MCH Institutional Ownership & Shareholders
MATTHEWS CHINA ACTIVE ETF (MCH) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Old Mission Capital Llc is currently the largest disclosed institutional shareholder of MCH tracked by InsiderSet, reporting ownership valued at approximately $3.78M in its June 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 $3.15M, representing an estimated loss of -16.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed MCH value among the investors covered in this analysis. Major shareholders include Old Mission Capital Llc, Merkkuri Wealth Advisors Llc, Welch Financial Planning, Llc, and several other long-term asset managers with concentrated positions in MATTHEWS CHINA ACTIVE ETF (MCH).
This page ranks the largest institutional MCH 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
17
Total Reported Value
$14.41M
Largest Holder
Old Mission Capital Llc
Largest Position
$3.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Old Mission Capital Llc | 0.10% | 131,123 | $3,783,698 | $3,151,200 | -$632,498 | -16.72% | |
| Merkkuri Wealth Advisors Llc | 1.50% | 83,616 | $2,412,820 | $2,009,493 | -$403,327 | -16.72% | |
| Welch Financial Planning, Llc | 1.32% | 78,715 | $2,271,408 | $1,891,710 | -$379,698 | -16.72% | |
| Summit Place Financial Advisors, Llc | 0.87% | 71,045 | $1,924,637 | $1,707,382 | -$217,255 | -11.29% | |
| Susquehanna International Group, Llp | 0.00% | 26,184 | $755,568 | $629,264 | -$126,304 | -16.72% | |
| Kestra Advisory Services, Llc | 0.00% | 25,304 | $685,489 | $608,116 | -$77,373 | -11.29% | |
| J.E. Simmons & Co., P.C. | 0.29% | 17,915 | $516,957 | $430,540 | -$86,417 | -16.72% | |
| Citadel Advisors Llc | 0.00% | 17,710 | $511,042 | $425,614 | -$85,428 | -16.72% | |
| Chicago Partners Investment Group Llc | 0.01% | 19,072 | $467,436 | $458,346 | -$9,090 | -1.94% | |
| Jane Street Group, Llc | 0.00% | 12,541 | $361,884 | $301,390 | -$60,494 | -16.72% | |
| Integrity Wealth Solutions Llc | 0.12% | 11,642 | $335,957 | $279,785 | -$56,172 | -16.72% | |
| Ubs Group Ag | 0.00% | 7,321 | $211,255 | $175,941 | -$35,314 | -16.72% | |
| Farther Finance Advisors, Llc | 0.00% | 2,540 | $68,810 | $61,042 | -$7,768 | -11.29% | |
| Osaic Holdings, Inc. | 0.00% | 1,800 | $51,942 | $43,258 | -$8,684 | -16.72% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,000 | $28,856 | $24,032 | -$4,824 | -16.72% | |
| Continuum Advisory, Llc | 0.00% | 676 | $19,507 | $16,246 | -$3,261 | -16.72% | |
| Morgan Stanley | 0.00% | 1 | $50 | $24 | -$26 | -51.94% |
Frequently asked questions about MCH
Who are the largest institutional holders of MCH?
The largest institutional holders of MCH reported in the latest SEC Form 13F filings include Old Mission Capital Llc, Merkkuri Wealth Advisors Llc, Welch Financial Planning, Llc, Summit Place Financial Advisors, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported MCH position.
What is MCH institutional ownership?
This page tracks MCH positions reported by institutional investment managers through SEC Form 13F. MATTHEWS CHINA ACTIVE ETF (MCH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MCH?
InsiderSet currently tracks 17 institutional managers reporting MCH 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 MCH shareholders.
How much MCH stock do institutions own?
Institutional investment managers disclosed approximately $14.41M in MCH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MCH institutional ownership last updated?
The latest MCH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 MCH 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 MCH position after the reporting date.
Are institutions buying or selling MCH?
Institutional buying and selling can be analyzed by comparing MCH positions across consecutive 13F reporting periods. InsiderSet's MCH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MCH ownership changes.
How has MCH institutional ownership changed over time?
InsiderSet tracks MCH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.