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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 577125818

MATTHEWS ASIA FDS

49 institutions · $64.8M total · 2,315,233 shares

#ManagerSharesValue% of TotalPeriod
1Gradient Investments LLC458,829$13.3M19.81%2024-12-31
2CITADEL ADVISORS LLC345,506$9.3M14.92%2023-06-30
3Beaumont Financial Advisors, LLC277,800$8.1M11.99%2025-03-31
4Dynasty Wealth Management, LLC207,058$7.4M8.94%2025-12-31
5JGP Wealth Management, LLC154,216$5.5M6.66%2025-12-31
6StoneX Group Inc.130,991$3.4M5.65%2025-06-30
7PALLADIEM, LLC86,394$3.1M3.73%2025-12-31
8Vestmark Advisory Solutions, Inc.77,695$2.5M3.35%2025-06-30
9JANE STREET GROUP, LLC56,698$1.7M2.44%2024-03-31
10Geneos Wealth Management Inc.29,895$1.1M1.29%2025-12-31
11ADVISOR GROUP HOLDINGS, INC.27,349$979.4K1.18%2025-12-31
12BANK OF MONTREAL /CAN/33,000$904.9K1.42%2024-06-30
13Brown Financial Advisors30,869$893.0K1.33%2024-12-31
14IFC Advisors LLC20,302$727.0K0.87%2025-12-31
15LPL Financial LLC16,705$598.2K0.72%2025-12-31
16Bedel Financial Consulting, Inc.14,436$516.9K0.62%2025-12-31
17U.S. Capital Wealth Advisors, LLC17,300$507.1K0.74%2025-03-31
18OLD MISSION CAPITAL LLC14,100$504.9K0.60%2025-12-31
19Matisse Capital11,700$419.0K0.50%2025-12-31
20Round Rock Advisors, LLC11,634$416.6K0.50%2025-12-31
21RAYMOND JAMES FINANCIAL INC11,177$400.2K0.48%2025-12-31
22BEDEL FINANCIAL CONSULTING INC14,945$392.9K0.64%2023-12-31
23Paladin Wealth, LLC12,611$364.8K0.54%2024-12-31
24Mattson Financial Services, LLC10,206$336.9K0.44%2025-03-31
25SUSQUEHANNA INTERNATIONAL GROUP, LLP8,196$293.5K0.35%2025-12-31
26Welch Financial Planning, LLC7,200$257.8K0.31%2025-12-31
27WealthPlan Investment Management, LLC7,200$203.3K0.31%2023-03-31
28WealthPLAN Partners, LLC7,200$200.7K0.31%2023-09-30
29JPMORGAN CHASE & CO4,905$132.6K0.21%2023-06-30
30Farther Finance Advisors, LLC1,989$71.2K0.08%2025-12-31
31Parallel Advisors, LLC1,871$49.2K0.08%2024-03-31
32HHM Wealth Advisors, LLC1,130$33.1K0.04%2025-03-31
33Rockefeller Capital Management L.P.426$15.3K0.01%2025-12-31
34CoreCap Advisors, LLC452$13.3K0.01%2024-06-30
35UBS Group AG355$10.4K0.01%2025-03-31
36Triad Wealth Partners, LLC320$9.8K0.01%2024-06-30
37Coppell Advisory Solutions LLC220$6.4K0.00%2024-12-31
38Richardson Capital Management LLC160$5.7K0.00%2025-12-31
39Greenwich Wealth Management LLC123,929$4.4K5.35%2025-12-31
40Missouri Trust & Investment Co141$4.1K0.00%2025-03-31
41EverSource Wealth Advisors, LLC101$3.6K0.00%2025-12-31
42FLOW TRADERS U.S. LLC59,723$2.0K2.57%2024-09-30
43IFP Advisors, Inc32$1.1K0.00%2024-12-31
44Sierra Capital LLC17,960$6430.77%2025-12-31
45HARBOUR INVESTMENTS, INC.14$4620.00%2024-09-30
46MORGAN STANLEY4$1450.00%2025-09-30
47NATIONAL BANK OF CANADA /FI/2$710.00%2025-12-31
48BENJAMIN F. EDWARDS & COMPANY, INC.287$90.01%2024-06-30
49CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30