13FBOX
MESA RTY TR · 13F Institutional Holdings
Options Calculator Rankings
M

MESA RTY TR

MTR
Institutions
13
Combined AUM (Q2 2026)
$944,649
Combined Shares (Q2 2026)
304,694
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+16,560
8 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-12,516
4 · 1 Exit · ≈
⚖️ Net
+4,044
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$944,649
Institutions
13
New Buys
3
Adds
5
Reduces
3
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Ashton Thomas Private Wealth, LLC
0.02%0.03%#1$726,425234,323$1.2M239,537-5,214-2.18%Reduce
Welch Group, LLC
<0.01%<0.01%#3$69,97022,570$79,55916,370+6,200+37.87%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#7$45,84714,789$59,53612,175+2,614+21.47%Add
McGowan Group Asset Management, Inc.
<0.01%0.01%#2$40,65713,115$64,11313,111+4+0.03%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#4$30,5559,855$48,4259,901-46-0.46%Reduce
MORGAN STANLEY
<0.01%<0.01%#10$12,2183,941$122+3,939+196,950.00%Add
US BANCORP \DE\
<0.01%#6$10,3573,341$00+3,341New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#11$4,0951,300$6,6561,30000.00%Unchanged
UBS Group AG
<0.01%<0.01%#12$1,705550$2,983610-60-9.84%Reduce
BNP PARIBAS FINANCIAL MARKETS
<0.01%#9$1,426460$00+460New Buy
CHILTON CAPITAL MANAGEMENT LLC
<0.01%<0.01%#5$1,027331$1,60933100.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#8$365118$571117+1+0.85%Add
WELLS FARGO & COMPANY/MN
<0.01%#13$21$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow