How many institutions own CRT stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CRT shares is 23, representing 4.04% of the company's common stock.

Who are the major shareholders selling Cross Timbers Royalty Trust stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in CRT by -32.19% restricting it's holding to 1.42 thousand shares of worth nearly $11.32K. ADVISOR GROUP HOLDINGS, INC. also lessened -5.64% of the CRT shares from its portfolio, reducing its holding to 2.63 thousand shares of worth $20.89K. MORGAN STANLEY also shunned CRT shares holding by -85.57% last quarter which brought its holding to 4.44 thousand shares worth $35.28K.

Investors who are buying CRT stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in CRT by 0.05% in the last quarter. The institutional holder raised its holding to 1.98 thousand shares having worth more than $15.76K. O'SHAUGHNESSY ASSET MANAGEMENT, LLC also added 23.3% more shares of CRT to its portfolio, raising its holding to 14.03 thousand shares of worth $111.54K. UBS GROUP AG also increased its CRT shares holding by 19.38% which brought its holding to 8.12 thousand shares worth $64.59K.

CRT's major insiders: who are they?

The insider with the most stakes in CRT is OLIVER ERIC L , 10 percent owner at the company. Additionally, CRT stock is highly held by Sr Exec VP and Chief of Staff VENNERBERG VAUGHN O II and Dir., CEO and Chairman SIMPSON BOB R among others.

Did an insider recently sell CRT stock?

Company executives, directors, and other insiders own N/A percent of Cross Timbers Royalty Trust's stock. Within the last six months, there have been 0 transaction(s) in which CRT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include VENNERBERG VAUGHN O II and SIMPSON BOB R.

Which insider recently purchased CRT stock?

There have been 14 transaction(s) during the past 6-months in which Cross Timbers Royalty Trust insiders have bought stock, totalling 191014 shares

How much of CRT does insiders own?

Around 10.05M Cross Timbers Royalty Trust shares are held by insiders, which represents about N/A of CRT stock.

Who is the insider with the largest stake?

CRT 10 percent owner, OLIVER ERIC L holds the largest portfolio of the company's shares. CRT shares owned by OLIVER total nearly 791.11 thousand.

Which institution holds the most shares in CRT?

BLACKROCK, INC. is the largest institutional owner in CRT which holds 17 shares worth $132.00 or 0% of the total CRT shares outstanding followed by BANK OF AMERICA CORP /DE/ with ownership of 1.42 thousand shares representing 0.02% of the CRT ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 1.98 thousand shares or 0.03% of the ownership worth more than $15.76K.

Is Cross Timbers Royalty Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CRT is concerned, it is a stock which is not optionable.

Is there a short position on CRT's shares?

Number of CRT shares short is 15.78K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CRT shares are there?

As of today, 6.00M shares of CRT are outstanding.

Is there many float in CRT stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CRT has 6.00M shares in float.

CRT short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CRT is 0.41.

Cross Timbers Royalty Trust (CRT) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.26

