Mesabi Trust (MSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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CWA Asset Management Group, LLC

DECREASED

Shares517,548 from 518,974

Change-1,426 (0%)

Value$10.1M (-$3.0M)

Filed 2026-10-19

MAD River Investors

INCREASED

Shares327,316 from 323,735

Change+3,581 (+1%)

Value$6.4M (-$1.8M)

Filed 2026-10-27

EagleClaw Capital Managment, LLC

INCREASED

Shares170,875 from 170,575

Change+300 (+0%)

Value$3.3M (-$968.1K)

Filed 2026-11-06

Moors & Cabot, Inc.

DECREASED

Shares169,627 from 178,289

Change-8,662 (-5%)

Value$3.3M (-$1.2M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares101,693 from 101,464

Change+229 (+0%)

Value$2.0M (-$574.9K)

Filed 2026-11-05

Lido Advisors, LLC

INCREASED

Shares79,983 from 79,982

Change+1 (0%)

Value$1.6M (-$456.7K)

Filed 2026-11-04

Pecaut & Co.

UNCHANGED

Shares33,963 from 33,963

Change0 (0%)

Value$665.3K (-$193.9K)

Filed 2026-10-27

Lanark Financial, Inc.

INCREASED

Shares32,152 from 30,742

Change+1,410 (+5%)

Value$629.9K (-$147.9K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

DECREASED

Shares16,712 from 18,071

Change-1,359 (-8%)

Value$327.4K (-$129.8K)

Filed 2026-11-02

PKS Advisory Services, LLC

UNCHANGED

Shares15,975 from 15,975

Change0 (0%)

Value$404.2K ($0)

Filed 2026-10-26

Geode Capital Management, LLC

DECREASED

Shares15,376 from 59,649

Change-44,273 (-74%)

Value$301.2K (-$1.2M)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares14,452 from 15,683

Change-1,231 (-8%)

Value$283.1K (-$113.7K)

Filed 2026-11-06

Steinberganna Wealth Management

INCREASED

Shares11,390 from 10,465

Change+925 (+9%)

Value$223.1K (-$41.6K)

Filed 2026-10-23

Acorn Wealth Advisors, LLC

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$215.5K (-$62.8K)

Filed 2026-10-19

Quent Capital, LLC

UNCHANGED

Shares3,041 from 3,041

Change0 (0%)

Value$50.4K (-$22.7K)

Filed 2026-11-09

Farther Finance Advisors, LLC

INCREASED

Shares1,508 from 1,506

Change+2 (+0%)

Value$29.5K (-$8.6K)

Filed 2026-10-08

Barclays PLC

INCREASED

Shares1,506 from 6

Change+1,500 (+25000%)

Value$29.5K (+$29.4K)

Filed 2026-11-06

United Financial Planning Group LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$19.6K (-$5.7K)

Filed 2026-11-04

Fifth Third Bancorp

UNCHANGED

Shares550 from 550

Change0 (0%)

Value$10.8K (-$3.1K)

Filed 2026-11-05

Golden State Wealth Management, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$9.8K (-$2.9K)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$12.7K ($0)

Filed 2026-11-06

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$5.9K (-$1.7K)

Filed 2026-10-13

Simplex Trading, LLC

INCREASED

Shares244 from 162

Change+82 (+51%)

Value$4.8K (+$681)

Filed 2026-11-04

CoreCap Advisors, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$3.9K (-$1.1K)

Filed 2026-10-08

PNC Financial Services Group, Inc.

NEW

Shares199

Change+199

Value$3.9K

Filed 2026-11-06

Financial Perspectives, Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$2.0K (-$571)

Filed 2026-11-03

Russell Investments Group, Ltd.

DECREASED

Shares56 from 17,077

Change-17,021 (-100%)

Value$1.1K (-$431.0K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares27 from 26

Change+1 (+4%)

Value$529 (-$129)

Filed 2026-10-08

Assetmark, Inc

DECREASED

Shares2 from 18

Change-16 (-89%)

Value$39 (-$416)

Filed 2026-10-21

Caitong International Asset Management Co., Ltd

NEW

Shares1

Change+1

Value$20

Filed 2026-10-29

Citigroup Inc

CLOSED

Shares0 from 1,084

Change-1,084 (-100%)

Value$0 (-$27.4K)

Filed 2026-11-04

Cullen T Bankers, Inc.

