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Disclosery

CRT CROSS TIMBERS RTY TR

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TR UNIT (fund), issuer CIK 881787

19 managers (19 13F filers) reported a position in CRT shares at 2025-03-31, 158,188 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
19
13F filers
19
New
1
Added
7
Reduced
5
Sold out
4
Shares held by filers
158,188

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Mraz, Amerine & Associates, Inc.40,001$484K0.08%-48013F-HR/ATimeline
UBS Group AGin group UBS Group AG22,681$299K<0.01%+10,71613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,151$292K<0.01%-9,69813F-HRTimelineGroup
Composition Wealth, LLC18,000$237K<0.01%+3,00013F-HRTimeline
WADDELL & ASSOCIATES, LLC14,649$191K0.02%+27813F-HR/ATimeline
NewEdge Advisors, LLC11,152$146K<0.01%-8,90813F-HRTimeline
LPL Financial LLC11,044$145K<0.01%-4,05813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,400$137K<0.01%+10,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,510$33.1K<0.01%+2,24113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,001$26.4K<0.01%+1,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,984$26.1K<0.01%+813F-HRTimelineGroup
Larson Financial Group LLC750$9.79K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC500$6.53K<0.01%013F-HRTimeline
Asset Dedication, LLC200$2.61K<0.01%013F-HRTimeline
SIGNATUREFD, LLC120$1.57K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.21$272<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC13$170<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…11$145<0.01%-14113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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