CRT

Cross Timbers Royalty Trust

21 hedge funds and large institutions have $2.38M invested in Cross Timbers Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAA
1
Mraz Amerine & Associates
California
$395K 40,001
Morgan Stanley
2
Morgan Stanley
New York
$374K 37,852 +15,701 +71%
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$264K 26,649 +26,649 New
UBS Group
4
UBS Group
Switzerland
$226K 22,802 +121 +0.5%
MMA
5
Miracle Mile Advisors
California
$178K 18,000
RWM
6
Ritholtz Wealth Management
New York
$169K 17,061 +17,061 New
WA
7
Waddell & Associates
Tennessee
$148K 15,024 +375 +3%
LPL Financial
8
LPL Financial
California
$109K 11,024 -20 -0.2%
SC
9
Scotia Capital
Ontario, Canada
$109K 11,000 +11,000 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$104K 10,500 +100 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$103K 10,416 +10,416 New
NA
12
NewEdge Advisors
Louisiana
$100K 10,153 -999 -9%
Bank of America
13
Bank of America
North Carolina
$35.6K 3,596 +1,612 +81%
Raymond James Financial
14
Raymond James Financial
Florida
$21.8K 2,208 +2,208 New
Osaic Holdings
15
Osaic Holdings
Arizona
$19.8K 2,000 -510 -20%
Wells Fargo
16
Wells Fargo
California
$19.5K 1,971 -30 -1%
LFG
17
Larson Financial Group
Missouri
$6.81K 690 -60 -8%
ADL
18
Asset Dedication LLC
California
$1.97K 200
BlackRock
19
BlackRock
New York
$204 21
CA
20
CoreCap Advisors
Michigan
$128 13
SPIA
21
Steward Partners Investment Advisory
New York
$109 11
HCP
22
Hexagon Capital Partners
Arkansas
-500 Closed
S
23
SignatureFD
Georgia
-120 Closed