PBT institutional holders
PERMIAN BASIN RTY TR · 13F, 2026Q2
| Managers holding | 101 |
|---|
| Shares held | 20,159,894 |
|---|
| Reported value | $504.9m |
|---|
| Quarter flows | 16 new, 29 added, 25 trimmed, 11 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 6,729,289 | $168.5m | 1.9% |
| SoftVest Advisors, LLC | 6,217,107 | $155.7m | 16.9% |
| MAD RIVER INVESTORS | 1,005,152 | $25.2m | 9.4% |
| SCHWARTZ INVESTMENT COUNSEL INC | 933,719 | $23.4m | 0.8% |
| FOUNDATION RESOURCE MANAGEMENT INC | 626,331 | $15.7m | 1.8% |
| Moors & Cabot, Inc. | 570,161 | $14.3m | 0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 424,229 | $10.6m | 0.0% |
| HRT FINANCIAL LP | 276,005 | $6.9m | 0.0% |
| Advisory Services Network, LLC | 249,595 | $6.2m | 0.1% |
| WELLS FARGO & COMPANY/MN | 219,718 | $5.5m | 0.0% |
| Beacon Pointe Advisors, LLC | 213,303 | $5.3m | 0.0% |
| SEI INVESTMENTS CO | 211,000 | $5.3m | 0.0% |
| MORGAN STANLEY | 206,151 | $5.2m | 0.0% |
| SteelPeak Wealth, LLC | 199,449 | $5.0m | 0.1% |
| LPL Financial LLC | 197,716 | $5.0m | 0.0% |
| Lido Advisors, LLC | 117,842 | $3.0m | 0.0% |
| JPMORGAN CHASE & CO | 109,412 | $2.7m | 0.0% |
| BWM Planning, LLC | 104,397 | $2.6m | 0.6% |
| RAYMOND JAMES FINANCIAL INC | 95,270 | $2.4m | 0.0% |
| Atlas Wealth Partners, LLC | 82,241 | $2.1m | 2.3% |
| JANE STREET GROUP, LLC | 74,235 | $1.9m | 0.0% |
| HighTower Advisors, LLC | 70,760 | $1.8m | 0.0% |
| PROMETHIUM ADVISORS,LLC | 68,298 | $1.7m | 0.8% |
| BANK OF AMERICA CORP /DE/ | 64,182 | $1.6m | 0.0% |
| Pathstone Holdings, LLC | 62,940 | $1.6m | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PBT"). PBT price history · All 13F data
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