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Disclosery

SJT SAN JUAN BASIN RTY TR

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UNIT BEN INT (common), issuer CIK 319655

89 managers (89 13F filers) reported a position in SJT shares at 2026-03-31, 16,455,770 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
89
13F filers
89
New
9
Added
27
Reduced
15
Sold out
8
Shares held by filers
16,455,770

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 LLC6,978,841$33.6M0.36%+747,69713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,618,089$7.78M<0.01%+461,18513F-HRTimelineGroup
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…939,225$4.52M0.26%+239,22513F-HRTimeline
CANNELL CAPITAL LLC909,463$4.37M2.84%+73,66413F-HRTimeline
Ashton Thomas Private Wealth, LLC867,711$4.17M0.1%+97,48713F-HRTimeline
Moors & Cabot, Inc.851,880$4.1M0.18%+115,58013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP393,635$1.89M<0.01%new13F-HRTimelineGroup
LPL Financial LLC380,209$1.83M<0.01%-26,90713F-HRTimeline
Lesa Sroufe & Co346,870$1.67M1.14%+6,48013F-HRTimeline
MCDANIEL TERRY & CO318,076$1.53M0.13%+147,78813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC293,512$1.41M<0.01%-52,60013F-HRTimelineGroup
Advisory Services Network, LLC242,377$1.17M0.02%+3,70013F-HRTimeline
Mraz, Amerine & Associates, Inc.184,236$884K0.13%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC165,950$797K0.04%-26,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC154,244$742K<0.01%-87,53113F-HRTimelineGroup
Pingora Partners LLC135,057$648K0.38%013F-HRTimeline
Beacon Pointe Advisors, LLC118,334$568K<0.01%+101,33413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd95,890$461K0.01%+14,16813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.88,250$424K<0.01%+63,05213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,312$386K<0.01%-13,78913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN74,424$358K<0.01%-23813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,600$340K<0.01%+1,67813F-HRTimelineGroup
Delta Investment Management, LLC57,446$276K0.05%-7,11913F-HRTimeline
Pekin Hardy Strauss, Inc.56,750$273K0.03%+3,00013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP53,840$259K<0.01%+6,19213F-HRTimelineGroup
Greenfield Seitz Capital Management, LLC53,100$255K0.08%013F-HRTimeline
Creative Planningin group Creative Planning52,867$254K<0.01%013F-HRTimelineGroup
Meixler Investment Management, Ltd.53,900$253K0.14%+1,80013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,640$229K<0.01%+25,21313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/45,080$217K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC44,316$213K<0.01%+1,00013F-HRTimeline
Atlas Wealth Partners, LLC42,106$202K0.21%+1,45013F-HRTimeline
First Financial Bankshares Inc37,500$180K<0.01%013F-HRTimeline
State of Wyoming36,596$176K0.02%+15,55213F-HRTimeline
Janney Montgomery Scott LLC33,687$162K<0.01%-35013F-HRTimeline
Key Client Fiduciary Advisors, LLC32,575$156K0.05%+2,91513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,482$156K<0.01%013F-HRTimelineGroup
Welch Group, LLC30,008$144K0.01%+8,00013F-HRTimeline
Roundview Capital LLC30,000$144K0.01%013F-HRTimeline
Clear Harbor Asset Management, LLC28,825$139K0.01%013F-HRTimeline
INGALLS & SNYDER LLC28,650$138K<0.01%013F-HRTimeline
GK Wealth Management LLC20,500$101K0.09%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC20,500$101K0.09%013F-HRTimeline
UBS Group AGin group UBS Group AG19,796$95.2K<0.01%+11,50113F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd19,652$94.5K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC15,712$75.4K<0.01%+21213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,682$75.4K0.01%013F-HRTimeline
BECK MACK & OLIVER LLC15,580$74.9K<0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.15,534$74.7K<0.01%013F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC14,565$70.1K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…14,071$68K<0.01%+3,00013F-HRTimeline
WEDBUSH SECURITIES INC13,500$65K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC11,430$55K0.01%013F-HRTimeline
Westfuller Advisors, LLC11,430$55K0.02%013F-HRTimeline
RAHLFS CAPITAL, LLC11,000$52.8K0.04%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,570$50.8K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,424$50.1K<0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.10,500$48.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC10,000$48.1K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,000$48K<0.01%013F-HRTimelineGroup
Evernest Financial Advisors, LLC11,000$46.4K0.01%013F-HRTimeline
SevenBridge Financial Group, LLC10,000$44.8K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC6,491$31.2K<0.01%-4,04113F-HRTimeline
AMERIFLEX GROUP, INC.5,100$24.5K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$24.1K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC4,692$22.6K<0.01%-5,69513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,037$19.4K<0.01%new13F-HRTimelineGroup
ADKINS SEALE CAPITAL MANAGEMENT LLC3,714$17.8K0.02%013F-HRTimeline
EFG International AGin group EFG International AG3,100$14.9K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,000$13.9K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,737$13.2K<0.01%+40013F-HRTimeline
FMR LLCin group FMR LLC2,231$10.7K<0.01%-31513F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,000$9.6K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,662$8K<0.01%+22013F-HRTimeline
Morse Asset Management, Inc1,410$6.77K<0.01%-2,99013F-HRTimeline
Sunbelt Securities, Inc.1,275$6.13K<0.01%013F-HRTimeline
MAI Capital Management1,150$5.52K<0.01%013F-HRTimeline
IFP Advisors, Inc395$1.9K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…377$1.81K<0.01%-23413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.376$1.81K<0.01%013F-HRTimelineGroup
Allworth Financial LP250$1.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.245$1.18K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC197$948<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,129$529<0.01%013F-HRTimelineGroup
NFSG Corp106$508<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC42$200<0.01%-1,00013F-HRTimelineGroup
Caitong International Asset Management …39$188<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13$63<0.01%new13F-HRTimelineGroup
Arax Advisory Partners3$14<0.01%-313F-HRTimeline