Who owns TIDAL TRUST III?

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

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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
Rockefeller Capital Management 3.4M $85M -33% Sep 2025
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Envestnet Asset Management 2.3M $58M 7% Sep 2025
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Manning & Napier Advisors 849k $21M -2% Sep 2025
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SCBT Financial Corporation 351k $8.8M 4427% Sep 2025
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Geneos Wealth Management 233k $5.8M 105% Dec 2025
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LPL Financial 221k $5.5M 40% Sep 2025
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Goldman Sachs Group 62k $1.5M 100% Sep 2025
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LVW Advisors 36k $910k 100% Dec 2025
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Balboa Wealth Partners 32k $793k 100% Dec 2025
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Jane Street 31k $764k -82% Sep 2025
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Steward Partners Investment Advisory 14k $353k 43% Sep 2025
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Stifel Financial 14k $344k 100% Sep 2025
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Diversify Advisory Services 11k $274k 0% Dec 2025
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Brian McDonald 2.0k $50k 0% Dec 2025
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UMA Financial Services 1.3k $32k 0% Dec 2025
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Lodestone Wealth Management 774.00 $19k 100% Dec 2025
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Hartland & Co 591.00 $15k 0% Sep 2025
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UBS Group 104.00 $2.6k -93% Dec 2025
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Adirondack Trust 96.00 $2.4k 100% Dec 2025
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Who sold out of Tidal Trust Iii?

Fund or Company Name Date Sold Shares Held Valued At
D.B. Root & Company Jun 2025 9.1k $223k