DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
EMSF

MATTHEWS INTL FDS

15 institutions still hold MATTHEWS INTL FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 577130628·15 13F holders·last filed Mar 31, 2026
Market cap
5.3%
vs prior quarter
13F value held
$28M
64.0% inst. owned
of float
Holders
15
-82 QoQ
filers reporting
Activity
+26 / −69
+890 added · −938 reduced
this quarter
Concentration
66.37%
First Pacific Financial #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported EMSF in Q1 2026. First Pacific Financial leads at 66.4% of the visible book. -82 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
First Pacific Financial
CIK 0001810089
$19M602K2.41%Q1 2026
02
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$3M111K0.04%Q1 2026
03
BSW Wealth Partners
CIK 0001512601
$2M59K0.22%Q1 2026
04
MORGAN STANLEY
CIK 0000895421
$952,64531K0.00%Q1 2026
05
PFG Investments, LLC
CIK 0001973224
$781,88325K0.04%Q1 2026
06
OLD MISSION CAPITAL LLC
CIK 0001455915
$709,89323K0.01%Q1 2026
07
CITADEL ADVISORS LLC
CIK 0001423053
$414,30615K0.00%Q4 2025
08
LongView Asset Management LLC
CIK 0002053960
$359,44013K0.25%Q4 2025
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$310,50710K0.00%Q1 2026
10
EP Wealth Advisors, LLC
CIK 0001540569
$279,8279K0.00%Q1 2026
11
Dynamic Advisor Solutions LLC
CIK 0001599747
$224,6717K0.01%Q1 2026
12
Sankala Group LLC
CIK 0002113426
$137,3334K0.11%Q1 2026
13
Addison Advisors LLC
CIK 0001843745
$21,4366900.00%Q1 2026
14
UBS Group AG
CIK 0001610520
$932300.00%Q1 2026
15
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025