MEMX Institutional Ownership & Shareholders
MATTHEWS EM EX CHINA ACTIVE (MEMX) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Quattro Advisors Llc is currently the largest disclosed institutional shareholder of MEMX tracked by InsiderSet, reporting ownership valued at approximately $2.82M 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 $2.49M, representing an estimated loss of -11.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed MEMX value among the investors covered in this analysis. Major shareholders include Quattro Advisors Llc, Lpl Financial Llc, Chicago Partners Investment Group Llc, and several other long-term asset managers with concentrated positions in MATTHEWS EM EX CHINA ACTIVE (MEMX).
This page ranks the largest institutional MEMX 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
15
Total Reported Value
$10.18M
Largest Holder
Quattro Advisors Llc
Largest Position
$2.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Quattro Advisors Llc | 1.87% | 56,369 | $2,816,067 | $2,493,821 | -$322,246 | -11.44% | |
| Lpl Financial Llc | 0.00% | 32,689 | $1,633,077 | $1,446,194 | -$186,883 | -11.44% | |
| Chicago Partners Investment Group Llc | 0.02% | 23,751 | $1,049,539 | $1,050,768 | +$1,229 | +0.12% | |
| Rockefeller Capital Management L.P. | 0.00% | 20,543 | $1,026,287 | $908,843 | -$117,444 | -11.44% | |
| Ameritas Advisory Services, Llc | 0.02% | 16,803 | $839,421 | $743,382 | -$96,039 | -11.44% | |
| Citadel Advisors Llc | 0.00% | 12,942 | $646,556 | $572,567 | -$73,989 | -11.44% | |
| Envestnet Asset Management Inc | 0.00% | 9,148 | $457,016 | $404,717 | -$52,299 | -11.44% | |
| Old Mission Capital Llc | 0.01% | 8,221 | $410,704 | $363,705 | -$46,999 | -11.44% | |
| Jane Street Group, Llc | 0.00% | 7,755 | $387,424 | $343,089 | -$44,335 | -11.44% | |
| Mercer Global Advisors Inc | 0.00% | 7,421 | $370,745 | $328,312 | -$42,433 | -11.45% | |
| Castle Wealth Management Llc | 0.08% | 5,713 | $285,410 | $252,749 | -$32,661 | -11.44% | |
| Susquehanna International Group, Llp | 0.00% | 4,867 | $243,146 | $215,321 | -$27,825 | -11.44% | |
| Ubs Group Ag | 0.00% | 268 | $13,389 | $11,857 | -$1,532 | -11.45% | |
| Spire Wealth Management | 0.00% | 65 | $3,112 | $2,876 | -$236 | -7.59% | |
| Osaic Holdings, Inc. | 0.00% | 56 | $2,797 | $2,477 | -$320 | -11.42% |
Frequently asked questions about MEMX
Who are the largest institutional holders of MEMX?
The largest institutional holders of MEMX reported in the latest SEC Form 13F filings include Quattro Advisors Llc, Lpl Financial Llc, Chicago Partners Investment Group Llc, Rockefeller Capital Management L.P., and Ameritas Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported MEMX position.
What is MEMX institutional ownership?
This page tracks MEMX positions reported by institutional investment managers through SEC Form 13F. MATTHEWS EM EX CHINA ACTIVE (MEMX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MEMX?
InsiderSet currently tracks 15 institutional managers reporting MEMX 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 MEMX shareholders.
How much MEMX stock do institutions own?
Institutional investment managers disclosed approximately $10.18M in MEMX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MEMX institutional ownership last updated?
The latest MEMX 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 MEMX 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 MEMX position after the reporting date.
Are institutions buying or selling MEMX?
Institutional buying and selling can be analyzed by comparing MEMX positions across consecutive 13F reporting periods. InsiderSet's MEMX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MEMX ownership changes.
How has MEMX institutional ownership changed over time?
InsiderSet tracks MEMX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.