Short Percent Of Float0.26

Shares Outstanding6.00M

Shares Float6.00M

Shares Short15.78K

Short Ratio0.41

0.26%

Short % of Float

0.26%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

4.04% Percentage of Shares held by All Institutions

4.04% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 4.04% of CRT shares are held by financial institutions. BLACKROCK, INC. is the top corporate investor, holding 17 shares valued at $132.00. A 0% stake in Cross Timbers Royalty Trust is owned by the company. BANK OF AMERICA CORP /DE/ owns 1.42K shares valued at $11.32K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BLACKROCK, INC.	0%	17	132	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	1.42K	11.32K	-676	-32.19%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.98K	15.76K	1	+0.05%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	2.63K	20.89K	-157	-5.64%
Dec 31, 2025	MORGAN STANLEY	0.07%	4.44K	35.28K	-26.32K	-85.57%
Dec 31, 2025	SCOTIA CAPITAL INC.	0%	0	-	-11K	-100.00%
Dec 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.61%	36.3K	286.78K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	10K	79.5K	0	0
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.23%	14.03K	111.54K	2.65K	+23.30%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-10.22K	-100.00%
Dec 31, 2025	UBS GROUP AG	0.14%	8.12K	64.59K	1.32K	+19.38%
Dec 31, 2025	WADDELL & ASSOCIATES, LLC	0.26%	15.42K	121.79K	261	+1.72%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	11	87	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	13	103	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	10.44K	82.99K	-17.69K	-62.89%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.19%	11.38K	85.8K	-15.27K	-57.30%
Sep 30, 2025	UBS GROUP AG	0.11%	6.81K	51.31K	-16K	-70.16%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	10K	75.4K	-500	-4.76%
Sep 30, 2025	WADDELL & ASSOCIATES, LLC	0.25%	15.16K	114.28K	132	+0.88%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	28.13K	212.09K	28.13K	+100.00%
Sep 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.61%	36.3K	273.71K	-3.7K	-9.25%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.17%	10.22K	77.08K	69	+0.68%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-2.21K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	2.78K	21.08K	-523	-15.81%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.18%	11K	82.94K	0	0
Sep 30, 2025	MORGAN STANLEY	0.51%	30.75K	231.89K	-7.1K	-18.75%
Sep 30, 2025	LPL FINANCIAL LLC	0%	0	-	-11.02K	-100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	13	98	0	0
Sep 30, 2025	BLACKROCK, INC.	0%	17	125	-4	-19.05%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.98K	14.94K	10	+0.51%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	2.1K	15.84K	-1.5K	-41.60%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	0	-	-17.06K	-100.00%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0%	0	-	-18K	-100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-10.42K	-100.00%
Sep 30, 2025	ASSET DEDICATION, LLC	0%	0	-	-200	-100.00%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-690	-100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	11	83	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	690	6.81K	-60	-8.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.18%	11.02K	109.03K	-20	-0.18%
Jun 30, 2025	HEXAGON CAPITAL PARTNERS LLC	0%	0	-	-500	-100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	11	109	0	0
Jun 30, 2025	BLACKROCK, INC.	0%	21	204	0	0
Jun 30, 2025	SIGNATUREFD, LLC	0%	0	-	-120	-100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	13	128	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.97K	19.5K	-30	-1.50%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.44%	26.65K	263.56K	26.65K	+100.00%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.3%	18K	178.02K	0	0
Jun 30, 2025	ASSET DEDICATION, LLC	0%	200	1.97K	0	0
Jun 30, 2025	MORGAN STANLEY	0.63%	37.85K	374.36K	15.7K	+70.88%
Jun 30, 2025	WADDELL & ASSOCIATES, LLC	0.25%	15.02K	148.29K	375	+2.56%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	2.21K	21.84K	2.21K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	3.31K	32.72K	797	+31.75%
Jun 30, 2025	UBS GROUP AG	0.38%	22.8K	225.51K	121	+0.53%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.67%	40K	394.81K	0	0
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.28%	17.06K	168.54K	17.06K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	3.6K	35.57K	1.61K	+81.25%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.17%	10.15K	100.23K	-999	-8.96%
Jun 30, 2025	CITADEL ADVISORS LLC	0.17%	10.42K	103.01K	10.42K	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	10.5K	103.85K	100	+0.96%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.18%	11K	108.79K	11K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.18%	11.04K	145.45K	-4.06K	-26.87%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.98K	26.14K	8	+0.40%
Mar 31, 2025	SIGNATUREFD, LLC	0%	120	1.57K	0	0
Mar 31, 2025	BLACKROCK, INC.	0%	21	272	21	+100.00%
Mar 31, 2025	HEXAGON CAPITAL PARTNERS LLC	0.01%	500	6.53K	0	0
