Cross Timbers Royalty Trust
CRTFigures shown here come from public SEC filings. Dates beside each section show the available history.
SEC filings supply these figures; updates after the dates shown are not included. No annual financial history is available for this company. The latest insider filing shown is dated Jun 26, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 2026-03-31 | 228,058 | Not shown | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 701 | Not shown | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 38,861 | Not shown | SEC filing |
| CoreCap Advisors, LLC | 2026-03-31 | 13 | Not shown | SEC filing |
| Steward Partners Investment Advisory, LLC | 2026-03-31 | 11 | Not shown | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 6,186 | Not shown | SEC filing |
| Welch Group, LLC | 2026-03-31 | 14,852 | Not shown | SEC filing |
| MARSHALL WACE, LLP | 2026-03-31 | 11,026 | Not shown | SEC filing |
| ASSETMARK, INC | 2026-03-31 | 3 | Not shown | SEC filing |
| Western Wealth Management, LLC | 2026-03-31 | 217 | Not shown | SEC filing |
| SoftVest Advisors, LLC | 2026-03-31 | 697,893 | Not shown | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 1,982 | Not shown | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 10,000 | Not shown | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 205 | Not shown | SEC filing |
| Beacon Pointe Advisors, LLC | 2026-03-31 | 62,800 | Not shown | SEC filing |
| Caitong International Asset Management Co., Ltd | 2026-03-31 | 6 | Not shown | SEC filing |
| UBS Group AG | 2026-03-31 | 7,562 | Not shown | SEC filing |
| WADDELL & ASSOCIATES, LLC | 2026-03-31 | 15,770 | Not shown | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 707 | Not shown | SEC filing |
| RITHOLTZ WEALTH MANAGEMENT | 2026-03-31 | 10,558 | Not shown | SEC filing |
- Each value is checked against Cross Timbers Royalty Trust's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Mraz, Amerine & Associates, Inc.: 36,301 shares reported 2025-12-31; 10,900 shares reported 2026-03-31.
- BlackRock, Inc.: 17 shares reported 2025-12-31; 17 shares reported 2026-03-31.
- RITHOLTZ WEALTH MANAGEMENT: 17,061 shares reported 2025-06-30; 10,558 shares reported 2026-03-31.
- WADDELL & ASSOCIATES, LLC: 15,417 shares reported 2025-12-31; 15,770 shares reported 2026-03-31.
- UBS Group AG: 8,124 shares reported 2025-12-31; 7,562 shares reported 2026-03-31.
- Beacon Pointe Advisors, LLC: 62,800 shares reported 2024-12-31; 62,800 shares reported 2026-03-31.
- PNC FINANCIAL SERVICES GROUP, INC.: 10,000 shares reported 2025-12-31; 10,000 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 1,982 shares reported 2025-12-31; 1,982 shares reported 2026-03-31.
- Steward Partners Investment Advisory, LLC: 11 shares reported 2025-12-31; 11 shares reported 2026-03-31.
- CoreCap Advisors, LLC: 13 shares reported 2025-12-31; 13 shares reported 2026-03-31.
- CITADEL ADVISORS LLC: 10,416 shares reported 2025-06-30; 38,861 shares reported 2026-03-31.
- OSAIC HOLDINGS, INC.: 2,627 shares reported 2025-12-31; 701 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
12 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Cross Timbers Royalty Trust's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-23 · OLIVER ERIC L: Larger than 22 of the 23 other insider purchases of Units of Beneficial Interest on file. SEC filing
- 2026-04-17 · OLIVER ERIC L: Larger than 21 of the 23 other insider purchases of Units of Beneficial Interest on file. SEC filing
- 2026-03-27 · OLIVER ERIC L: Larger than all 23 other insider purchases of Units of Beneficial Interest on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-25 | OLIVER ERIC L · 10% owner | Units of Beneficial Interest | P — Open market or private purchase | +3,727 | 8.88 | SEC filing |
| 2026-06-24 | OLIVER ERIC L · 10% owner | Units of Beneficial Interest | P — Open market or private purchase | +4,047 | 8.66 | SEC filing |
| 2026-06-23 | OLIVER ERIC L · 10% owner | Units of Beneficial Interest | P — Open market or private purchase | +34,596 | 8.68 | SEC filing |
| 2026-06-22 | OLIVER ERIC L · 10% owner | Units of Beneficial Interest | P — Open market or private purchase | +20,968 | 8.65 | SEC filing |
| 2026-06-02 | OLIVER ERIC L · 10% owner | Units of Beneficial Interest | P — Open market or private purchase | +5,748 | 10.52 | SEC filing |
| 2026-06-01 | OLIVER ERIC L · 10% owner | Units of Beneficial Interest | P — Open market or private purchase | +4,642 | 10.43 | SEC filing |
| 2026-05-29 | OLIVER ERIC L · 10% owner | Units of Beneficial Interest | P — Open market or private purchase | +9,297 | 10.37 | SEC filing |
| 2026-05-26 | OLIVER ERIC L · 10% owner | Units of Beneficial Interest | P — Open market or private purchase | +23,386 | 10.88 | SEC filing |
Showing 8 of 11 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.