SJT San Juan Basin Royalty Trust
San Juan Basin Royalty Trust (SJT) Institutional Ownership
What the institutions did with SJT 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 | 7.5M | 43.3% |
| MORGAN STANLEY | 1.6M | 9.0% |
| CANNELL CAPITAL LLC | 1.2M | 7.0% |
| Ashton Thomas Private Wealth, LLC | 946.0K | 5.5% |
| Moors & Cabot, Inc. | 859.2K | 5.0% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 641.4K | 3.7% |
| Lesa Sroufe & Co | 581.3K | 3.4% |
| MARSHALL WACE, LLP | 540.1K | 3.1% |
| MCDANIEL TERRY & CO | 318.1K | 1.8% |
| RAYMOND JAMES FINANCIAL INC | 254.8K | 1.5% |
| CITADEL ADVISORS LLC | 242.9K | 1.4% |
| Advisory Services Network, LLC | 240.4K | 1.4% |
| Mraz, Amerine & Associates, Inc. | 184.2K | 1.1% |
| JANE STREET GROUP, LLC | 180.1K | 1.0% |
| XTX Topco Ltd | 170.9K | 1.0% |
| KINGSWOOD WEALTH ADVISORS, LLC | 155.5K | 0.9% |
| LPL Financial LLC | 148.1K | 0.9% |
| Pingora Partners LLC | 135.1K | 0.8% |
| TWO SIGMA INVESTMENTS, LP | 95.7K | 0.6% |
| OSAIC HOLDINGS, INC. | 95.4K | 0.6% |
| UBS Group AG | 90.2K | 0.5% |
| WELLS FARGO & COMPANY/MN | 73.4K | 0.4% |
| BNP PARIBAS FINANCIAL MARKETS | 64.4K | 0.4% |
| Greenfield Seitz Capital Management, LLC | 53.1K | 0.3% |
| Creative Planning | 53.0K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | Increased | 7.0M | 7.5M | +515.2K |
| CANNELL CAPITAL LLC | Increased | 909.5K | 1.2M | +303.3K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | 939.2K | 641.4K | -297.8K |
| Lesa Sroufe & Co | Increased | 346.9K | 581.3K | +234.4K |
| LPL Financial LLC | Reduced | 380.2K | 148.1K | -232.1K |
| MARSHALL WACE, LLP | Increased | 393.6K | 540.1K | +146.5K |
| JANE STREET GROUP, LLC | Increased | 47.6K | 180.1K | +132.5K |
| CITADEL ADVISORS LLC | Increased | 154.2K | 242.9K | +88.7K |
| Ashton Thomas Private Wealth, LLC | Increased | 867.7K | 946.0K | +78.3K |
| XTX Topco Ltd | Increased | 95.9K | 170.9K | +75.0K |
| Beacon Pointe Advisors, LLC | Reduced | 118.3K | 45.0K | -73.3K |
| UBS Group AG | Increased | 19.8K | 90.2K | +70.4K |
| BNP PARIBAS FINANCIAL MARKETS | New | 0 | 64.4K | +64.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 80.3K | 16.1K | -64.2K |
| MORGAN STANLEY | Reduced | 1.6M | 1.6M | -54.8K |
| Waverly Advisors, LLC | Sold Out | 44.3K | 0 | -44.3K |
| ROYAL BANK OF CANADA | Reduced | 70.6K | 27.7K | -42.9K |
| TWO SIGMA INVESTMENTS, LP | Increased | 53.8K | 95.7K | +41.8K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 293.5K | 254.8K | -38.7K |
| PKS Advisory Services, LLC | New | 0 | 37.9K | +37.9K |
| State of Wyoming | Sold Out | 36.6K | 0 | -36.6K |
| Argent Trust Co | New | 0 | 35.1K | +35.1K |
| HRT FINANCIAL LP | New | 0 | 27.5K | +27.5K |
| Delta Investment Management, LLC | Reduced | 57.4K | 34.5K | -23.0K |
| Pekin Hardy Strauss, Inc. | Reduced | 56.8K | 35.8K | -21.0K |
| GK Wealth Management LLC | Sold Out | 20.5K | 0 | -20.5K |
| INGALLS & SNYDER LLC | Increased | 28.7K | 48.7K | +20.0K |
| Quadrature Capital Ltd | Sold Out | 19.7K | 0 | -19.7K |
| Private Advisor Group, LLC | Sold Out | 15.7K | 0 | -15.7K |
| GROUP ONE TRADING LLC | Increased | 4.7K | 20.4K | +15.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 14.1K | 28.9K | +14.8K |
| V-Square Quantitative Management LLC | Sold Out | 11.4K | 0 | -11.4K |
| RAHLFS CAPITAL, LLC | Sold Out | 11.0K | 0 | -11.0K |
| Qube Research & Technologies Ltd | New | 0 | 10.6K | +10.6K |
| Kovack Advisors, Inc. | Sold Out | 10.5K | 0 | -10.5K |
| KINGSWOOD WEALTH ADVISORS, LLC | Reduced | 166.0K | 155.5K | -10.5K |
| Meixler Investment Management, Ltd. | Reduced | 53.9K | 44.6K | -9.3K |
| BANK OF AMERICA CORP /DE/ | Reduced | 45.1K | 37.4K | -7.7K |
| Clear Harbor Asset Management, LLC | Reduced | 28.8K | 21.3K | -7.5K |
| Moors & Cabot, Inc. | Increased | 851.9K | 859.2K | +7.3K |
| OSAIC HOLDINGS, INC. | Increased | 88.3K | 95.4K | +7.2K |
| Welch Group, LLC | Increased | 30.0K | 35.5K | +5.5K |
| Aptus Capital Advisors, LLC | Increased | 10.0K | 15.0K | +5.0K |
| SevenBridge Financial Group, LLC | Increased | 10.0K | 15.0K | +5.0K |
| SIMPLEX TRADING, LLC | Increased | 6.5K | 10.9K | +4.4K |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 32.5K | 28.5K | -4.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 3.0K | 0 | -3.0K |
| FMR LLC | Reduced | 2.2K | 50 | -2.2K |
| Atlas Wealth Partners, LLC | Reduced | 42.1K | 40.1K | -2.0K |
| Advisory Services Network, LLC | Reduced | 242.4K | 240.4K | -2.0K |
| WEDBUSH SECURITIES INC | Reduced | 13.5K | 11.5K | -2.0K |
| BECK MACK & OLIVER LLC | Reduced | 15.6K | 13.7K | -1.9K |
| AMERIFLEX GROUP, INC. | Reduced | 5.1K | 3.6K | -1.5K |
| MAI Capital Management | Sold Out | 1.2K | 0 | -1.2K |
| WELLS FARGO & COMPANY/MN | Reduced | 74.4K | 73.4K | -998 |
| Morse Asset Management, Inc | Reduced | 1.4K | 500 | -910 |
| JPMORGAN CHASE & CO | New | 0 | 782 | +782 |
| Key Client Fiduciary Advisors, LLC | Reduced | 32.6K | 31.9K | -725 |
| Janney Montgomery Scott LLC | Reduced | 33.7K | 33.0K | -687 |
| Arax Advisory Partners | Increased | 3 | 405 | +402 |
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.