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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 577125826

MATTHEWS ASIA FDS

37 institutions · $90.3M total · 3,277,875 shares

#ManagerSharesValue% of TotalPeriod
1ALTFEST L J & CO INC964,057$34.0M29.41%2025-12-31
2Arlington Financial Advisors, LLC784,229$18.6M23.92%2023-09-30
3TMD Wealth Management, LLC666,180$14.9M20.32%2023-12-31
4CI Private Wealth, LLC135,624$3.7M4.13%2024-12-31
5Geneos Wealth Management Inc.78,028$2.8M2.38%2025-12-31
6SAXON INTERESTS, INC.101,463$2.4M3.09%2023-09-30
7Fire Capital Management LLC62,249$1.7M1.89%2025-03-31
8New Insight Wealth Advisors42,025$1.5M1.28%2025-12-31
9Catalyst Wealth Management, LLC58,415$1.4M1.78%2023-06-30
10Apollon Wealth Management, LLC58,024$1.4M1.77%2023-09-30
11J.E. Simmons & Co., P.C.36,420$1.3M1.11%2025-12-31
12HighTower Advisors, LLC40,053$1.1M1.22%2024-12-31
13OLD MISSION CAPITAL LLC26,502$935.7K0.80%2025-12-31
14BANK OF MONTREAL /CAN/30,271$767.4K0.92%2024-03-31
15SENTINEL PENSION ADVISORS INC15,903$561.4K0.48%2025-12-31
16Matisse Capital15,023$530.4K0.45%2025-12-31
17CITADEL ADVISORS LLC19,122$523.9K0.58%2024-12-31
18SUSQUEHANNA INTERNATIONAL GROUP, LLP14,143$441.6K0.43%2025-06-30
19QUANTIFY CHAOS ADVISORS, LLC8,890$313.9K0.27%2025-12-31
20JANE STREET GROUP, LLC8,652$305.5K0.26%2025-12-31
21Toroso Investments, LLC9,412$268.1K0.28%2024-09-30
22Atria Wealth Solutions, Inc.10,494$234.4K0.32%2023-12-31
23HARBOUR INVESTMENTS, INC.5,391$190.3K0.16%2025-12-31
24Ameritas Advisory Services, LLC3,811$141.5K0.11%2025-09-30
25Advisory Services Network, LLC2,691$99.9K0.08%2025-09-30
26UBS Group AG1,639$51.2K0.05%2025-06-30
27WELLS FARGO & COMPANY/MN1,196$37.3K0.03%2025-06-30
28HHM Wealth Advisors, LLC1,215$34.0K0.03%2025-03-31
29MORGAN STANLEY473$16.7K0.01%2025-12-31
30Sandy Spring Bank450$12.6K0.01%2025-03-31
31NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO441$10.9K0.01%2023-06-30
32Rockefeller Capital Management L.P.147$5.2K0.00%2025-12-31
33Cambridge Investment Research Advisors, Inc.50,197$1.8K1.53%2025-12-31
34FLOW TRADERS U.S. LLC24,126$8520.73%2025-12-31
35NewSquare Capital LLC4$1250.00%2025-06-30
36CWM, LLC915$250.02%2024-06-30
37CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30