SJT

San Juan Basin Royalty Trust
$5.03-0.06 (-1.08%)EnergyNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

6.231144770224737e+253B

Total Value

$3.5019432840004004e+139T

% of Float

Price History

$3.22$4.17$5.13$6.08$7.04Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1HORIZON KINETICS ASSET MANAGEMENT LLC6,231,144$35.0M0.47%Share
2Ashton Thomas Private Wealth, LLC770,224$4.3M0.11%Share
3Moors & Cabot, Inc.736,300$4.0M0.17%Share
4MORGAN STANLEY876,627$4.0M0.00%Share
5PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.700,000$3.9M0.23%Share
6Principia Wealth Advisory, LLC578,756$3.5M2.41%Share
7Mountaineer Partners Management, LLC563,924$3.2M1.77%Share
8Principia Wealth Advisory, LLC531,022$3.0M1.87%Share
9LPL Financial LLC407,116$2.0M0.00%Share
10Lesa Sroufe & Co340,390$1.9M1.42%Share
11KINGSWOOD WEALTH ADVISORS, LLC191,950$1.1M0.05%Share
12Mraz, Amerine & Associates, Inc.184,236$1.0M0.15%Share
13RAYMOND JAMES FINANCIAL INC227,631$1.0M0.00%Share
14MORGAN STANLEY280,276$1.0M0.00%Share
15CITADEL ADVISORS LLC241,775$1.0M0.00%Share
16Advisory Services Network, LLC238,677$1.0M0.01%Share
17MCDANIEL TERRY & CO170,288$957K0.08%Share
18Mountaineer Partners Management, LLC168,427$946K0.53%Share
19Pingora Partners LLC135,057$759K0.46%Share
20Delta Investment Management, LLC64,565$362K0.06%Share
21Pekin Hardy Strauss, Inc.53,750$302K0.03%Share
22Greenfield Seitz Capital Management, LLC53,100$298K0.10%Share
23Meixler Investment Management, Ltd.52,100$292K0.18%Share
24Atlas Wealth Partners, LLC40,656$228K0.25%Share
25Financial Sense Advisors, Inc.40,383$226K0.04%Share
26PECAUT & CO.30,000$168K0.05%Share
27Key Client Fiduciary Advisors, LLC29,660$166K0.06%Share
28INGALLS & SNYDER LLC28,650$161K0.01%Share
29Welch Group, LLC22,008$123K0.00%Share
30State of Wyoming21,044$118K0.01%Share
31GROUP ONE TRADING LLC20,400$114K0.00%Put
32GROUP ONE TRADING LLC17,800$100K0.00%Call
33Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors15,682$88K0.01%Share
34Financial Engines Advisors L.L.C.15,534$87K0.00%Share
35BECK MACK & OLIVER LLC15,580$87K0.00%Share
36FOUNDATION RESOURCE MANAGEMENT INC14,565$81K0.01%Share
37V-Square Quantitative Management LLC11,430$64K0.01%Share
38Westfuller Advisors, LLC11,430$64K0.03%Share
39RAHLFS CAPITAL, LLC11,000$61K0.05%Share
40Evernest Financial Advisors, LLC11,000$61K0.01%Share
41GROUP ONE TRADING LLC10,387$58K0.00%Share
42Kovack Advisors, Inc.10,500$57K0.00%Share
43Corient Private Wealth LLC10,129$56K0.00%Share
44UBS Group AG5,052$28K0.00%Share
45AMERIFLEX GROUP, INC.5,100$28K0.01%Share
46Morse Asset Management, Inc4,400$24K0.00%Share
47UBS Group AG3,243$18K0.00%Share
48COMERICA BANK3,030$17K0.00%Share
49INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3,000$16K0.00%Share
50SouthState Bank Corp2,000$11K0.00%Share