Institutional Ownership Matthews Asia Fds Asia Innovat (MINV)
This table provides information about the institutional ownership of Matthews Asia Fds Asia Innovat (MINV). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
954,525
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.85%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
76,211
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
58,415
shares
|
$0
1.36% of portfolio
|
Q1 2023
Added 61.76%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
43,804
shares
|
$0
0.56% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,809
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
15,928
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
15,664
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,143
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
9,810
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 94.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,391
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,811
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,639
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,196
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
450
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
4
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|