Marshall Wace
CRT

Marshall Wace’s Cross Timbers Royalty Trust CRT Stock Holding History

Marshall Wace’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 		$117K Buy
+11,026
New +$99.2K ﹤0.01% 2876
2019
Q1 		– Sell
-5,976
Closed -$67K – 1766
2018
Q4 		$67K Buy
+5,976
New +$85.1K ﹤0.01% 1413

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace's CRT Position: Q1 2026 in Review

Marshall Wace opened a new position in Cross Timbers Royalty Trust (CRT) in Q1 2026: 11,026 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #2876 among its holdings. This is a return to the name: Marshall Wace previously reported a position in CRT as recently as Q4 2018.

Marshall Wace first reported a position in CRT in Q4 2018 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

  • Marshall Wace held 11,026 shares of Cross Timbers Royalty Trust worth $117K as of Q1 2026.
  • Cross Timbers Royalty Trust was a new Marshall Wace position in Q1 2026.
  • Cross Timbers Royalty Trust made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2876 holding.
  • Marshall Wace first reported a position in Cross Timbers Royalty Trust in Q4 2018 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.