Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SABINE ROYALTY TRUST

CIK 0000710752SBR· quarter ending 2026-06-30

Shares outstanding

—

no XBRL cover page found

Held by 13F filers

2,649,084

across share classes — see % per class below

Holders

149

-6 vs 2026-03-31 · 14 new, 20 exited

Value

$193.9M

shares +0.8% vs prior quarter

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	785688102	UNIT BEN INT	149	2,649,084	—	—	$193.9M	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (149 of 149 · 785688102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Americana Partners, LLC	295,755	—	$21.6M	+17,474 (+6.3%)
2	Beacon Pointe Advisors, LLC	252,353	—	$18.5M	+30,386 (+13.7%)
3	Prospera Financial Services Inc	180,835	—	$13.2M	+2,534 (+1.4%)
4	KING LUTHER CAPITAL MANAGEMENT CORP	143,555	—	$10.5M	—
5	HORIZON KINETICS ASSET MANAGEMENT LLC	111,796	—	$8.2M	+646 (+0.6%)
6	TWO SIGMA INVESTMENTS, LP	87,436	—	$6.4M	+38,075 (+77.1%)
7	Fayez Sarofim & Co	81,346	—	$6.0M	—
8	Ashton Thomas Private Wealth, LLC	75,578	—	$5.5M	-31,061 (-29.1%)
9	CWA Asset Management Group, LLC	70,788	—	$5.2M	NEW
10	HOWARD FINANCIAL SERVICES, LTD.	68,187	—	$5.0M	+105 (+0.2%)
11	MORGAN STANLEY	66,454	—	$4.9M	-68,810 (-50.9%)
12	Uniplan Investment Counsel, Inc.	48,207	—	$3.5M	+9,062 (+23.1%)
13	CITADEL ADVISORS LLC	38,259	—	$2.8M	+3,464 (+10.0%)
14	SCS Capital Management LLC	32,614	—	$2.4M	+1,499 (+4.8%)
15	MOODY NATIONAL BANK TRUST DIVISION	31,896	—	$2.3M	-3,289 (-9.3%)
16	Capital Analysts, LLC	31,020	—	$2.3M	+380 (+1.2%)
17	COMMONWEALTH EQUITY SERVICES, LLC	28,320	—	$2.1M	-3,196 (-10.1%)
18	LPL Financial LLC	28,276	—	$2.1M	+1,457 (+5.4%)
19	CHILTON CAPITAL MANAGEMENT LLC	27,698	—	$2.0M	-3,398 (-10.9%)
20	BANK OF AMERICA CORP /DE/	26,637	—	$1.9M	+1,304 (+5.1%)
21	Significant Wealth Partners LLC	26,624	—	$1.9M	+414 (+1.6%)
22	Blue Trust, Inc.	25,055	—	$1.8M	—
23	Mraz, Amerine & Associates, Inc.	23,325	—	$1.7M	—
24	HRT FINANCIAL LP	23,276	—	$1.7M	+5,552 (+31.3%)
25	PEAPACK GLADSTONE FINANCIAL CORP	23,129	—	$1.7M	+74 (+0.3%)
26	Greenfield Seitz Capital Management, LLC	23,100	—	$1.7M	—
27	Concurrent Investment Advisors, LLC	22,951	—	$1.7M	-530 (-2.3%)
28	Qube Research & Technologies Ltd	22,367	—	$1.6M	-2,691 (-10.7%)
29	Savant Capital, LLC	22,321	—	$1.6M	+16,339 (+273.1%)
30	Clare Market Investments LLC	21,825	—	$1.6M	—
31	BWM Planning, LLC	21,552	—	$1.6M	—
32	VeraBank, N.A.	19,752	—	$1.4M	—
33	Nuveen, LLC	18,977	—	$1.4M	NEW
34	LAZARD ASSET MANAGEMENT LLC	17,718	—	$1.3M	+429 (+2.5%)
35	UBS Group AG	16,980	—	$1.2M	-4,914 (-22.4%)
36	49 WEALTH MANAGEMENT, LLC	16,049	—	$1.2M	NEW
37	ALONGSIDE, LLC	16,049	—	$1.2M	NEW
38	STIFEL FINANCIAL CORP	15,423	—	$1.1M	—
39	MERCER GLOBAL ADVISORS INC /ADV	15,134	—	$1.1M	+200 (+1.3%)
40	PFG Advisors	14,846	—	$1.1M	—
41	Moors & Cabot, Inc.	14,596	—	$1.1M	+1 (+0.0%)
42	RAYMOND JAMES FINANCIAL INC	14,171	—	$1.0M	-717 (-4.8%)
43	MCDANIEL TERRY & CO	14,000	—	$1.0M	—
44	Sendero Wealth Management, LLC	12,927	—	$946K	—
45	AMG National Trust Bank	12,680	—	$928K	—
46	MARSHALL WACE, LLP	12,271	—	$898K	-46,572 (-79.1%)
