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
Bullseye Investment Management 1.3M $40M 10% Sep 2026
 View chart
Envestnet Asset Management 1.1M $31M 293% Jun 2026
 View chart
Independent Financial Group 1.0M $31M 70% Sep 2026
 View chart
VanWeelden Wealth Management 788k $23M 100% Jun 2026
 View chart
Belpointe Asset Management 702k $21M 35% Jun 2026
 View chart
Chicago Partners Investment 695k $20M 19% Sep 2026
 View chart
Kingswood Wealth Advisors 241k $7.1M 4% Sep 2026
 View chart
Measured Risk Portfolios 172k $5.1M -78% Sep 2026
 View chart
Kingsview Wealth Management 146k $4.3M 674% Jun 2026
 View chart
Farther Finance Advisors 137k $4.0M 5% Sep 2026
 View chart
Sigma Planning 127k $3.7M 0% Sep 2026
 View chart
TRUE Private Wealth Advisors 111k $3.3M 4% Sep 2026
 View chart
MBL Wealth 92k $2.7M 100% Sep 2026
 View chart
Kestra Private Wealth Services 85k $2.5M 47% Sep 2026
 View chart
Independent Wealth Network 58k $1.7M 16% Sep 2026
 View chart
Cambridge Investment Research Advisors 58k $1.7M 100% Jun 2026
 View chart
Strategic Blueprint 47k $1.4M -1% Sep 2026
 View chart
ATX Financial Planning 47k $1.4M 100% Sep 2026
 View chart
Wiley Bros.-aintree Capital 43k $1.3M 100% Jun 2026
 View chart
Clear Creek Financial Management 42k $1.2M -1% Sep 2026
 View chart
BCJ Capital Management 42k $1.2M 9% Sep 2026
 View chart
Delta Investment Management 39k $1.2M 100% Jun 2026
 View chart
PKS Advisory Services 38k $1.1M 0% Sep 2026
 View chart
Millennium Capital Advisors 32k $929k 3% Sep 2026
 View chart
Concurrent Investment Advisors 28k $823k -44% Sep 2026
 View chart
Reyes Financial Architecture 23k $668k 25% Sep 2026
 View chart
Hibernia Wealth Partners 21k $628k 0% Sep 2026
 View chart
Redhawk Wealth Advisors 20k $602k 7% Sep 2026
 View chart
Meridian Wealth Management 20k $591k 35% Jun 2026
 View chart
Stifel Financial 18k $539k 100% Jun 2026
 View chart
Silver Oak Securities 17k $507k 100% Jun 2026
 View chart
Jane Street 16k $462k 47% Jun 2026
 View chart
Quantinno Capital Management 9.8k $291k 100% Jun 2026
 View chart
Arkadios Wealth Advisors 9.2k $275k -62% Jun 2026
 View chart
Apollon Wealth Management 8.0k $236k 100% Sep 2026
 View chart
Weaver Consulting Group 6.9k $202k 0% Sep 2026
 View chart
Imprint Wealth 151.00 $4.5k 0% Jun 2026
 View chart

Who sold out of Tidal Trust Iii?

Fund or Company Name Date Sold Shares Held Valued At
Private Advisor Mar 2026 212k $5.6M
Old Mission Capital Mar 2026 22k $589k
Simplicity Wealth Jun 2026 18k $548k
Wells Fargo & Company Mar 2026 509.00 $13k
UBS Group Mar 2026 203.00 $5.3k