11 institutions reported holding $68.5M of MATTHEWS ASIA FDS ASIA INNOV (MINV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALTFEST L J & CO INC ($52.8M), Cambridge Investment Research Advisors, Inc. ($6.9M), New Insight Wealth Advisors ($4.0M), J.E. Simmons & Co., P.C. ($2.0M), SENTINEL PENSION ADVISORS, LLC ($766,279). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ALTFEST L J & CO INC | $52.8M | 913,380 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $6.9M | 120,120 | Added |
| 3 | New Insight Wealth Advisors | $4.0M | 69,282 | Added |
| 4 | J.E. Simmons & Co., P.C. | $2.0M | 34,625 | Trimmed |
| 5 | SENTINEL PENSION ADVISORS, LLC | $766,279 | 15,903 | Hold |
| 6 | QUANTIFY CHAOS ADVISORS, LLC | $517,039 | 8,939 | Added |
| 7 | Astoria Portfolio Advisors LLC. | $453,738 | 7,845 | New |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $381,690 | 6,599 | New |
| 9 | Farther Finance Advisors, LLC | $286,774 | 4,958 | New |
| 10 | Goelzer Investment Management, Inc. | $282,493 | 4,884 | New |
| 11 | Triumph Capital Management | $47,024 | 813 | New |
Source: SEC Form 13F filings · as of 2026-06-30