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$12.7K)

Filed 2026-10-28

Horizon Kinetics Asset Management LLC

N/A

Shares— from 3,219,382

Change-3,219,382 (-100%)

Value—

Valueworks LLC

N/A

Shares— from 669,733

Change-669,733 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 396,373

Change-396,373 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 185,669

Change-185,669 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 113,293

Change-113,293 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 83,883

Change-83,883 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 54,825

Change-54,825 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 44,658

Change-44,658 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 36,572

Change-36,572 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 25,616

Change-25,616 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 24,638

Change-24,638 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 17,658

Change-17,658 (-100%)

Value—

Westmount Partners, LLC

N/A

Shares— from 16,856

Change-16,856 (-100%)

Value—

One Charles Private Wealth Services, LLC

N/A

Shares— from 16,230

Change-16,230 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 15,070

Change-15,070 (-100%)

Value—

UBS Group AG

N/A

Shares— from 14,893

Change-14,893 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 14,520

Change-14,520 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 14,031

Change-14,031 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,692

Change-12,692 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 10,703

Change-10,703 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 9,304

Change-9,304 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,942

Change-1,942 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,643

Change-1,643 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1,240

Change-1,240 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 300

Change-300 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 278

Change-278 (-100%)

Value—

Bernard Wealth Management Corp.

N/A

Shares— from 251

Change-251 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 128

Change-128 (-100%)

