MTR

Mesa Royalty Trust
FinancialsUSCUSIP 590660106◍ Confluence graph
Tracked 13F Holders
11
-8 QoQ
13F Value (tracked)
$1.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)3 adding · 0 trimming
Insider net (180d)$0

Who owns MTR?

11 tracked 13F filers

11 tracked 13F filers disclose a position in MTR as of the latest SEC 13F filings, a combined $1.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Ashton Thomas Private Wealth, LLC
$726K
234K
−2.2%
Reduced · −5K sh
Q2 2026
2Welch Group, LLC
$80K
16K
Held
Q1 2026
3CITADEL ADVISORS LLC
$46K
15K
+21%
Added · +3K sh
Q2 2026
4McGowan Group Asset Management, Inc.
$41K
13K
~0%
Added · +4 sh
Q2 2026
5OSAIC HOLDINGS, INC.
$48K
10K
−18%
Reduced · −2K sh
Q1 2026
6CWM, LLC
$35K
7K
New
+7K sh
Q1 2026
7MORGAN STANLEY
$25K
5K
17×
Added · +5K sh
Q1 2026
8JPMORGAN CHASE & CO
$7K
1K
Held
Q1 2026
9UBS Group AG
$3K
610
−33%
Reduced · −301 sh
Q1 2026
10CHILTON CAPITAL MANAGEMENT LLC
$1K
331
Held
Q2 2026
11HARBOUR INVESTMENTS, INC.
$571
117
+0.9%
Added · +1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MTR being bought or sold by institutions?

Last quarter, 0 funds opened a new position in MTR and 3 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Funds that own MTR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA5 funds$3.6B
ISHARES CORE S&P 500 ETFIVV5 funds$2.7B
AMAZON.COM INCAMZN5 funds$1.9B
APPLE INCAAPL5 funds$1.7B
MICRON TECHNOLOGY INCMU5 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM5 funds$1.4B
MICROSOFT CORPMSFT5 funds$1.2B
META PLATFORMS INC-CLASS AMETA5 funds$1.2B
BROADCOM INCAVGO5 funds$1.2B
JPMORGAN CHASE & COJPM5 funds$904.2M
ALPHABET INC-CL AGOOGL5 funds$902.4M
TESLA INCTSLA5 funds$835.8M

Ranked by how many of MTR's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

3 funds-8 since Q3 2024
0713Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $768K

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MTR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MTR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MTR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.