EMSF Institutional Ownership & Shareholders
MATTHEWS EM SUSTAINABLE (EMSF) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $34.21M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
First Pacific Financial is currently the largest disclosed institutional shareholder of EMSF tracked by InsiderSet, reporting ownership valued at approximately $21.06M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.43M, representing an estimated loss of -12.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed EMSF value among the investors covered in this analysis. Major shareholders include First Pacific Financial, Rwa Wealth Partners, Llc, Bsw Wealth Partners, and several other long-term asset managers with concentrated positions in MATTHEWS EM SUSTAINABLE (EMSF).
This page ranks the largest institutional EMSF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
13
Total Reported Value
$34.21M
Largest Holder
First Pacific Financial
Largest Position
$21.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Pacific Financial | 2.15% | 536,140 | $21,059,913 | $18,428,901 | -$2,631,012 | -12.49% | |
| Rwa Wealth Partners, Llc | 0.04% | 103,903 | $4,415,904 | $3,571,489 | -$844,415 | -19.12% | |
| Bsw Wealth Partners | 0.24% | 51,116 | $2,172,440 | $1,757,026 | -$415,414 | -19.12% | |
| Pfg Investments, Llc | 0.05% | 33,285 | $1,414,634 | $1,144,115 | -$270,519 | -19.12% | |
| Morgan Stanley | 0.00% | 30,665 | $1,303,272 | $1,054,057 | -$249,215 | -19.12% | |
| Silver Oak Securities, Incorporated | 0.06% | 23,108 | $982,097 | $794,298 | -$187,799 | -19.12% | |
| Citadel Advisors Llc | 0.00% | 18,506 | $786,511 | $636,112 | -$150,399 | -19.12% | |
| Old Mission Capital Llc | 0.01% | 13,342 | $567,039 | $458,609 | -$108,430 | -19.12% | |
| Susquehanna International Group, Llp | 0.00% | 11,710 | $497,679 | $402,511 | -$95,168 | -19.12% | |
| Ep Wealth Advisors, Llc | 0.00% | 8,963 | $380,923 | $308,088 | -$72,835 | -19.12% | |
| Jane Street Group, Llc | 0.00% | 7,378 | $313,567 | $253,606 | -$59,961 | -19.12% | |
| Rollins Financial Advisors, Llc | 0.04% | 7,236 | $307,532 | $248,725 | -$58,807 | -19.12% | |
| Ubs Group Ag | 0.00% | 178 | $7,565 | $6,118 | -$1,447 | -19.12% |
Frequently asked questions about EMSF
Who are the largest institutional holders of EMSF?
The largest institutional holders of EMSF reported in the latest SEC Form 13F filings include First Pacific Financial, Rwa Wealth Partners, Llc, Bsw Wealth Partners, Pfg Investments, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported EMSF position.
What is EMSF institutional ownership?
This page tracks EMSF positions reported by institutional investment managers through SEC Form 13F. MATTHEWS EM SUSTAINABLE (EMSF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EMSF?
InsiderSet currently tracks 13 institutional managers reporting EMSF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EMSF shareholders.
How much EMSF stock do institutions own?
Institutional investment managers disclosed approximately $34.21M in EMSF holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EMSF institutional ownership last updated?
The latest EMSF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EMSF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EMSF position after the reporting date.
Are institutions buying or selling EMSF?
Institutional buying and selling can be analyzed by comparing EMSF positions across consecutive 13F reporting periods. InsiderSet's EMSF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EMSF ownership changes.
How has EMSF institutional ownership changed over time?
InsiderSet tracks EMSF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.