MTR Mesa Royalty Trust
Mesa Royalty Trust (MTR) Institutional Ownership
What the institutions did with MTR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Ashton Thomas Private Wealth, LLC | 234.3K | 76.9% |
| Welch Group, LLC | 22.6K | 7.4% |
| CITADEL ADVISORS LLC | 14.8K | 4.9% |
| McGowan Group Asset Management, Inc. | 13.1K | 4.3% |
| OSAIC HOLDINGS, INC. | 9.9K | 3.2% |
| MORGAN STANLEY | 3.9K | 1.3% |
| US BANCORP \DE\ | 3.3K | 1.1% |
| JPMORGAN CHASE & CO | 1.3K | 0.4% |
| UBS Group AG | 550 | 0.2% |
| BNP PARIBAS FINANCIAL MARKETS | 460 | 0.2% |
| CHILTON CAPITAL MANAGEMENT LLC | 331 | 0.1% |
| HARBOUR INVESTMENTS, INC. | 118 | 0.0% |
| WELLS FARGO & COMPANY/MN | 1 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Welch Group, LLC | Increased | 16.4K | 22.6K | +6.2K |
| Ashton Thomas Private Wealth, LLC | Reduced | 239.5K | 234.3K | -5.2K |
| US BANCORP \DE\ | New | 0 | 3.3K | +3.3K |
| CITADEL ADVISORS LLC | Increased | 12.2K | 14.8K | +2.6K |
| MORGAN STANLEY | Reduced | 5.2K | 3.9K | -1.3K |
| BNP PARIBAS FINANCIAL MARKETS | New | 0 | 460 | +460 |
| UBS Group AG | Reduced | 610 | 550 | -60 |
| OSAIC HOLDINGS, INC. | Reduced | 9.9K | 9.9K | -46 |
| McGowan Group Asset Management, Inc. | Increased | 13.1K | 13.1K | +4 |
| HARBOUR INVESTMENTS, INC. | Increased | 117 | 118 | +1 |
| WELLS FARGO & COMPANY/MN | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.