Matthews Em MKT Eqty ActiveMEMETF

13F holders, Q4 2024 (December 31)
20holders −1
2new positions
3sold out
$29.01avg. 13F price*

At the end of Q4 2024, 20 institutions reported holding Matthews Em MKT Eqty Active (MEM) in their 13F filings, down 1 from Q3 2024. 2 opened new positions and 3 sold out. The largest holders were Gradient Investments LLC ($13.3M), Beaumont Financial Advisors, LLC ($10.5M) and Old Mission Capital LLC ($2.4M).

Company
Matthews Em MKT Eqty Active
CUSIP
577125818
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 18Q1 2024Q2 2024: 19Q2 2024Q3 2024: 21Q3 2024Q4 2024: 20Q4 2024Q1 2025: 19Q1 2025Q2 2025: 15Q2 2025Q3 2025: 19Q3 2025Q4 2025: 21Q4 2025Q1 2026: 24Q1 2026Q2 2026: 25Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$272K
Exits3$2.0M

All 13F filers, Q3 2024 → Q4 2024: 79,390 shares bought and 292,646 shares sold, net −213,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

Gradient Investments LLC 0.27% Add +4.4% 458,829 $13.3M
Beaumont Financial Advisors, LLC 0.79% Reduce -30.0% 363,608 $10.5M
Old Mission Capital LLC 0.05% Reduce -47.7% 81,455 $2.4M
Susquehanna International Group, LLP 0.00% Add +158.3% 72,579 $2.1M
Greenwich Wealth Management LLC 0.09% Add +5.0% 41,933 $1.2M
Brown Financial Advisors 0.36% Reduce -3.7% 30,869 $893K
Mattson Financial Services, LLC 0.22% Reduce -2.0% 20,620 $681K
Round Rock Advisors LLC 0.10% No change 16,994 $492K
Bedel Financial Consulting, Inc. 0.06% No change 14,436 $426K
Paladin Wealth, LLC 0.32% Add +3.8% 12,611 $365K
Matisse Capital 0.17% No change 11,700 $338K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.8% 10,900 $315K
JGP Wealth Management, LLC 0.03% New 9,195 $266K
Sierra Capital LLC 0.03% Add +7.7% 8,834 $256K
Osaic Holdings, Inc. 0.00% Add +134.0% 4,762 $138K
Farther Finance Advisors, LLC 0.00% Reduce -7.9% 3,100 $90K
HHM Wealth Advisors, LLC 0.00% No change 1,130 $33K
Coppell Advisory Solutions LLC 0.00% New 220 $6K
UBS Group AG 0.00% Reduce -83.2% 106 $3K
EverSource Wealth Advisors, LLC 0.00% No change 101 $3K

"% of holder's portfolio" is MEM's weight in each manager's 13F, not the share of Matthews Em MKT Eqty Active the manager owns.