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Matthews Asia Innovators ACT (MINV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Altfest L J & Co Inc
DECREASED
Shares853,160 from 913,380
Change-60,220 (-7%)
Value$41.3M (-$11.5M)
Filed 2026-10-27
AMI Investment Management Inc
NEW
Shares82,254
Change+82,254
Value$4.0M
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares64,547 from 60,060
Change+4,487 (+7%)
Value$3.1K (-$349)
Filed 2026-11-02
Matisse Capital
INCREASED
Shares19,354 from 18,505
Change+849 (+5%)
Value$937.0K (-$133.4K)
Filed 2026-10-29
Sentinel Pension Advisors, LLC
UNCHANGED
Shares15,903 from 15,903
Change0 (0%)
Value$769.9K (+$3.6K)
Filed 2026-11-02
Quantify Chaos Advisors, LLC
DECREASED
Shares8,847 from 8,939
Change-92 (-1%)
Value$428.3K (-$88.8K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares8,418 from 4,958
Change+3,460 (+70%)
Value$407.5K (+$120.8K)
Filed 2026-10-08
Sowell Financial Services LLC
NEW
Shares4,667
Change+4,667
Value$225.9K
Filed 2026-10-23
Goelzer Investment Management, Inc.
DECREASED
Shares4,486 from 4,884
Change-398 (-8%)
Value$217.2K (-$65.3K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares4,450 from 6,599
Change-2,149 (-33%)
Value$215.4K (-$166.3K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares853 from 813
Change+40 (+5%)
Value$41.3K (-$5.7K)
Filed 2026-10-14
Lido Advisors, LLC
CLOSED
Shares0 from 4,055
Change-4,055 (-100%)
Value$0 (-$234.5K)
Filed 2026-11-04
National Bank of Canada
N/A
Shares— from 507,150
Change-507,150 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 91,265
Change-91,265 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 81,742
Change-81,742 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 69,282
Change-69,282 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 67,118
Change-67,118 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 34,625
Change-34,625 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,293
Change-32,293 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 30,742
Change-30,742 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 28,689
Change-28,689 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,268
Change-8,268 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,845
Change-7,845 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 473
Change-473 (-100%)
Value—
UBS Group AG
N/A
Shares— from 202
Change-202 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 170
Change-170 (-100%)
Value—
Status
Altfest L J & Co Inc
DECREASED853,160913,380-60,220-7%$52.8M$41.3M-$11.5M2026-10-27
AMI Investment Management Inc
NEW82,254—+82,254——$4.0M—2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED64,54760,060+4,487+7%$3.5K$3.1K-$3492026-11-02
Matisse Capital
INCREASED19,35418,505+849+5%$1.1M$937.0K-$133.4K2026-10-29
Sentinel Pension Advisors, LLC
UNCHANGED15,90315,90300%$766.3K$769.9K+$3.6K2026-11-02
Quantify Chaos Advisors, LLC
DECREASED8,8478,939-92-1%$517.0K$428.3K-$88.8K2026-11-04
Farther Finance Advisors, LLC
INCREASED8,4184,958+3,460+70%$286.8K$407.5K+$120.8K2026-10-08
Sowell Financial Services LLC
NEW4,667—+4,667——$225.9K—2026-10-23
Goelzer Investment Management, Inc.
DECREASED4,4864,884-398-8%$282.5K$217.2K-$65.3K2026-10-16
Commonwealth Equity Services, LLC
DECREASED4,4506,599-2,149-33%$381.7K$215.4K-$166.3K2026-11-02
Triumph Capital Management
INCREASED853813+40+5%$47.0K$41.3K-$5.7K2026-10-14
Lido Advisors, LLC
CLOSED04,055-4,055-100%$234.5K$0-$234.5K2026-11-04
National Bank of Canada
N/A—507,150-507,150-100%$29.0M———
Geneos Wealth Management Inc.
N/A—91,265-91,265-100%$5.3M———
Choate Investment Advisors
N/A—81,742-81,742-100%$4.7M———
New Insight Wealth Advisors
N/A—69,282-69,282-100%$4.0M———
Old Mission Capital LLC
N/A—67,118-67,118-100%$3.9M———
J.E. Simmons & Co., P.C.
N/A—34,625-34,625-100%$2.0M———
Citadel Advisors LLC
N/A—32,293-32,293-100%$1.9M———
Jane Street Group, LLC
N/A—30,742-30,742-100%$1.8M———
Raymond James Financial Inc
N/A—28,689-28,689-100%$1.7M———
MML Investors Services, LLC
N/A—8,268-8,268-100%$478.2K———
Astoria Portfolio Advisors Llc.
N/A—7,845-7,845-100%$453.7K———
Harbour Investments, Inc.
N/A—5,172-5,172-100%$299.2K———
Ameritas Advisory Services, LLC
N/A—3,825-3,825-100%$221.2K———
Mercer Global Advisors Inc
N/A—3,545-3,545-100%$205.0K———
Sankala Group LLC
N/A—1,719-1,719-100%$86.2K———
Morgan Stanley
N/A—473-473-100%$27.4K———
UBS Group AG
N/A—202-202-100%$11.7K———
Jones Financial Companies Lllp
N/A—170-170-100%$9.4K———
Showing 30 of 30 institutions