Mar 31, 2025	ASSET DEDICATION, LLC	0%	200	2.61K	0	0
Mar 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.67%	40K	484.01K	-480	-1.19%
Mar 31, 2025	UBS GROUP AG	0.38%	22.68K	298.71K	10.72K	+89.56%
Mar 31, 2025	MORGAN STANLEY	0.37%	22.15K	291.73K	-9.7K	-30.45%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.3%	18K	237.06K	3K	+20.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-18.42K	-100.00%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0%	0	-	-62.8K	-100.00%
Mar 31, 2025	VALUED WEALTH ADVISORS LLC	0%	0	-	-60	-100.00%
Mar 31, 2025	WADDELL & ASSOCIATES, LLC	0.24%	14.65K	191.31K	278	+1.93%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.19%	11.15K	145.75K	-8.91K	-44.41%
Mar 31, 2025	CORECAP ADVISORS, LLC	0%	13	170	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	11	145	-141	-92.76%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-13.38K	-100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	10.4K	136.97K	10K	+2,500.00%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	750	9.8K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	2.51K	33.06K	2.24K	+833.09%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	2K	26.36K	1K	+99.90%
Mar 31, 2024	LPL FINANCIAL LLC	0.31%	18.37K	239.48K	-2.36K	-11.38%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	22.11K	288.26K	22.11K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.39%	23.68K	308.6K	-478	-1.98%
Mar 31, 2024	MRAZ, AMERINE & ASSOCIATES, INC.	0.85%	51.11K	665.98K	-6.93K	-11.94%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	1.19%	71.3K	929.04K	0	0
Mar 31, 2024	MORGAN STANLEY	0.51%	30.79K	401.55K	13.51K	+78.17%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-313	-100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-235	-100.00%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0%	0	-	-265.82K	-100.00%
Mar 31, 2024	CHILTON CAPITAL MANAGEMENT LLC	0%	0	-	-1K	-100.00%
Mar 31, 2024	NAVELLIER & ASSOCIATES INC	0%	0	-	-20.62K	-100.00%
Mar 31, 2024	US BANCORP \DE\	0%	0	-	-4K	-100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	13	0	0
Mar 31, 2024	FMR LLC	0%	1	13	0	0
Mar 31, 2024	SIGNATUREFD, LLC	0%	25	326	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	141	1.84K	0	0
Mar 31, 2024	ASSET DEDICATION, LLC	0%	200	3K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	469	6K	0	0
Mar 31, 2024	HEXAGON CAPITAL PARTNERS LLC	0.01%	500	6.52K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.01%	630	8.22K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	989	12.9K	219	+28.44%
Mar 31, 2024	PRIVATE TRUST CO NA	0.04%	2.68K	34.99K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.08%	4.69K	61.17K	9	+0.19%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.23%	13.65K	178.01K	-775	-5.37%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0%	0	-	-49.48K	-100.00%
Mar 31, 2024	WADDELL & ASSOCIATES, LLC	0.24%	14.66K	191K	288	+2.00%
Mar 31, 2024	UBS GROUP AG	0.27%	16.11K	210.13K	3.71K	+29.88%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	235	4.13K	235	+100.00%
Dec 31, 2023	TUCKER ASSET MANAGEMENT LLC	0.01%	300	5.25K	300	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	313	5.5K	313	+100.00%
Dec 31, 2023	HEXAGON CAPITAL PARTNERS LLC	0.01%	500	8.75K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	469	8K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0.01%	630	11.07K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	770	13.53K	744	+2,861.54%
Dec 31, 2023	CHILTON CAPITAL MANAGEMENT LLC	0.02%	1K	17.5K	0	0
Dec 31, 2023	PRIVATE TRUST CO NA	0.04%	2.68K	47.13K	0	0
Dec 31, 2023	US BANCORP \DE\	0.07%	4K	70.26K	-800	-16.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.08%	4.68K	82.24K	-793	-14.48%
Dec 31, 2023	UBS GROUP AG	0.21%	12.41K	217.92K	642	+5.46%
Dec 31, 2023	WADDELL & ASSOCIATES, LLC	0.24%	14.37K	251.48K	1.34K	+10.32%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.24%	14.43K	253.38K	-760	-5.00%
Dec 31, 2023	MORGAN STANLEY	0.29%	17.28K	303.57K	15.16K	+715.24%
Dec 31, 2023	NAVELLIER & ASSOCIATES INC	0.34%	20.62K	362.21K	20.62K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.35%	20.72K	363.99K	231	+1.13%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.4%	24.16K	431.13K	-1.64K	-6.34%
Dec 31, 2023		0.82%	49.48K	865.92K	49.48K	+100.00%
Dec 31, 2023	MRAZ, AMERINE & ASSOCIATES, INC.	0.97%	58.04K	1.02M	-28.6K	-33.01%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	1.19%	71.3K	1.25M	0	0
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	4.43%	265.82K	4.65M	0	0
Dec 31, 2023	ASPIRE PRIVATE CAPITAL, LLC	0%	0	-	-6	-100.00%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0%	0	-	-44	-100.00%
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0%	0	-	-2	-100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0%	0	-	-28.47K	-100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	17	0	0
Dec 31, 2023	FMR LLC	0%	1	18	1	+100.00%
Dec 31, 2023	SIGNATUREFD, LLC	0%	25	438	-200	-88.89%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	141	2.48K	0	0
Dec 31, 2023	ASSET DEDICATION, LLC	0%	200	4K	200	+100.00%

