Who owns TIDAL TRUST III?

Tip: Access positions for across all investors

Analyze quarterly positions in Tidal Trust Iii with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Tidal Trust Iii stock

Who bought or sold TIDAL TRUST III this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Beaumont Financial Advisors 351k $15M 72% Mar 2026
 View chart
Citadel Advisors 282k $11M 100% Dec 2025
 View chart
Fortress Wealth Group 166k $7.3M 10% Mar 2026
 View chart
Tyche Wealth Partners 136k $5.7M 27% Mar 2026
 View chart
Jane Street 100k $4.2M 618% Mar 2026
 View chart
LPL Financial 88k $3.7M 276% Mar 2026
 View chart
SFI Advisors 82k $3.4M -47% Mar 2026
 View chart
Mml Investors Services 79k $3.3M 100% Mar 2026
 View chart
Mather Group 61k $2.6M 100% Mar 2026
 View chart
Goss Wealth Management 57k $2.1M 100% Dec 2025
 View chart
U.S. Capital Wealth Advisors 46k $1.9M 9% Mar 2026
 View chart
Cambridge Investment Research Advisors 33k $1.4M 100% Mar 2026
 View chart
Carter Financial Group 32k $1.3M 146% Mar 2026
 View chart
Berbice Capital Management 27k $1.1M 954% Mar 2026
 View chart
Kestra Advisory Services 25k $1.1M 223% Mar 2026
 View chart
Noble Wealth Management PBC 24k $984k 7% Mar 2026
 View chart
Brookwood Investment Group 23k $941k 303% Mar 2026
 View chart
Elequin Capital 19k $778k 100% Mar 2026
 View chart
CoreCap Advisors 18k $765k 100% Mar 2026
 View chart
Aurora Private Wealth 18k $721k -5% Mar 2026
 View chart
ATX Financial Planning 17k $731k 118% Mar 2026
 View chart
Wealthstar Advisors 14k $564k 0% Mar 2026
 View chart
Pensionmark Financial Group 13k $552k 100% Mar 2026
 View chart
Equitable Holdings 12k $459k 100% Dec 2025
 View chart
Marshall Wace 7.4k $280k 100% Dec 2025
 View chart
Holistic Planning 7.1k $297k 100% Mar 2026
 View chart
Beck Capital Management 7.0k $264k 7% Dec 2025
 View chart
Willner & Heller 6.4k $269k 100% Mar 2026
 View chart
Wealthcare Advisory Partners 6.0k $253k 100% Mar 2026
 View chart
Gladstone Institutional Advisory 5.7k $217k 100% Dec 2025
 View chart
Oxinas Partners Wealth Management 4.9k $205k 100% Mar 2026
 View chart
WealthCare Investment Partners 4.7k $211k 100% Mar 2026
 View chart
Farther Finance Advisors 3.3k $143k 0% Mar 2026
 View chart
Sankala Group 2.5k $106k 48% Mar 2026
 View chart
Creative Financial Designs 2.0k $84k -50% Mar 2026
 View chart
UBS Group 1.1k $47k 100% Mar 2026
 View chart
Harbour Investments 1.0k $38k 0% Dec 2025
 View chart
SageView Advisory Group 818.00 $31k 100% Dec 2025
 View chart
Pnc Financial Services 726.00 $30k 0% Mar 2026
 View chart
Steward Partners Investment Advisory 665.00 $28k 0% Mar 2026
 View chart
Osbon Capital Management 592.00 $22k 100% Dec 2025
 View chart
National Bank Of Canada /fi/ 494.00 $19k 100% Dec 2025
 View chart
Spire Wealth Management 400.00 $17k 0% Mar 2026
 View chart
GHP Investment Advisors 400.00 $17k 100% Mar 2026
 View chart
Root Financial Partners 384.00 $16k 100% Mar 2026
 View chart
Atlantic Trust 300.00 $11k 100% Dec 2025
 View chart
Simplex Trading 171.00 $6.5k 100% Dec 2025
 View chart
CWM 118.00 $4.0k 0% Dec 2025
 View chart

Who sold out of Tidal Trust Iii?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Sep 2025 53k $1.9M
Commonwealth Equity Services Dec 2025 19k $721k
Steel Peak Wealth Management Dec 2025 15k $578k