47	RAHLFS CAPITAL, LLC	11,985	—	$877K	—
48	WESTWOOD HOLDINGS GROUP INC	11,980	—	$877K	+6,603 (+122.8%)
49	Cetera Investment Advisers	11,824	—	$866K	+5,067 (+75.0%)
50	OSAIC HOLDINGS, INC.	11,669	—	$854K	+373 (+3.3%)
51	MOTCO	11,600	—	$849K	—
52	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	11,212	—	$821K	+944 (+9.2%)
53	INDEPENDENT FINANCIAL GROUP, LLC	11,154	—	$816K	+150 (+1.4%)
54	Capital Investment Advisors, LLC	11,041	—	$808K	-1,110 (-9.1%)
55	ENVESTNET ASSET MANAGEMENT INC	10,905	—	$798K	+3,223 (+42.0%)
56	Advisory Services Network, LLC	10,814	—	$792K	+5 (+0.0%)
57	Robertson Stephens Wealth Management, LLC	10,600	—	$776K	—
58	DWR WEALTH MANAGEMENT, LLC	10,466	—	$760K	—
59	FRANKLIN STREET ADVISORS INC /NC	10,081	—	$738K	—
60	Burford Brothers, Inc.	10,000	—	$732K	—
61	XTX Topco Ltd	9,872	—	$723K	NEW
62	Essex Financial Services, Inc.	9,256	—	$678K	+19 (+0.2%)
63	M.E. ALLISON & CO., INC.	9,030	—	$661K	+10 (+0.1%)
64	BlackRock, Inc.	8,890	—	$651K	-2,728 (-23.5%)
65	Summit Trail Advisors, LLC	8,500	—	$622K	—
66	Fielder Capital Group LLC	8,497	—	$622K	—
67	JANE STREET GROUP, LLC	8,231	—	$603K	NEW
68	CANADA PENSION PLAN INVESTMENT BOARD	8,000	—	$586K	—
69	Verdence Capital Advisors LLC	8,000	—	$586K	-1,000 (-11.1%)
70	BROWN ADVISORY INC	7,600	—	$556K	—
71	State of Wyoming	7,392	—	$541K	+1,585 (+27.3%)
72	Carnegie Investment Counsel	7,300	—	$534K	—
73	Corient Private Wealth LP	6,850	—	$501K	—
74	PRIVATE TRUST CO NA	6,800	—	$498K	—
75	STATE STREET CORP	6,404	—	$469K	+503 (+8.5%)
76	RWA WEALTH PARTNERS, LLC	6,383	—	$467K	-486 (-7.1%)
77	1900 WEALTH MANAGEMENT LLC	6,130	—	$449K	-4,137 (-40.3%)
78	HOLDERNESS INVESTMENTS CO	6,000	—	$439K	—
79	Creative Planning	5,756	—	$421K	-12,078 (-67.7%)
80	Quadrature Capital Ltd	5,681	—	$416K	-2,399 (-29.7%)
81	Custos Family Office, LLC	5,564	—	$407K	—
82	Tyche Wealth Partners LLC	5,269	—	$386K	+9 (+0.2%)
83	BEACON FINANCIAL GROUP	5,255	—	$385K	—
84	Hilltop Holdings Inc.	4,982	—	$365K	-318 (-6.0%)
85	Kestra Advisory Services, LLC	4,751	—	$348K	-1,470 (-23.6%)
86	HUB Investment Partners, LLC	4,696	—	$344K	+785 (+20.1%)
87	WELLS FARGO & COMPANY/MN	4,678	—	$342K	-5 (-0.1%)
88	HighTower Advisors, LLC	4,618	—	$338K	-198 (-4.1%)
89	CHILTON INVESTMENT CO INC.	4,533	—	$332K	—
90	Argent Trust Co	4,493	—	$329K	—
91	AMERIPRISE FINANCIAL INC	4,234	—	$310K	+252 (+6.3%)
92	TITLEIST ASSET MANAGEMENT, LLC	4,211	—	$308K	+21 (+0.5%)
93	HAMEL ASSOCIATES, INC.	4,100	—	$300K	NEW
94	Oxbow Advisors, LLC	3,768	—	$276K	—
95	State of Tennessee, Department of Treasury	3,674	—	$269K	-1,671 (-31.3%)
96	Pathstone Holdings, LLC	3,617	—	$265K	—
97	ROYAL BANK OF CANADA	3,561	—	$261K	+1,393 (+64.3%)
98	Pinnacle Financial Partners, Inc.	3,506	—	$257K	—
99	ISLAY CAPITAL MANAGEMENT, LLC	3,500	—	$256K	—
100	RHODES INVESTMENT ADVISORS INC /ADV	3,497	—	$256K	NEW
101	Ackerman Capital Advisors, LLC	3,417	—	$250K	—
102	CAPTRUST FINANCIAL ADVISORS	3,387	—	$248K	—
103	Mariner, LLC	3,308	—	$242K	NEW
104	Focus Partners Advisor Solutions, LLC	3,058	—	$224K	—
105	BOKF, NA	3,000	—	$220K	—
