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Disclosery

PBT PERMIAN BASIN RTY TR

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UNIT BEN INT (common), issuer CIK 319654

96 managers (96 13F filers) reported a position in PBT shares at 2026-03-31, 20,107,506 shares in all. 8 filers opened a position and 15 filers sold out during the quarter.

Managers
96
13F filers
96
New
8
Added
26
Reduced
30
Sold out
15
Shares held by filers
20,107,506

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, 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
HORIZON KINETICS ASSET MANAGEMENT LLC6,379,692$137M1.49%+191,89213F-HRTimeline
SoftVest Advisors, LLC6,217,107$134M20.74%013F-HRTimeline
MAD RIVER INVESTORS1,003,140$21.6M7.79%+16,32113F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC933,719$20.1M0.71%-33,47813F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC630,207$13.6M1.53%-12,30013F-HRTimeline
Moors & Cabot, Inc.588,642$12.7M0.54%+2,89613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO422,000$9.08M0.01%+226,60013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY300,904$6.48M<0.01%+76,24313F-HRTimelineGroup
Hosking Partners LLP280,292$6.03M0.22%-66,39113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC268,985$5.79M0.01%+9,67113F-HRTimeline
Advisory Services Network, LLC251,436$5.41M0.07%+4,88713F-HRTimeline
MSRH, LLC240,342$5.17M4.58%+1,30213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN230,722$4.97M<0.01%-9,81613F-HR/ATimelineGroup
LPL Financial LLC211,240$4.55M<0.01%-18,71613F-HRTimeline
SteelPeak Wealth, LLC191,103$4.11M0.13%new13F-HRTimeline
HRT FINANCIAL LP170,826$3.68M0.01%+83,88713F-HRTimeline
Beacon Pointe Advisors, LLC157,833$3.4M0.02%+112,71013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,612$2.76M<0.01%+25,52813F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC122,037$2.63M0.01%-48613F-HRTimelineGroup
BWM Planning, LLC104,397$2.25M0.59%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,184$1.81M<0.01%-14,35913F-HRTimelineGroup
Atlas Wealth Partners, LLC81,144$1.75M1.8%-2,84513F-HRTimeline
HighTower Advisors, LLC71,588$1.54M<0.01%-10913F-HRTimeline
PROMETHIUM ADVISORS,LLC68,298$1.47M0.76%-2013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC62,936$1.35M0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC57,583$1.24M0.03%+3013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.57,477$1.24M0.07%-1,70013F-HRTimelineGroup
MOR Wealth Management, LLC52,534$1.13M0.52%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,387$1.11M<0.01%-7,67713F-HRTimelineGroup
Avondale Wealth Management49,250$1.06M0.52%+3,50013F-HRTimeline
Fielder Capital Group LLC41,726$898K0.2%-6,49213F-HRTimeline
EagleClaw Capital Managment, LLC35,450$763K0.11%+1,75013F-HRTimeline
UBS Group AGin group UBS Group AG35,307$760K<0.01%-14,06313F-HRTimelineGroup
Steward Partners Investment Advisory, L…32,217$693K<0.01%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.29,617$638K0.04%-2,30013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,892$579K<0.01%-2,65013F-HRTimeline
Fruth Investment Management25,400$546K0.14%013F-HRTimeline
Financial Sense Advisors, Inc.25,000$538K0.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,240$479K<0.01%-345,94713F-HRTimelineGroup
Family Manage LLC21,748$468K0.06%013F-HRTimeline
Blue Trust, Inc.20,420$439K0.01%013F-HRTimeline
Resurgent Financial Advisors LLC20,000$430K0.16%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,835$427K<0.01%+15013F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,582$421K<0.01%+10113F-HRTimelineGroup
Welch Group, LLC19,298$415K0.02%+1,50013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,891$407K<0.01%013F-HRTimelineGroup
Capital Investment Advisors, LLC18,367$395K0.01%+113F-HR/ATimeline
INGALLS & SNYDER LLC18,268$393K0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT17,070$367K0.01%-16,07413F-HR/ATimeline
State of Wyoming15,442$332K0.04%-28,81513F-HRTimeline
Waverly Advisors, LLC12,666$273K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,439$268K0.01%013F-HRTimeline
Ironwood Financial, llc12,300$265K0.05%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd12,015$259K<0.01%new13F-HRTimelineGroup
First Financial Bankshares Inc12,000$258K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,464$246K<0.01%-1,73413F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC10,470$225K<0.01%-1,94513F-HR/ATimelineGroup
Clark Asset Management, LLC10,000$215K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,039$173K<0.01%-1,31513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,595$163K<0.01%+413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,525$162K<0.01%-2,27713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,912$127K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC4,676$101K<0.01%-160,49413F-HRTimeline
Access Investment Management LLC3,000$64.6K0.02%-1,00013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,837$61.1K0.01%+88413F-HRTimeline
NewEdge Advisors, LLC2,792$60.1K<0.01%+113F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,568$55.3K<0.01%+2,11813F-HRTimelineGroup
Golden State Wealth Management, LLC2,446$52.6K0.01%013F-HRTimeline
Lummis Asset Management, LP1,850$39.8K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,803$38.8K<0.01%+1,53013F-HRTimelineGroup
Signature Resources Capital Management,…1,800$38.7K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,500$32.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,240$26.7K<0.01%-88413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,162$25K<0.01%-86013F-HRTimelineGroup
CX Institutional1,170$25K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,000$21.8K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,000$21.5K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC515$11.1K<0.01%-58,51313F-HRTimeline
WEBSTER BANK, N. A.417$8.97K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.387$8.33K<0.01%+10513F-HRTimeline
Medallion Wealth Advisors, LLC384$8.26K<0.01%013F-HRTimeline
WealthCollab, LLC324$6.97K<0.01%-4713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP303$6.73K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.201$4.32K<0.01%-13313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC200$4.3K<0.01%+5813F-HRTimelineGroup
Fortis Group Advisors, LLC200$4.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC200$4.3K<0.01%013F-HRTimeline
PFS Partners, LLC200$4.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…200$4.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.87$1.87K<0.01%013F-HRTimeline
SIGNATUREFD, LLC87$1.87K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC47$1.01K<0.01%+4513F-HRTimeline
TD Waterhouse Canada Inc.45$920<0.01%013F-HRTimeline
Farther Finance Advisors, LLC25$512<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC18$386<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10$215<0.01%new13F-HRTimelineGroup