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Mesabi Trust (MSB)

CUSIP: 590672101 | US | Basic Materials · Steel | Small Cap | 286 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

CWA Asset Management Group, LLC517,548
0.3% of portfolio›$10.1M
MAD River Investors327,316
2.6% of portfolio›$6.4M
Bank of New York Mellon Corp101,693
0.0% of portfolio›$2.0M
Lido Advisors, LLC79,983
0.0% of portfolio›$1.6M
Pecaut & Co.33,963
0.2% of portfolio›$665.3K
Lanark Financial, Inc.32,152
0.0% of portfolio›$629.9K
Commonwealth Equity Services, LLC16,712
0.0% of portfolio›$327.4K
PKS Advisory Services, LLC15,975
0.1% of portfolio›$404.2K
Steinberganna Wealth Management11,390
0.1% of portfolio›$223.1K
Acorn Wealth Advisors, LLC11,000
0.1% of portfolio›$215.5K
Farther Finance Advisors, LLC1,508
0.0% of portfolio›$29.5K
United Financial Planning Group LLC1,000
0.0% of portfolio›$19.6K
Fifth Third Bancorp550
0.0% of portfolio›$10.8K
Golden State Wealth Management, LLC500
0.0% of portfolio›$9.8K
Beacon Investment Advisory Services, Inc.300
0.0% of portfolio›$5.9K
Simplex Trading, LLC244
0.0% of portfolio›$4.8K
CoreCap Advisors, LLC200
0.0% of portfolio›$3.9K
Financial Perspectives, Inc100
0.0% of portfolio›$2.0K
Gamma Investing LLC27
0.0% of portfolio›$529
Assetmark, Inc2
0.0% of portfolio›$39
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$20
StyleTurnoverLocationFiled
CWA Asset Management Group, LLC
517,548$10.1M0.3%CoreMediumNaples, FL2026-10-19
MAD River Investors
327,316$6.4M2.6%Agg GrowthVery LowBoston, MA2026-10-27
Bank of New York Mellon Corp
101,693$2.0M0.0%CoreLowNew York, NY2026-11-05
Lido Advisors, LLC
79,983$1.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Pecaut & Co.
33,963$665.3K0.2%ETFLowSioux City, IA2026-10-27
Lanark Financial, Inc.
32,152$629.9K0.0%CoreMediumBirmingham, AL2026-10-26
Commonwealth Equity Services, LLC
16,712$327.4K0.0%ETFLowWaltham, MA2026-11-02
PKS Advisory Services, LLC
15,975$404.2K0.1%ETFMediumAlbany, NY2026-10-26
Steinberganna Wealth Management
11,390$223.1K0.1%ETFLowHuntington, NY2026-10-23
Acorn Wealth Advisors, LLC
11,000$215.5K0.1%ETFLowGrand Blanc, MI2026-10-19
Farther Finance Advisors, LLC
1,508$29.5K0.0%IndexLowSan Francisco, CA2026-10-08
United Financial Planning Group LLC
1,000$19.6K0.0%ETFHighHauppauge, NY2026-11-04
Fifth Third Bancorp
550$10.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Golden State Wealth Management, LLC
500$9.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Beacon Investment Advisory Services, Inc.
300$5.9K0.0%GrowthLowMorristown, NJ2026-10-13
Simplex Trading, LLC
244$4.8K0.0%CoreVery HighChicago, IL2026-11-04
CoreCap Advisors, LLC
200$3.9K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Perspectives, Inc
100$2.0K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Gamma Investing LLC
27$5290.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
2$390.0%ETFLowConcord, CA2026-10-21
Caitong International Asset Management Co., Ltd
1$200.0%GrowthVery HighHong Kong, South Korea2026-10-29