13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
MINV

MATTHEWS ASIA INNOVATORS ACT

18 institutions still hold MATTHEWS ASIA INNOVATORS ACT as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 577125826·18 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 10.0%
vs prior quarter
13F value held
$65M
76.0% inst. owned
of float
Holders
18
-58 QoQ
filers reporting
Activity
+24 / −36
+759 added · −817 reduced
this quarter
Concentration
54.68%
ALTFEST L J & CO INC #1
top holder share
AI Holders Summary · Q1 2026

18 institutions reported MINV in Q1 2026. ALTFEST L J & CO INC leads at 54.7% of the visible book. -58 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ALTFEST L J & CO INC
CIK 0000712050
$35M930K3.78%Q1 202602
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$18M477K0.02%Q1 202603
Geneos Wealth Management Inc.
CIK 0001764754
$3M79K0.07%Q1 202604
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M45K0.03%Q1 202605
New Insight Wealth Advisors
CIK 0002022328
$2M42K0.58%Q1 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M41K0.00%Q1 202607
J.E. Simmons & Co., P.C.
CIK 0002111381
$1M35K0.90%Q1 202608
SENTINEL PENSION ADVISORS, LLC
CIK 0001802290
$604,95116K0.09%Q1 202609
Matisse Capital
CIK 0001668256
$549,58114K0.23%Q1 202610
QUANTIFY CHAOS ADVISORS, LLC
CIK 0002107086
$338,1899K1.05%Q1 202611
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$205,0805K0.00%Q1 202612
Advisory Services Network, LLC
CIK 0001573876
$103,1303K0.00%Q1 202613
Sankala Group LLC
CIK 0002113426
$85,6672K0.07%Q1 202614
MORGAN STANLEY
CIK 0000895421
$17,9934730.00%Q1 202615
Sandy Spring Bank
CIK 0001457833
$12,5914500.00%Q1 202516
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2,23859K0.01%Q1 202617
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1,32535K0.04%Q1 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025