Insiders

Among the CRT insiders holding of N/A of the stake in company, OLIVER ERIC L, 10 percent owner, holds the largest shares of 791.11K. VENNERBERG VAUGHN O II, Sr Exec VP and Chief of Staff, is the second largest CRT insider with ownership of 0 shares. SIMPSON BOB R, Dir., CEO and Chairman, stands third with possession of 0 shares of that stake.

Insiders	Designation	Shares Held
OLIVER ERIC L	10 percent owner	791.11K
VENNERBERG VAUGHN O II	Sr Exec VP and Chief of Staff	0
SIMPSON BOB R	Dir., CEO and Chairman	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 20, 2026	OLIVER ERIC L	PURCHASE	10.38	4.03K	41.85K	791.11K
Apr 17, 2026	OLIVER ERIC L	PURCHASE	10.44	28.86K	301.31K	787.07K
Apr 15, 2026	OLIVER ERIC L	PURCHASE	10.48	3.75K	39.27K	758.21K
Apr 14, 2026	OLIVER ERIC L	PURCHASE	10.42	21.68K	225.88K	754.47K
Apr 10, 2026	OLIVER ERIC L	PURCHASE	10.42	6.84K	71.31K	732.79K
Apr 08, 2026	OLIVER ERIC L	PURCHASE	10.40	10.03K	104.34K	725.94K
Apr 07, 2026	OLIVER ERIC L	PURCHASE	10.49	4.59K	48.1K	715.91K
Apr 06, 2026	OLIVER ERIC L	PURCHASE	10.50	182	1.91K	711.33K
Apr 02, 2026	OLIVER ERIC L	PURCHASE	10.60	399	4.23K	711.14K
Apr 01, 2026	OLIVER ERIC L	PURCHASE	10.50	12.85K	134.94K	710.74K
Mar 31, 2026	OLIVER ERIC L	PURCHASE	10.50	42	441	697.89K
Mar 27, 2026	OLIVER ERIC L	PURCHASE	10.24	68.47K	701.1K	697.85K
Mar 26, 2026	OLIVER ERIC L	PURCHASE	9.91	3.16K	31.31K	629.38K
Mar 25, 2026	OLIVER ERIC L	PURCHASE	9.69	26.13K	253.24K	626.23K
Jan 03, 2006	VENNERBERG VAUGHN O II	SALE	48.59	2.51K	122.17K	0
Dec 30, 2005	SIMPSON BOB R	SALE	46.14	110	5.08K	0
Dec 29, 2005	SIMPSON BOB R	SALE	49.01	2.6K	127.44K	4.89K
Dec 27, 2005	SIMPSON BOB R	SALE	48.92	16.86K	824.87K	7.49K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE191.01K14

