9 institutions reported holding $9.1M of MATTHEWS ASIA FDS (MCH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Merkkuri Wealth Advisors LLC ($2.4M), Welch Financial Planning, LLC ($2.3M), Summit Place Financial Advisors, LLC ($2.2M), Kestra Advisory Services, LLC ($730,168), Chicago Partners Investment Group LLC ($528,042). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Merkkuri Wealth Advisors LLC | $2.4M | 83,616 | Added |
| 2 | Welch Financial Planning, LLC | $2.3M | 78,715 | Trimmed |
| 3 | Summit Place Financial Advisors, LLC | $2.2M | 76,165 | Added |
| 4 | Kestra Advisory Services, LLC | $730,168 | 25,304 | Added |
| 5 | Chicago Partners Investment Group LLC | $528,042 | 19,072 | Hold |
| 6 | J.E. Simmons & Co., P.C. | $516,957 | 17,915 | Trimmed |
| 7 | Integrity Wealth Solutions LLC | $335,957 | 11,642 | Hold |
| 8 | Farther Finance Advisors, LLC | $73,101 | 2,540 | Hold |
| 9 | ALTFEST L J & CO INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30