DOSSIER · 13F Holders · Q1 2026
CRT

CROSS TIMBERS RTY TR

20 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 22757R109·20 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$11M
visible holders
Holders
20
filers reporting
Concentration
66.22%
SoftVest Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

20 institutions reported CRT in Q1 2026. SoftVest Advisors, LLC leads at 66.2% of the visible book.

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
$664K63K0.00%Q1 2026
04
Welch Group, LLC
CIK 0001443095
$151K17K0.01%Q2 2026
05
WADDELL & ASSOCIATES, LLC
CIK 0001776757
$144K16K0.01%Q2 2026
06
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$112K11K0.00%Q1 2026
07
UBS Group AG
CIK 0001610520
$80K8K0.00%Q1 2026
08
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$80K10K0.00%Q4 2025
09
MORGAN STANLEY
CIK 0000895421
$65K6K0.00%Q1 2026
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21K2K0.00%Q1 2026
11
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$19K2K0.00%Q1 2026
12
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$7K7070.00%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$7K7010.00%Q1 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$2K2050.00%Q1 2026
15
FIRST HORIZON CORP
CIK 0000036966
$9041000.00%Q2 2026
16
BlackRock, Inc.
CIK 0002012383
$176170.00%Q1 2026
17
CoreCap Advisors, LLC
CIK 0001902501
$118130.00%Q2 2026
18
Steward Partners Investment Advisory, LLC
CIK 0001723397
$116110.00%Q1 2026
19
Caitong International Asset Management Co., Ltd
CIK 0001963355
$6360.00%Q1 2026
20
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at CROSS TIMBERS RTY TR
Vennerberg Vaughn O IiSimpson Bob RAdams William H IiiCollins Lane GSimons Herbert DRandall Jack PBaldwin Louis GHutton Keith A