13 institutions reported holding $944,649 of MESA RTY TR (MTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ashton Thomas Private Wealth, LLC ($726,425), Welch Group, LLC ($69,970), CITADEL ADVISORS LLC ($45,847), McGowan Group Asset Management, Inc. ($40,657), OSAIC HOLDINGS, INC. ($30,555). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | $726,425 | 234,323 | Trimmed |
| 2 | Welch Group, LLC | $69,970 | 22,570 | Added |
| 3 | CITADEL ADVISORS LLC | $45,847 | 14,789 | Added |
| 4 | McGowan Group Asset Management, Inc. | $40,657 | 13,115 | Added |
| 5 | OSAIC HOLDINGS, INC. | $30,555 | 9,855 | Trimmed |
| 6 | MORGAN STANLEY | $12,218 | 3,941 | Trimmed |
| 7 | US BANCORP \DE\ | $10,357 | 3,341 | New |
| 8 | JPMORGAN CHASE & CO | $4,095 | 1,300 | Hold |
| 9 | UBS Group AG | $1,705 | 550 | Trimmed |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $1,426 | 460 | New |
| 11 | CHILTON CAPITAL MANAGEMENT LLC | $1,027 | 331 | Hold |
| 12 | HARBOUR INVESTMENTS, INC. | $365 | 118 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $2 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30