Matthews Em MKT Eqty ActiveMEMETF

13F holders, Q1 2026 (March 31)
24holders +3
4new positions
1sold out
$37.33avg. 13F price*

At the end of Q1 2026, 24 institutions reported holding Matthews Em MKT Eqty Active (MEM) in their 13F filings, up 3 from Q4 2025. 4 opened new positions and 1 sold out. The largest holders were Dynasty Wealth Management, LLC ($8.0M), JGP Wealth Management, LLC ($6.1M) and Greenwich Wealth Management LLC ($4.3M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$604K
Exits1$15K

All 13F filers, Q4 2025 → Q1 2026: 70,451 shares bought and 14,429 shares sold, net +56,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Dynasty Wealth Management, LLC 0.07% Add +4.1% 215,534 $8.0M
JGP Wealth Management, LLC 0.64% Add +6.8% 164,690 $6.1M
Greenwich Wealth Management LLC 0.18% Reduce -6.5% 115,914 $4.3M
Palladiem, LLC 3.15% Reduce -1.9% 84,731 $3.3M
IFC Advisors LLC 0.26% Add +141.2% 48,962 $1.8M
Osaic Holdings, Inc. 0.00% Add +13.9% 31,149 $1.2M
Geneos Wealth Management Inc. 0.03% Add +1.9% 30,474 $1.1M
Sierra Capital LLC 0.07% No change 17,960 $667K
LPL Financial LLC 0.00% Reduce -2.0% 16,367 $608K
Bedel Financial Consulting, Inc. 0.06% No change 14,436 $536K
Matisse Capital 0.19% No change 11,700 $435K
Round Rock Advisors LLC 0.07% No change 11,634 $432K
Raymond James Financial Inc. 0.00% No change 11,402 $423K
Commonwealth Equity Services, LLC 0.00% New 10,334 $384K
Susquehanna International Group, LLP 0.00% Add +25.6% 10,297 $382K
Old Mission Capital LLC 0.01% Reduce -27.6% 10,202 $379K
Welch Financial Planning, LLC 0.19% No change 7,200 $267K
Bond & Devick Financial Network, Inc. 0.06% New 5,695 $212K
Farther Finance Advisors, LLC 0.00% Reduce -4.5% 1,900 $71K
Richardson Capital Management LLC 0.00% No change 160 $6K
Millstone Evans Group, LLC 0.00% New 132 $5K
UBS Group AG 0.00% New 102 $4K
EverSource Wealth Advisors, LLC 0.00% No change 101 $4K
National Bank of Canada 0.00% Add +4900.0% 100 $4K

"% 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.