Who Owns MATTHEWS ASIA FDS (MEMX)? -- Institutional Holders (2026-06-30)

17 institutions reported holding $10.5M of MATTHEWS ASIA FDS (MEMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Quattro Advisors LLC ($2.8M), LPL Financial LLC ($1.6M), Chicago Partners Investment Group LLC ($1.1M), Rockefeller Capital Management L.P. ($1.0M), Ameritas Advisory Services, LLC ($839,421). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Quattro Advisors LLC$2.8M56,369Added
2LPL Financial LLC$1.6M32,689Added
3Chicago Partners Investment Group LLC$1.1M23,751Hold
4Rockefeller Capital Management L.P.$1.0M20,543Added
5Ameritas Advisory Services, LLC$839,42116,803Added
6CITADEL ADVISORS LLC$646,55612,942Trimmed
7ENVESTNET ASSET MANAGEMENT INC$457,0169,148Added
8OLD MISSION CAPITAL LLC$410,7048,221Trimmed
9JANE STREET GROUP, LLC$387,4247,755New
10MERCER GLOBAL ADVISORS INC /ADV$370,7457,421Trimmed
11CASTLE WEALTH MANAGEMENT LLC$285,4105,713Hold
12SUSQUEHANNA INTERNATIONAL GROUP, LLP$243,1464,867New
13INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$137,6752,855Trimmed
14Essential Investment Partners LLC$99,9162,000Hold
15UBS Group AG$13,389268Trimmed
16Spire Wealth Management$3,24765Hold
17OSAIC HOLDINGS, INC.$2,79756Trimmed

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