DOSSIER · 13F Holders · Q2 2026
PBT

PERMIAN BASIN RTY TR

109 institutions still hold PERMIAN BASIN RTY TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 714236106·109 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$471M
visible holders
Holders
109
filers reporting
Concentration
35.74%
HORIZON KINETICS ASSET MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

109 institutions reported PBT in Q2 2026. HORIZON KINETICS ASSET MANAGEMENT LLC leads at 35.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HORIZON KINETICS ASSET MANAGEMENT LLC
CIK 0001056823
$169M6.7M1.91%Q2 2026
02
SoftVest Advisors, LLC
CIK 0001803391
$156M6.2M16.90%Q2 2026
03
MAD RIVER INVESTORS
CIK 0001384484
$25M1.0M9.39%Q2 2026
04
SCHWARTZ INVESTMENT COUNSEL INC
CIK 0000909151
$23M934K0.78%Q2 2026
05
FOUNDATION RESOURCE MANAGEMENT INC
CIK 0001179232
$16M626K1.82%Q2 2026
06
Moors & Cabot, Inc.
CIK 0001607239
$14M570K0.56%Q2 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M424K0.01%Q2 2026
08
PEAK6 LLC
CIK 0001389958
$8M300K0.02%Q2 2026
09
Advisory Services Network, LLC
CIK 0001573876
$6M250K0.07%Q2 2026
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M220K0.00%Q2 2026
11
SteelPeak Wealth, LLC
CIK 0001801868
$5M213K0.14%Q2 2026
12
Beacon Pointe Advisors, LLC
CIK 0001744317
$5M213K0.02%Q2 2026
13
SEI INVESTMENTS CO
CIK 0000350894
$5M211K0.00%Q2 2026
14
MORGAN STANLEY
CIK 0000895421
$5M206K0.00%Q2 2026
15
LPL Financial LLC
CIK 0001403438
$5M198K0.00%Q2 2026
16
Lido Advisors, LLC
CIK 0001650150
$3M118K0.01%Q2 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$3M109K0.00%Q2 2026
18
BWM Planning, LLC
CIK 0002039698
$3M104K0.61%Q2 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M95K0.00%Q2 2026
20
Atlas Wealth Partners, LLC
CIK 0001965798
$2M82K2.25%Q2 2026
Page 1 of 6
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Insiders at PERMIAN BASIN RTY TR
Burlington Resources Oil & Gas Co Lp