We are live on ! Find out more
CRT

Cross Timbers Royalty Trust

22 hedge funds and large institutions have $11.8M invested in Cross Timbers Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,326% more capital invested

Capital invested by funds: $831K → $11.8M (+$11M)

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

69% more funds holding

Funds holding: 1322 (+9)

16.92% more ownership

Funds ownership: 1.75%18.67% (+17%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
22
Holders Change
+9
Holders Change %
+69.23%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
2
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SoftVest Advisors
Texas
$7.38M +$6.28M +697,893 New
ATPW
2
Ashton Thomas Private Wealth
Arizona
$2.41M +$2.05M +228,058 New
BPA
3
Beacon Pointe Advisors
California
$664K +$565K +62,800 New
Citadel Advisors
4
Citadel Advisors
Florida
$411K +$350K +38,861 New
WA
5
Waddell & Associates
Tennessee
$167K +$3.17K +353 +2%
WG
6
Welch Group
Alabama
$157K +$134K +14,852 New
Marshall Wace
7
Marshall Wace
United Kingdom
$117K +$99.2K +11,026 New
MAA
8
Mraz Amerine & Associates
California
$115K -$228K -25,401 -70%
RWM
9
Ritholtz Wealth Management
New York
$112K +$95K +10,558 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$106K
UBS Group
11
UBS Group
Switzerland
$80K -$5.05K -562 -7%
Morgan Stanley
12
Morgan Stanley
New York
$65.4K +$15.7K +1,749 +39%
Wells Fargo
13
Wells Fargo
California
$21K
HI
14
Harbour Investments
Wisconsin
$19K +$16.2K +1,800 New
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$7.48K +$6.36K +707 New
Osaic Holdings
16
Osaic Holdings
Arizona
$7.42K -$17.3K -1,926 -73%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K +$1.84K +205 New
BlackRock
18
BlackRock
New York
$176
CA
19
CoreCap Advisors
Michigan
$138
SPIA
20
Steward Partners Investment Advisory
New York
$116
CIAM
21
Caitong International Asset Management
Hong Kong
$63 +$54 +6 New
AssetMark Inc
22
AssetMark Inc
California
$32 +$27 +3 New
OSAM
23
O'Shaughnessy Asset Management
Connecticut
-$112K -14,030 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$83K -10,439 Closed
Bank of America
25
Bank of America
North Carolina
-$11.3K -1,424 Closed

CRT Hedge Fund Activity: Q1 2026 in Review

22 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cross Timbers Royalty Trust (CRT) for Q1 2026, worth a combined $11.8M — up 1,326% from $831K a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CRT positions and 3 closed out — a net gain of 9 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was SoftVest Advisors, opening a new position worth an estimated $6.28M. The largest seller was Mraz Amerine & Associates, cutting an estimated $228K.

  • 22 institutional investors held Cross Timbers Royalty Trust (CRT) as of Q1 2026, up from 13 in Q4 2025.
  • Funds reported $11.8M of Cross Timbers Royalty Trust stock for Q1 2026, up 1,326% quarter-over-quarter.
  • 12 funds opened new Cross Timbers Royalty Trust positions in Q1 2026 and 3 closed out, a net change of +9 holders.
  • The largest Cross Timbers Royalty Trust buyer in Q1 2026 was SoftVest Advisors, an estimated $6.28M added.
  • The largest Cross Timbers Royalty Trust seller in Q1 2026 was Mraz Amerine & Associates, an estimated $228K sold.

Based on aggregated 13F filings for Q1 2026.