$MTR

$1.97 +$0.04 (2.34%) Close

$MTR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.9M shares outstanding

Who owns MTR?

By type of holder

Institutions 16.4% Everyone else 83.6%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 30.6%

A. Gile & Co. LLC 14.3% · Ashton Thomas Private Wealth, LLC 12.6%

Institutional ownership

16.4%

-0.1 pts vs last qtr

Institutional holders

+2 vs last qtr

Net shares bought

−1.2K

by institutions in Q2 2026

New / sold out

3 / 1

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Welch Group, LLC +6.2K
US Bancorp \de\ NEW +3.3K

Biggest sellers in Q2 2026

CWM, LLC SOLD OUT −7.2K
Ashton Thomas Private Wealth, LLC −5.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Mesa Royalty Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Mesa Royalty Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years1% 3–5 years0% 1–3 years88% Under 1 year10%

Quarterly turnover

4.3%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting MTR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AT Ashton Thomas Private Wealth, LLC	234.3K	12.60%	−5.2K (−2.2%)	2024	0.0%
Shares held by quarter Peak holding263.8K (Q4'24) Change over 8 quarters+234.3K Share of the company12.600% Ashton Thomas Private Wealth, LLC's full portfolio →
WG Welch Group, LLC	22.6K	1.21%	+6.2K (+37.9%)	2025	0.0%
Shares held by quarter Peak holding22.6K (Q2'26) Change over 8 quarters+22.6K Share of the company1.210% Welch Group, LLC's full portfolio →

Ashton Thomas Private Wealth, LLC

234.3K

% of company

12.60%

Change vs last qtr

−5.2K (−2.2%)

Held since

2024

Welch Group, LLC

22.6K

% of company

1.21%

Change vs last qtr

+6.2K (+37.9%)

Held since

2025

12 more super investors behind a free account

See every manager holding Mesa Royalty Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MTR on Form N-PORT; together they hold 0.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VE Victory Extended Market Index Fund Victory Portfolios III	$4K	206	0.01%	0.00%	July 31, 2023

Victory Extended Market Index Fund

Victory Portfolios III

Position value

$4K

% of company

0.01%

% of the fund

0.00%

As of

July 31, 2023

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AG A. Gile & Co. LLC 5%+ holder 13D · 14.2%	265.4K	14.27%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company14.270% Disclosed stake13D · 14.2% View the 13D/G filing →

A. Gile & Co. LLC

5%+ holder13D · 14.2%

265.4K

% of company

14.27%

Change vs last qtr

—

Held since

—

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