Matthews Asia Innovators ActMINVETF
13F holders, Q3 2025 (September 30)9holders −4
2new positions
6sold out
$37.12avg. 13F price*
At the end of Q3 2025, 9 institutions reported holding Matthews Asia Innovators Act (MINV) in their 13F filings, down 4 from Q2 2025. 2 opened new positions and 6 sold out. The largest holders were Altfest L J & Co. Inc. ($35.8M), Geneos Wealth Management Inc. ($2.8M) and New Insight Wealth Advisors ($1.6M).
- Company
- Matthews Asia Innovators Act
- CUSIP
- 577125826
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.1M |
| Exits | 6 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 40,544 shares bought and 49,613 shares sold, net −9,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Altfest L J & Co. Inc. | 4.00% | Add +1.1% | 964,747 | $35.8M |
| Geneos Wealth Management Inc. | 0.07% | No change | 76,211 | $2.8M |
| New Insight Wealth Advisors | 0.60% | Reduce -2.5% | 42,697 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 27,631 | $1.0M |
| Sentinel Pension Advisors, LLC | 0.09% | No change | 15,664 | $581K |
| Matisse Capital | 0.25% | Reduce -5.7% | 15,023 | $558K |
| Harbour Investments, Inc. | 0.00% | No change | 5,391 | $200K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 3,811 | $141K |
| Advisory Services Network, LLC | 0.00% | New | 2,691 | $100K |
"% of holder's portfolio" is MINV's weight in each manager's 13F, not the share of Matthews Asia Innovators Act the manager owns.