Vault-13

CROSS TIMBERS RTY TR CRT

TR UNIT · Royalty Trst · CUSIP 22757R109

20 institutional holders -2 vs Q1 2026
1,333,0561.3m shares reported held*
$12.1mreported value*
4 new 8 added 1 reduced 6 sold out net bought ≈ $1.9m (+213.1k shares)

* 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

0102030Q3 22: 24Q4 22: 29Q1 23: 28Q2 23: 26Q3 23: 25Q4 23: 28Q1 24: 22Q2 24: 22Q3 24: 20Q4 24: 22Q1 25: 19Q2 25: 22Q3 25: 15Q4 25: 13Q1 26: 22Q2 26: 2020Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202224
Q4 202229
Q1 202328
Q2 202326
Q3 202325
Q4 202328
Q1 202422
Q2 202422
Q3 202420
Q4 202422
Q1 202519
Q2 202522
Q3 202515
Q4 202513
Q1 202622
Q2 202620

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 3 bought or addedQ3 24: 8 cut or sold outQ4 24: 9 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 9 cut or sold outQ2 25: 11 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 15 cut or sold outQ4 25: 4 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 6 cut or sold outQ2 26: 12 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202438
Q4 202496
Q1 202589
Q2 2025116
Q3 2025415
Q4 202546
Q1 2026146
Q2 2026127

Biggest buyers

SoftVest Advisors, LLC Added +227,067+227.1k
MORGAN STANLEY Added +14,795+14.8k
Ashton Thomas Private Wealth, LLC Added +11,866+11.9k
XTX Topco Ltd New +10,964+11.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +10,681+10.7k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC New +10,657+10.7k
Beacon Pointe Advisors, LLC Added +6,492+6.5k
Welch Group, LLC Added +1,800+1.8k
WADDELL & ASSOCIATES, LLC Added +144+144
BNP PARIBAS FINANCIAL MARKETS Added +107+107

Biggest sellers

CITADEL ADVISORS LLC Sold out -38,861-38.9k
MARSHALL WACE, LLP Sold out -11,026-11.0k
Mraz, Amerine & Associates, Inc. Sold out -10,900-10.9k
RITHOLTZ WEALTH MANAGEMENT Sold out -10,558-10.6k
PNC Financial Services Group, Inc. Sold out -10,000-10.0k
ROYAL BANK OF CANADA Sold out -205-205
UBS Group AG Reduced -12-12

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.

HolderStakeChangeShares Last filed
SoftVest Advisors, LLC 13G · institution +1.2 pts · filed 2026-07-09 15.4% +1.2 pts 925.0k≈ $8.4m 2026-07-09

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.

DateInsiderTradeSharesPrice ValueTheir holding
2026-09-11 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 16,360 $11.46 $187.5k16.4k shares +2%
2026-09-09 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 7,134 $11.29 $80.5k7.1k shares +1%
2026-09-08 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 6,142 $10.94 $67.2k6.1k shares +1%
2026-09-04 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 5,473 $10.90 $59.7k5.5k shares +1%
2026-09-03 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 790 $10.67 $8.4k790 shares +<1%
2026-09-02 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 2,289 $10.63 $24.3k2.3k shares +<1%
2026-09-01 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 3,947 $10.51 $41.5k3.9k shares +<1%
2026-08-14 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 9,609 $10.44 $100.3k9.6k shares +1%
2026-08-13 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 3,087 $10.12 $31.2k3.1k shares +<1%
2026-08-12 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 12,950 $10.08 $130.5k12.9k shares +1%
2026-08-11 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 13,132 $9.95 $130.7k13.1k shares +1%
2026-06-25 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 3,727 $8.88 $33.1k3.7k shares +<1%
2026-06-24 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 4,047 $8.66 $35.0k4.0k shares +<1%
2026-06-23 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 34,596 $8.68 $300.3k34.6k shares +4%
2026-06-22 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 20,968 $8.65 $181.4k21.0k shares +2%
2026-06-02 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 5,748 $10.52 $60.5k5.7k shares +1%
2026-06-01 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 4,642 $10.43 $48.4k4.6k shares +0%
2026-05-29 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 9,297 $10.37 $96.4k9.3k shares +1%
2026-05-26 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 23,386 $10.88 $254.4k23.4k shares +3%
2026-05-20 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 18,902 $10.87 $205.5k18.9k shares +2%
2026-05-11 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 8,542 $10.61 $90.6k8.5k shares +1%
2026-04-20 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 4,032 $10.38 $41.9k4.0k shares +0%
2026-04-17 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 28,861 $10.44 $301.3k28.9k shares +4%
2026-04-15 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 3,747 $10.48 $39.3k3.7k shares +0%
2026-04-14 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 21,678 $10.42 $225.9k21.7k shares +3%
2026-04-10 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 6,844 $10.42 $71.3k6.8k shares +1%
2026-04-08 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 10,033 $10.40 $104.3k10.0k shares +1%
2026-04-07 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 4,585 $10.49 $48.1k4.6k shares +1%
2026-04-06 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 182 $10.50 $1.9k182 shares +<1%
2026-04-02 OLIVER ERIC L +2 10% owner · By SoftVest, LP · Units of Beneficial Interest Bought 399 $10.60 $4.2k399 shares +<1%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SoftVest Advisors, LLC 1.33% of their portfolio ABILENE, TX 924,960925.0k $8.4m $8.4m 1.33% Added +227.1k +227,067
2 Ashton Thomas Private Wealth, LLC 0.05% of their portfolio SCOTTSDALE, AZ 239,924239.9k $2.2m $2.2m 0.05% Added +11.9k +11,866
3 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 69,29269.3k $626.4k $626.4k 0.00% Added +6.5k +6,492
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 20,98121.0k $189.7k $189.7k 0.00% Added +14.8k +14,795
5 Welch Group, LLC 0.01% of their portfolio BIRMINGHAM, AL 16,65216.7k $150.5k $150.5k 0.01% Added +1.8k +1,800
6 WADDELL & ASSOCIATES, LLC 0.01% of their portfolio MEMPHIS, TN 15,91415.9k $143.9k $143.9k 0.01% Added +144 +144
7 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 10,96411.0k $99.1k $99.1k 0.00% New
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,68110.7k $96.6k $96.6k 0.00% New
9 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 10,65710.7k $96.3k $96.3k 0.00% New
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,5507.5k $68.3k $68.3k 0.00% Reduced -12 -12
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,9822.0k $17.9k $17.9k 0.00% Unchanged
12 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,8001.8k $16.3k $16.3k 0.00% Unchanged
13 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 814814 $7.4k $7.4k 0.00% Added +107 +107
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 735735 $6.7k $6.7k 0.00% Added +34 +34
15 FIRST HORIZON CORP 0.00% of their portfolio MEMPHIS, TN 100100 $904 $904 0.00% New
16 BlackRock, Inc. 0.00% of their portfolio New York, NY 1717 $150 $150 0.00% Unchanged
17 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1313 $118 $118 0.00% Unchanged
18 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1111 $99 $99 0.00% Unchanged
19 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 66 $54 $54 0.00% Unchanged
20 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 33 $27 $27 0.00% Unchanged