Value—

FMR LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
CWA Asset Management Group, LLC	DECREASED	517,548	518,974	-1,426	0%	$13.1M	$10.1M	-$3.0M	2026-10-19
MAD River Investors	INCREASED	327,316	323,735	+3,581	+1%	$8.2M	$6.4M	-$1.8M	2026-10-27
EagleClaw Capital Managment, LLC	INCREASED	170,875	170,575	+300	+0%	$4.3M	$3.3M	-$968.1K	2026-11-06
Moors & Cabot, Inc.	DECREASED	169,627	178,289	-8,662	-5%	$4.5M	$3.3M	-$1.2M	2026-11-06
Bank of New York Mellon Corp	INCREASED	101,693	101,464	+229	+0%	$2.6M	$2.0M	-$574.9K	2026-11-05
Lido Advisors, LLC	INCREASED	79,983	79,982	+1	0%	$2.0M	$1.6M	-$456.7K	2026-11-04
Pecaut & Co.	UNCHANGED	33,963	33,963	0	0%	$859.3K	$665.3K	-$193.9K	2026-10-27
Lanark Financial, Inc.	INCREASED	32,152	30,742	+1,410	+5%	$777.8K	$629.9K	-$147.9K	2026-10-26
Commonwealth Equity Services, LLC	DECREASED	16,712	18,071	-1,359	-8%	$457.2K	$327.4K	-$129.8K	2026-11-02
PKS Advisory Services, LLC	UNCHANGED	15,975	15,975	0	0%	$404.2K	$404.2K	$0	2026-10-26
Geode Capital Management, LLC	DECREASED	15,376	59,649	-44,273	-74%	$1.5M	$301.2K	-$1.2M	2026-11-06
LPL Financial LLC	DECREASED	14,452	15,683	-1,231	-8%	$396.8K	$283.1K	-$113.7K	2026-11-06
Steinberganna Wealth Management	INCREASED	11,390	10,465	+925	+9%	$264.8K	$223.1K	-$41.6K	2026-10-23
Acorn Wealth Advisors, LLC	UNCHANGED	11,000	11,000	0	0%	$278.3K	$215.5K	-$62.8K	2026-10-19
Quent Capital, LLC	UNCHANGED	3,041	3,041	0	0%	$73.1K	$50.4K	-$22.7K	2026-11-09
Farther Finance Advisors, LLC	INCREASED	1,508	1,506	+2	+0%	$38.1K	$29.5K	-$8.6K	2026-10-08
Barclays PLC	INCREASED	1,506	6	+1,500	+25000%	$152	$29.5K	+$29.4K	2026-11-06
United Financial Planning Group LLC	UNCHANGED	1,000	1,000	0	0%	$25.3K	$19.6K	-$5.7K	2026-11-04
Fifth Third Bancorp	UNCHANGED	550	550	0	0%	$13.9K	$10.8K	-$3.1K	2026-11-05
Golden State Wealth Management, LLC	UNCHANGED	500	500	0	0%	$12.7K	$9.8K	-$2.9K	2026-11-02
Allworth Financial LP	UNCHANGED	500	500	0	0%	$12.7K	$12.7K	$0	2026-11-06
Beacon Investment Advisory Services, Inc.	UNCHANGED	300	300	0	0%	$7.6K	$5.9K	-$1.7K	2026-10-13
Simplex Trading, LLC	INCREASED	244	162	+82	+51%	$4.1K	$4.8K	+$681	2026-11-04
CoreCap Advisors, LLC	UNCHANGED	200	200	0	0%	$5.1K	$3.9K	-$1.1K	2026-10-08
PNC Financial Services Group, Inc.	NEW	199	—	+199	—	—	$3.9K	—	2026-11-06
Financial Perspectives, Inc	UNCHANGED	100	100	0	0%	$2.5K	$2.0K	-$571	2026-11-03
Russell Investments Group, Ltd.	DECREASED	56	17,077	-17,021	-100%	$432.0K	$1.1K	-$431.0K	2026-11-06
Gamma Investing LLC	INCREASED	27	26	+1	+4%	$658	$529	-$129	2026-10-08
Assetmark, Inc	DECREASED	2	18	-16	-89%	$455	$39	-$416	2026-10-21
Caitong International Asset Management Co., Ltd	NEW	1	—	+1	—	—	$20	—	2026-10-29
Citigroup Inc	CLOSED	0	1,084	-1,084	-100%	$27.4K	$0	-$27.4K	2026-11-04
Cullen T Bankers, Inc.	CLOSED	0	500	-500	-100%	$12.7K	$0	-$12.7K	2026-10-28
Horizon Kinetics Asset Management LLC	N/A	—	3,219,382	-3,219,382	-100%	$81.5M	—	—	—
Valueworks LLC	N/A	—	669,733	-669,733	-100%	$16.9M	—	—	—
First Manhattan Co. Llc.	N/A	—	396,373	-396,373	-100%	$10.0M	—	—	—
Advisory Services Network, LLC	N/A	—	185,669	-185,669	-100%	$4.7M	—	—	—
Morgan Stanley	N/A	—	113,293	-113,293	-100%	$2.9M	—	—	—
SEI Investments Co	N/A	—	83,883	-83,883	-100%	$2.1M	—	—	—
Royal Bank of Canada	N/A	—	54,825	-54,825	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	44,658	-44,658	-100%	$1.1M	—	—	—
JPMorgan Chase & Co	N/A	—	36,572	-36,572	-100%	$873.3K	—	—	—
HighTower Advisors, LLC	N/A	—	25,616	-25,616	-100%	$648.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	24,638	-24,638	-100%	$623.3K	—	—	—
Wells Fargo & Company	N/A	—	17,658	-17,658	-100%	$446.7K	—	—	—
Westmount Partners, LLC	N/A	—	16,856	-16,856	-100%	$426.5K	—	—	—
One Charles Private Wealth Services, LLC	N/A	—	16,230	-16,230	-100%	$410.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	15,070	-15,070	-100%	$381.0K	—	—	—
UBS Group AG	N/A	—	14,893	-14,893	-100%	$376.8K	—	—	—
Two Sigma Investments, LP	N/A	—	14,520	-14,520	-100%	$367.4K	—	—	—
Essex Financial Services, Inc.	N/A	—	14,031	-14,031	-100%	$355.0K	—	—	—
XTX Topco Ltd	N/A	—	12,692	-12,692	-100%	$321.1K	—	—	—
Inspire Advisors, LLC	N/A	—	10,703	-10,703	-100%	$270.8K	—	—	—
Raymond James Financial Inc	N/A	—	9,304	-9,304	-100%	$235.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,500	-2,500	-100%	$63.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,942	-1,942	-100%	$49.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,643	-1,643	-100%	$41.6K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1,240	-1,240	-100%	$31.4K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	1,000	-1,000	-100%	$25.3K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	300	-300	-100%	$7.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	278	-278	-100%	$7.0K	—	—	—
Bernard Wealth Management Corp.	N/A	—	251	-251	-100%	$6.4K	—	—	—
Aventura Private Wealth, LLC	N/A	—	128	-128	-100%	$3.2K	—	—	—
FMR LLC	N/A	—	27	-27	-100%	$683	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$25	—	—	—

Showing 64 of 64 institutions