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Disclosery

SBR SABINE RTY TR

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UNIT BEN INT (common), issuer CIK 710752

154 managers (155 13F filers) reported a position in SBR shares at 2026-03-31, 2,628,943 shares in all. 22 filers opened a position and 13 filers sold out during the quarter.

Managers
154
13F filers
155
New
22
Added
41
Reduced
35
Sold out
13
Shares held by filers
2,628,943

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
Americana Partners, LLC278,281$20.9M0.54%+8,34813F-HRTimeline
Beacon Pointe Advisors, LLC221,967$16.6M0.09%+135,57813F-HRTimeline
Prospera Financial Services Inc178,301$13.4M0.22%+19,69213F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP143,555$10.8M0.05%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY135,264$10.2M<0.01%+7,80513F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC111,150$8.37M0.09%+1,66313F-HRTimeline
Ashton Thomas Private Wealth, LLC106,639$8.03M0.19%new13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co81,346$6.13M0.02%013F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.68,082$5.11M0.58%+7013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP58,843$4.43M<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP49,361$3.72M<0.01%+23,98313F-HRTimelineGroup
Uniplan Investment Counsel, Inc.39,145$2.95M0.3%+10,09913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…35,185$2.65M0.25%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,795$2.62M<0.01%-4,09213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,516$2.37M<0.01%-73313F-HRTimeline
SCS Capital Management LLC31,115$2.34M0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC31,096$2.33M0.08%-91713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,640$2.31M0.06%+21013F-HRTimelineGroup
LPL Financial LLC26,819$2.02M<0.01%+1,77813F-HRTimeline
Significant Wealth Partners LLC26,210$1.97M2.42%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,333$1.91M<0.01%-11,43813F-HRTimelineGroup
Qube Research & Technologies Ltd25,058$1.89M<0.01%+3,95013F-HRTimeline
Blue Trust, Inc.25,055$1.89M0.02%+3,29713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,481$1.76M0.02%-29113F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.23,325$1.75M0.26%-37513F-HRTimeline
Greenfield Seitz Capital Management, LLC23,100$1.74M0.52%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP23,055$1.74M0.02%-19413F-HRTimeline
UBS Group AGin group UBS Group AG21,894$1.65M<0.01%+4,05613F-HRTimelineGroup
Clare Market Investments LLC21,825$1.64M0.34%13F-HRTimeline
BWM Planning, LLC21,552$1.62M0.43%013F-HRTimeline
VeraBank, N.A.19,752$1.49M0.27%-4,27213F-HRTimeline
Creative Planningin group Creative Planning17,834$1.34M<0.01%+11513F-HRTimelineGroup
HRT FINANCIAL LP17,724$1.33M<0.01%-2,78913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC17,289$1.3M<0.01%+1,54213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,122$1.23M<0.01%-13,30513F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,423$1.16M<0.01%-12013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,934$1.12M<0.01%-9113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,888$1.12M<0.01%-53213F-HRTimelineGroup
PFG Advisors14,846$1.11M0.05%013F-HRTimeline
Moors & Cabot, Inc.14,595$1.1M0.05%-11913F-HRTimeline
MCDANIEL TERRY & CO14,000$1.05M0.09%+7,00013F-HRTimeline
Sendero Wealth Management, LLC12,927$974K0.11%013F-HRTimeline
AMG National Trust Bank12,680$953K0.02%013F-HRTimeline
Capital Investment Advisors, LLC12,151$912K0.01%-5013F-HR/ATimeline
RAHLFS CAPITAL, LLC11,985$901K0.66%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,618$875K<0.01%+5,67813F-HRTimelineGroup
MOTCO11,600$874K0.08%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,296$851K<0.01%+12913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,004$829K0.02%+1,00713F-HR/ATimeline
Advisory Services Network, LLC10,809$814K0.01%+413F-HRTimeline
GK Wealth Management LLC10,466$798K0.69%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC10,466$798K0.69%013F-HRTimeline
Robertson Stephens Wealth Management, L…10,600$795K0.02%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,357$777K0.02%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …10,268$774K<0.01%new13F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC10,267$773K0.05%+4,35913F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC10,081$760K0.05%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding10,090$758K+3,058Timeline
Burford Brothers, Inc.10,000$750K0.31%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,237$696K0.04%+1413F-HRTimelineGroup
M.E. ALLISON & CO., INC.9,020$680K0.45%-2513F-HRTimeline
Verdence Capital Advisors LLC9,000$678K0.04%-50013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC8,582$644K0.11%+3,68513F-HRTimelineGroup
Summit Trail Advisors, LLC8,500$640K0.01%013F-HRTimeline
Fielder Capital Group LLC8,497$640K0.14%-1,08013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd8,080$609K0.01%new13F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD8,000$603K<0.01%013F-HRTimeline
&PARTNERS8,171$585K<0.01%-5,85713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,682$579K<0.01%+2,35413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC7,600$573K<0.01%-1,50013F-HRTimelineGroup
