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Tidal Trust Iii shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Tidal Trust Iii

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

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Quarterly reported holdings in Tidal Trust Iii by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $694k 8.1k 85.31

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Top funds holding Tidal Trust Iii

Gradient Investments
Beaumont Financial Advisors
Citadel Advisors
Fortress Wealth Group
Tyche Wealth Partners
Jane Street
Goss Wealth Management
Gts Securities
LPL Financial
Mml Investors Services
SFI Advisors
Carter Financial Group
Mather Group
Noble Wealth Management PBC
Mattson Financial Services

View all funds holding Tidal Trust Iii