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Matthews EM Sustainable (EMSF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Pacific Financial
DECREASED
Shares536,140 from 540,400
Change-4,260 (-1%)
Value$21.1M (-$1.9M)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 7,150
Change-7,150 (-100%)
Value$0 (-$303.9K)
Filed 2026-10-13
RWA Wealth Partners, LLC
N/A
Shares— from 103,903
Change-103,903 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 51,116
Change-51,116 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 33,285
Change-33,285 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 30,665
Change-30,665 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 23,108
Change-23,108 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,506
Change-18,506 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,342
Change-13,342 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,710
Change-11,710 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,963
Change-8,963 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,378
Change-7,378 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 7,236
Change-7,236 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
UBS Group AG
N/A
Shares— from 178
Change-178 (-100%)
Value—
Status
First Pacific Financial
DECREASED536,140540,400-4,260-1%$23.0M$21.1M-$1.9M2026-10-14
Dynamic Advisor Solutions LLC
CLOSED07,150-7,150-100%$303.9K$0-$303.9K2026-10-13
RWA Wealth Partners, LLC
N/A—103,903-103,903-100%$4.4M———
BSW Wealth Partners
N/A—51,116-51,116-100%$2.2M———
PFG Investments, LLC
N/A—33,285-33,285-100%$1.4M———
Morgan Stanley
N/A—30,665-30,665-100%$1.3M———
Silver OAK Securities, Incorporated
N/A—23,108-23,108-100%$982.1K———
Citadel Advisors LLC
N/A—18,506-18,506-100%$786.5K———
Old Mission Capital LLC
N/A—13,342-13,342-100%$567.0K———
Susquehanna International Group, LLP
N/A—11,710-11,710-100%$497.7K———
EP Wealth Advisors, LLC
N/A—8,963-8,963-100%$380.9K———
Jane Street Group, LLC
N/A—7,378-7,378-100%$313.6K———
Rollins Financial Advisors, LLC
N/A—7,236-7,236-100%$307.5K———
Odyssey Group, LLC
N/A—4,720-4,720-100%$200.6K———
Sankala Group LLC
N/A—3,773-3,773-100%$147.6K———
UBS Group AG
N/A—178-178-100%$7.6K———
Showing 16 of 16 institutions