SEC 13F Intelligence

MATTHEWS ASIA FDS

CUSIP 577125792

Matthews Asia Fds has 14 institutional holders in Filings Flow’s 13F database, together reporting 177.3K shares worth $7M as of Q1 2026. The largest reported holders are Quattro Advisors LLC, Lpl Financial LLC, and Chicago Partners Investment Group LLC.

Institutional Holders
14
Q1 2026
Reported Value
$7M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 12Q4 ’25Q1 ’26: 14Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $5MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Quattro Advisors LLC$115M AUM1.55%$2M45.0KQ1 2026
CASTLE WEALTH MANAGEMENT LLC$309M AUM0.07%$227,6985.7KQ1 2026
Chicago Partners Investment Group LLC$4.5B AUM0.02%$1M23.8KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.01%$322,3388.1KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$163,8514.1KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$378,4739.5KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$672,45216.9KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$342,9438.6KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$1M30.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$671,61516.9KQ1 2026
Spire Wealth Management$2.9B AUM0.00%$2,59165Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$305,6177.7KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$406,46911.7KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$28,141706Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$212,6535.7KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$13,870348Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.