Cross Timbers Royalty Trust
Ownership
Ownership Structure
Who owns Cross Timbers Royalty Trust (CRT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 83.2% of the shares are freely tradable; institutional investors hold 22.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| SoftVest Advisors LLC | 15.42 | 924,960 | +32.5 | 06/30/2026 |
| Beacon Pointe Advisors, LLC | 1.05 | 62,800 | +0.0 | 03/31/2026 |
| Welch Group, LLC | 0.28 | 16,652 | +12.1 | 06/30/2026 |
| WADDELL & ASSOCIATES, LLC | 0.27 | 15,914 | +0.9 | 06/30/2026 |
| Marshall Wace Asset Management Ltd | 0.18 | 11,026 | +0.0 | 03/31/2026 |
| PNC Financial Services Group Inc | 0.17 | 10,000 | +0.0 | 03/31/2026 |
| UBS Group AG | 0.13 | 7,562 | -6.9 | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 0.10 | 6,186 | +39.4 | 03/31/2026 |
| Wells Fargo & Co | 0.03 | 1,982 | +0.0 | 03/31/2026 |
| HARBOUR INVESTMENTS, INC. | 0.03 | 1,800 | +0.0 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Oliver Eric L | 10% Owner | 1,005,873 | 12,573,413 $ | Sep 11, 2026 | indirect |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Oliver Eric L | 10% Owner | Buy | 16,360 | 11.46 | 187,486 |
| Sep 9, 2026 | Oliver Eric L | 10% Owner | Buy | 7,134 | 11.29 | 80,543 |
| Sep 8, 2026 | Oliver Eric L | 10% Owner | Buy | 6,142 | 10.94 | 67,193 |
| Sep 4, 2026 | Oliver Eric L | 10% Owner | Buy | 5,473 | 10.90 | 59,656 |
| Sep 3, 2026 | Oliver Eric L | 10% Owner | Buy | 790 | 10.67 | 8,429 |
| Sep 2, 2026 | Oliver Eric L | 10% Owner | Buy | 2,289 | 10.63 | 24,332 |
| Sep 1, 2026 | Oliver Eric L | 10% Owner | Buy | 3,947 | 10.51 | 41,483 |
| Aug 14, 2026 | Oliver Eric L | 10% Owner | Buy | 9,609 | 10.44 | 100,318 |
| Aug 13, 2026 | Oliver Eric L | 10% Owner | Buy | 3,087 | 10.12 | 31,240 |
| Aug 12, 2026 | Oliver Eric L | 10% Owner | Buy | 12,950 | 10.08 | 130,536 |
| Aug 11, 2026 | Oliver Eric L | 10% Owner | Buy | 13,132 | 9.95 | 130,663 |
| Apr 20, 2026 | Eric L Oliver | Major Shareholder | Buy | 4,032 | 10.38 | 41,852 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.