Taiwan Fund Inc Md-US Inc (TWN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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City of London Investment Management Co LTD

DECREASED

Shares2,083,686 from 2,126,252

Change-42,566 (-2%)

Value$212.4M (+$7.9M)

Filed 2026-10-30

Allspring Global Investments Holdings, LLC

DECREASED

Shares458,651 from 481,783

Change-23,132 (-5%)

Value$46.8M (+$421.8K)

Filed 2026-11-04

Strs Ohio

UNCHANGED

Shares70,000 from 70,000

Change0 (0%)

Value$7.1M (+$403.9K)

Filed 2026-10-30

Matisse Capital

UNCHANGED

Shares69,437 from 69,437

Change0 (0%)

Value$7.1M (+$400.7K)

Filed 2026-10-29

Wolverine Asset Management LLC

INCREASED

Shares68,416 from 42,668

Change+25,748 (+60%)

Value$7.0M (+$2.9M)

Filed 2026-11-02

Shaker Financial Services, LLC

DECREASED

Shares44,417 from 44,603

Change-186 (0%)

Value$4.5M (+$238.4K)

Filed 2026-10-14

Blue Bell Private Wealth Management, LLC

INCREASED

Shares4,571 from 3,870

Change+701 (+18%)

Value$466.0K (+$93.8K)

Filed 2026-10-29

Rahlfs Capital, LLC

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$356.8K (+$20.2K)

Filed 2026-10-23

Creative Planning

NEW

Shares1,995

Change+1,995

Value$203.4K

Filed 2026-11-02

Assetmark, Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$408 (+$23)

Filed 2026-10-21

Lazard Asset Management LLC

N/A

Shares— from 924,753

Change-924,753 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 226,694

Change-226,694 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 221,978

Change-221,978 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 108,047

Change-108,047 (-100%)

Value—

Rock Creek Group LLC

N/A

Shares— from 66,210

Change-66,210 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 47,520

Change-47,520 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 33,993

Change-33,993 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 32,403

Change-32,403 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

CSS LLC

N/A

Shares— from 16,164

Change-16,164 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 15,942

Change-15,942 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 13,800

Change-13,800 (-100%)

Value—

Quantedge Capital Pte Ltd

N/A

Shares— from 10,736

Change-10,736 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,302

Change-10,302 (-100%)

Value—

Hudson Portfolio Management LLC

N/A

Shares— from 6,494

Change-6,494 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 4,848

Change-4,848 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 4,164

Change-4,164 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 2,866

Change-2,866 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 2,789

Change-2,789 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 2,766

Change-2,766 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 2,682

Change-2,682 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,393

Change-1,393 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,192

Change-1,192 (-100%)

Value—

UBS Group AG

N/A

Shares— from 409

Change-409 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 200

Change-200 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 66

Change-66 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 64

Change-64 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 1

Change-1 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
City of London Investment Management Co LTD	DECREASED	2,083,686	2,126,252	-42,566	-2%	$204.5M	$212.4M	+$7.9M	2026-10-30
Allspring Global Investments Holdings, LLC	DECREASED	458,651	481,783	-23,132	-5%	$46.3M	$46.8M	+$421.8K	2026-11-04
Strs Ohio	UNCHANGED	70,000	70,000	0	0%	$6.7M	$7.1M	+$403.9K	2026-10-30
Matisse Capital	UNCHANGED	69,437	69,437	0	0%	$6.7M	$7.1M	+$400.7K	2026-10-29
Wolverine Asset Management LLC	INCREASED	68,416	42,668	+25,748	+60%	$4.1M	$7.0M	+$2.9M	2026-11-02
Shaker Financial Services, LLC	DECREASED	44,417	44,603	-186	0%	$4.3M	$4.5M	+$238.4K	2026-10-14
Blue Bell Private Wealth Management, LLC	INCREASED	4,571	3,870	+701	+18%	$372.2K	$466.0K	+$93.8K	2026-10-29
Rahlfs Capital, LLC	UNCHANGED	3,500	3,500	0	0%	$336.6K	$356.8K	+$20.2K	2026-10-23
Creative Planning	NEW	1,995	—	+1,995	—	—	$203.4K	—	2026-11-02
Assetmark, Inc	UNCHANGED	4	4	0	0%	$385	$408	+$23	2026-10-21
Lazard Asset Management LLC	N/A	—	924,753	-924,753	-100%	$88.9M	—	—	—
Saba Capital Management, L.P.A	N/A	—	226,694	-226,694	-100%	$21.8M	—	—	—
1607 Capital Partners, LLC	N/A	—	221,978	-221,978	-100%	$21.3M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	108,047	-108,047	-100%	$10.4M	—	—	—
Rock Creek Group LLC	N/A	—	66,210	-66,210	-100%	$6.4M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	47,520	-47,520	-100%	$4.6M	—	—	—
Atlas Wealth LLC	N/A	—	33,993	-33,993	-100%	$3.3M	—	—	—
Morgan Stanley	N/A	—	32,403	-32,403	-100%	$3.1M	—	—	—
Banque Cantonale Vaudoise	N/A	—	25,000	-25,000	-100%	$2.4M	—	—	—
CSS LLC	N/A	—	16,164	-16,164	-100%	$1.6M	—	—	—
Evolve Private Wealth, LLC	N/A	—	15,942	-15,942	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	13,800	-13,800	-100%	$1.3M	—	—	—
Quantedge Capital Pte Ltd	N/A	—	10,736	-10,736	-100%	$1.0M	—	—	—
Jane Street Group, LLC	N/A	—	10,302	-10,302	-100%	$990.7K	—	—	—
Hudson Portfolio Management LLC	N/A	—	6,494	-6,494	-100%	$624.5K	—	—	—
Logan Stone Capital, LLC	N/A	—	4,848	-4,848	-100%	$466.2K	—	—	—
Almitas Capital LLC	N/A	—	4,164	-4,164	-100%	$400.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	2,866	-2,866	-100%	$275.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	2,789	-2,789	-100%	$268.2K	—	—	—
First Trust Advisors LP	N/A	—	2,766	-2,766	-100%	$266.0K	—	—	—
HRT Financial LP	N/A	—	2,682	-2,682	-100%	$257.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,393	-1,393	-100%	$134.2K	—	—	—
Rothschild Investment LLC	N/A	—	1,192	-1,192	-100%	$114.6K	—	—	—
UBS Group AG	N/A	—	409	-409	-100%	$39.3K	—	—	—
Ancora Advisors LLCA	N/A	—	200	-200	-100%	$19.2K	—	—	—
Royal Bank of Canada	N/A	—	66	-66	-100%	$6.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	64	-64	-100%	$5.9K	—	—	—
Deutsche Bank Ag\	N/A	—	1	-1	-100%	$96	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$10	—	—	—

Showing 39 of 39 institutions