CROSS TIMBERS RTY TR (CRT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
21
Reporting holders
$12.1M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | $8.4M | 924,960 | 0.91% | 2q | +32.5%+$2.1M |
| Ashton Thomas Private Wealth, LLC | $2.2M | 239,924 | 0.05% | 2q | +5.2%+$107.3K |
| Beacon Pointe Advisors, LLC | $626.4K | 69,292 | 0.00% | 2q | +10.3%+$58.7K |
| MORGAN STANLEY | $189.7K | 20,981 | 0.00% | 35q | +239.2%+$133.7K |
| Welch Group, LLC | $150.5K | 16,652 | 0.01% | 2q | +12.1%+$16.3K |
| WADDELL & ASSOCIATES, LLC | $143.9K | 15,914 | 0.01% | 18q | +0.9%+$1.3K |
| XTX Topco Ltd | $99.1K | 10,964 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $96.6K | 10,681 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $96.3K | 10,657 | 0.00% | new | NEW |
| UBS Group AG | $68.3K | 7,550 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $17.9K | 1,982 | 0.00% | 31q | -50.0%-$17.9K |
| HARBOUR INVESTMENTS, INC. | $16.3K | 1,800 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $7.4K | 814 | 0.00% | 2q | +15.1% |
| OSAIC HOLDINGS, INC. | $6.7K | 735 | 0.00% | 26q | +4.9% |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8K | 200 | 0.00% | new | NEW |
| FIRST HORIZON CORP | $904 | 100 | 0.00% | new | NEW |
| BlackRock, Inc. | $150 | 17 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $118 | 13 | 0.00% | 10q | HELD |
| Steward Partners Investment Advisory, LLC | $99 | 11 | 0.00% | 17q | HELD |
| Caitong International Asset Management Co., Ltd | $54 | 6 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $27 | 3 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-09 | 13G/A | SoftVest Advisors, LLCwith 3 co-filers | 15.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 21 | $12.1M | 1,333,256 | 5 | 8 | 1 | 0.0% |
| Q1 2026 | 23 | $11.9M | 1,122,110 | 13 | 3 | 3 | 0.0% |
| Q4 2025 | 13 | $830.8K | 104,822 | 0 | 3 | 4 | 0.0% |
| Q3 2025 | 15 | $1.3M | 166,651 | 1 | 3 | 8 | 0.0% |
| Q2 2025 | 21 | $2.4M | 242,499 | 5 | 6 | 3 | 0.0% |
| Q1 2025 | 18 | $2.0M | 158,188 | 1 | 6 | 5 | 0.0% |
| Q4 2024 | 21 | $2.5M | 248,867 | 4 | 5 | 4 | 0.0% |
| Q3 2024 | 19 | $1.7M | 158,099 | 0 | 3 | 6 | 0.0% |
| Q2 2024 | 21 | $1.9M | 178,017 | 2 | 4 | 9 | 0.0% |
| Q1 2024 | 20 | $4.3M | 333,509 | 2 | 4 | 4 | 0.0% |
| Q4 2023 | 26 | $10.5M | 601,669 | 5 | 5 | 6 | 0.0% |
| Q3 2023 | 24 | $10.8M | 556,615 | 1 | 7 | 3 | 0.0% |
| Q2 2023 | 25 | $12.3M | 557,140 | 4 | 7 | 6 | 0.0% |
| Q1 2023 | 26 | $9.7M | 521,582 | 4 | 6 | 6 | 0.0% |
| Q4 2022 | 25 | $14.1M | 555,431 | 5 | 7 | 5 | 0.0% |
| Q3 2022 | 22 | $10.0M | 521,496 | 3 | 6 | 3 | 0.0% |
| Q2 2022 | 28 | $8.7M | 572,021 | 8 | 4 | 6 | 0.0% |
| Q1 2022 | 19 | $8.4M | 607,727 | 5 | 5 | 1 | 0.0% |
| Q4 2021 | 16 | $6.5M | 566,943 | 0 | 1 | 3 | 0.0% |
| Q3 2021 | 20 | $8.4M | 594,443 | 5 | 2 | 4 | 0.0% |
| Q2 2021 | 20 | $8.1M | 679,001 | 3 | 1 | 4 | 0.0% |
| Q1 2021 | 22 | $6.3M | 739,074 | 6 | 1 | 6 | 0.0% |
| Q4 2020 | 16 | $5.4M | 659,255 | 0 | 1 | 6 | 0.0% |
| Q3 2020 | 18 | $4.2M | 744,078 | 3 | 4 | 1 | 0.0% |
| Q2 2020 | 15 | $4.9M | 666,901 | 3 | 3 | 2 | 0.0% |
| Q1 2020 | 16 | $3.5M | 645,381 | 2 | 2 | 7 | 0.0% |
| Q4 2019 | 19 | $4.6M | 524,470 | 5 | 5 | 4 | 0.0% |
| Q3 2019 | 16 | $3.7M | 439,729 | 1 | 2 | 5 | 0.0% |
| Q2 2019 | 19 | $6.9M | 543,548 | 1 | 3 | 7 | 0.0% |
| Q1 2019 | 19 | $6.2M | 542,707 | 3 | 4 | 4 | 0.0% |
| Q4 2018 | 20 | $6.0M | 544,296 | 0 | 1 | 1 | 0.0% |