13 institutions reported holding $1.5M of MESA RTY TR (MTR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ashton Thomas Private Wealth, LLC ($1.2M), Welch Group, LLC ($79,559), McGowan Group Asset Management, Inc. ($64,113), CITADEL ADVISORS LLC ($59,536), OSAIC HOLDINGS, INC. ($48,425). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | $1.2M | 239,537 | Trimmed |
| 2 | Welch Group, LLC | $79,559 | 16,370 | Hold |
| 3 | McGowan Group Asset Management, Inc. | $64,113 | 13,111 | New |
| 4 | CITADEL ADVISORS LLC | $59,536 | 12,175 | New |
| 5 | OSAIC HOLDINGS, INC. | $48,425 | 9,901 | Trimmed |
| 6 | CWM, LLC | $34,973 | 7,196 | New |
| 7 | MORGAN STANLEY | $25,439 | 5,202 | Added |
| 8 | JPMORGAN CHASE & CO | $6,656 | 1,300 | Hold |
| 9 | UBS Group AG | $2,983 | 610 | Trimmed |
| 10 | CHILTON CAPITAL MANAGEMENT LLC | $1,609 | 331 | Hold |
| 11 | HARBOUR INVESTMENTS, INC. | $571 | 117 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $1 | 0 | Exited |
| 13 | US BANCORP \DE\ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31