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Cross Timbers Royalty Trust: which funds bought and sold

Institutions that bought and sold Cross Timbers Royalty Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 12 institutions that filed 13F reports for both quarters added to or opened positions in Cross Timbers Royalty Trust, and 7 cut or closed them. Together they added a net 213K shares, +19.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 39K shares (−78.6%); index fund managers held the same number of shares overall. 4 opened a new position and 6 sold out entirely.

Bought, Q2 2026 12 institutions, 4 of them new holders Sold, Q2 2026 7 institutions, 6 of them sold out
Net change, all compared +213K shares (+19.0%)
Net change, active managers −39K shares (−78.6%), 1 bought, 2 sold

Buyers versus sellers

institutions compared, 26
Active managers and hedge funds 1 bought · 2 sold · −39K
Index fund managers 0 bought · 0 sold · 0
Other institutions 11 bought · 5 sold · +252K

Biggest buyers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
Softvest Advisors, LLC +227K +32.5% 925K $8.4M
Morgan Stanley +15K +239.2% 21K $189,671
Ashton Thomas Private Wealth, LLC +12K +5.2% 240K $2.2M
Xtx Topco Ltd +11K New position 11K $99,115
Susquehanna International Group, LLP +11K New position 11K $96,556
O'Shaughnessy Asset Management, LLC Active manager +11K New position 11K $96,339
Beacon Pointe Advisors, LLC +6,492 +10.3% 69K $626,400
Welch Group, LLC +1,800 +12.1% 17K $150,535
Waddell & Associates, LLC +144 +0.9% 16K $143,867
BNP Paribas Financial Markets +107 +15.1% 814 $7,359
First Horizon Corp +100 New position 100 $904
Osaic Holdings, Inc. +34 +4.9% 735 $6,656

Biggest sellers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund −39K Sold out 0 —
Marshall Wace, LLP Hedge fund −11K Sold out 0 —
Mraz, Amerine & Associates, Inc. −11K Sold out 0 —
Ritholtz Wealth Management −11K Sold out 0 —
PNC Financial Services Group, Inc. −10K Sold out 0 —
Royal Bank Of Canada −205 Sold out 0 —
UBS Group AG −12 −0.2% 7,550 $68,252

New positions

largest by value
InstitutionSharesValue June 30, 2026
Xtx Topco Ltd 11K $99,115
Susquehanna International Group, LLP 11K $96,556
O'Shaughnessy Asset Management, LLCActive manager 11K $96,339
First Horizon Corp 100 $904

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Citadel Advisors LLCHedge fund 39K $411,149
Marshall Wace, LLPHedge fund 11K $116,654
Mraz, Amerine & Associates, Inc. 11K $115,322
Ritholtz Wealth Management 11K $111,704
PNC Financial Services Group, Inc. 10K $105,800
Royal Bank Of Canada 205 $2,000

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
20
Ten largest holders
99.6%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
0.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 2 1 2 −39K −78.6%
Index fund managers 0 0 0 0 0 0.0%
Other institutions 11 5 3 4 +252K +23.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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