Matthews Em MKT Eqty ActiveMEMETF

13F holders, Q3 2025 (September 30)
19holders +4
5new positions
1sold out
$36.29avg. 13F price*

At the end of Q3 2025, 19 institutions reported holding Matthews Em MKT Eqty Active (MEM) in their 13F filings, up 4 from Q2 2025. 5 opened new positions and 1 sold out. The largest holders were Dynasty Wealth Management, LLC ($7.5M), JGP Wealth Management, LLC ($5.5M) and Greenwich Wealth Management LLC ($3.9M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$8.0M
Exits1$2.5M

All 13F filers, Q2 2025 → Q3 2025: 258,350 shares bought and 237,001 shares sold, net +21,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Dynasty Wealth Management, LLC 0.10% New 206,374 $7.5M
JGP Wealth Management, LLC 0.61% Reduce -0.6% 150,840 $5.5M
Greenwich Wealth Management LLC 0.19% Add +35.7% 107,293 $3.9M
Geneos Wealth Management Inc. 0.03% Reduce -16.9% 31,395 $1.1M
Sierra Capital LLC 0.07% No change 17,334 $628K
Osaic Holdings, Inc. 0.00% Add +11.0% 17,961 $605K
LPL Financial LLC 0.00% Add +6.5% 16,501 $598K
Susquehanna International Group, LLP 0.00% Add +51.3% 16,218 $588K
Bedel Financial Consulting, Inc. 0.07% No change 14,436 $523K
Matisse Capital 0.19% No change 11,700 $424K
Round Rock Advisors LLC 0.07% No change 11,634 $422K
Raymond James Financial Inc. 0.00% New 8,335 $302K
IFC Advisors LLC 0.04% New 6,562 $238K
Old Mission Capital LLC 0.01% Reduce -96.4% 5,672 $206K
Farther Finance Advisors, LLC 0.00% Reduce -46.0% 1,728 $63K
Rockefeller Capital Management L.P. 0.00% New 586 $21K
Richardson Capital Management LLC 0.00% No change 160 $6K
EverSource Wealth Advisors, LLC 0.00% No change 101 $4K
Morgan Stanley 0.00% New 4 $145

"% 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.