 (+3%)
Value$119.9K (+$18.0K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares22,149 from 14,425
Change+7,724 (+54%)
Value$81 (-$45.9K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED
Shares20,750 from 35,750
Change-15,000 (-42%)
Value$75.7K (-$39.0K)
Filed 2026-11-02
DWR Wealth Management, LLC
UNCHANGED
Shares20,500 from 20,500
Change0 (0%)
Value$74.4K (+$13.7K)
Filed 2026-10-13
Clear Harbor Asset Management, LLC
DECREASED
Shares18,825 from 21,325
Change-2,500 (-12%)
Value$68.7K (+$258)
Filed 2026-11-05
SevenBridge Financial Group, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$52.1K (+$14.1K)
Filed 2026-10-26
Foundation Resource Management Inc
UNCHANGED
Shares14,565 from 14,565
Change0 (0%)
Value$53.2K (+$6.4K)
Filed 2026-10-19
Wedbush Securities Inc
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$42 (-$37.0K)
Filed 2026-10-22
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$36.5K (+$4.4K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$18.3K (+$2.2K)
Filed 2026-10-23
Simplex Trading, LLC
DECREASED
Shares4,113 from 10,850
Change-6,737 (-62%)
Value$15.0K (-$19.8K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED
Shares3,714 from 3,714
Change0 (0%)
Value$13.6K (+$1.6K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares3,030 from 4,037
Change-1,007 (-25%)
Value$11.1K (-$1.9K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$1.4K (+$174)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$719 (+$87)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
INCREASED
Shares116 from 91
Change+25 (+27%)
Value$423 (+$131)
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$385 (+$46)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$4
Filed 2026-11-04
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$787)
Filed 2026-10-20
Jnba Financial Advisors
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$321)
Filed 2026-11-03
Horizon Kinetics Asset Management LLC
N/A
Shares— from 7,494,020
Change-7,494,020 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,563,319
Change-1,563,319 (-100%)
Value—
Cannell Capital LLCA
N/A
Shares— from 1,212,760
Change-1,212,760 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 859,190
Change-859,190 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 641,414
Change-641,414 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 540,087
Change-540,087 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 254,805
Change-254,805 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 242,929
Change-242,929 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 240,377
Change-240,377 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 180,114
Change-180,114 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 170,922
Change-170,922 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 148,082
Change-148,082 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 135,057
Change-135,057 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 95,656
Change-95,656 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 95,406
Change-95,406 (-100%)
Value—
UBS Group AG
N/A
Shares— from 90,159
Change-90,159 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 73,426
Change-73,426 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 64,366
Change-64,366 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 48,650
Change-48,650 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 37,400
Change-37,400 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 35,100
Change-35,100 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 34,461
Change-34,461 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,482
Change-28,482 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 27,700
Change-27,700 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 27,467
Change-27,467 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 20,369
Change-20,369 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,131
Change-16,131 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,682
Change-15,682 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 15,534
Change-15,534 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 13,680
Change-13,680 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 11,430
Change-11,430 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 10,629
Change-10,629 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 782
Change-782 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 405
Change-405 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 150
Change-150 (-100%)
Value—
FMR LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
MAD River Investors
NEW597,500—+597,500——$2.2M—2026-10-27
Lesa Sroufe & Co
INCREASED592,321581,264+11,057+2%$1.9M$2.2K-$1.9M2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED482,614946,043-463,429-49%$3.0M$1.8M-$1.3M2026-11-03
Mcdaniel Terry & Co
UNCHANGED318,076318,07600%$1.0M$1.2M+$140.0K2026-11-05
Mraz, Amerine & Associates, Inc.
UNCHANGED184,236184,23600%$591.4K$672.5K+$81.1K2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED155,150155,450-3000%$499.0K$566.3K+$67.3K2026-10-23
State of Wyoming
NEW145,489—+145,489——$531.0K—2026-10-28
Creative Planning
INCREASED54,00753,007+1,000+2%$170.2K$197.1K+$27.0K2026-11-02
Greenfield Seitz Capital Management, LLC
DECREASED52,35053,100-750-1%$170.5K$191.1K+$20.6K2026-10-29
Atlas Wealth Partners, LLC
INCREASED43,20640,106+3,100+8%$128.7K$157.7K+$29.0K2026-11-03
Meixler Investment Management, Ltd.
DECREASED39,00044,600-5,600-13%$143.2K$142.4K-$8162026-11-03
PKS Advisory Services, LLC
UNCHANGED37,88337,88300%$121.6K$121.6K$02026-10-26
Welch Group, LLC
UNCHANGED35,50835,50800%$114.0K$129.6K+$15.6K2026-10-29
Key Client Fiduciary Advisors, LLC
INCREASED32,85031,850+1,000+3%$101.9K$119.9K+$18.0K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED22,14914,425+7,724+54%$46.0K$81-$45.9K2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED20,75035,750-15,000-42%$114.8K$75.7K-$39.0K2026-11-02
DWR Wealth Management, LLC
UNCHANGED20,50020,50000%$60.7K$74.4K+$13.7K2026-10-13
Clear Harbor Asset Management, LLC
DECREASED18,82521,325-2,500-12%$68.5K$68.7K+$2582026-11-05
SevenBridge Financial Group, LLC
UNCHANGED15,00015,00000%$38.0K$52.1K+$14.1K2026-10-26
Foundation Resource Management Inc
UNCHANGED14,56514,56500%$46.8K$53.2K+$6.4K2026-10-19
Wedbush Securities Inc
UNCHANGED11,50011,50000%$37.0K$42-$37.0K2026-10-22
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED10,00010,00000%$32.1K$36.5K+$4.4K2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED5,0005,00000%$16.1K$18.3K+$2.2K2026-10-23
Simplex Trading, LLC
DECREASED4,11310,850-6,737-62%$34.8K$15.0K-$19.8K2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED3,7143,71400%$11.9K$13.6K+$1.6K2026-10-27
Fifth Third Bancorp
DECREASED3,0304,037-1,007-25%$13.0K$11.1K-$1.9K2026-11-05
IFP Advisors, Inc
UNCHANGED39539500%$1.3K$1.4K+$1742026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED19719700%$632$719+$872026-11-04
Caitong International Asset Management Co., Ltd
INCREASED11691+25+27%$292$423+$1312026-10-29
Nfsg Corp
UNCHANGED10610600%$339$385+$462026-10-15
EverSource Wealth Advisors, LLC
NEW1—+1——$4—2026-11-04
Physician Wealth Advisors, Inc.
