MTR Institutional Ownership & Shareholders
MESA ROYALTY TRUST (MTR) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $797,627 based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Ashton Thomas Private Wealth, Llc is currently the largest disclosed institutional shareholder of MTR tracked by InsiderSet, reporting ownership valued at approximately $559,548 in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $435,713.7, representing an estimated loss of -22.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MTR value among the investors covered in this analysis. Major shareholders include Ashton Thomas Private Wealth, Llc, Welch Group, Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in MESA ROYALTY TRUST (MTR).
This page ranks the largest institutional MTR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$797,627
Largest Holder
Ashton Thomas Private Wealth, Llc
Largest Position
$559,548
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
16
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, Llc | 0.01% | 229,323 | $559,548 | $435,714 | -$123,834 | -22.13% | |
| Welch Group, Llc | 0.00% | 22,570 | $55,071 | $42,883 | -$12,188 | -22.13% | |
| Citadel Advisors Llc | 0.00% | 14,789 | $45,847 | $28,099 | -$17,748 | -38.71% | |
| Mcgowan Group Asset Management, Inc. | 0.00% | 13,115 | $40,657 | $24,919 | -$15,739 | -38.71% | |
| Cwm, Llc | 0.00% | 7,196 | $34,973 | $13,672 | -$21,301 | -60.91% | |
| Osaic Holdings, Inc. | 0.00% | 9,855 | $30,555 | $18,725 | -$11,831 | -38.72% | |
| Morgan Stanley | 0.00% | 3,941 | $12,218 | $7,488 | -$4,730 | -38.71% | |
| Us Bancorp \De\ | 0.00% | 3,341 | $10,357 | $6,348 | -$4,009 | -38.71% | |
| Jpmorgan Chase & Co | 0.00% | 1,300 | $4,095 | $2,470 | -$1,625 | -39.68% | |
| Ubs Group Ag | 0.00% | 550 | $1,705 | $1,045 | -$660 | -38.71% | |
| Bnp Paribas Financial Markets | 0.00% | 460 | $1,426 | $874 | -$552 | -38.71% | |
| Chilton Capital Management Llc | 0.00% | 331 | $808 | $629 | -$179 | -22.17% | |
| Harbour Investments, Inc. | 0.00% | 118 | $365 | $224 | -$141 | -38.58% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $2 | $2 | -$0 | -5.00% |
Frequently asked questions about MTR
Who are the largest institutional holders of MTR?
The largest institutional holders of MTR reported in the latest SEC Form 13F filings include Ashton Thomas Private Wealth, Llc, Welch Group, Llc, Citadel Advisors Llc, Mcgowan Group Asset Management, Inc., and Cwm, Llc. InsiderSet ranks institutional holders by their latest reported MTR position.
What is MTR institutional ownership?
This page tracks MTR positions reported by institutional investment managers through SEC Form 13F. MESA ROYALTY TRUST (MTR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MTR?
InsiderSet currently tracks 14 institutional managers reporting MTR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MTR shareholders.
How much MTR stock do institutions own?
Institutional investment managers disclosed approximately $797,627 in MTR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MTR institutional ownership last updated?
The latest MTR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MTR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MTR position after the reporting date.
Are institutions buying or selling MTR?
Institutional buying and selling can be analyzed by comparing MTR positions across consecutive 13F reporting periods. InsiderSet's MTR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MTR ownership changes.
How has MTR institutional ownership changed over time?
InsiderSet tracks MTR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.