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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 2025-06-30, 242,499 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
5
Added
6
Reduced
4
Sold out
2
Shares held by filers
242,499

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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$395K0.06%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY37,852$374K<0.01%+15,70113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26,649$264K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG22,802$226K<0.01%+12113F-HRTimelineGroup
Composition Wealth, LLC18,000$178K<0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,061$169K<0.01%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC15,024$148K0.02%+37513F-HRTimeline
LPL Financial LLC11,024$109K<0.01%-2013F-HRTimeline
SCOTIA CAPITAL INC.11,000$109K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,500$104K<0.01%+10013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,416$103K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC10,153$100K<0.01%-99913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,596$35.6K<0.01%+1,61213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,307$32.7K<0.01%+79713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,208$21.8K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,971$19.5K<0.01%-3013F-HRTimelineGroup
Larson Financial Group LLC690$6.81K<0.01%-6013F-HRTimeline
Asset Dedication, LLC200$1.97K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.21$204<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC13$128<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…11$109<0.01%013F-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