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Disclosery

PBT PERMIAN BASIN RTY TR

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UNIT BEN INT (common), issuer CIK 319654

101 managers (101 13F filers) reported a position in PBT shares at 2026-06-30, 20,159,894 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
101
13F filers
101
New
16
Added
29
Reduced
25
Sold out
9
Shares held by filers
20,159,894

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

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HORIZON KINETICS ASSET MANAGEMENT LLC6,729,289$169M1.91%+349,59713F-HRTimeline
SoftVest Advisors, LLC6,217,107$156M24.76%013F-HRTimeline
MAD RIVER INVESTORS1,005,152$25.2M9.41%+2,01213F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC933,719$23.4M0.78%013F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC626,331$15.7M1.82%-3,87613F-HRTimeline
Moors & Cabot, Inc.570,161$14.3M0.56%-18,48113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC424,229$10.6M0.01%+155,24413F-HRTimeline
HRT FINANCIAL LP276,005$6.91M0.01%+105,17913F-HRTimeline
Advisory Services Network, LLC249,595$6.25M0.07%-1,84113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN219,718$5.5M<0.01%-11,00413F-HRTimelineGroup
Beacon Pointe Advisors, LLC213,303$5.34M0.02%+55,47013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO211,000$5.28M<0.01%-211,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY206,151$5.16M<0.01%-94,75313F-HRTimelineGroup
SteelPeak Wealth, LLC199,449$5M0.13%+8,34613F-HRTimeline
LPL Financial LLC197,716$4.95M<0.01%-13,52413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC117,842$2.95M0.01%-4,19513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO109,412$2.73M<0.01%-17,20013F-HRTimelineGroup
BWM Planning, LLC104,397$2.61M0.61%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,270$2.39M<0.01%+11,08613F-HRTimelineGroup
Atlas Wealth Partners, LLC82,241$2.06M2.25%+1,09713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC74,235$1.86M<0.01%+51,99513F-HRTimelineGroup
HighTower Advisors, LLC70,760$1.77M<0.01%-82813F-HRTimeline
PROMETHIUM ADVISORS,LLC68,298$1.71M0.82%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/64,182$1.61M<0.01%+12,79513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC62,940$1.58M<0.01%+413F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.56,866$1.42M0.07%-61113F-HRTimelineGroup
UBS Group AGin group UBS Group AG55,058$1.38M<0.01%+19,75113F-HRTimelineGroup
MOR Wealth Management, LLC52,534$1.32M0.52%013F-HRTimeline
Avondale Wealth Management46,330$1.16M0.47%-2,92013F-HRTimeline
Family Manage LLC42,808$1.07M0.11%+21,06013F-HRTimeline
Fielder Capital Group LLC41,726$1.04M0.23%013F-HRTimeline
PKS Advisory Services, LLC41,137$1.03M0.16%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC40,394$1.01M<0.01%+29,92413F-HRTimelineGroup
EagleClaw Capital Managment, LLC36,600$916K0.12%+1,15013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,563$865K0.02%-23,02013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd33,346$835K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…32,151$805K<0.01%-6613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,892$673K<0.01%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.26,317$659K0.04%-3,30013F-HRTimeline
Fruth Investment Management25,400$636K0.15%013F-HRTimeline
Financial Sense Advisors, Inc.25,051$627K0.12%+5113F-HRTimeline
GROUP ONE TRADING LLC21,844$547K0.02%+17,16813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,325$534K<0.01%+13,80013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP20,865$522K<0.01%+1,97413F-HR/ATimelineGroup
Blue Trust, Inc.20,420$511K0.01%013F-HRTimeline
Resurgent Financial Advisors LLC20,000$501K0.14%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,612$491K<0.01%+3013F-HRTimelineGroup
Welch Group, LLC19,298$483K0.02%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,541$464K<0.01%-1,29413F-HRTimelineGroup
Capital Investment Advisors, LLC18,368$460K0.01%+113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,645$436K<0.01%+5,18113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,521$414K0.01%-54913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,774$370K0.01%+2,33513F-HRTimeline
Ironwood Financial, llc12,300$345K0.05%013F-HRTimeline
INGALLS & SNYDER LLC13,173$330K0.01%-5,09513F-HRTimeline
Caption Management, LLC12,663$317K0.01%new13F-HRTimeline
First Financial Bankshares Inc12,000$300K0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,937$299K<0.01%-7813F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,144$254K<0.01%new13F-HRTimelineGroup
Clark Asset Management, LLC10,000$250K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC9,950$249K<0.01%new13F-HRTimeline
Ethos Financial Group, LLC8,500$248K0.02%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC9,271$232K0.03%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC8,441$211K<0.01%new13F-HRTimelineGroup
Post Resch Tallon Group Inc.8,402$210K0.15%new13F-HRTimeline
Argent Trust Co8,000$200K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,598$190K<0.01%+313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,912$148K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC4,557$114K<0.01%new13F-HRTimeline
State of Wyoming3,851$96.4K0.01%-11,59113F-HRTimeline
NewEdge Advisors, LLC3,493$87.5K<0.01%+70113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,820$70.6K0.01%-1713F-HRTimeline
SIMPLEX TRADING, LLC2,664$66.7K<0.01%+2,14913F-HRTimeline
CX Institutional2,109$53K<0.01%+93913F-HRTimeline
Lummis Asset Management, LP1,850$46.3K0.03%013F-HRTimeline
Signature Resources Capital Management,…1,800$45.1K0.02%013F-HRTimeline
Access Investment Management LLC1,800$45.1K0.01%-1,20013F-HRTimeline
Geneos Wealth Management Inc.1,500$37.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,416$35.5K<0.01%+1,32913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,262$31.6K<0.01%-1,30613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,212$30.3K<0.01%+5013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…1,000$25K<0.01%013F-HRTimeline
United Financial Planning Group LLC1,000$25K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,000$25K<0.01%013F-HRTimeline
JNBA Financial Advisors579$14.5K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.490$12.3K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.417$10.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.387$9.69K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC384$9.62K<0.01%013F-HRTimeline
WealthCollab, LLC324$8.11K<0.01%013F-HRTimeline
Allworth Financial LP300$7.51K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.201$5.04K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC200$5.01K<0.01%013F-HRTimeline
CoreCap Advisors, LLC200$5.01K<0.01%013F-HRTimeline
PFS Partners, LLC200$5.01K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…200$4.97K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC189$4.73K<0.01%-1113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…147$3.68K<0.01%-1,09313F-HRTimelineGroup
Buck Wealth Strategies, LLC100$2.5K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.45$1.12K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC18$449<0.01%013F-HRTimeline