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Disclosery

SJT SAN JUAN BASIN RTY TR

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UNIT BEN INT (common), issuer CIK 319655

82 managers (82 13F filers) reported a position in SJT shares at 2026-06-30, 17,311,712 shares in all. 7 filers opened a position and 12 filers sold out during the quarter.

Managers
82
13F filers
82
New
7
Added
22
Reduced
25
Sold out
12
Shares held by filers
17,311,712

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 LLC7,494,020$24.1M0.27%+515,17913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,563,319$5.02M<0.01%-54,77013F-HRTimelineGroup
CANNELL CAPITAL LLC1,212,760$3.89M2.72%+303,29713F-HRTimeline
Ashton Thomas Private Wealth, LLC946,043$3.04M0.06%+78,33213F-HRTimeline
Moors & Cabot, Inc.859,190$2.76M0.11%+7,31013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…641,414$2.06M0.1%-297,81113F-HRTimeline
Lesa Sroufe & Co581,264$1.87M1.33%+234,39413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP540,087$1.73M<0.01%+146,45213F-HRTimelineGroup
MCDANIEL TERRY & CO318,076$1.02M0.08%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC254,805$818K<0.01%-38,70713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC242,929$780K<0.01%+88,68513F-HRTimelineGroup
Advisory Services Network, LLC240,377$772K0.01%-2,00013F-HRTimeline
Mraz, Amerine & Associates, Inc.184,236$591K0.08%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC180,114$578K<0.01%+132,47413F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd170,922$549K0.01%+75,03213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC155,450$499K0.02%-10,50013F-HRTimeline
LPL Financial LLC148,082$475K<0.01%-232,12713F-HRTimeline
Pingora Partners LLC135,057$434K0.25%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP95,656$307K<0.01%+41,81613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.95,406$306K<0.01%+7,15613F-HRTimelineGroup
UBS Group AGin group UBS Group AG90,159$289K<0.01%+70,36313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN73,426$236K<0.01%-99813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS64,366$207K<0.01%new13F-HRTimelineGroup
Greenfield Seitz Capital Management, LLC53,100$170K0.05%013F-HRTimeline
Creative Planningin group Creative Planning53,007$170K<0.01%+14013F-HRTimelineGroup
INGALLS & SNYDER LLC48,650$156K<0.01%+20,00013F-HRTimeline
Beacon Pointe Advisors, LLC45,000$144K<0.01%-73,33413F-HRTimeline
Meixler Investment Management, Ltd.44,600$143K0.08%-9,30013F-HRTimeline
Atlas Wealth Partners, LLC40,106$129K0.14%-2,00013F-HRTimeline
PKS Advisory Services, LLC37,883$122K0.02%new13F-HRTimeline
First Financial Bankshares Inc37,500$120K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,400$120K<0.01%-7,68013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.35,750$115K0.01%-21,00013F-HRTimeline
Welch Group, LLC35,508$114K<0.01%+5,50013F-HRTimeline
Argent Trust Co35,100$113K<0.01%new13F-HRTimeline
Delta Investment Management, LLC34,461$111K0.02%-22,98513F-HRTimeline
Janney Montgomery Scott LLC33,000$106K<0.01%-68713F-HRTimeline
Key Client Fiduciary Advisors, LLC31,850$102K0.03%-72513F-HRTimeline
Roundview Capital LLC30,000$96.3K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,482$91.4K<0.01%-4,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,700$89K<0.01%-42,90013F-HRTimelineGroup
HRT FINANCIAL LP27,467$88K<0.01%new13F-HRTimeline
Clear Harbor Asset Management, LLC21,325$68.5K<0.01%-7,50013F-HRTimeline
GROUP ONE TRADING LLC20,369$65.4K<0.01%+15,67713F-HRTimeline
DWR WEALTH MANAGEMENT, LLC20,500$60.7K0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,131$51.8K<0.01%-64,18113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…15,682$50.3K0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.15,534$49.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC15,000$48.1K<0.01%+5,00013F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC14,565$46.8K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…14,425$46K<0.01%+35413F-HR/ATimeline
BECK MACK & OLIVER LLC13,680$43.9K<0.01%-1,90013F-HRTimeline
SevenBridge Financial Group, LLC15,000$38K0.01%+5,00013F-HRTimeline
WEDBUSH SECURITIES INC11,500$37K<0.01%-2,00013F-HRTimeline
Westfuller Advisors, LLC11,430$36.7K0.01%013F-HRTimeline
Evernest Financial Advisors, LLC11,000$35.3K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC10,850$34.8K<0.01%+4,35913F-HRTimeline
Qube Research & Technologies Ltd10,629$34.1K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,570$33.9K<0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,424$33.5K<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,129$32.5K<0.01%013F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,000$32K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB5,000$16.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,037$13K<0.01%013F-HRTimelineGroup
ADKINS SEALE CAPITAL MANAGEMENT LLC3,714$11.9K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,600$11.6K<0.01%-1,50013F-HRTimeline
EFG International AGin group EFG International AG3,100$9.95K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,737$8.79K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,000$6.42K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,662$5.34K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO782$2.31K<0.01%new13F-HRTimelineGroup
Morse Asset Management, Inc500$1.6K<0.01%-91013F-HRTimeline
Arax Advisory Partners405$1.3K<0.01%+40213F-HRTimeline
IFP Advisors, Inc395$1.27K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.376$1.21K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.245$787<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC197$632<0.01%013F-HRTimeline
Allworth Financial LP150$482<0.01%-10013F-HRTimeline
NFSG Corp106$339<0.01%013F-HRTimeline
JNBA Financial Advisors100$321<0.01%new13F-HRTimeline
Caitong International Asset Management …91$292<0.01%+5213F-HRTimeline
FMR LLCin group FMR LLC50$161<0.01%-2,18113F-HRTimelineGroup