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Matthews China Active ETF (MCH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Merkkuri Wealth Advisors LLC
INCREASED
Shares86,757 from 83,616
Change+3,141 (+4%)
Value$2.4M (-$62.5K)
Filed 2026-11-03
Welch Financial Planning, LLC
DECREASED
Shares75,423 from 78,715
Change-3,292 (-4%)
Value$2.0M (-$228.2K)
Filed 2026-11-06
Summit Place Financial Advisors, LLC
DECREASED
Shares71,045 from 76,165
Change-5,120 (-7%)
Value$1.9M (-$273.2K)
Filed 2026-10-23
Kestra Advisory Services, LLC
UNCHANGED
Shares25,304 from 25,304
Change0 (0%)
Value$685.5K (-$44.7K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
UNCHANGED
Shares19,072 from 19,072
Change0 (0%)
Value$467.4K (-$60.6K)
Filed 2026-10-27
Farther Finance Advisors, LLC
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$68.8K (-$4.3K)
Filed 2026-10-08
Old Mission Capital LLC
N/A
Shares— from 131,123
Change-131,123 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,184
Change-26,184 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,710
Change-17,710 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,541
Change-12,541 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 11,642
Change-11,642 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Merkkuri Wealth Advisors LLC
INCREASED86,75783,616+3,141+4%$2.4M$2.4M-$62.5K2026-11-03
Welch Financial Planning, LLC
DECREASED75,42378,715-3,292-4%$2.3M$2.0M-$228.2K2026-11-06
Summit Place Financial Advisors, LLC
DECREASED71,04576,165-5,120-7%$2.2M$1.9M-$273.2K2026-10-23
Kestra Advisory Services, LLC
UNCHANGED25,30425,30400%$730.2K$685.5K-$44.7K2026-11-02
Chicago Partners Investment Group LLC
UNCHANGED19,07219,07200%$528.0K$467.4K-$60.6K2026-10-27
Farther Finance Advisors, LLC
UNCHANGED2,5402,54000%$73.1K$68.8K-$4.3K2026-10-08
Old Mission Capital LLC
N/A—131,123-131,123-100%$3.8M———
Susquehanna International Group, LLP
N/A—26,184-26,184-100%$755.6K———
J.E. Simmons & Co., P.C.
N/A—17,915-17,915-100%$517.0K———
Citadel Advisors LLC
N/A—17,710-17,710-100%$511.0K———
Jane Street Group, LLC
N/A—12,541-12,541-100%$361.9K———
Integrity Wealth Solutions LLC
N/A—11,642-11,642-100%$336.0K———
UBS Group AG
N/A—7,321-7,321-100%$211.3K———
Osaic Holdings, Inc.
N/A—1,800-1,800-100%$51.9K———
Rockefeller Capital Management L.P.
N/A—1,000-1,000-100%$28.9K———
Continuum Advisory, LLC
N/A—676-676-100%$19.5K———
Morgan Stanley
N/A—1-1-100%$50———
Showing 17 of 17 institutions