CUSIP 714236106
PERMIAN BASIN RTY TR
128 institutions · $342.4M total · 20,533,792 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SoftVest Advisors, LLC | 6,217,107 | $105.6M | 30.27% | 2025-12-31 |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLC | 6,187,800 | $105.1M | 30.13% | 2025-12-31 |
| 3 | MAD RIVER INVESTORS | 986,819 | $16.8M | 4.80% | 2025-12-31 |
| 4 | SCHWARTZ INVESTMENT COUNSEL INC | 967,197 | $16.4M | 4.71% | 2025-12-31 |
| 5 | FOUNDATION RESOURCE MANAGEMENT INC | 642,507 | $10.9M | 3.12% | 2025-12-31 |
| 6 | Moors & Cabot, Inc. | 585,746 | $9.9M | 2.85% | 2025-12-31 |
| 7 | JANE STREET GROUP, LLC | 362,400 | $6.2M | 1.76% | 2025-12-31 |
| 8 | Hosking Partners LLP | 346,683 | $5.9M | 1.68% | 2025-12-31 |
| 9 | CITADEL ADVISORS LLC | 264,100 | $4.5M | 1.28% | 2025-12-31 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 259,314 | $4.4M | 1.26% | 2025-12-31 |
| 11 | Advisory Services Network, LLC | 246,549 | $4.2M | 1.20% | 2025-12-31 |
| 12 | LPL Financial LLC | 229,956 | $3.9M | 1.11% | 2025-12-31 |
| 13 | WELLS FARGO & COMPANY/MN | 218,951 | $3.7M | 1.06% | 2025-12-31 |
| 14 | SEI INVESTMENTS CO | 195,400 | $3.3M | 0.95% | 2025-12-31 |
| 15 | MORGAN STANLEY | 187,847 | $3.2M | 0.91% | 2025-12-31 |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 175,100 | $3.0M | 0.85% | 2025-12-31 |
| 17 | GROUP ONE TRADING LLC | 165,170 | $2.8M | 0.80% | 2025-12-31 |
| 18 | Lido Advisors, LLC | 122,523 | $2.2M | 0.59% | 2025-12-31 |
| 19 | BWM Planning, LLC | 104,397 | $1.8M | 0.50% | 2025-12-31 |
| 20 | JPMORGAN CHASE & CO | 99,584 | $1.7M | 0.48% | 2025-12-31 |
| 21 | Atlas Wealth Partners, LLC | 83,989 | $1.4M | 0.40% | 2025-12-31 |
| 22 | RAYMOND JAMES FINANCIAL INC | 75,822 | $1.3M | 0.36% | 2025-12-31 |
| 23 | HighTower Advisors, LLC | 71,697 | $1.2M | 0.34% | 2025-12-31 |
| 24 | PROMETHIUM ADVISORS,LLC | 68,318 | $1.2M | 0.33% | 2025-12-31 |
| 25 | OFI INVEST ASSET MANAGEMENT | 124,017 | $1.1M | 0.60% | 2025-03-31 |
| 26 | Pathstone Holdings, LLC | 62,936 | $1.1M | 0.30% | 2025-12-31 |
| 27 | Essex Financial Services, Inc. | 59,177 | $1.0M | 0.28% | 2025-12-31 |
| 28 | SIMPLEX TRADING, LLC | 59,028 | $1.0M | 0.28% | 2025-12-31 |
| 29 | MOR Wealth Management, LLC | 52,534 | $892.0K | 0.25% | 2025-12-31 |
| 30 | PEAK6 LLC | 71,000 | $884.7K | 0.34% | 2025-09-30 |
| 31 | Fielder Capital Group LLC | 48,218 | $818.7K | 0.23% | 2025-12-31 |
| 32 | Avondale Wealth Management | 45,750 | $776.8K | 0.22% | 2025-12-31 |
| 33 | Beacon Pointe Advisors, LLC | 45,123 | $765.3K | 0.21% | 2025-12-31 |
| 34 | State of Wyoming | 44,257 | $751.5K | 0.21% | 2025-12-31 |
| 35 | UBS Group AG | 37,335 | $633.9K | 0.18% | 2025-12-31 |
| 36 | BANK OF AMERICA CORP /DE/ | 36,343 | $617.1K | 0.17% | 2025-12-31 |
| 37 | EagleClaw Capital Managment, LLC | 33,700 | $572.2K | 0.16% | 2025-12-31 |
| 38 | BRADLEY FOSTER & SARGENT INC/CT | 33,144 | $562.1K | 0.16% | 2025-12-31 |
| 39 | Kapitalo Investimentos Ltda | 30,677 | $559.9K | 0.14% | 2025-09-30 |
| 40 | Steward Partners Investment Advisory, LLC | 32,217 | $547.0K | 0.15% | 2025-12-31 |
| 41 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 31,917 | $541.9K | 0.15% | 2025-12-31 |