SALES00

NET SHARES191.01K14

SHARES HELD10.05M14

% NET SHARES-98.1%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.26

Short Percent Of Float0.26

Shares Outstanding6.00M

Shares Float6.00M

Shares Short15.78K

Short Ratio0.41

0.26%

Short % of Float

0.26%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

4.04% Percentage of Shares held by All Institutions

4.04% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BLACKROCK, INC.	0%	17	132	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	1.42K	11.32K	-676	-32.19%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.98K	15.76K	1	+0.05%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	2.63K	20.89K	-157	-5.64%
Dec 31, 2025	MORGAN STANLEY	0.07%	4.44K	35.28K	-26.32K	-85.57%
Dec 31, 2025	SCOTIA CAPITAL INC.	0%	0	-	-11K	-100.00%
Dec 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.61%	36.3K	286.78K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	10K	79.5K	0	0
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.23%	14.03K	111.54K	2.65K	+23.30%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-10.22K	-100.00%
Dec 31, 2025	UBS GROUP AG	0.14%	8.12K	64.59K	1.32K	+19.38%
Dec 31, 2025	WADDELL & ASSOCIATES, LLC	0.26%	15.42K	121.79K	261	+1.72%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	11	87	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	13	103	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	10.44K	82.99K	-17.69K	-62.89%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.19%	11.38K	85.8K	-15.27K	-57.30%
Sep 30, 2025	UBS GROUP AG	0.11%	6.81K	51.31K	-16K	-70.16%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	10K	75.4K	-500	-4.76%
Sep 30, 2025	WADDELL & ASSOCIATES, LLC	0.25%	15.16K	114.28K	132	+0.88%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	28.13K	212.09K	28.13K	+100.00%
Sep 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.61%	36.3K	273.71K	-3.7K	-9.25%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.17%	10.22K	77.08K	69	+0.68%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-2.21K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	2.78K	21.08K	-523	-15.81%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.18%	11K	82.94K	0	0
Sep 30, 2025	MORGAN STANLEY	0.51%	30.75K	231.89K	-7.1K	-18.75%
Sep 30, 2025	LPL FINANCIAL LLC	0%	0	-	-11.02K	-100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	13	98	0	0
Sep 30, 2025	BLACKROCK, INC.	0%	17	125	-4	-19.05%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.98K	14.94K	10	+0.51%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	2.1K	15.84K	-1.5K	-41.60%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	0	-	-17.06K	-100.00%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0%	0	-	-18K	-100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-10.42K	-100.00%
Sep 30, 2025	ASSET DEDICATION, LLC	0%	0	-	-200	-100.00%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-690	-100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	11	83	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	690	6.81K	-60	-8.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.18%	11.02K	109.03K	-20	-0.18%
Jun 30, 2025	HEXAGON CAPITAL PARTNERS LLC	0%	0	-	-500	-100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	11	109	0	0
Jun 30, 2025	BLACKROCK, INC.	0%	21	204	0	0
Jun 30, 2025	SIGNATUREFD, LLC	0%	0	-	-120	-100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	13	128	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.97K	19.5K	-30	-1.50%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.44%	26.65K	263.56K	26.65K	+100.00%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.3%	18K	178.02K	0	0
Jun 30, 2025	ASSET DEDICATION, LLC	0%	200	1.97K	0	0
Jun 30, 2025	MORGAN STANLEY	0.63%	37.85K	374.36K	15.7K	+70.88%
Jun 30, 2025	WADDELL & ASSOCIATES, LLC	0.25%	15.02K	148.29K	375	+2.56%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	2.21K	21.84K	2.21K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	3.31K	32.72K	797	+31.75%
Jun 30, 2025	UBS GROUP AG	0.38%	22.8K	225.51K	121	+0.53%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.67%	40K	394.81K	0	0
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.28%	17.06K	168.54K	17.06K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	3.6K	35.57K	1.61K	+81.25%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.17%	10.15K	100.23K	-999	-8.96%
Jun 30, 2025	CITADEL ADVISORS LLC	0.17%	10.42K	103.01K	10.42K	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	10.5K	103.85K	100	+0.96%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.18%	11K	108.79K	11K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.18%	11.04K	145.45K	-4.06K	-26.87%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.98K	26.14K	8	+0.40%
Mar 31, 2025	SIGNATUREFD, LLC	0%	120	1.57K	0	0
Mar 31, 2025	BLACKROCK, INC.	0%	21	272	21	+100.00%
Mar 31, 2025	HEXAGON CAPITAL PARTNERS LLC	0.01%	500	6.53K	0	0
Mar 31, 2025	ASSET DEDICATION, LLC	0%	200	2.61K	0	0
