Who Owns CRT?

Cross Timbers Royalty Trust — Institutional Ownership & 13F Holdings

EnergyNYSE

$10.69

+0.07 (+0.61%)

Market Cap

$58.6M

Shares Outstanding

6,000,000

Institutional Holders

18

Total Inst. Value

$2.0M

% of Float Held

QoQ Holder Change

-3

Institutional data as of Q1 2025

New Positions

1

Closed Positions

4

Increased

7

Decreased

5

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Mraz, Amerine & Associates, Inc.$484K40,001
2UBS Group AG$299K22,681
3MORGAN STANLEY$290K22,151
4Composition Wealth, LLC$237K18,000
5WADDELL & ASSOCIATES, LLC$191K14,649
6NewEdge Advisors, LLC$146K11,152
7LPL Financial LLC$145K11,044
8PNC FINANCIAL SERVICES GROUP, INC.$137K10,400
9OSAIC HOLDINGS, INC.$33K2,510
10WELLS FARGO & COMPANY/MN$26K2,001

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold CRT?

As of Q1 2025, 18 institutional investors report holding CRT (Cross Timbers Royalty Trust) in their 13F filings.

Which hedge fund owns the most CRT?

The largest institutional holder of CRT is Mraz, Amerine & Associates, Inc. with $484K in shares.

Are institutions buying or selling CRT?

This quarter, 1 institutions opened new positions in CRT and 4 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.