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

30 institutions reported holding $115.9M of MATTHEWS ASIA FDS (MINV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALTFEST L J & CO INC ($52.8M), NATIONAL BANK OF CANADA /FI/ ($29.0M), Geneos Wealth Management Inc. ($5.3M), Choate Investment Advisors ($4.7M), New Insight Wealth Advisors ($4.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ALTFEST L J & CO INC	$52.8M	913,380	Trimmed
2	NATIONAL BANK OF CANADA /FI/	$29.0M	507,150	Added
3	Geneos Wealth Management Inc.	$5.3M	91,265	Added
4	Choate Investment Advisors	$4.7M	81,742	New
5	New Insight Wealth Advisors	$4.0M	69,282	Added
6	OLD MISSION CAPITAL LLC	$3.9M	67,118	Added
7	Cambridge Investment Research Advisors, Inc.	$3.5M	60,060	Added
8	J.E. Simmons & Co., P.C.	$2.0M	34,625	Trimmed
9	CITADEL ADVISORS LLC	$1.9M	32,293	Trimmed
10	JANE STREET GROUP, LLC	$1.8M	30,742	Trimmed
11	RAYMOND JAMES FINANCIAL INC	$1.7M	28,689	New
12	Matisse Capital	$1.1M	18,505	Added
13	SENTINEL PENSION ADVISORS, LLC	$766,279	15,903	Hold
14	QUANTIFY CHAOS ADVISORS, LLC	$517,039	8,939	Added
15	MML INVESTORS SERVICES, LLC	$478,242	8,268	New
16	Astoria Portfolio Advisors LLC.	$453,738	7,845	New
17	COMMONWEALTH EQUITY SERVICES, LLC	$381,690	6,599	New
18	HARBOUR INVESTMENTS, INC.	$299,150	5,172	Trimmed
19	Farther Finance Advisors, LLC	$286,774	4,958	New
20	Goelzer Investment Management, Inc.	$282,493	4,884	New
21	Lido Advisors, LLC	$234,542	4,055	New
22	Ameritas Advisory Services, LLC	$221,249	3,825	New
23	MERCER GLOBAL ADVISORS INC /ADV	$205,044	3,545	New
24	Sankala Group LLC	$86,176	1,719	Trimmed
25	Triumph Capital Management	$47,024	813	New

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