13FBOX
CROSS TIMBERS RTY TR · 13F Institutional Holdings
Options Calculator Rankings
C

CROSS TIMBERS RTY TR

CRT
Institutions
21
Combined AUM (Q2 2026)
$12.1M
Combined Shares (Q2 2026)
1.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+280,112
12 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-91,335
8 · 6 Exit · ≈
⚖️ Net
+188,777
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$12.1M
Institutions
21
New Buys
5
Adds
7
Reduces
2
Exits
6
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SoftVest Advisors, LLC
0.91%0.85%#1$8.4M924,960$7.4M697,893+227,067+32.54%Add
Ashton Thomas Private Wealth, LLC
0.05%0.06%#2$2.2M239,924$2.4M228,058+11,866+5.20%Add
Beacon Pointe Advisors, LLC
<0.01%<0.01%#5$626,40069,292$664,42462,800+6,492+10.34%Add
MORGAN STANLEY
<0.01%<0.01%#10$189,67120,981$231,88830,754-9,773-31.78%Reduce
Welch Group, LLC
0.01%0.01%#4$150,53516,652$157,13514,852+1,800+12.12%Add
WADDELL & ASSOCIATES, LLC
0.01%0.01%#3$143,86715,914$166,84215,770+144+0.91%Add
XTX Topco Ltd
<0.01%#6$99,11510,964$00+10,964New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#13$96,55610,681$00+10,681New Buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%#7$96,33910,657$00+10,657New Buy
UBS Group AG
<0.01%<0.01%#11$68,2527,550$80,0067,562-12-0.16%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#17$17,9201,982$20,9701,98200.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#8$16,2721,800$19,0441,80000.00%Unchanged
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#15$7,359814$7,480707+107+15.13%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#12$6,656735$7,425701+34+4.85%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#18$1,808200$00+200New Buy
FIRST HORIZON CORP
<0.01%#9$904100$00+100New Buy
BlackRock, Inc.
<0.01%<0.01%#21$15017$1761700.00%Unchanged
CoreCap Advisors, LLC
<0.01%<0.01%#16$11813$1381300.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#19$9911$1161100.00%Unchanged
Caitong International Asset Management Co., Ltd
<0.01%<0.01%#14$546$63600.00%Unchanged
ASSETMARK, INC
<0.01%<0.01%#20$273$32300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow