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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 2026-03-31, 1,119,911 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
22
13F filers
22
New
12
Added
2
Reduced
3
Sold out
3
Shares held by filers
1,119,911

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SoftVest Advisors, LLC697,893$7.38M1.14%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC228,058$2.41M0.06%new13F-HRTimeline
Beacon Pointe Advisors, LLC62,800$664K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,861$411K<0.01%new13F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC15,770$167K0.01%+35313F-HRTimeline
Welch Group, LLC14,852$157K0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP11,026$117K<0.01%new13F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.10,900$115K0.02%-25,40113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,558$112K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,000$106K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,562$80K<0.01%-56213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,186$65.4K<0.01%+1,74913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,982$21K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.1,800$19K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS707$7.48K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.701$7.42K<0.01%-1,92613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205$2K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.17$176<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC13$138<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…11$116<0.01%013F-HRTimeline
Caitong International Asset Management …6$63<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$32<0.01%new13F-HRTimelineGroup

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