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Matthews EM MKT Eqty Active (MEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
JGP Wealth Management, LLC
INCREASED
Shares169,547 from 166,857
Change+2,690 (+2%)
Value$7.4M (-$176.8K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares17,666 from 14,539
Change+3,127 (+22%)
Value$768.5K (+$110.4K)
Filed 2026-11-02
Bedel Financial Consulting, Inc.
DECREASED
Shares13,477 from 14,113
Change-636 (-5%)
Value$586.3K (-$52.5K)
Filed 2026-11-06
Matisse Capital
UNCHANGED
Shares11,700 from 11,700
Change0 (0%)
Value$509.0K (-$20.6K)
Filed 2026-10-29
Ejmk Ventures LLC
INCREASED
Shares7,482 from 6,339
Change+1,143 (+18%)
Value$325.5K (+$38.6K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED
Shares5,651 from 5,618
Change+33 (+1%)
Value$245.8K (-$8.5K)
Filed 2026-10-23
Beacon Financial Advisory LLC
NEW
Shares5,578
Change+5,578
Value$242.7K
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares1,437 from 1,470
Change-33 (-2%)
Value$62.5K (-$4.0K)
Filed 2026-10-08
Richardson Capital Management LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$7.0K (-$282)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$3.4K (-$135)
Filed 2026-11-04
Dynasty Wealth Management, LLC
N/A
Shares— from 152,753
Change-152,753 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 116,250
Change-116,250 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 87,306
Change-87,306 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 71,426
Change-71,426 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 64,851
Change-64,851 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 34,774
Change-34,774 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 31,330
Change-31,330 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,749
Change-23,749 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 17,960
Change-17,960 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,092
Change-14,092 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,179
Change-13,179 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 11,611
Change-11,611 (-100%)
Value—
UBS Group AG
N/A
Shares— from 658
Change-658 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 100
Change-100 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
JGP Wealth Management, LLC
INCREASED169,547166,857+2,690+2%$7.6M$7.4M-$176.8K2026-10-13
Commonwealth Equity Services, LLC
INCREASED17,66614,539+3,127+22%$658.1K$768.5K+$110.4K2026-11-02
Bedel Financial Consulting, Inc.
DECREASED13,47714,113-636-5%$638.8K$586.3K-$52.5K2026-11-06
Matisse Capital
UNCHANGED11,70011,70000%$529.6K$509.0K-$20.6K2026-10-29
Ejmk Ventures LLC
INCREASED7,4826,339+1,143+18%$286.9K$325.5K+$38.6K2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED5,6515,618+33+1%$254.3K$245.8K-$8.5K2026-10-23
Beacon Financial Advisory LLC
NEW5,578—+5,578——$242.7K—2026-10-16
Farther Finance Advisors, LLC
DECREASED1,4371,470-33-2%$66.5K$62.5K-$4.0K2026-10-08
Richardson Capital Management LLC
UNCHANGED16016000%$7.2K$7.0K-$2822026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED777700%$3.5K$3.4K-$1352026-11-04
Dynasty Wealth Management, LLC
N/A—152,753-152,753-100%$6.9M———
Greenwich Wealth Management LLC
N/A—116,250-116,250-100%$5.3M———
Palladiem, LLC
N/A—87,306-87,306-100%$4.0M———
Old Mission Capital LLC
N/A—71,426-71,426-100%$3.2M———
IFC Advisors LLC
N/A—64,851-64,851-100%$2.9M———
Geneos Wealth Management Inc.
N/A—34,774-34,774-100%$1.6M———
Osaic Holdings, Inc.
N/A—31,330-31,330-100%$1.4M———
Susquehanna International Group, LLP
N/A—23,749-23,749-100%$1.1M———
Sierra Capital LLC
N/A—17,960-17,960-100%$812.9K———
Jane Street Group, LLC
N/A—14,092-14,092-100%$637.8K———
Raymond James Financial Inc
N/A—13,179-13,179-100%$596.5K———
Round Rock Advisors LLC
N/A—11,611-11,611-100%$525.5K———
UBS Group AG
N/A—658-658-100%$29.8K———
Millstone Evans Group, LLC
N/A—132-132-100%$6.0K———
National Bank of Canada
N/A—100-100-100%$4.5K———
Morgan Stanley
N/A—1-1-100%$49———
Showing 26 of 26 institutions