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Disclosery

CRT CROSS TIMBERS RTY TR

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TR UNIT (fund), issuer CIK 881787

22 managers (22 13F filers) reported a position in CRT shares at 2024-12-31, 248,867 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
5
Reduced
4
Sold out
2
Shares held by filers
248,867

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
OLIVER ERIC L10% owner2026-10-08+6,041 P$11.99Form 4
OLIVER ERIC L10% owner2026-10-07+1,318 P$11.49Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Beacon Pointe Advisors, LLC62,800$618K0.01%new13F-HRTimeline
Mraz, Amerine & Associates, Inc.40,481$398K0.07%-5,39513F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY31,849$315K<0.01%+16,79713F-HR/ATimelineGroup
NewEdge Advisors, LLC20,060$197K<0.01%-71713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,419$182K<0.01%+1,30013F-HRTimelineGroup
LPL Financial LLC15,102$150K<0.01%+73613F-HRTimeline
Composition Wealth, LLC15,000$148K<0.01%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC14,371$141K0.01%+35113F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,379$132K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG11,965$118K<0.01%-12,91113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,976$19.6K<0.01%+31113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,001$9.91K<0.01%-1313F-HRTimelineGroup
Larson Financial Group LLC750$7.38K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC500$4.92K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…400$3.96K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.269$2.66K<0.01%013F-HR/ATimelineGroup
Asset Dedication, LLC200$1.97K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…152$1.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC120$1.18K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC60$595<0.01%new13F-HRTimeline
CoreCap Advisors, LLC13$128<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • OLIVER ERIC L and 2 other reporting persons bought 7,359 CRT shares between 2026-10-07 and 2026-10-08, Form 4 filed 2026-10-09. 0001104659-26-115066

    Accepted , ingested