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Tidal Trust Iii shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Tidal Trust Iii (SNTH) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust Iii held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Trust Iii by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 45k 26.24

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Top funds holding Tidal Trust Iii

Independent Financial Group
Belpointe Asset Management
Chicago Partners Investment
Envestnet Asset Management
Kingswood Wealth Advisors
Private Advisor
Sigma Planning
TRUE Private Wealth Advisors
IFP Advisors
We Are One Seven
Farther Finance Advisors
Kestra Private Wealth Services
Independent Wealth Network
BCJ Capital Management
Concurrent Investment Advisors

View all funds holding Tidal Trust Iii