Institutional Ownership
San Juan Basin Rty Tr
CUSIP 798241105UNIT BEN INTSJTQ1 2026
Institutional Holders
88
13F filers
Shares Held
16.45M
Aggregate institutional
Institutional Value
$76.97M
Q1 2026
Net New Holders
+2
9 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased27
Decreased15
Sold out7
Institutional Holders
88 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Horizon Kinetics Asset Management LLC | 6.98M | $33.57M | +747.7K | Added |
| 2 | Morgan Stanley | 1.62M | $7.78M | +461.2K | Added |
| 3 | Punch & Associates Investment Management, Inc. | 939.2K | $4.52M | +239.2K | Added |
| 4 | Cannell Capital LLC | 909.5K | $4.37M | +73.7K | Added |
| 5 | Ashton Thomas Private Wealth, LLC | 867.7K | $4.17M | +97.5K | Added |
| 6 | Moors & Cabot, Inc. | 851.9K | $4.10M | +115.6K | Added |
| 7 | Marshall Wace, LLP | 393.6K | $1.89M | +393.6K | New |
| 8 | Lpl Financial LLC | 380.2K | $1.83M | −26.9K | Reduced |
| 9 | Mcdaniel Terry & Co | 318.1K | $1.53M | +147.8K | Added |
| 10 | Raymond James Financial Inc | 293.5K | $1.41M | −52.6K | Reduced |
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