13F Insight
DOSSIER · 13F Holders · Q1 2026
PBT

PERMIAN BASIN RTY TR

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

CUSIP 714236106·101 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$414M
visible holders
Holders
101
filers reporting
Concentration
33.19%
HORIZON KINETICS ASSET MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

101 institutions reported PBT in Q1 2026. HORIZON KINETICS ASSET MANAGEMENT LLC leads at 33.2% 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
$137M6.4M1.49%Q1 202602
SoftVest Advisors, LLC
CIK 0001803391
$134M6.2M15.34%Q1 202603
MAD RIVER INVESTORS
CIK 0001384484
$22M1.0M7.77%Q1 202604
SCHWARTZ INVESTMENT COUNSEL INC
CIK 0000909151
$20M934K0.71%Q1 202605
FOUNDATION RESOURCE MANAGEMENT INC
CIK 0001179232
$16M626K1.82%Q2 202606
Moors & Cabot, Inc.
CIK 0001607239
$13M589K0.54%Q1 202607
SEI INVESTMENTS CO
CIK 0000350894
$9M422K0.01%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$9M512K0.00%Q4 202509
MORGAN STANLEY
CIK 0000895421
$6M301K0.00%Q1 202610
Hosking Partners LLP
CIK 0001650135
$6M280K0.22%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M269K0.01%Q1 202612
Advisory Services Network, LLC
CIK 0001573876
$5M251K0.07%Q1 202613
SteelPeak Wealth, LLC
CIK 0001801868
$5M213K0.14%Q2 202614
MSRH, LLC
CIK 0002122489
$5M240K4.58%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M231K0.00%Q1 202616
LPL Financial LLC
CIK 0001403438
$5M211K0.00%Q1 202617
Beacon Pointe Advisors, LLC
CIK 0001744317
$3M158K0.02%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$3M127K0.00%Q1 202619
Lido Advisors, LLC
CIK 0001650150
$3M122K0.01%Q1 202620
BWM Planning, LLC
CIK 0002039698
$2M104K0.59%Q1 2026
Page 1 of 6
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