MATTHEWS ASIA FDS
CUSIP 577125834
Matthews Asia Fds has 17 institutional holders in Filings Flow’s 13F database, together reporting 480.3K shares worth $13M as of Q1 2026. The largest reported holders are Old Mission Capital LLC, Welch Financial Planning, LLC, and Summit Place Financial Advisors, LLC.
Institutional Holders
17
Q1 2026
Reported Value
$13M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Welch Financial Planning, LLC$139M AUM | 1.51% | $2M | 79.9K | Q1 2026 |
| Tradewinds, LLC.$310M AUM | 1.44% | $2M | 77.5K | Q2 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 1.24% | $2M | 71.3K | Q1 2026 |
| Summit Place Financial Advisors, LLC$208M AUM | 0.93% | $2M | 73.8K | Q1 2026 |
| J.E. Simmons & Co., P.C.$150M AUM | 0.34% | $506,807 | 19.3K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.15% | $346,497 | 11.4K | Q3 2025OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.12% | $306,487 | 11.6K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $3M | 117.4K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 0.02% | $233,453 | 8.9K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $543,387 | 19.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $427,998 | 16.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $352 | 14.4K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $67,249 | 2.5K | Q1 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.00% | $283 | 10 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $721,013 | 27.4K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $39,487 | 1.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $390,477 | 14.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $236,082 | 9.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $192,725 | 7.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $5,264 | 200 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $367 | 15 | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $47 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.