| 42 | CAPTRUST FINANCIAL ADVISORS | 29,542 | $501.6K | 0.14% | 2025-12-31 |
| 43 | NAPATREE CAPITAL LLC | 46,273 | $456.7K | 0.22% | 2025-03-31 |
| 44 | Financial Sense Advisors, Inc. | 25,000 | $424.5K | 0.12% | 2025-12-31 |
| 45 | Family Management Corp | 21,748 | $369.3K | 0.10% | 2025-12-31 |
| 46 | Blue Trust, Inc. | 20,420 | $346.7K | 0.09% | 2025-12-31 |
| 47 | Resurgent Financial Advisors LLC | 20,000 | $339.6K | 0.09% | 2025-12-31 |
| 48 | AMERIPRISE FINANCIAL INC | 19,659 | $333.8K | 0.09% | 2025-12-31 |
| 49 | Stratos Wealth Partners, LTD. | 19,481 | $330.8K | 0.09% | 2025-12-31 |
| 50 | Corient Private Wealth LLC | 18,891 | $320.4K | 0.09% | 2025-12-31 |
| 51 | Capital Investment Advisors, LLC | 18,366 | $311.5K | 0.08% | 2025-12-31 |
| 52 | STATE STREET CORP | 17,965 | $305.3K | 0.08% | 2025-12-31 |
| 53 | Welch Group, LLC | 17,798 | $301.9K | 0.08% | 2025-12-31 |
| 54 | SCS Capital Management LLC | 17,295 | $293.6K | 0.08% | 2025-12-31 |
| 55 | Creative Planning | 14,208 | $241.2K | 0.06% | 2025-12-31 |
| 56 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,198 | $235.0K | 0.06% | 2025-12-31 |
| 57 | Quadrature Capital Ltd | 18,597 | $231.7K | 0.09% | 2025-06-30 |
| 58 | XTX Topco Ltd | 13,541 | $229.9K | 0.06% | 2025-12-31 |
| 59 | Qube Research & Technologies Ltd | 22,146 | $219.5K | 0.10% | 2025-03-31 |
| 60 | Ironwood Financial, llc | 12,300 | $217.2K | 0.05% | 2025-12-31 |
| 61 | Waverly Advisors, LLC | 12,666 | $214.8K | 0.06% | 2025-12-31 |
| 62 | KINGSWOOD WEALTH ADVISORS, LLC | 12,439 | $211.0K | 0.06% | 2025-12-31 |
| 63 | Walleye Capital LLC | 12,415 | $210.8K | 0.06% | 2025-12-31 |
| 64 | First Financial Bankshares Inc | 12,000 | $203.8K | 0.05% | 2025-12-31 |
| 65 | Virtus Investment Advisers, LLC | 9,597 | $175.1K | 0.04% | 2025-09-30 |
| 66 | Clark Asset Management, LLC | 10,000 | $169.6K | 0.04% | 2025-12-31 |
| 67 | Royal Bank of Canada | 9,452 | $160.0K | 0.04% | 2025-12-31 |
| 68 | Russell Investments Group, Ltd. | 9,354 | $158.8K | 0.04% | 2025-12-31 |
| 69 | Apollon Wealth Management, LLC | 15,675 | $155.3K | 0.07% | 2025-03-31 |
| 70 | Pekin Hardy Strauss, Inc. | 15,500 | $153.6K | 0.07% | 2025-03-31 |
| 71 | PFG Investments, LLC | 14,070 | $139.4K | 0.06% | 2025-03-31 |
| 72 | Atlantic Union Bankshares Corp | 6,524 | $110.8K | 0.03% | 2025-12-31 |
| 73 | Access Investment Management LLC | 4,000 | $73.0K | 0.01% | 2025-12-31 |
| 74 | Sandy Spring Bank | 6,524 | $64.7K | 0.03% | 2025-03-31 |
| 75 | NewEdge Advisors, LLC | 2,791 | $47.4K | 0.01% | 2025-12-31 |
| 76 | Golden State Wealth Management, LLC | 2,446 | $41.5K | 0.01% | 2025-12-31 |
| 77 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,193 | $40.3K | 0.01% | 2025-09-30 |
| 78 | PNC Financial Services Group, Inc. | 2,000 | $34.0K | 0.00% | 2025-12-31 |
| 79 | Pinnacle Wealth Planning Services, Inc. | 1,953 | $33.1K | 0.00% | 2025-12-31 |
| 80 | OSAIC HOLDINGS, INC. | 1,870 | $31.8K | 0.00% | 2025-12-31 |
| 81 | Lummis Asset Management, LP | 1,850 | $31.4K | 0.00% | 2025-12-31 |
| 82 | Signature Resources Capital Management, LLC | 1,800 | $30.5K | 0.00% | 2025-12-31 |
| 83 | Kestra Advisory Services, LLC | 1,634 | $27.7K | 0.00% | 2025-12-31 |
