CRT

Cross Timbers Royalty Trust
CRT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
OSAM
O'Shaughnessy Asset Management
Connecticut
$264K
2
RWM
Ritholtz Wealth Management
New York
$169K
3
Morgan Stanley
Morgan Stanley
New York
$374K
4
SC
Scotia Capital
Ontario, Canada
$109K
5
Citadel Advisors
Citadel Advisors
Florida
$103K

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$100K
2
HCP
Hexagon Capital Partners
Arkansas
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$19.8K
4
S
SignatureFD
Georgia
$0
5
LFG
Larson Financial Group
Missouri
$6.81K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
1
Mraz Amerine & Associates
California
$395K – – –
Morgan Stanley
2
Morgan Stanley
New York
$374K +$155K +15,701 +71%
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$264K +$264K +26,649 New
UBS Group
4
UBS Group
Switzerland
$226K +$1.2K +121 +0.5%
MMA
5
Miracle Mile Advisors
California
$178K – – –
RWM
6
Ritholtz Wealth Management
New York
$169K +$169K +17,061 New
WA
7
Waddell & Associates
Tennessee
$148K +$3.7K +375 +3%
LPL Financial
8
LPL Financial
California
$109K -$198 -20 -0.2%
SC
9
Scotia Capital
Ontario, Canada
$109K +$109K +11,000 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$104K +$989 +100 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$103K +$103K +10,416 New
NA
12
NewEdge Advisors
Louisiana
$100K -$9.86K -999 -9%
Bank of America
13
Bank of America
North Carolina
$35.6K +$15.9K +1,612 +81%
Raymond James Financial
14
Raymond James Financial
Florida
$21.8K +$21.8K +2,208 New
Osaic Holdings
15
Osaic Holdings
Arizona
$19.8K -$5.04K -510 -20%
Wells Fargo
16
Wells Fargo
California
$19.5K -$297 -30 -1%
LFG
17
Larson Financial Group
Missouri
$6.81K -$592 -60 -8%
ADL
18
Asset Dedication LLC
California
$1.97K – – –
BlackRock
19
BlackRock
New York
$204 – – –
CA
20
CoreCap Advisors
Michigan
$128 – – –
SPIA
21
Steward Partners Investment Advisory
New York
$109 – – –
HCP
22
Hexagon Capital Partners
Arkansas
– -$6.53K -500 Closed
S
23
SignatureFD
Georgia
– -$1.57K -120 Closed