DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
CRT

CROSS TIMBERS RTY TR

21 institutions still hold CROSS TIMBERS RTY TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 22757R109·21 13F holders·last filed Mar 31, 2026
Market cap
9.9%
vs prior quarter
13F value held
$11M
73.0% inst. owned
of float
Holders
21
-88 QoQ
filers reporting
Activity
+11 / −99
+827 added · −736 reduced
this quarter
Concentration
65.36%
SoftVest Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported CRT in Q1 2026. SoftVest Advisors, LLC leads at 65.4% of the visible book. -88 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SoftVest Advisors, LLC
CIK 0001803391
$7M698K0.85%Q1 2026
02
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$2M228K0.06%Q1 2026
03
Beacon Pointe Advisors, LLC
CIK 0001744317
$664,42463K0.00%Q1 2026
04
WADDELL & ASSOCIATES, LLC
CIK 0001776757
$166,84216K0.01%Q1 2026
05
Welch Group, LLC
CIK 0001443095
$157,13515K0.01%Q1 2026
06
Mraz, Amerine & Associates, Inc.
CIK 0001542324
$115,32211K0.02%Q1 2026
07
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$111,70411K0.00%Q1 2026
08
UBS Group AG
CIK 0001610520
$80,0068K0.00%Q1 2026
09
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$79,50010K0.00%Q4 2025
10
MORGAN STANLEY
CIK 0000895421
$65,4486K0.00%Q1 2026
11
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20,9702K0.00%Q1 2026
12
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$19,0442K0.00%Q1 2026
13
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$7,4807070.00%Q1 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$7,4257010.00%Q1 2026
15
Western Wealth Management, LLC
CIK 0001767902
$2,3002170.00%Q1 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$2,0002050.00%Q1 2026
17
BlackRock, Inc.
CIK 0002012383
$176170.00%Q1 2026
18
CoreCap Advisors, LLC
CIK 0001902501
$138130.00%Q1 2026
19
Steward Partners Investment Advisory, LLC
CIK 0001723397
$116110.00%Q1 2026
20
Caitong International Asset Management Co., Ltd
CIK 0001963355
$6360.00%Q1 2026
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