SBR Sabine Royalty Trust
Sabine Royalty Trust (SBR) Institutional Ownership
What the institutions did with SBR 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 |
|---|---|---|
| Americana Partners, LLC | 295.8K | 11.2% |
| Beacon Pointe Advisors, LLC | 252.4K | 9.5% |
| Prospera Financial Services Inc | 180.8K | 6.8% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 143.6K | 5.4% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 111.8K | 4.2% |
| TWO SIGMA INVESTMENTS, LP | 87.4K | 3.3% |
| Fayez Sarofim & Co | 81.3K | 3.1% |
| Ashton Thomas Private Wealth, LLC | 75.6K | 2.9% |
| CWA Asset Management Group, LLC | 70.8K | 2.7% |
| HOWARD FINANCIAL SERVICES, LTD. | 68.2K | 2.6% |
| MORGAN STANLEY | 66.5K | 2.5% |
| Uniplan Investment Counsel, Inc. | 48.2K | 1.8% |
| CITADEL ADVISORS LLC | 38.3K | 1.4% |
| SCS Capital Management LLC | 32.6K | 1.2% |
| MOODY NATIONAL BANK TRUST DIVISION | 31.9K | 1.2% |
| Capital Analysts, LLC | 31.0K | 1.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.3K | 1.1% |
| LPL Financial LLC | 28.3K | 1.1% |
| CHILTON CAPITAL MANAGEMENT LLC | 27.7K | 1.0% |
| BANK OF AMERICA CORP /DE/ | 26.6K | 1.0% |
| Significant Wealth Partners LLC | 26.6K | 1.0% |
| Blue Trust, Inc. | 25.1K | 0.9% |
| Mraz, Amerine & Associates, Inc. | 23.3K | 0.9% |
| HRT FINANCIAL LP | 23.3K | 0.9% |
| PEAPACK GLADSTONE FINANCIAL CORP | 23.1K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CWA Asset Management Group, LLC | New | 0 | 70.8K | +70.8K |
| MORGAN STANLEY | Reduced | 135.3K | 66.5K | -68.8K |
| MARSHALL WACE, LLP | Reduced | 58.8K | 12.3K | -46.6K |
| TWO SIGMA INVESTMENTS, LP | Increased | 49.4K | 87.4K | +38.1K |
| Ashton Thomas Private Wealth, LLC | Reduced | 106.6K | 75.6K | -31.1K |
| Beacon Pointe Advisors, LLC | Increased | 222.0K | 252.4K | +30.4K |
| Nuveen, LLC | New | 0 | 19.0K | +19.0K |
| Americana Partners, LLC | Increased | 278.3K | 295.8K | +17.5K |
| Savant Capital, LLC | Increased | 6.0K | 22.3K | +16.3K |
| 49 WEALTH MANAGEMENT, LLC | New | 0 | 16.0K | +16.0K |
| JPMORGAN CHASE & CO | Reduced | 16.1K | 1.3K | -14.8K |
| Creative Planning | Reduced | 17.8K | 5.8K | -12.1K |
| GK Wealth Management LLC | Sold Out | 10.5K | 0 | -10.5K |
| XTX Topco Ltd | New | 0 | 9.9K | +9.9K |
| Uniplan Investment Counsel, Inc. | Increased | 39.1K | 48.2K | +9.1K |
| JANE STREET GROUP, LLC | New | 0 | 8.2K | +8.2K |
| &PARTNERS | Sold Out | 8.2K | 0 | -8.2K |
| Focus Partners Wealth | Sold Out | 7.0K | 0 | -7.0K |
| WESTWOOD HOLDINGS GROUP INC | Increased | 5.4K | 12.0K | +6.6K |
| HRT FINANCIAL LP | Increased | 17.7K | 23.3K | +5.6K |
| Cetera Investment Advisers | Increased | 6.8K | 11.8K | +5.1K |
| UBS Group AG | Reduced | 21.9K | 17.0K | -4.9K |
| Voleon Capital Management LP | Sold Out | 4.4K | 0 | -4.4K |
| 1900 WEALTH MANAGEMENT LLC | Reduced | 10.3K | 6.1K | -4.1K |
| HAMEL ASSOCIATES, INC. | New | 0 | 4.1K | +4.1K |
| REGIONS FINANCIAL CORP | Sold Out | 3.5K | 0 | -3.5K |
| RHODES INVESTMENT ADVISORS INC /ADV | New | 0 | 3.5K | +3.5K |
| CITADEL ADVISORS LLC | Increased | 34.8K | 38.3K | +3.5K |
| CHILTON CAPITAL MANAGEMENT LLC | Reduced | 31.1K | 27.7K | -3.4K |
| Mariner, LLC | New | 0 | 3.3K | +3.3K |
| MOODY NATIONAL BANK TRUST DIVISION | Reduced | 35.2K | 31.9K | -3.3K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 7.7K | 10.9K | +3.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 31.5K | 28.3K | -3.2K |
| Prime Capital Investment Advisors, LLC | Sold Out | 3.0K | 0 | -3.0K |
| AZZAD ASSET MANAGEMENT INC /ADV | Sold Out | 3.0K | 0 | -3.0K |
| BlackRock, Inc. | Reduced | 11.6K | 8.9K | -2.7K |
| SFMG, LLC | Sold Out | 2.7K | 0 | -2.7K |
| Qube Research & Technologies Ltd | Reduced | 25.1K | 22.4K | -2.7K |
| FAIRFIELD, BUSH & CO. | Sold Out | 2.7K | 0 | -2.7K |
| Prospera Financial Services Inc | Increased | 178.3K | 180.8K | +2.5K |
| Quadrature Capital Ltd | Reduced | 8.1K | 5.7K | -2.4K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 3.5K | 1.4K | -2.1K |
| PNC FINANCIAL SERVICES GROUP, INC. | Reduced | 3.3K | 1.3K | -2.0K |
| State of Tennessee, Department of Treasury | Reduced | 5.3K | 3.7K | -1.7K |
| State of Wyoming | Increased | 5.8K | 7.4K | +1.6K |
| SCS Capital Management LLC | Increased | 31.1K | 32.6K | +1.5K |
| Kestra Advisory Services, LLC | Reduced | 6.2K | 4.8K | -1.5K |
| LPL Financial LLC | Increased | 26.8K | 28.3K | +1.5K |
| ROYAL BANK OF CANADA | Increased | 2.2K | 3.6K | +1.4K |
| Rossby Financial, LCC | Sold Out | 1.3K | 0 | -1.3K |
| BANK OF AMERICA CORP /DE/ | Increased | 25.3K | 26.6K | +1.3K |
| Capital Investment Advisors, LLC | Reduced | 12.2K | 11.0K | -1.1K |
| Verdence Capital Advisors LLC | Reduced | 9.0K | 8.0K | -1.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 10.3K | 11.2K | +944 |
| HUB Investment Partners, LLC | Increased | 3.9K | 4.7K | +785 |
| RAYMOND JAMES FINANCIAL INC | Reduced | 14.9K | 14.2K | -717 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Increased | 111.2K | 111.8K | +646 |
| Concurrent Investment Advisors, LLC | Reduced | 23.5K | 23.0K | -530 |
| STATE STREET CORP | Increased | 5.9K | 6.4K | +503 |
| RWA WEALTH PARTNERS, LLC | Reduced | 6.9K | 6.4K | -486 |
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.