Who Owns Cross Timbers Royalty Trust (CRT)?Hedge Fund & Institutional Holders
Institutional Holders
17
as of Q4 2025
Total Institutional Value
$28662200000.0T
% of Float Held
—
QoQ Change in Holders
+1 / -2
Price History
CRT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| CoreCap Advisors, LLC | New Position | +13 | +$0 |
| WELLS FARGO & COMPANY/MN | Increased | +1 | +$-14.9M |
| UBS Group AG | Increased | +1K | +$-51.2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Increased | +3K | +$-85.8M |
| WADDELL & ASSOCIATES, LLC | Increased | +261 | +$-114.3M |
CRT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| MORGAN STANLEY | Decreased | -26K | -$231.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -18K | -$212.1M |
| SCOTIA CAPITAL INC. | Closed Position | -11K | -$82.9M |
| NewEdge Advisors, LLC | Closed Position | -10K | -$77.1M |
| OSAIC HOLDINGS, INC. | Decreased | -157 | -$21.1M |
| BANK OF AMERICA CORP /DE/ | Decreased | -676 | -$15.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Mraz, Amerine & Associates, Inc. | 36,301 | $286K | 0.04% | Share |
| 2 | UBS Group AG | 7,805 | $62K | 0.00% | Share |
| 3 | UBS Group AG | 319 | $2K | 0.00% | Share |
| 4 | WELLS FARGO & COMPANY/MN | 1,982 | $0 | 0.00% | Share |
| 5 | OSAIC HOLDINGS, INC. | 2,000 | $0 | 0.00% | Share |
| 6 | OSAIC HOLDINGS, INC. | 627 | $0 | 0.00% | Share |
| 7 | Steward Partners Investment Advisory, LLC | 11 | $0 | 0.00% | Share |
| 8 | WADDELL & ASSOCIATES, LLC | 15,417 | $0 | 0.00% | Share |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,439 | $0 | 0.00% | Share |
| 10 | CoreCap Advisors, LLC | 13 | $0 | 0.00% | Share |
| 11 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14,030 | $0 | 0.00% | Share |
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 10,000 | $0 | 0.00% | Share |
| 13 | MORGAN STANLEY | 2,993 | $0 | 0.00% | Share |
| 14 | MORGAN STANLEY | 1,443 | $0 | 0.00% | Share |
| 15 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 16 | BlackRock, Inc. | 17 | $0 | 0.00% | Share |
| 17 | BANK OF AMERICA CORP /DE/ | 1,424 | $0 | 0.00% | Share |
CRT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $350K | -1 |
| Q3 2025 | 14 | $1.3B | -5 |
| Q2 2025 | 19 | $1.9B | +1 |
| Q1 2025 | 18 | $2.0B | -3 |
| Q4 2024 | 21 | $550.7B | +1 |
| Q3 2024 | 20 | $797.5B | -2 |
| Q2 2024 | 22 | $992.4B | +1 |
| Q1 2024 | 21 | $1.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 17 institutional investors hold CRT (Cross Timbers Royalty Trust). The largest holder is Mraz, Amerine & Associates, Inc. with $286K in shares. This quarter, 1 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own CRT?
As of Q4 2025, 17 institutional investors report holding CRT (Cross Timbers Royalty Trust) in their 13F filings.
Who is the largest institutional holder of CRT?
The largest institutional holder of CRT is Mraz, Amerine & Associates, Inc. with $286K in shares.
Is institutional ownership of CRT increasing or decreasing?
This quarter, 1 institutions opened new positions in CRT and 2 closed their positions.