MATTHEWS ASIA FDS (MCH)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
17
Reporting holders
$14.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | $3.8M | 131,123 | 0.06% | 7q | +11.7%+$396.7K |
| Merkkuri Wealth Advisors LLC | $2.4M | 83,616 | 1.50% | 6q | +17.3%+$355.7K |
| Welch Financial Planning, LLC | $2.3M | 78,715 | 1.32% | 3q | -1.5%-$34.9K |
| Summit Place Financial Advisors, LLC | $2.2M | 76,165 | 0.96% | 11q | +3.1%+$66.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $755.6K | 26,184 | 0.00% | 5q | -4.4%-$34.8K |
| Kestra Advisory Services, LLC | $730.2K | 25,304 | 0.00% | 5q | +55.6%+$261.0K |
| Chicago Partners Investment Group LLC | $528.0K | 19,072 | 0.01% | 5q | HELD |
| J.E. Simmons & Co., P.C. | $517.0K | 17,915 | 0.29% | 3q | -6.9%-$38.6K |
| CITADEL ADVISORS LLC | $511.0K | 17,710 | 0.00% | 2q | +19.4%+$83.0K |
| JANE STREET GROUP, LLC | $361.9K | 12,541 | 0.00% | 2q | +39.8%+$103.1K |
| Integrity Wealth Solutions LLC | $336.0K | 11,642 | 0.12% | 6q | HELD |
| UBS Group AG | $211.3K | 7,321 | 0.00% | 15q | HELD |
| Farther Finance Advisors, LLC | $73.1K | 2,540 | 0.00% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $51.9K | 1,800 | 0.00% | 3q | +800.0%+$46.2K |
| Rockefeller Capital Management L.P. | $28.9K | 1,000 | 0.00% | 4q | -33.3%-$14.4K |
| Continuum Advisory, LLC | $19.5K | 676 | 0.00% | new | NEW |
| MORGAN STANLEY | $50 | 1 | 0.00% | 10q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 17 | $14.8M | 513,325 | 1 | 7 | 4 | 0.0% |
| Q1 2026 | 17 | $12.7M | 480,277 | 2 | 3 | 5 | 0.0% |
| Q4 2025 | 16 | $12.1M | 428,371 | 1 | 5 | 5 | 0.0% |
| Q3 2025 | 15 | $9.4M | 310,403 | 2 | 3 | 6 | 0.0% |
| Q2 2025 | 16 | $10.7M | 431,729 | 6 | 3 | 5 | 0.0% |
| Q1 2025 | 13 | $23.0M | 943,454 | 2 | 7 | 1 | 0.0% |
| Q4 2024 | 13 | $24.1M | 1,094,360 | 3 | 2 | 4 | 0.0% |
| Q3 2024 | 11 | $14.2M | 578,647 | 5 | 1 | 2 | 0.0% |
| Q2 2024 | 9 | $12.5M | 651,597 | 2 | 4 | 3 | 0.0% |
| Q1 2024 | 9 | $9.3M | 494,126 | 2 | 3 | 4 | 0.0% |
| Q4 2023 | 12 | $16.0M | 837,206 | 6 | 4 | 2 | 0.0% |
| Q3 2023 | 8 | $10.3M | 499,593 | 0 | 4 | 4 | 0.0% |
| Q2 2023 | 10 | $13.0M | 607,968 | 2 | 4 | 4 | 0.0% |
| Q1 2023 | 10 | $12.8M | 530,910 | 4 | 3 | 1 | 0.0% |
| Q4 2022 | 6 | $10.8M | 426,642 | 5 | 0 | 1 | 0.0% |
| Q3 2022 | 3 | $2.2M | 108,370 | 3 | 0 | 0 | 0.0% |