CROSS TIMBERS RTY TR CRT
TR UNIT · Royalty Trst · CUSIP 22757R109
- SectorFinancials
- IndustryOil Royalty Traders
- HeadquartersDallas, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.04.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 24 |
| Q4 2022 | 29 |
| Q1 2023 | 28 |
| Q2 2023 | 26 |
| Q3 2023 | 25 |
| Q4 2023 | 28 |
| Q1 2024 | 22 |
| Q2 2024 | 22 |
| Q3 2024 | 20 |
| Q4 2024 | 22 |
| Q1 2025 | 19 |
| Q2 2025 | 22 |
| Q3 2025 | 15 |
| Q4 2025 | 13 |
| Q1 2026 | 22 |
| Q2 2026 | 20 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 3 | 8 |
| Q4 2024 | 9 | 6 |
| Q1 2025 | 8 | 9 |
| Q2 2025 | 11 | 6 |
| Q3 2025 | 4 | 15 |
| Q4 2025 | 4 | 6 |
| Q1 2026 | 14 | 6 |
| Q2 2026 | 12 | 7 |
Biggest buyers
| SoftVest Advisors, LLC | Added | +227.1k |
| MORGAN STANLEY | Added | +14.8k |
| Ashton Thomas Private Wealth, LLC | Added | +11.9k |
| XTX Topco Ltd | New | +11.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +10.7k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | New | +10.7k |
| Beacon Pointe Advisors, LLC | Added | +6.5k |
| Welch Group, LLC | Added | +1.8k |
| WADDELL & ASSOCIATES, LLC | Added | +144 |
| BNP PARIBAS FINANCIAL MARKETS | Added | +107 |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -38.9k |
| MARSHALL WACE, LLP | Sold out | -11.0k |
| Mraz, Amerine & Associates, Inc. | Sold out | -10.9k |
| RITHOLTZ WEALTH MANAGEMENT | Sold out | -10.6k |
| PNC Financial Services Group, Inc. | Sold out | -10.0k |
| ROYAL BANK OF CANADA | Sold out | -205 |
| UBS Group AG | Reduced | -12 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SoftVest Advisors, LLC 13G · institution +1.2 pts · filed 2026-07-09 | 15.4% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-11 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $187.5k16.4k shares |
| 2026-09-09 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $80.5k7.1k shares |
| 2026-09-08 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $67.2k6.1k shares |
| 2026-09-04 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $59.7k5.5k shares |
| 2026-09-03 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $8.4k790 shares |
| 2026-09-02 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $24.3k2.3k shares |
| 2026-09-01 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $41.5k3.9k shares |
| 2026-08-14 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $100.3k9.6k shares |
| 2026-08-13 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $31.2k3.1k shares |
| 2026-08-12 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $130.5k12.9k shares |
| 2026-08-11 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $130.7k13.1k shares |
| 2026-06-25 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $33.1k3.7k shares |
| 2026-06-24 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $35.0k4.0k shares |
| 2026-06-23 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $300.3k34.6k shares |
| 2026-06-22 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $181.4k21.0k shares |
| 2026-06-02 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $60.5k5.7k shares |
| 2026-06-01 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $48.4k4.6k shares |
| 2026-05-29 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $96.4k9.3k shares |
| 2026-05-26 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $254.4k23.4k shares |
| 2026-05-20 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $205.5k18.9k shares |
| 2026-05-11 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $90.6k8.5k shares |
| 2026-04-20 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $41.9k4.0k shares |
| 2026-04-17 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $301.3k28.9k shares |
| 2026-04-15 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $39.3k3.7k shares |
| 2026-04-14 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $225.9k21.7k shares |
| 2026-04-10 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $71.3k6.8k shares |
| 2026-04-08 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $104.3k10.0k shares |
| 2026-04-07 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $48.1k4.6k shares |
| 2026-04-06 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $1.9k182 shares |
| 2026-04-02 | OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest | Bought | $4.2k399 shares |
The latest 30 of 31 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| SoftVest Advisors, LLC 1.33% of their portfolio | 925.0k $8.4m | Added +227.1k |
| Ashton Thomas Private Wealth, LLC 0.05% of their portfolio | 239.9k $2.2m | Added +11.9k |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 69.3k $626.4k | Added +6.5k |
| MORGAN STANLEY 0.00% of their portfolio | 21.0k $189.7k | Added +14.8k |
| Welch Group, LLC 0.01% of their portfolio | 16.7k $150.5k | Added +1.8k |
| WADDELL & ASSOCIATES, LLC 0.01% of their portfolio | 15.9k $143.9k | Added +144 |
| XTX Topco Ltd 0.00% of their portfolio | 11.0k $99.1k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.7k $96.6k | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 10.7k $96.3k | New |
| UBS Group AG 0.00% of their portfolio | 7.5k $68.3k | Reduced -12 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.0k $17.9k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.8k $16.3k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 814 $7.4k | Added +107 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 735 $6.7k | Added +34 |
| FIRST HORIZON CORP 0.00% of their portfolio | 100 $904 | New |
| BlackRock, Inc. 0.00% of their portfolio | 17 $150 | Unchanged |
| CoreCap Advisors, LLC 0.00% of their portfolio | 13 $118 | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 11 $99 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 6 $54 | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 3 $27 | Unchanged |