Carnegie Investment Counsel7,300$550K0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC6,869$518K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,850$516K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA6,800$512K0.05%013F-HRTimeline
Cetera Investment Advisers6,757$509K<0.01%+25413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,221$469K<0.01%+1,98313F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO6,000$450K0.09%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,982$449K<0.01%-5,98213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP5,901$445K<0.01%-1,23913F-HRTimelineGroup
State of Wyoming5,807$437K0.05%+3,13213F-HRTimeline
Custos Family Office, LLC5,564$419K0.29%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,377$403K<0.01%+1413F-HRTimelineGroup
State of Tennessee, Department of Treas…5,345$403K<0.01%+2,79413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,300$399K0.04%-3713F-HRTimelineGroup
Tyche Wealth Partners LLC5,260$396K0.06%+50213F-HRTimeline
BEACON FINANCIAL GROUP5,255$394K0.04%013F-HRTimeline
Sunbelt Securities, Inc.5,000$377K0.02%013F-HRTimeline
HighTower Advisors, LLC4,816$362K<0.01%+4613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,683$353K<0.01%+1,13713F-HR/ATimelineGroup
CHILTON INVESTMENT CO INC.4,533$342K0.01%013F-HRTimeline
Argent Trust Co4,493$339K0.01%013F-HRTimeline
Voleon Capital Management LP4,395$331K0.01%-1,92713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,190$316K0.02%+3413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,982$300K<0.01%-2,96313F-HR/ATimelineGroup
HUB Investment Partners, LLC3,911$293K0.01%+2913F-HRTimeline
Oxbow Advisors, LLC3,768$283K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,617$273K<0.01%013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,539$267K<0.01%-28013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,506$264K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,494$263K<0.01%-1,18913F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC3,500$262K0.13%013F-HRTimeline
Ackerman Capital Advisors, LLC3,417$256K0.05%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,387$255K<0.01%-16713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,324$250K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA3,000$226K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,000$226K<0.01%013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV2,959$223K0.02%new13F-HRTimeline
Artesa Financial Group, LLC2,847$214K0.2%new13F-HRTimeline
SFMG, LLC2,700$203K0.01%new13F-HRTimeline
FAIRFIELD, BUSH & CO.2,676$201K0.11%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,168$163K<0.01%-12113F-HRTimelineGroup
Geneos Wealth Management Inc.1,777$133K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,500$113K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,437$109K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,360$102K0.03%013F-HRTimelineGroup
Rossby Financial, LCC1,337$97.7K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,282$96.6K<0.01%+45613F-HRTimelineGroup
NewEdge Advisors, LLC1,040$78.4K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$75.3K<0.01%013F-HRTimelineGroup
Citizens National Bank Trust Department1,000$75.3K0.01%013F-HRTimeline
Quaker Wealth Management, LLC1,000$75K0.02%013F-HRTimeline
Farther Finance Advisors, LLC865$63.1K<0.01%013F-HRTimeline
SHP Wealth Management821$61.8K<0.01%+1013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC606$45.7K<0.01%-1,44913F-HRTimelineGroup
Signature Resources Capital Management,…600$45K0.02%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK500$37.7K<0.01%013F-HRTimelineGroup
WealthCollab, LLC501$37.6K0.02%+6413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST483$36.4K<0.01%-1,00013F-HRTimeline
Olistico Wealth, LLC427$32.2K0.02%013F-HRTimeline
Allworth Financial LP386$28.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC248$18.6K<0.01%+313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…231$17.4K<0.01%-8313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…228$17.2K<0.01%-1313F-HRTimelineGroup
PlanVest Financial, Inc226$16.9K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…200$15.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC195$14.7K<0.01%-5013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…150$11.3K<0.01%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC125$9.38K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.114$8.58K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…85$6.4K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…55$4.12K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC56$4.1K<0.01%+613F-HRTimeline
UMB Bank, n.a.45$3.39K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aventura Private Wealth, LLC34$2.55K<0.01%013F-HRTimeline
Mosley Wealth Management27$2.15K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC28$2.11K<0.01%+1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$979<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10$753<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC9$678<0.01%-3513F-HRTimelineGroup
Parallel Advisors, LLC8$603<0.01%new13F-HR/ATimeline
Investors Portfolio Services LLC5$385<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4$300<0.01%new13F-HR/ATimelineGroup
Arax Advisory Partners3$151<0.01%+113F-HRTimeline
Decker Retirement Planning Inc.0$26<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.