18 institutions reported holding $69.7M of MATTHEWS ASIA FDS (MINV) in SEC 13F filings for 2026-03-31. Largest institutional holders: ALTFEST L J & CO INC ($35.4M), NATIONAL BANK OF CANADA /FI/ ($18.1M), Geneos Wealth Management Inc. ($3.0M), Cambridge Investment Research Advisors, Inc. ($2.2M), OLD MISSION CAPITAL LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ALTFEST L J & CO INC | $35.4M | 929,592 | Trimmed |
| 2 | NATIONAL BANK OF CANADA /FI/ | $18.1M | 477,341 | New |
| 3 | Geneos Wealth Management Inc. | $3.0M | 79,478 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $2.2M | 58,833 | Added |
| 5 | OLD MISSION CAPITAL LLC | $1.7M | 45,306 | Added |
| 6 | New Insight Wealth Advisors | $1.6M | 42,464 | Added |
| 7 | JANE STREET GROUP, LLC | $1.6M | 41,330 | Added |
| 8 | CITADEL ADVISORS LLC | $1.5M | 38,829 | New |
| 9 | J.E. Simmons & Co., P.C. | $1.3M | 35,447 | Trimmed |
| 10 | FLOW TRADERS U.S. LLC | $1.3M | 34,821 | Added |
| 11 | SENTINEL PENSION ADVISORS, LLC | $604,951 | 15,903 | Hold |
| 12 | Matisse Capital | $549,581 | 14,447 | Trimmed |
| 13 | QUANTIFY CHAOS ADVISORS, LLC | $338,189 | 8,890 | Hold |
| 14 | HARBOUR INVESTMENTS, INC. | $205,080 | 5,391 | Hold |
| 15 | Advisory Services Network, LLC | $103,130 | 2,711 | New |
| 16 | Sankala Group LLC | $85,667 | 2,266 | Trimmed |
| 17 | MORGAN STANLEY | $17,993 | 473 | Hold |
| 18 | Rockefeller Capital Management L.P. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31