| 84 | Geneos Wealth Management Inc. | 1,500 | $25.5K | 0.00% | 2025-12-31 |
| 85 | Principia Wealth Advisory, LLC | 1,333 | $24.3K | 0.00% | 2025-12-31 |
| 86 | Tower Research Capital LLC (TRC) | 1,408 | $23.9K | 0.00% | 2025-12-31 |
| 87 | Eagle Bay Advisors LLC | 1,292 | $22.0K | 0.00% | 2025-12-31 |
| 88 | Caitong International Asset Management Co., Ltd | 1,059 | $18.0K | 0.00% | 2025-12-31 |
| 89 | ALERUS FINANCIAL NA | 1,000 | $17.0K | 0.00% | 2025-12-31 |
| 90 | Manchester Capital Management LLC | 890 | $16.2K | 0.00% | 2025-09-30 |
| 91 | Garton & Associates Financial Advisors LLC | 617 | $10.5K | 0.00% | 2025-12-31 |
| 92 | COLDSTREAM CAPITAL MANAGEMENT INC | 1,000 | $9.9K | 0.00% | 2025-03-31 |
| 93 | BNP PARIBAS FINANCIAL MARKETS | 450 | $7.6K | 0.00% | 2025-12-31 |
| 94 | Spire Wealth Management | 750 | $7.4K | 0.00% | 2025-03-31 |
| 95 | WealthCollab, LLC | 371 | $6.3K | 0.00% | 2025-12-31 |
| 96 | BOKF, NA | 462 | $5.8K | 0.00% | 2025-06-30 |
| 97 | SJS Investment Consulting Inc. | 334 | $5.7K | 0.00% | 2025-12-31 |
| 98 | Mid-American Wealth Advisory Group, Inc. | 437 | $5.4K | 0.00% | 2025-06-30 |
| 99 | COUNTRY TRUST BANK | 300 | $5.1K | 0.00% | 2025-12-31 |
| 100 | Vermillion Wealth Management, Inc. | 508 | $5.0K | 0.00% | 2025-03-31 |
| 101 | HARBOUR INVESTMENTS, INC. | 282 | $4.8K | 0.00% | 2025-12-31 |
| 102 | BARCLAYS PLC | 273 | $4.6K | 0.00% | 2025-12-31 |
| 103 | US BANCORP \DE\ | 300 | $3.7K | 0.00% | 2025-06-30 |
| 104 | Global Retirement Partners, LLC | 200 | $3.7K | 0.00% | 2025-09-30 |
| 105 | PFS Partners, LLC | 200 | $3.4K | 0.00% | 2025-12-31 |
| 106 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 200 | $3.4K | 0.00% | 2025-12-31 |
| 107 | Fortis Group Advisors, LLC | 200 | $3.4K | 0.00% | 2025-12-31 |
| 108 | CoreCap Advisors, LLC | 200 | $3.4K | 0.00% | 2025-12-31 |
| 109 | ASSETMARK, INC | 142 | $2.4K | 0.00% | 2025-12-31 |
| 110 | WINNOW WEALTH LLC | 135 | $2.3K | 0.00% | 2025-12-31 |
| 111 | Ameritas Advisory Services, LLC | 182 | $2.3K | 0.00% | 2025-06-30 |
| 112 | BESSEMER GROUP INC | 96,021 | $1.8K | 0.46% | 2025-09-30 |
| 113 | SIGNATUREFD, LLC | 87 | $1.5K | 0.00% | 2025-12-31 |
| 114 | HRT FINANCIAL LP | 86,939 | $1.5K | 0.42% | 2025-12-31 |
| 115 | Sunbelt Securities, Inc. | 87 | $1.5K | 0.00% | 2025-12-31 |
| 116 | ELEVATION WEALTH PARTNERS, LLC | 100 | $1.2K | 0.00% | 2025-09-30 |
| 117 | BlackRock, Inc. | 50 | $849 | 0.00% | 2025-12-31 |
| 118 | TD Waterhouse Canada Inc. | 45 | $763 | 0.00% | 2025-12-31 |
| 119 | Fruth Investment Management | 25,400 | $430 | 0.12% | 2025-12-31 |
| 120 | Farther Finance Advisors, LLC | 25 | $425 | 0.00% | 2025-12-31 |
| 121 | INGALLS & SNYDER LLC | 18,268 | $310 | 0.08% | 2025-12-31 |
| 122 | WOLFF WIESE MAGANA LLC | 18 | $305 | 0.00% | 2025-12-31 |
| 123 | Cambridge Investment Research Advisors, Inc. | 12,385 | $154 | 0.06% | 2025-06-30 |
| 124 | Anfield Capital Management, LLC | 7 | $128 | 0.00% | 2025-09-30 |
| 125 | LAZARD ASSET MANAGEMENT LLC | 9,143 | $113 | 0.04% | 2025-06-30 |
| 126 | MCGUIRE CAPITAL ADVISORS INC | 2 | $34 | 0.00% | 2025-12-31 |
| 127 | Capital Analysts, LLC | 1,660 | $28 | 0.00% | 2025-12-31 |
| 128 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |