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
Q2 		– Sell
-11,026
Closed -$117K – 3248
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 $921M AUM 45.28% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace's CRT Position: Q2 2026 in Review

Marshall Wace sold out of Cross Timbers Royalty Trust (CRT) in Q2 2026, closing a stake of 11,026 shares — an estimated $117K sold.

Marshall Wace first reported a position in CRT in Q4 2018 and held it in 2 quarters. The position peaked at $117K in Q1 2026. 20 funds tracked by Wall St. Rank hold CRT as of Q2 2026.

  • Marshall Wace reported no remaining Cross Timbers Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 11,026 Cross Timbers Royalty Trust shares in Q2 2026, an estimated $117K.
  • Marshall Wace first reported a position in Cross Timbers Royalty Trust in Q4 2018 and held it in 2 quarters.
  • Marshall Wace's Cross Timbers Royalty Trust position peaked at $117K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.