DOSSIER · 13F Holders · Q2 2026
EMSF

MATTHEWS INTL FDS

16 institutions still hold MATTHEWS INTL FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 577130628·16 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$36M
visible holders
Holders
16
filers reporting
Concentration
63.39%
First Pacific Financial #1
top holder share
AI Holders Summary · Q2 2026

16 institutions reported EMSF in Q2 2026. First Pacific Financial leads at 63.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
First Pacific Financial
CIK 0001810089
$23M540K2.74%Q2 2026
02
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$4M104K0.04%Q2 2026
03
BSW Wealth Partners
CIK 0001512601
$2M51K0.24%Q2 2026
04
PFG Investments, LLC
CIK 0001973224
$1M33K0.05%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$1M31K0.00%Q2 2026
06
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$982K23K0.06%Q2 2026
07
OLD MISSION CAPITAL LLC
CIK 0001455915
$567K13K0.01%Q2 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$498K12K0.00%Q2 2026
09
CITADEL ADVISORS LLC
CIK 0001423053
$414K15K0.00%Q4 2025
10
EP Wealth Advisors, LLC
CIK 0001540569
$381K9K0.00%Q2 2026
11
LongView Asset Management LLC
CIK 0002053960
$359K13K0.25%Q4 2025
12
Rollins Financial Advisors, LLC
CIK 0001884018
$308K7K0.04%Q2 2026
13
Dynamic Advisor Solutions LLC
CIK 0001599747
$304K7K0.01%Q2 2026
14
Sankala Group LLC
CIK 0002113426
$137K4K0.11%Q1 2026
15
UBS Group AG
CIK 0001610520
$8K1780.00%Q2 2026
16
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at MATTHEWS INTL FDS
Rubakh Steve