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San Juan Basin Royalty Trust

Institutional holders · 13F as of Mar 31, 2026

89 holders

HolderValueShares% of shares
HORIZON KINETICS ASSET MANAGEMENT LLC$33.57M6,978,841—
Morgan Stanley$6.50M1,156,904—
Punch & Associates Investment Management, Inc.$4.52M939,225—
CANNELL CAPITAL LLC$4.37M909,463—
Ashton Thomas Private Wealth, LLC$4.33M770,224—
Moors & Cabot, Inc.$4.14M736,300—
Mountaineer Partners Management, LLC$4.12M732,351—
Principia Wealth Advisory, LLC$2.98M531,022—
RAYMOND JAMES FINANCIAL INC$1.95M346,112—
MARSHALL WACE, LLP$1.89M393,635—
MCDANIEL TERRY & CO$1.53M318,076—
Citadel Advisors LLC$1.36M241,775—
Advisory Services Network, LLC$1.34M238,677—
KINGSWOOD WEALTH ADVISORS, LLC$1.08M191,950—
Mraz, Amerine & Associates, Inc.$1.04M184,236—
Pingora Partners LLC$759.0K135,057—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$528.8K94,101—
LPL Financial LLC$475.3K148,082—
XTX Topco Ltd$459.3K81,722—
WELLS FARGO & COMPANY/MN$419.6K74,662—
Delta Investment Management, LLC$362.9K64,565—
Royal Bank of Canada$340.0K70,600—
Greenfield Seitz Capital Management, LLC$298.4K53,100—
Creative Planning$297.1K52,867—
Meixler Investment Management, Ltd.$292.8K52,100—
Pekin Hardy Strauss, Inc.$273.0K56,750—
TWO SIGMA INVESTMENTS, LP$259.0K53,840—
BANK OF AMERICA CORP /DE$253.3K45,080—
Waverly Advisors, LLC$243.4K43,316—
Atlas Wealth Partners, LLC$228.5K40,656—
Financial Sense Advisors, Inc.$227.0K40,383—
FIRST FINANCIAL BANKSHARES INC$210.8K37,500—
BOOTHBAY FUND MANAGEMENT, LLC$187.8K33,414—
Roundview Capital LLC$168.6K30,000—
PECAUT & CO.$168.6K30,000—
Key Client Fiduciary Advisors, LLC$166.7K29,660—
Clear Harbor Asset Management, LLC$162.0K28,825—
AQR Capital Management, LLC$156.2K32,482—
OSAIC HOLDINGS, INC.$141.6K25,198—
JANE STREET GROUP, LLC$126.0K22,427—
Welch Group, LLC$123.7K22,008—
State of Wyoming$118.3K21,044—
Beacon Pointe Advisors, LLC$95.5K17,000—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$88.1K15,682—
Financial Engines Advisors L.L.C.$87.3K15,534—
Private Advisor Group, LLC$87.1K15,500—
BECK MACK & OLIVER LLC$74.9K15,580—
FOUNDATION RESOURCE MANAGEMENT INC$70.1K14,565—
Cetera Investment Advisers$64.2K11,431—
V-Square Quantitative Management LLC$64.2K11,430—
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