Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 577125834

MATTHEWS ASIA FDS

39 institutions · $26.5M total · 1,159,488 shares

#ManagerSharesValue% of TotalPeriod
1WealthPLAN Partners, LLC146,686$3.0M12.65%2023-12-31
2WealthPlan Investment Management, LLC146,686$3.0M12.65%2023-12-31
3OLD MISSION CAPITAL LLC89,925$2.5M7.75%2025-12-31
4Welch Financial Planning, LLC79,924$2.3M6.89%2025-12-31
5Merkkuri Wealth Advisors LLC70,389$2.0M6.07%2025-12-31
6Tradewinds, LLC.77,514$1.9M6.68%2025-06-30
7Summit Place Financial Advisors, LLC62,920$1.8M5.42%2025-12-31
8IFP Advisors, Inc61,452$1.3M5.29%2023-12-31
9Choate Investment Advisors57,010$1.2M4.91%2023-12-31
10Kelman-Lazarov, Inc.41,621$1.0M3.58%2025-03-31
11SUSQUEHANNA INTERNATIONAL GROUP, LLP28,692$809.3K2.47%2025-12-31
12J.E. Simmons & Co., P.C.27,289$769.7K2.35%2025-12-31
13Chicago Partners Investment Group LLC19,072$561.0K1.64%2025-12-31
14BANK OF MONTREAL /CAN/21,600$521.6K1.86%2024-06-30
15GOLDMAN SACHS GROUP INC20,000$486.9K1.72%2025-06-30
16CITADEL ADVISORS LLC19,626$480.8K1.69%2025-06-30
17Kestra Advisory Services, LLC16,679$470.5K1.43%2025-12-31
18Resolute Wealth Strategies, LLC16,809$404.8K1.44%2023-06-30
19PFG Private Wealth Management, LLC11,443$346.5K0.98%2025-09-30
20Integrity Wealth Solutions LLC11,642$328.4K1.00%2025-12-31
21JANE STREET GROUP, LLC10,383$314.4K0.89%2025-09-30
22ALTFEST L J & CO INC9,967$281.1K0.85%2025-12-31
23Gratus Capital LLC13,640$256.3K1.17%2024-03-31
24UBS Group AG7,321$206.5K0.63%2025-12-31
25PRINCIPAL SECURITIES, INC.5,670$125.0K0.48%2025-03-31
26Farther Finance Advisors, LLC2,540$71.6K0.21%2025-12-31
27PNC Financial Services Group, Inc.2,000$49.1K0.17%2024-09-30
28Rockefeller Capital Management L.P.1,500$42.3K0.12%2025-12-31
29Proficio Capital Partners LLC26,460$26.5K2.28%2024-12-31
30ADVISOR GROUP HOLDINGS, INC.500$14.1K0.04%2025-12-31
31Greenwich Wealth Management LLC29,367$5642.53%2024-06-30
32BANK OF AMERICA CORP /DE/15$3670.00%2025-06-30
33MML INVESTORS SERVICES, LLC14,370$3521.23%2025-06-30
34BRIDGE GENERATIONS WEALTH MANAGEMENT LLC10$2830.00%2025-12-31
35FLOW TRADERS U.S. LLC8,754$2650.75%2025-09-30
36Advisory Services Network, LLC10$2410.00%2023-06-30
37MORGAN STANLEY1$470.00%2025-12-31
38FMR LLC1$190.00%2024-06-30
39CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30