DOSSIER · 13F Holders · Q1 2026
MINV

MATTHEWS ASIA INNOVATORS ACT

21 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 577125826·21 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$70M
visible holders
Holders
21
filers reporting
Concentration
50.76%
ALTFEST L J & CO INC #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported MINV in Q1 2026. ALTFEST L J & CO INC leads at 50.8% of the visible book.

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 2026
02
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$18M477K0.02%Q1 2026
03
Geneos Wealth Management Inc.
CIK 0001764754
$3M79K0.07%Q1 2026
04
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M59K0.01%Q1 2026
05
J.E. Simmons & Co., P.C.
CIK 0002111381
$2M35K1.13%Q2 2026
06
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M45K0.03%Q1 2026
07
New Insight Wealth Advisors
CIK 0002022328
$2M42K0.58%Q1 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M41K0.00%Q1 2026
09
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M35K0.04%Q1 2026
10
SENTINEL PENSION ADVISORS, LLC
CIK 0001802290
$766K16K0.10%Q2 2026
11
Matisse Capital
CIK 0001668256
$550K14K0.23%Q1 2026
12
QUANTIFY CHAOS ADVISORS, LLC
CIK 0002107086
$338K9K1.05%Q1 2026
13
Farther Finance Advisors, LLC
CIK 0001992825
$287K5K0.00%Q2 2026
14
Goelzer Investment Management, Inc.
CIK 0001550057
$282K5K0.01%Q2 2026
15
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$205K5K0.00%Q1 2026
16
Advisory Services Network, LLC
CIK 0001573876
$103K3K0.00%Q1 2026
17
Sankala Group LLC
CIK 0002113426
$86K2K0.07%Q1 2026
18
Triumph Capital Management
CIK 0001730765
$47K8130.01%Q2 2026
19
MORGAN STANLEY
CIK 0000895421
$18K4730.00%Q1 2026
20
Sandy Spring Bank
CIK 0001457833
$13K4500.00%Q1 2025
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