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Disclosery

SJT SAN JUAN BASIN RTY TR

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UNIT BEN INT (common), issuer CIK 319655

87 managers (87 13F filers) reported a position in SJT shares at 2025-06-30, 15,060,666 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
87
13F filers
87
New
15
Added
19
Reduced
22
Sold out
15
Shares held by filers
15,060,666

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC4,594,502$27.5M0.33%+2,124,37013F-HRTimeline
CANNELL CAPITAL LLC2,231,524$13.3M4.17%-813,88413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY825,224$4.93M<0.01%+30,94513F-HRTimelineGroup
Mountaineer Partners Management, LLC719,054$4.3M2.84%013F-HRTimeline
Ashton Thomas Private Wealth, LLC641,226$3.83M0.14%+1,98313F-HRTimeline
Principia Wealth Advisory, LLC641,479$3.83M3.25%-12,28813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC485,815$2.9M0.23%+206,78013F-HRTimeline
RR Advisors, LLC416,000$2.49M0.6%013F-HRTimeline
Verition Fund Management LLC404,648$2.42M0.01%new13F-HRTimeline
LPL Financial LLC401,516$2.4M<0.01%+389,61813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC396,709$2.37M0.23%-274,63913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC338,062$2.02M<0.01%+40,36313F-HRTimelineGroup
Lesa Sroufe & Co336,644$2.01M1.85%+16,31513F-HRTimeline
MCDANIEL TERRY & CO318,076$1.9M0.16%013F-HRTimeline
Moors & Cabot, Inc.282,350$1.69M0.08%+222,50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…254,824$1.52M<0.01%+11,80813F-HRTimelineGroup
Advisory Services Network, LLC237,397$1.44M0.02%+189,17013F-HRTimeline
Mraz, Amerine & Associates, Inc.188,266$1.12M0.18%-98013F-HRTimeline
Beacon Pointe Advisors, LLC114,929$686K0.01%-2,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN79,340$474K<0.01%-8,77513F-HRTimelineGroup
Pingora Partners LLC63,946$382K0.29%-208,84213F-HRTimeline
Delta Investment Management, LLC61,868$369K0.07%+50,95713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP57,160$342K<0.01%-35,17413F-HRTimelineGroup
Creative Planningin group Creative Planning55,971$334K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,200$312K<0.01%+49,20013F-HR/ATimelineGroup
State of Wyoming50,671$303K0.04%-27,95713F-HRTimeline
Greenfield Seitz Capital Management, LLC49,800$298K0.11%-35,85013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,514$278K<0.01%-1,80313F-HRTimelineGroup
Waverly Advisors, LLC43,316$259K<0.01%013F-HRTimeline
First Financial Bankshares Inc37,500$224K0.01%013F-HRTimeline
Atlas Wealth Partners, LLC33,650$201K0.23%+9,35013F-HRTimeline
Meixler Investment Management, Ltd.33,500$200K0.14%-6,95013F-HRTimeline
GROUP ONE TRADING LLC32,792$196K0.01%+8,50213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,434$194K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd32,121$192K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,275$181K<0.01%-5,21313F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP30,260$181K<0.01%new13F-HR/ATimelineGroup
Heritage Trust Co30,201$181K0.02%013F-HRTimeline
Roundview Capital LLC30,000$179K0.01%013F-HRTimeline
PECAUT & CO.30,000$179K0.06%+20,00013F-HRTimeline
Clear Harbor Asset Management, LLC28,825$172K0.01%-2,00013F-HRTimeline
INGALLS & SNYDER LLC28,650$171K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG23,300$139K<0.01%-29,23813F-HRTimelineGroup
Welch Group, LLC22,008$131K0.01%013F-HRTimeline
BECK MACK & OLIVER LLC16,480$98.5K<0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,682$93.8K0.01%-14313F-HRTimeline
Financial Engines Advisors L.L.C.15,534$93K<0.01%new13F-HRTimeline
Private Advisor Group, LLC15,389$91.9K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC15,199$90.9K<0.01%013F-HRTimeline
Kovack Advisors, Inc.15,000$89.7K0.01%-5,00013F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC14,565$87.1K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC13,500$81K<0.01%+1,50013F-HRTimeline
Cambridge Investment Research Advisors,…12,071$72K<0.01%-81,45213F-HRTimeline
RAHLFS CAPITAL, LLC11,500$68.7K0.06%new13F-HRTimeline
Westfuller Advisors, LLC11,430$68.4K0.04%013F-HRTimeline
INTREPID FAMILY OFFICE LLC10,574$63.2K0.07%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,000$59.6K<0.01%013F-HR/ATimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …6,398$38.2K0.01%13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB5,000$29.9K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,200$25.1K<0.01%013F-HRTimeline
Manchester Capital Management LLC3,610$21.6K<0.01%+1,71013F-HRTimeline
FMR LLCin group FMR LLC3,219$19.2K<0.01%+9913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,537$15.2K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,051$12.3K<0.01%+1,46113F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,000$11.9K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC1,300$7.77K<0.01%new13F-HRTimeline
MAI Capital Management1,150$6.87K<0.01%013F-HRTimeline
COMERICA BANK912$5.45K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,275$4.88K<0.01%013F-HRTimeline
NFSG Corp721$4.31K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…600$3.59K<0.01%-5,40013F-HRTimeline
Steward Partners Investment Advisory, L…597$3.57K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton593$3.54K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA462$2.76K<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc450$2.69K<0.01%new13F-HRTimeline
IFP Advisors, Inc395$2.36K<0.01%013F-HRTimeline
Allworth Financial LP288$1.72K<0.01%-113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…265$1.58K<0.01%-7113F-HRTimelineGroup
Princeton Global Asset Management LLC250$1.49K<0.01%013F-HRTimeline
Creekmur Asset Management LLC240$1.44K<0.01%-213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\206$1.23K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.200$1.2K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC197$1.18K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50$291<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.28$166<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1$6<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.