CLOSED0245-245-100%$787$0-$7872026-10-20
Jnba Financial Advisors
CLOSED0100-100-100%$321$0-$3212026-11-03
Horizon Kinetics Asset Management LLC
N/A—7,494,020-7,494,020-100%$24.1M———
Morgan Stanley
N/A—1,563,319-1,563,319-100%$5.0M———
Cannell Capital LLCA
N/A—1,212,760-1,212,760-100%$3.9M———
Moors & Cabot, Inc.
N/A—859,190-859,190-100%$2.8M———
Punch & Associates Investment Management, Inc.
N/A—641,414-641,414-100%$2.1M———
Marshall Wace, LLP
N/A—540,087-540,087-100%$1.7M———
Raymond James Financial Inc
N/A—254,805-254,805-100%$817.9K———
Citadel Advisors LLC
N/A—242,929-242,929-100%$779.8K———
Advisory Services Network, LLC
N/A—240,377-240,377-100%$771.6K———
Jane Street Group, LLC
N/A—180,114-180,114-100%$578.2K———
XTX Topco Ltd
N/A—170,922-170,922-100%$548.7K———
LPL Financial LLC
N/A—148,082-148,082-100%$475.3K———
Pingora Partners LLC
N/A—135,057-135,057-100%$433.5K———
Two Sigma Investments, LP
N/A—95,656-95,656-100%$307.1K———
Osaic Holdings, Inc.
N/A—95,406-95,406-100%$306.2K———
UBS Group AG
N/A—90,159-90,159-100%$289.4K———
Wells Fargo & Company
N/A—73,426-73,426-100%$235.7K———
BNP Paribas Financial Markets
N/A—64,366-64,366-100%$206.6K———
Ingalls & Snyder LLC
N/A—48,650-48,650-100%$156.0K———
Beacon Pointe Advisors, LLC
N/A—45,000-45,000-100%$144.5K———
First Financial Bankshares Inc
N/A—37,500-37,500-100%$120.4K———
Bank of America Corp
N/A—37,400-37,400-100%$120.1K———
Argent Trust Co
N/A—35,100-35,100-100%$112.7K———
Delta Investment Management, LLC
N/A—34,461-34,461-100%$110.6K———
Janney Montgomery Scott LLC
N/A—33,000-33,000-100%$106.0K———
Roundview Capital LLC
N/A—30,000-30,000-100%$96.3K———
AQR Capital Management LLC
N/A—28,482-28,482-100%$91.4K———
Royal Bank of Canada
N/A—27,700-27,700-100%$89.0K———
HRT Financial LP
N/A—27,467-27,467-100%$88.0K———
Group One Trading LLC
N/A—20,369-20,369-100%$65.4K———
Susquehanna International Group, LLP
N/A—16,131-16,131-100%$51.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,682-15,682-100%$50.3K———
Financial Engines Advisors L.L.C.
N/A—15,534-15,534-100%$49.9K———
Aptus Capital Advisors, LLC
N/A—15,000-15,000-100%$48.2K———
Beck Mack & Oliver LLC
N/A—13,680-13,680-100%$43.9K———
Westfuller Advisors, LLC
N/A—11,430-11,430-100%$36.7K———
Evernest Financial Advisors, LLC
N/A—11,000-11,000-100%$35.3K———
Qube Research & Technologies Ltd
N/A—10,629-10,629-100%$34.1K———
Stratos Wealth Partners, Ltd.
N/A—10,570-10,570-100%$33.9K———
Pathstone Holdings, LLC
N/A—10,424-10,424-100%$33.5K———
National Bank of Canada
N/A—10,000-10,000-100%$32.0K———
Ameriflex Group, Inc.
N/A—3,600-3,600-100%$11.6K———
EFG International AG
N/A—3,100-3,100-100%$10.0K———
BFC Planning, Inc.
N/A—3,000-3,000-100%$9.6K———
Rothschild Investment LLC
N/A—2,737-2,737-100%$8.8K———
SouthState Bank Corp
N/A—2,000-2,000-100%$6.4K———
Steward Partners Investment Advisory, LLC
N/A—1,662-1,662-100%$5.3K———
JPMorgan Chase & Co
N/A—782-782-100%$2.3K———
Morse Asset Management, Inc
N/A—500-500-100%$1.6K———
Arax Advisory Partners
N/A—405-405-100%$1.3K———
BlackRock, Inc.
N/A—376-376-100%$1.2K———
Allworth Financial LP
N/A—150-150-100%$482———
FMR LLC
N/A—50-50-100%$161———
Showing 86 of 86 institutions