New Positions
4 managers initiated
Top five by reported value
- NORTHERN TRUST CORP$568.2K
- CI Private Wealth, LLC$144.7K
- UBS Group AG$1.0K
- CITIGROUP INC$10
Mexco Energy Corp NYSE MKT LLC:MXC
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
4 new3 added10 reduced4 exited
Total Institutional Holders
17
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$615.4K
Largest QoQ Increase
NORTHERN TRUST CORP
+57,337 sh
Largest QoQ Decrease
Royal Bank of Canada
-26,368 sh
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 57,337 | +57,337 | $568.2K | +$568.2K | — |
| CI Private Wealth, LLC | 14,600 | +14,600 | $144.7K | +$144.7K | — |
| UBS Group AG | 102 | +102 | $1.0K | +$1.0K | — |
| CITIGROUP INC | 1 | +1 | $10 | +$10 | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BEDDOW CAPITAL MANAGEMENT INC | 62,295 | +21,434 | $617 | +$243 | 52.5% |
| BANK OF AMERICA CORP /DE/ | 9 | +1 | $89 | +$16 | 12.5% |
| Fruth Investment Management | 10,819 | +669 | $107 | +$15 | 6.6% |
Reduced(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Royal Bank of Canada | 2 | -26,368 | $0 | -$226.0K | -100.0% |
| VANGUARD GROUP INC | 62,095 | 0 | $615.4K | +$46.6K | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | 37,357 | 0 | $370.2K | +$28.0K | 0.0% |
| Meixler Investment Management, Ltd. | 15,651 | -4,176 | $155.1K | -$26.5K | -21.1% |
| CALDWELL SUTTER CAPITAL, INC. | 4,000 | 0 | $39.6K | +$3.0K | 0.0% |
| Tower Research Capital LLC (TRC) | 400 | -240 | $4.0K | -$1.9K | -37.5% |
| NewEdge Advisors, LLC | 22 | 0 | $218 | +$16 | 0.0% |
| SBI Securities Co., Ltd. | 10 | 0 | $99 | +$7 | 0.0% |
| ACADIAN ASSET MANAGEMENT LLC | 701 | -99 | $6 | -$1 | -12.4% |
| Roble, Belko & Company, Inc | 200 | 0 | $2 | $0 | 0.0% |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 0 | -7,627 | $0 | -$71.3K | — |
| MORGAN STANLEY | 0 | -502 | $0 | -$4.6K | — |
| JPMORGAN CHASE & CO | 0 | -2 | $0 | -$18 | — |
| BARCLAYS PLC | 0 | -2 | $0 | -$18 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 62,095 | $615.4K | 0 | 0.0% |
| NORTHERN TRUST CORP | 57,337 | $568.2K | +57,337 | — |
| DIMENSIONAL FUND ADVISORS LP | 37,357 | $370.2K | 0 | 0.0% |
| Meixler Investment Management, Ltd. | 15,651 | $155.1K | -4,176 | -21.1% |
| CI Private Wealth, LLC | 14,600 | $144.7K | +14,600 | — |
| CALDWELL SUTTER CAPITAL, INC. | 4,000 | $39.6K | 0 | 0.0% |
| Tower Research Capital LLC (TRC) | 400 | $4.0K | -240 | -37.5% |
| UBS Group AG | 102 | $1.0K | +102 | — |
| BEDDOW CAPITAL MANAGEMENT INC | 62,295 | $617 | +21,434 | 52.5% |
| NewEdge Advisors, LLC | 22 | $218 | 0 | 0.0% |
| Fruth Investment Management | 10,819 | $107 | +669 | 6.6% |
| SBI Securities Co., Ltd. | 10 | $99 | 0 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 9 | $89 | +1 | 12.5% |
| CITIGROUP INC | 1 | $10 | +1 | — |
| ACADIAN ASSET MANAGEMENT LLC | 701 | $6 | -99 | -12.4% |
| Roble, Belko & Company, Inc | 200 | $2 | 0 | 0.0% |
| Royal Bank of Canada | 2 | $0 | -26,368 | -100.0% |
New & Closed Positions this quarter
Closed Positions
4 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for MXC against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.