106	Artesa Financial Group, LLC	2,847	—	$208K	—
107	Geneos Wealth Management Inc.	1,777	—	$130K	—
108	FIFTH THIRD BANCORP	1,613	—	$118K	+331 (+25.8%)
109	Wilmington Savings Fund Society, FSB	1,500	—	$110K	—
110	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1,437	—	$105K	—
111	BNP PARIBAS FINANCIAL MARKETS	1,393	—	$102K	-2,101 (-60.1%)
112	BankPlus Trust Department	1,360	—	$100K	—
113	JPMORGAN CHASE & CO	1,329	—	$97K	-14,793 (-91.8%)
114	PNC Financial Services Group, Inc.	1,314	—	$96K	-2,010 (-60.5%)
115	NewEdge Advisors, LLC	1,040	—	$76K	—
116	Citizens National Bank Trust Department	1,000	—	$73K	—
117	Quaker Wealth Management, LLC	1,000	—	$73K	—
118	US BANCORP \DE\	1,000	—	$73K	—
119	Farther Finance Advisors, LLC	912	—	$67K	+47 (+5.4%)
120	SHP Wealth Management	836	—	$61K	+15 (+1.8%)
121	CITIGROUP INC	787	—	$58K	+181 (+29.9%)
122	Signature Resources Capital Management, LLC	600	—	$44K	—
123	HUNTINGTON NATIONAL BANK	500	—	$37K	—
124	AMERICAN NATIONAL BANK & TRUST	483	—	$35K	—
125	Olistico Wealth, LLC	427	—	$31K	—
126	BOK Financial Private Wealth, Inc.	425	—	$31K	NEW
127	WealthCollab, LLC	413	—	$30K	-88 (-17.6%)
128	Allworth Financial LP	386	—	$28K	—
129	JONES FINANCIAL COMPANIES LLLP	300	—	$22K	NEW
130	Rockefeller Capital Management L.P.	228	—	$17K	—
131	PlanVest Financial, Inc	226	—	$17K	—
132	CALDWELL SUTTER CAPITAL, INC.	200	—	$15K	NEW
133	Steward Partners Investment Advisory, LLC	200	—	$15K	—
134	Federation des caisses Desjardins du Quebec	150	—	$11K	—
135	Parallel Advisors, LLC	120	—	$9K	+112 (+1400.0%)
136	DHJJ Financial Advisors, Ltd.	116	—	$9K	+2 (+1.8%)
137	FMR LLC	97	—	$7K	-98 (-50.3%)
138	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	85	—	$6K	—
139	EverSource Wealth Advisors, LLC	75	—	$5K	+71 (+1775.0%)
140	Global Retirement Partners, LLC	53	—	$4K	NEW
141	UMB Bank, n.a.	45	—	$3K	—
142	TD PRIVATE CLIENT WEALTH LLC	36	—	$3K	+8 (+28.6%)
143	Aventura Private Wealth, LLC	34	—	$2K	—
144	Mosley Wealth Management	26	—	$2K	-1 (-3.7%)
145	ASSETMARK, INC	13	—	$952	—
146	Russell Investments Group, Ltd.	10	—	$732	—
147	Arax Advisory Partners	2	—	$146	-1 (-33.3%)
148	TD Waterhouse Canada Inc.	1	—	$73	NEW
149	Decker Retirement Planning Inc.	0	—	$25	—

Exited since 2026-03-31 (20 filers; largest 20 shown)

GK Wealth Management LLC	−10,466
EXENCIAL WEALTH ADVISORS, LLC	−10,357
DGS Capital Management, LLC	−8,582
&PARTNERS	−8,171
Focus Partners Wealth	−7,032
Sunbelt Securities, Inc.	−5,000
Voleon Capital Management LP	−4,395
REGIONS FINANCIAL CORP	−3,539
Prime Capital Investment Advisors, LLC	−3,000
AZZAD ASSET MANAGEMENT INC /ADV	−2,959
SFMG, LLC	−2,700
FAIRFIELD, BUSH & CO.	−2,676
Rossby Financial, LCC	−1,337
CWM, LLC	−248
Tower Research Capital LLC (TRC)	−231
RETIREMITTEN FINANCIAL LLC	−125
Sound Income Strategies, LLC	−56
Ascentis Independent Advisors	−55
BARCLAYS PLC	−9
Investors Portfolio Services LLC	−5

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

No structured 13D/13G filings (XML filings began Dec 2024).

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.