AssetMark Inc
CRT

AssetMark Inc’s Cross Timbers Royalty Trust CRT Stock Holding History

AssetMark Inc’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32 Buy
+3
New +$27 ﹤0.01% 3413

Other funds holding CRT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc's CRT Position: Q1 2026 in Review

AssetMark Inc opened a new position in Cross Timbers Royalty Trust (CRT) in Q1 2026: 3 shares worth $32. The stake represents ﹤0.01% of the portfolio and ranks #3413 among its holdings.

22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

  • AssetMark Inc held 3 shares of Cross Timbers Royalty Trust worth $32 as of Q1 2026.
  • Cross Timbers Royalty Trust was a new AssetMark Inc position in Q1 2026.
  • Cross Timbers Royalty Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3413 holding.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.