Mar 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.67%	40K	484.01K	-480	-1.19%
Mar 31, 2025	UBS GROUP AG	0.38%	22.68K	298.71K	10.72K	+89.56%
Mar 31, 2025	MORGAN STANLEY	0.37%	22.15K	291.73K	-9.7K	-30.45%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.3%	18K	237.06K	3K	+20.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-18.42K	-100.00%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0%	0	-	-62.8K	-100.00%
Mar 31, 2025	VALUED WEALTH ADVISORS LLC	0%	0	-	-60	-100.00%
Mar 31, 2025	WADDELL & ASSOCIATES, LLC	0.24%	14.65K	191.31K	278	+1.93%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.19%	11.15K	145.75K	-8.91K	-44.41%
Mar 31, 2025	CORECAP ADVISORS, LLC	0%	13	170	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	11	145	-141	-92.76%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-13.38K	-100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	10.4K	136.97K	10K	+2,500.00%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	750	9.8K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	2.51K	33.06K	2.24K	+833.09%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	2K	26.36K	1K	+99.90%
Mar 31, 2024	LPL FINANCIAL LLC	0.31%	18.37K	239.48K	-2.36K	-11.38%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	22.11K	288.26K	22.11K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.39%	23.68K	308.6K	-478	-1.98%
Mar 31, 2024	MRAZ, AMERINE & ASSOCIATES, INC.	0.85%	51.11K	665.98K	-6.93K	-11.94%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	1.19%	71.3K	929.04K	0	0
Mar 31, 2024	MORGAN STANLEY	0.51%	30.79K	401.55K	13.51K	+78.17%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-313	-100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-235	-100.00%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0%	0	-	-265.82K	-100.00%
Mar 31, 2024	CHILTON CAPITAL MANAGEMENT LLC	0%	0	-	-1K	-100.00%
Mar 31, 2024	NAVELLIER & ASSOCIATES INC	0%	0	-	-20.62K	-100.00%
Mar 31, 2024	US BANCORP \DE\	0%	0	-	-4K	-100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	13	0	0
Mar 31, 2024	FMR LLC	0%	1	13	0	0
Mar 31, 2024	SIGNATUREFD, LLC	0%	25	326	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	141	1.84K	0	0
Mar 31, 2024	ASSET DEDICATION, LLC	0%	200	3K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	469	6K	0	0
Mar 31, 2024	HEXAGON CAPITAL PARTNERS LLC	0.01%	500	6.52K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.01%	630	8.22K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	989	12.9K	219	+28.44%
Mar 31, 2024	PRIVATE TRUST CO NA	0.04%	2.68K	34.99K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.08%	4.69K	61.17K	9	+0.19%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.23%	13.65K	178.01K	-775	-5.37%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0%	0	-	-49.48K	-100.00%
Mar 31, 2024	WADDELL & ASSOCIATES, LLC	0.24%	14.66K	191K	288	+2.00%
Mar 31, 2024	UBS GROUP AG	0.27%	16.11K	210.13K	3.71K	+29.88%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	235	4.13K	235	+100.00%
Dec 31, 2023	TUCKER ASSET MANAGEMENT LLC	0.01%	300	5.25K	300	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	313	5.5K	313	+100.00%
Dec 31, 2023	HEXAGON CAPITAL PARTNERS LLC	0.01%	500	8.75K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	469	8K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0.01%	630	11.07K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	770	13.53K	744	+2,861.54%
Dec 31, 2023	CHILTON CAPITAL MANAGEMENT LLC	0.02%	1K	17.5K	0	0
Dec 31, 2023	PRIVATE TRUST CO NA	0.04%	2.68K	47.13K	0	0
Dec 31, 2023	US BANCORP \DE\	0.07%	4K	70.26K	-800	-16.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.08%	4.68K	82.24K	-793	-14.48%
Dec 31, 2023	UBS GROUP AG	0.21%	12.41K	217.92K	642	+5.46%
Dec 31, 2023	WADDELL & ASSOCIATES, LLC	0.24%	14.37K	251.48K	1.34K	+10.32%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.24%	14.43K	253.38K	-760	-5.00%
Dec 31, 2023	MORGAN STANLEY	0.29%	17.28K	303.57K	15.16K	+715.24%
Dec 31, 2023	NAVELLIER & ASSOCIATES INC	0.34%	20.62K	362.21K	20.62K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.35%	20.72K	363.99K	231	+1.13%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.4%	24.16K	431.13K	-1.64K	-6.34%
Dec 31, 2023		0.82%	49.48K	865.92K	49.48K	+100.00%
Dec 31, 2023	MRAZ, AMERINE & ASSOCIATES, INC.	0.97%	58.04K	1.02M	-28.6K	-33.01%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	1.19%	71.3K	1.25M	0	0
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	4.43%	265.82K	4.65M	0	0
Dec 31, 2023	ASPIRE PRIVATE CAPITAL, LLC	0%	0	-	-6	-100.00%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0%	0	-	-44	-100.00%
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0%	0	-	-2	-100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0%	0	-	-28.47K	-100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	17	0	0
Dec 31, 2023	FMR LLC	0%	1	18	1	+100.00%
Dec 31, 2023	SIGNATUREFD, LLC	0%	25	438	-200	-88.89%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	141	2.48K	0	0
Dec 31, 2023	ASSET DEDICATION, LLC	0%	200	4K	200	+100.00%

Insiders

Insiders	Designation	Shares Held
OLIVER ERIC L	10 percent owner	791.11K
VENNERBERG VAUGHN O II	Sr Exec VP and Chief of Staff	0
SIMPSON BOB R	Dir., CEO and Chairman	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 20, 2026	OLIVER ERIC L	PURCHASE	10.38	4.03K	41.85K	791.11K
Apr 17, 2026	OLIVER ERIC L	PURCHASE	10.44	28.86K	301.31K	787.07K
Apr 15, 2026	OLIVER ERIC L	PURCHASE	10.48	3.75K	39.27K	758.21K
Apr 14, 2026	OLIVER ERIC L	PURCHASE	10.42	21.68K	225.88K	754.47K
Apr 10, 2026	OLIVER ERIC L	PURCHASE	10.42	6.84K	71.31K	732.79K
Apr 08, 2026	OLIVER ERIC L	PURCHASE	10.40	10.03K	104.34K	725.94K
Apr 07, 2026	OLIVER ERIC L	PURCHASE	10.49	4.59K	48.1K	715.91K
Apr 06, 2026	OLIVER ERIC L	PURCHASE	10.50	182	1.91K	711.33K
Apr 02, 2026	OLIVER ERIC L	PURCHASE	10.60	399	4.23K	711.14K
Apr 01, 2026	OLIVER ERIC L	PURCHASE	10.50	12.85K	134.94K	710.74K
Mar 31, 2026	OLIVER ERIC L	PURCHASE	10.50	42	441	697.89K
Mar 27, 2026	OLIVER ERIC L	PURCHASE	10.24	68.47K	701.1K	697.85K
Mar 26, 2026	OLIVER ERIC L	PURCHASE	9.91	3.16K	31.31K	629.38K
Mar 25, 2026	OLIVER ERIC L	PURCHASE	9.69	26.13K	253.24K	626.23K
Jan 03, 2006	VENNERBERG VAUGHN O II	SALE	48.59	2.51K	122.17K	0
Dec 30, 2005	SIMPSON BOB R	SALE	46.14	110	5.08K	0
Dec 29, 2005	SIMPSON BOB R	SALE	49.01	2.6K	127.44K	4.89K
Dec 27, 2005	SIMPSON BOB R	SALE	48.92	16.86K	824.87K	7.49K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE191.01K14

SALES00

NET SHARES191.01K14

SHARES HELD10.05M14

% NET SHARES-98.1%0%

CRT Stock Ownership Breakdown