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Disclosery

SJT SAN JUAN BASIN RTY TR

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UNIT BEN INT (common), issuer CIK 319655

90 managers (90 13F filers) reported a position in SJT shares at 2025-12-31, 15,445,279 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
90
13F filers
90
New
11
Added
24
Reduced
26
Sold out
10
Shares held by filers
15,445,279

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
HORIZON KINETICS ASSET MANAGEMENT LLC6,231,144$35M0.47%+619,16313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,156,904$6.5M<0.01%+231,40713F-HR/ATimelineGroup
CANNELL CAPITAL LLC835,799$4.7M3%-377,32513F-HRTimeline
Ashton Thomas Private Wealth, LLC770,224$4.33M0.11%+132,51713F-HRTimeline
Moors & Cabot, Inc.736,300$4.14M0.18%+128,85013F-HRTimeline
Mountaineer Partners Management, LLC732,351$4.12M2.3%+13,29713F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…700,000$3.93M0.23%+256,29913F-HRTimeline
Principia Wealth Advisory, LLC531,022$2.98M1.87%-47,73413F-HRTimeline
LPL Financial LLC407,116$2.29M<0.01%-10,37913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC346,112$1.95M<0.01%+39,38013F-HRTimelineGroup
Lesa Sroufe & Co340,390$1.91M1.42%+41213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC241,775$1.36M<0.01%+165,67313F-HRTimelineGroup
Advisory Services Network, LLC238,677$1.34M0.02%+1,28013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC191,950$1.08M0.05%-299,95013F-HRTimeline
Mraz, Amerine & Associates, Inc.184,236$1.04M0.15%013F-HRTimeline
MCDANIEL TERRY & CO170,288$957K0.08%-147,78813F-HRTimeline
Pingora Partners LLC135,057$759K0.46%+71,11113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…94,101$529K<0.01%-71,77613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd81,722$459K0.01%+44,69613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN74,662$420K<0.01%-1,61513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,922$387K<0.01%+12,79813F-HRTimelineGroup
Delta Investment Management, LLC64,565$363K0.06%+4,25713F-HRTimeline
Pekin Hardy Strauss, Inc.53,750$302K0.03%+38,75013F-HRTimeline
Greenfield Seitz Capital Management, LLC53,100$298K0.1%013F-HRTimeline
Creative Planningin group Creative Planning52,867$297K<0.01%-413F-HRTimelineGroup
Meixler Investment Management, Ltd.52,100$293K0.18%+2,50013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP47,648$268K<0.01%-21,37513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/45,080$253K<0.01%-1,56213F-HRTimelineGroup
Waverly Advisors, LLC43,316$243K<0.01%013F-HRTimeline
Atlas Wealth Partners, LLC40,656$228K0.25%+5,50613F-HRTimeline
Financial Sense Advisors, Inc.40,383$227K0.04%-99,35113F-HRTimeline
First Financial Bankshares Inc37,500$211K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC34,037$191K<0.01%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC33,414$188K<0.01%+11,71013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,482$183K<0.01%new13F-HRTimelineGroup
Roundview Capital LLC30,000$169K0.01%013F-HRTimeline
PECAUT & CO.30,000$169K0.05%013F-HRTimeline
Key Client Fiduciary Advisors, LLC29,660$167K0.06%new13F-HRTimeline
Clear Harbor Asset Management, LLC28,825$162K0.01%013F-HRTimeline
INGALLS & SNYDER LLC28,650$161K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,198$142K<0.01%-2,86113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,427$126K<0.01%-7,43713F-HRTimelineGroup
Welch Group, LLC22,008$124K<0.01%013F-HRTimeline
State of Wyoming21,044$118K0.01%-10,22913F-HRTimeline
DWR WEALTH MANAGEMENT, LLC20,500$113K0.1%13F-HRTimeline
Beacon Pointe Advisors, LLC17,000$95.5K<0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,682$88.1K0.01%013F-HRTimeline
BECK MACK & OLIVER LLC15,580$87.6K<0.01%-90013F-HRTimeline
Financial Engines Advisors L.L.C.15,534$87.3K<0.01%013F-HRTimeline
Private Advisor Group, LLC15,500$87.1K<0.01%+15813F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC14,565$81.9K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC13,500$76K<0.01%013F-HRTimeline
Cetera Investment Advisers11,431$64.2K<0.01%new13F-HRTimeline
V-Square Quantitative Management LLC11,430$64.2K0.01%new13F-HRTimeline
Westfuller Advisors, LLC11,430$64.2K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…11,071$62K<0.01%-1,00013F-HRTimeline
Evernest Financial Advisors, LLC11,000$61.9K0.01%new13F-HRTimeline
RAHLFS CAPITAL, LLC11,000$61.8K0.05%-50013F-HRTimeline
SIMPLEX TRADING, LLC10,532$59.2K<0.01%+2,85513F-HRTimeline
Kovack Advisors, Inc.10,500$59K<0.01%-4,50013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,424$58.6K<0.01%new13F-HRTimelineGroup
GROUP ONE TRADING LLC10,387$58.4K<0.01%-12,06913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,129$56.9K<0.01%013F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,000$56.2K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,295$46.6K<0.01%-21,35613F-HRTimelineGroup
AMERIFLEX GROUP, INC.5,100$28.7K0.01%-1,90013F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$28.1K<0.01%013F-HRTimeline
Morse Asset Management, Inc4,400$24.7K<0.01%+2,74013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC3,714$20.9K0.02%13F-HRTimeline
EFG International AGin group EFG International AG3,100$17.4K<0.01%13F-HRTimelineGroup
COMERICA BANK3,030$17K<0.01%-91213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,000$16.9K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,546$14.3K<0.01%-67113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,337$13.1K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,000$11.2K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,442$8.11K<0.01%+40513F-HRTimeline
Sunbelt Securities, Inc.1,275$7.17K<0.01%013F-HRTimeline
MAI Capital Management1,150$6.46K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,042$6K<0.01%+1,00013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…611$3.43K<0.01%+14713F-HRTimelineGroup
IFP Advisors, Inc395$2.22K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.376$2.11K<0.01%-20613F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …366$2.06K<0.01%013F-HRTimelineGroup
Motiv8 Investments LLC375$2K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC264$1.49K<0.01%new13F-HRTimeline
Allworth Financial LP250$1.41K<0.01%-3813F-HRTimeline
Physician Wealth Advisors, Inc.245$1.38K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC197$1.11K<0.01%013F-HRTimeline
NFSG Corp106$593<0.01%-61513F-HRTimeline
Arax Advisory Partners6$34<0.01%013F-HRTimeline