MEM Institutional Ownership & Shareholders
MATTHEWS EM MKT EQTY ACTIVE (MEM) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $33.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jgp Wealth Management, Llc is currently the largest disclosed institutional shareholder of MEM tracked by InsiderSet, reporting ownership valued at approximately $7.38M 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 $6.44M, representing an estimated loss of -12.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed MEM value among the investors covered in this analysis. Major shareholders include Jgp Wealth Management, Llc, Dynasty Wealth Management, Llc, Palladiem, Llc, and several other long-term asset managers with concentrated positions in MATTHEWS EM MKT EQTY ACTIVE (MEM).
This page ranks the largest institutional MEM 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
24
Total Reported Value
$33.89M
Largest Holder
Jgp Wealth Management, Llc
Largest Position
$7.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jgp Wealth Management, Llc | 0.65% | 169,547 | $7,375,528 | $6,441,616 | -$933,912 | -12.66% | |
| Dynasty Wealth Management, Llc | 0.05% | 152,753 | $6,913,987 | $5,803,560 | -$1,110,427 | -16.06% | |
| Palladiem, Llc | 3.83% | 87,306 | $3,951,679 | $3,317,026 | -$634,653 | -16.06% | |
| Old Mission Capital Llc | 0.08% | 71,426 | $3,232,912 | $2,713,695 | -$519,217 | -16.06% | |
| Ifc Advisors Llc | 0.37% | 64,851 | $2,935,306 | $2,463,891 | -$471,415 | -16.06% | |
| Geneos Wealth Management Inc. | 0.03% | 34,774 | $1,573,871 | $1,321,172 | -$252,699 | -16.06% | |
| Osaic Holdings, Inc. | 0.00% | 31,330 | $1,418,058 | $1,190,324 | -$227,734 | -16.06% | |
| Susquehanna International Group, Llp | 0.00% | 23,749 | $1,074,936 | $902,298 | -$172,638 | -16.06% | |
| Sierra Capital Llc | 0.08% | 17,960 | $812,896 | $682,356 | -$130,540 | -16.06% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,666 | $768,490 | $671,186 | -$97,304 | -12.66% | |
| Bedel Financial Consulting, Inc. | 0.06% | 14,113 | $638,795 | $536,197 | -$102,598 | -16.06% | |
| Jane Street Group, Llc | 0.00% | 14,092 | $637,838 | $535,399 | -$102,439 | -16.06% | |
| Raymond James Financial Inc | 0.00% | 13,179 | $596,513 | $500,711 | -$95,802 | -16.06% | |
| Round Rock Advisors Llc | 0.07% | 11,611 | $525,542 | $441,138 | -$84,404 | -16.06% | |
| Matisse Capital | 0.20% | 11,700 | $508,965 | $444,519 | -$64,446 | -12.66% | |
| Ejmk Ventures Llc | 0.14% | 7,482 | $325,477 | $284,264 | -$41,213 | -12.66% | |
| Bond & Devick Financial Network, Inc. | 0.06% | 5,651 | $245,826 | $214,699 | -$31,127 | -12.66% | |
| Beacon Financial Advisory Llc | 0.05% | 5,578 | $242,650 | $211,926 | -$30,724 | -12.66% | |
| Farther Finance Advisors, Llc | 0.00% | 1,437 | $62,511 | $54,596 | -$7,915 | -12.66% | |
| Ubs Group Ag | 0.00% | 658 | $29,782 | $24,999 | -$4,783 | -16.06% | |
| Richardson Capital Management Llc | 0.00% | 160 | $6,960 | $6,079 | -$881 | -12.66% | |
| Millstone Evans Group, Llc | 0.00% | 132 | $5,975 | $5,015 | -$960 | -16.07% | |
| National Bank Of Canada | 0.00% | 100 | $4,520 | $3,799 | -$721 | -15.94% | |
| Morgan Stanley | 0.00% | 1 | $49 | $38 | -$11 | -22.46% |
Frequently asked questions about MEM
Who are the largest institutional holders of MEM?
The largest institutional holders of MEM reported in the latest SEC Form 13F filings include Jgp Wealth Management, Llc, Dynasty Wealth Management, Llc, Palladiem, Llc, Old Mission Capital Llc, and Ifc Advisors Llc. InsiderSet ranks institutional holders by their latest reported MEM position.
What is MEM institutional ownership?
This page tracks MEM positions reported by institutional investment managers through SEC Form 13F. MATTHEWS EM MKT EQTY ACTIVE (MEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MEM?
InsiderSet currently tracks 24 institutional managers reporting MEM 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 MEM shareholders.
How much MEM stock do institutions own?
Institutional investment managers disclosed approximately $33.89M in MEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MEM institutional ownership last updated?
The latest MEM 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 MEM 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 MEM position after the reporting date.
Are institutions buying or selling MEM?
Institutional buying and selling can be analyzed by comparing MEM positions across consecutive 13F reporting periods. InsiderSet's MEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MEM ownership changes.
How has MEM institutional ownership changed over time?
InsiderSet tracks MEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.