13F QoQ Ownership Changes
MXC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 4 new · 3 added · 10 reduced · 4 exited
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 57,337 | +57,337 | $568.2K | +$568.2K | — |
| Corient 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 |
|---|---|---|---|---|---|
| OSAIC 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 | — |