Who Owns MATTHEWS INTL FDS (EMSF)? -- Institutional Holders (2026-06-30)

17 institutions reported holding $36.8M of MATTHEWS INTL FDS (EMSF) in SEC 13F filings for 2026-06-30. Largest institutional holders: First Pacific Financial ($23.0M), RWA WEALTH PARTNERS, LLC ($4.4M), BSW Wealth Partners ($2.2M), PFG Investments, LLC ($1.4M), MORGAN STANLEY ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1First Pacific Financial$23.0M540,400Trimmed
2RWA WEALTH PARTNERS, LLC$4.4M103,903Trimmed
3BSW Wealth Partners$2.2M51,116Trimmed
4PFG Investments, LLC$1.4M33,285Added
5MORGAN STANLEY$1.3M30,665Hold
6SILVER OAK SECURITIES, INCORPORATED$982,09723,108New
7CITADEL ADVISORS LLC$786,51118,506Trimmed
8OLD MISSION CAPITAL LLC$567,03913,342Trimmed
9SUSQUEHANNA INTERNATIONAL GROUP, LLP$497,67911,710Added
10EP Wealth Advisors, LLC$380,9238,963Trimmed
11JANE STREET GROUP, LLC$313,5677,378New
12Rollins Financial Advisors, LLC$307,5327,236New
13Dynamic Advisor Solutions LLC$303,8777,150Trimmed
14Odyssey Group, LLC$200,6074,720New
15Sankala Group LLC$147,5983,773Trimmed
16UBS Group AG$7,565178Added
17Addison Advisors LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30