MTR · Mesa Royalty Trust · Shareholders & Ownership
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Every disclosed holder of MTR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns MTR
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 296,353 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 265,388 | — |
| Registered funds (N-PORT, not summed) | 0 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of MTR
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
A. Gile & Co. LLC
13D
CIK 2030533 · Investment adviser · Jan 23, 2025
Item 4 purpose: Passive investment, Other
|
265,388 | ||
| 2 |
Ashton Thomas Private Wealth, LLC
13F
CIK 2019663 · Registered investment adviser · Sep 30, 2026
|
229,323 | ||
| 3 |
Welch Group, LLC
13F
CIK 1443095 · Registered investment adviser · Sep 30, 2026
|
22,570 | ||
| 4 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,789 | ||
| 5 |
McGowan Group Asset Management, Inc.
13F
CIK 1633227 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,115 | ||
| 6 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,855 | ||
| 7 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,941 | ||
| 8 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,300 | ||
| 9 |
|
550 | ||
| 10 |
BNP PARIBAS ARBITRAGE, SA
13F
CIK 1166588 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
460 | ||
| 11 |
CHILTON CAPITAL MANAGEMENT LLC
13F
CIK 1056859 · Registered investment adviser · Sep 30, 2026
|
331 | ||
| 12 |
HARBOUR INVESTMENTS, INC.
13F
CIK 810121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
118 | ||
| 13 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.