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Tidal Trust Iii shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Tidal Trust Iii (AIS) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Tidal Trust Iii

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All positions including Tidal Trust Iii held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Trust Iii by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $552k 13k 41.91

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Top funds holding Tidal Trust Iii

Beaumont Financial Advisors
Citadel Advisors
Fortress Wealth Group
Tyche Wealth Partners
Jane Street
LPL Financial
SFI Advisors
Mml Investors Services
Mather Group
Goss Wealth Management
U.S. Capital Wealth Advisors
Flow Traders US
Cambridge Investment Research Advisors
Carter Financial Group
Berbice Capital Management

View all funds holding Tidal Trust Iii