Mesa Royalty Trust: which funds bought and sold

Institutions that bought and sold Mesa Royalty Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 7 institutions that filed 13F reports for both quarters added to or opened positions in Mesa Royalty Trust, and 4 cut or closed them. Together they added a net 6,040 shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2,614 shares (+21.5%); index fund managers held the same number of shares overall. 3 opened a new position and 0 sold out entirely.

Bought, Q2 2026 7 institutions, 3 of them new holders Sold, Q2 2026 4 institutions, 0 of them sold out

Net change, all compared +6,040 shares (+2.0%)

Net change, active managers +2,614 shares (+21.5%), 1 bought, 0 sold

Buyers versus sellers

institutions compared, 13

7 bought 2 4 sold

Active managers and hedge funds 1 bought · 0 sold · +2,614

Index fund managers 0 bought · 0 sold · 0

Other institutions 6 bought · 4 sold · +3,426

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Welch Group, LLC	+6,200 +37.9%	23K	$69,970
Us Bancorp	+3,341 New position	3,341	$10,357
Citadel Advisors LLC Hedge fund	+2,614 +21.5%	15K	$45,847
BNP Paribas Financial Markets	+460 New position	460	$1,426
Mcgowan Group Asset Management, Inc.	+4 0.0%	13K	$40,657
Harbour Investments, Inc.	+1 +0.9%	118	$365
Wells Fargo & Company	+1 New position	1	$2

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+2,614 +21.5%	15K	$45,847

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Ashton Thomas Private Wealth, LLC	−5,214 −2.2%	234K	$726,425
Morgan Stanley	−1,261 −24.2%	3,941	$12,218
UBS Group AG	−60 −9.8%	550	$1,705
Osaic Holdings, Inc.	−46 −0.5%	9,855	$30,555

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Us Bancorp	3,341	$10,357
BNP Paribas Financial Markets	460	$1,426
Wells Fargo & Company	1	$2

Sold out

largest by value

Institution	Shares	Value March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 13
Ten largest holders: 99.9%
Index fund managers: 0.0%
Active managers and hedge funds: 4.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Net change in shares	Net %
Active managers and hedge funds	1	0	0	+2,614	+21.5%
Index fund managers	0	0	0	0	—
Other institutions	6	4	3	+3,426	+1.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Mesa Royalty Trust.

Only managers that filed a holdings report for both quarters are compared (13 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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