PERMIAN BASIN ROYALTY TRUST

$PBT
← All companies Sign in to track
Institutional coverage

97 13F filers hold $PBT.

13F holders
97
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$PBT is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 0.15%, with an average of 0.08% of portfolio. Largest holder: Fruth Investment Management at 0.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Fruth Investment Management
0.15% held
α +79.5pts
02
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
03
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 97 · Source: 13F-HR
01
Cibc World Markets Corp.
1.50% of portfolio
12,759,384 sh
02
SoftVest Advisors, LLC
23.07% of portfolio
6,217,107 sh
03
CWS Financial Advisors, LLC
15.34% of portfolio
6,217,107 sh
04
Horizon Kinetics Asset Management LLC
1.42% of portfolio
6,187,800 sh
05
AMH Equity Ltd
0.55% of portfolio
1,177,284 sh
06
Bcm Advisors, LLC
7.77% of portfolio
1,003,140 sh
07
Northstar Asset Management Inc.
0.71% of portfolio
933,719 sh
08
Foundation Resource Management Inc.
1.53% of portfolio
630,207 sh
09
Covey Capital Advisors, LLC
0.07% of portfolio
502,872 sh
10
Gladwyn Financial Advisors, Inc.
0.01% of portfolio
422,000 sh
See all 97 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $PBT in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $PBT in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:35 UTC.