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Disclosery

PBT PERMIAN BASIN RTY TR

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UNIT BEN INT (common), issuer CIK 319654

103 managers (103 13F filers) reported a position in PBT shares at 2025-12-31, 20,362,882 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
103
13F filers
103
New
11
Added
30
Reduced
19
Sold out
7
Shares held by filers
20,362,882

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SoftVest Advisors, LLC6,217,107$106M23.74%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC6,187,800$105M1.42%+88,75113F-HRTimeline
MAD RIVER INVESTORS986,819$16.8M7.64%+64,58913F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC967,197$16.4M0.57%-17,47513F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC642,507$10.9M1.46%013F-HRTimeline
Moors & Cabot, Inc.585,746$9.95M0.43%+55,45613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC368,187$6.25M0.01%+105,78813F-HRTimelineGroup
Hosking Partners LLP346,683$5.89M0.2%+39,23013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC259,314$4.4M0.01%-31,26313F-HRTimeline
Advisory Services Network, LLC246,549$4.19M0.06%+12913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN240,538$4.08M<0.01%-1,30813F-HRTimelineGroup
MSRH, LLC239,040$4.06M4.53%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC234,748$3.99M<0.01%-12,63713F-HRTimelineGroup
LPL Financial LLC229,956$3.9M<0.01%-3,74813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY224,661$3.81M<0.01%+78,72713F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO195,400$3.32M<0.01%new13F-HRTimelineGroup
GROUP ONE TRADING LLC165,170$2.8M0.08%-9,81013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC122,523$2.24M0.01%+4,18213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…107,165$1.82M<0.01%-10,94913F-HRTimelineGroup
BWM Planning, LLC104,397$1.77M0.47%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,084$1.72M<0.01%+21013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,543$1.67M<0.01%+12,57913F-HRTimelineGroup
HRT FINANCIAL LP86,939$1.48M<0.01%+73,37113F-HRTimeline
Atlas Wealth Partners, LLC83,989$1.43M1.57%-59913F-HRTimeline
HighTower Advisors, LLC71,697$1.22M<0.01%+60413F-HRTimeline
PROMETHIUM ADVISORS,LLC68,318$1.16M0.63%-10013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC62,936$1.07M<0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.59,177$1M0.06%+313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,064$1M<0.01%+28,20113F-HRTimelineGroup
SIMPLEX TRADING, LLC59,028$1M0.03%+13,10913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC57,553$977K0.03%+3,17013F-HR/ATimelineGroup
MOR Wealth Management, LLC52,534$892K0.41%13F-HRTimeline
UBS Group AGin group UBS Group AG49,370$838K<0.01%-98,20813F-HRTimelineGroup
Fielder Capital Group LLC48,218$819K0.17%013F-HRTimeline
Avondale Wealth Management45,750$777K0.4%+31,25013F-HRTimeline
Beacon Pointe Advisors, LLC45,123$765K0.01%013F-HRTimeline
State of Wyoming44,257$751K0.08%+11,38313F-HRTimeline
EagleClaw Capital Managment, LLC33,700$572K0.08%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT33,144$562K0.01%-4,01513F-HRTimeline
Steward Partners Investment Advisory, L…32,217$547K<0.01%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.31,917$542K0.04%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS29,542$502K<0.01%-14013F-HRTimeline
Fruth Investment Management25,400$430K0.12%013F-HRTimeline
Financial Sense Advisors, Inc.25,000$424K0.08%013F-HRTimeline
Family Manage LLC21,748$369K0.05%+7,00113F-HRTimeline
Blue Trust, Inc.20,420$347K<0.01%-50013F-HRTimeline
Resurgent Financial Advisors LLC20,000$340K0.17%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,685$334K<0.01%-59313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,481$331K<0.01%+5113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,891$320K<0.01%+5113F-HR/ATimelineGroup
Capital Investment Advisors, LLC18,366$311K<0.01%+313F-HRTimeline
INGALLS & SNYDER LLC18,268$310K0.01%-2,00013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP17,965$305K<0.01%-13113F-HRTimelineGroup
Welch Group, LLC17,798$302K0.01%013F-HRTimeline
SCS Capital Management LLC17,295$294K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning14,208$241K<0.01%-2,57013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,198$235K<0.01%+18213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,541$230K0.01%new13F-HRTimelineGroup
Ironwood Financial, llc12,300$217K0.04%013F-HRTimeline
Waverly Advisors, LLC12,666$215K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,439$211K0.01%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC12,415$211K<0.01%new13F-HRTimelineGroup
First Financial Bankshares Inc12,000$204K<0.01%013F-HRTimeline
Clark Asset Management, LLC10,000$170K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,802$166K<0.01%+55813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,354$159K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,591$129K<0.01%+913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,912$100K<0.01%013F-HRTimelineGroup
Access Investment Management LLC4,000$73K0.02%013F-HRTimeline
NewEdge Advisors, LLC2,791$47.4K<0.01%-97213F-HRTimeline
Golden State Wealth Management, LLC2,446$41.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,124$36.1K<0.01%+33513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,022$34.3K<0.01%-51113F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,953$33.1K<0.01%new13F-HRTimeline
Lummis Asset Management, LP1,850$31.4K0.02%013F-HRTimeline
Signature Resources Capital Management,…1,800$30.5K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,634$27.7K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,500$25.5K<0.01%013F-HRTimeline
Caitong International Asset Management …1,385$23.5K0.01%new13F-HR/ATimeline
Principia Wealth Advisory, LLC1,333$22.6K0.01%013F-HRTimeline
Eagle Bay Advisors LLC1,292$22K0.02%new13F-HRTimeline
ALERUS FINANCIAL NA1,000$17K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …617$10.5K0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS450$7.64K<0.01%+41613F-HRTimelineGroup
Medallion Wealth Advisors, LLC384$6.51K<0.01%013F-HRTimeline
WealthCollab, LLC371$6.29K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.334$5.66K<0.01%+113F-HRTimeline
COUNTRY TRUST BANK300$5.09K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.282$4.79K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC273$4.64K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC200$3.4K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…200$3.4K<0.01%new13F-HRTimeline
PFS Partners, LLC200$3.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC200$3.39K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC142$2.41K<0.01%013F-HRTimelineGroup
WINNACLE WEALTH LLC135$2.29K<0.01%+613F-HRTimeline
SIGNATUREFD, LLC87$1.48K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.87$1.47K<0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$849<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.45$763<0.01%013F-HRTimeline
Farther Finance Advisors, LLC25$425<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC18$305<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2$34<0.01%13F-HRTimeline