PBT Permian Basin Royalty Trust
Permian Basin Royalty Trust (PBT) Institutional Ownership
What the institutions did with PBT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 6.7M | 33.4% |
| SoftVest Advisors, LLC | 6.2M | 30.8% |
| MAD RIVER INVESTORS | 1.0M | 5.0% |
| SCHWARTZ INVESTMENT COUNSEL INC | 933.7K | 4.6% |
| FOUNDATION RESOURCE MANAGEMENT INC | 626.3K | 3.1% |
| Moors & Cabot, Inc. | 570.2K | 2.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | 424.2K | 2.1% |
| HRT FINANCIAL LP | 276.0K | 1.4% |
| Advisory Services Network, LLC | 249.6K | 1.2% |
| WELLS FARGO & COMPANY/MN | 219.7K | 1.1% |
| Beacon Pointe Advisors, LLC | 213.3K | 1.1% |
| SEI INVESTMENTS CO | 211.0K | 1.0% |
| MORGAN STANLEY | 206.2K | 1.0% |
| SteelPeak Wealth, LLC | 199.4K | 1.0% |
| LPL Financial LLC | 197.7K | 1.0% |
| Lido Advisors, LLC | 117.8K | 0.6% |
| JPMORGAN CHASE & CO | 109.4K | 0.5% |
| BWM Planning, LLC | 104.4K | 0.5% |
| RAYMOND JAMES FINANCIAL INC | 95.3K | 0.5% |
| Atlas Wealth Partners, LLC | 82.2K | 0.4% |
| JANE STREET GROUP, LLC | 74.2K | 0.4% |
| HighTower Advisors, LLC | 70.8K | 0.4% |
| PROMETHIUM ADVISORS,LLC | 68.3K | 0.3% |
| BANK OF AMERICA CORP /DE/ | 64.2K | 0.3% |
| Pathstone Holdings, LLC | 62.9K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | Increased | 6.4M | 6.7M | +349.6K |
| Hosking Partners LLP | Sold Out | 280.3K | 0 | -280.3K |
| SEI INVESTMENTS CO | Reduced | 422.0K | 211.0K | -211.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 269.0K | 424.2K | +155.2K |
| HRT FINANCIAL LP | Increased | 170.8K | 276.0K | +105.2K |
| MORGAN STANLEY | Reduced | 300.9K | 206.2K | -94.8K |
| Beacon Pointe Advisors, LLC | Increased | 157.8K | 213.3K | +55.5K |
| JANE STREET GROUP, LLC | Increased | 22.2K | 74.2K | +52.0K |
| PKS Advisory Services, LLC | New | 0 | 41.1K | +41.1K |
| XTX Topco Ltd | New | 0 | 33.3K | +33.3K |
| Walleye Capital LLC | Increased | 10.5K | 40.4K | +29.9K |
| Capital Analysts, LLC | Reduced | 57.6K | 34.6K | -23.0K |
| Family Manage LLC | Increased | 21.7K | 42.8K | +21.1K |
| UBS Group AG | Increased | 35.3K | 55.1K | +19.8K |
| Moors & Cabot, Inc. | Reduced | 588.6K | 570.2K | -18.5K |
| JPMORGAN CHASE & CO | Reduced | 126.6K | 109.4K | -17.2K |
| GROUP ONE TRADING LLC | Increased | 4.7K | 21.8K | +17.2K |
| ROYAL BANK OF CANADA | Increased | 7.5K | 21.3K | +13.8K |
| LPL Financial LLC | Reduced | 211.2K | 197.7K | -13.5K |
| BANK OF AMERICA CORP /DE/ | Increased | 51.4K | 64.2K | +12.8K |
| Waverly Advisors, LLC | Sold Out | 12.7K | 0 | -12.7K |
| Caption Management, LLC | New | 0 | 12.7K | +12.7K |
| State of Wyoming | Reduced | 15.4K | 3.9K | -11.6K |
| RAYMOND JAMES FINANCIAL INC | Increased | 84.2K | 95.3K | +11.1K |
| WELLS FARGO & COMPANY/MN | Reduced | 230.7K | 219.7K | -11.0K |
| CIBC Bancorp USA Inc. | New | 0 | 10.1K | +10.1K |
| Foundations Investment Advisors, LLC | New | 0 | 10.0K | +10.0K |
| FOURPATH CAPITAL MANAGEMENT, LLC | New | 0 | 9.3K | +9.3K |
| Ethos Financial Group, LLC | New | 0 | 8.5K | +8.5K |
| Tidal Investments LLC | New | 0 | 8.4K | +8.4K |
| Post Resch Tallon Group Inc. | New | 0 | 8.4K | +8.4K |
| SteelPeak Wealth, LLC | Increased | 191.1K | 199.4K | +8.3K |
| Russell Investments Group, Ltd. | Sold Out | 8.0K | 0 | -8.0K |
| Argent Trust Co | New | 0 | 8.0K | +8.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 11.5K | 16.6K | +5.2K |
| INGALLS & SNYDER LLC | Reduced | 18.3K | 13.2K | -5.1K |
| Lido Advisors, LLC | Reduced | 122.0K | 117.8K | -4.2K |
| FOUNDATION RESOURCE MANAGEMENT INC | Reduced | 630.2K | 626.3K | -3.9K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | Reduced | 29.6K | 26.3K | -3.3K |
| Avondale Wealth Management | Reduced | 49.3K | 46.3K | -2.9K |
| Golden State Wealth Management, LLC | Sold Out | 2.4K | 0 | -2.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | Increased | 12.4K | 14.8K | +2.3K |
| SIMPLEX TRADING, LLC | Increased | 515 | 2.7K | +2.1K |
| MAD RIVER INVESTORS | Increased | 1.0M | 1.0M | +2.0K |
| Corient Private Wealth LP | Increased | 18.9K | 20.9K | +2.0K |
| Advisory Services Network, LLC | Reduced | 251.4K | 249.6K | -1.8K |
| BARCLAYS PLC | Sold Out | 1.8K | 0 | -1.8K |
| SIGNATUREFD, LLC | Increased | 87 | 1.4K | +1.3K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 2.6K | 1.3K | -1.3K |
| AMERIPRISE FINANCIAL INC | Reduced | 19.8K | 18.5K | -1.3K |
| Access Investment Management LLC | Reduced | 3.0K | 1.8K | -1.2K |
| EagleClaw Capital Managment, LLC | Increased | 35.5K | 36.6K | +1.2K |
| Atlas Wealth Partners, LLC | Increased | 81.1K | 82.2K | +1.1K |
| Tower Research Capital LLC (TRC) | Reduced | 1.2K | 147 | -1.1K |
| United Financial Planning Group LLC | New | 0 | 1.0K | +1.0K |
| CX Institutional | Increased | 1.2K | 2.1K | +939 |
| HighTower Advisors, LLC | Reduced | 71.6K | 70.8K | -828 |
| NewEdge Advisors, LLC | Increased | 2.8K | 3.5K | +701 |
| Essex Financial Services, Inc. | Reduced | 57.5K | 56.9K | -611 |
| JNBA Financial Advisors | New | 0 | 579 | +579 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.