TIDAL TRUST III
CUSIP 45259A100
Tidal Trust III has 41 institutional holders in Filings Flow’s 13F database, together reporting 341.1K shares worth $14M as of Q1 2026. The largest reported holders are Westfuller Advisors, LLC, Rock Creek Group LLC, and Tidal Investments LLC.
Institutional Holders
41
Q1 2026
Reported Value
$14M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Westfuller Advisors, LLC$232M AUM | 1.48% | $3M | 86.9K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.43% | $583,970 | 14.8K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.20% | $287,810 | 7.3K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.16% | $191,674 | 4.9K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 0.16% | $2M | 39.0K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.11% | $573,589 | 13.7K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.07% | $598,812 | 15.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $20,224 | 511 | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $460,806 | 11.1K | Q4 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $788,390 | 19.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $213,444 | 5.4K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $222,971 | 5.6K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $13,739 | 324 | Q2 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $8,304 | 200 | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 26.3K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $11,636 | 293 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $574,058 | 14.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $2,375 | 60 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $37,572 | 905 | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $24,142 | 610 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $921,350 | 23.3K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $274,325 | 6.7K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $15,262 | 386 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $4,947 | 125 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $892,441 | 22.5K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $13,457 | 340 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $252,789 | 6.1K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $240,198 | 6.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,818 | 147 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $26,291 | 662 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $217,709 | 5.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $59,367 | 1.5K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $51,886 | 1.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $464,770 | 11.7K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $6,190 | 155 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,958 | 100 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $93,327 | 2.2K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $411,134 | 10.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $320,343 | 8.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,968 | 75 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $8,708 | 220 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $434,951 | 11.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $52,480 | 1.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $173,483 | 4.3K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $18,044 | 455 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $208,456 | 5.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $46,996 | 1.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14,946 | 360 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4,000 | 110 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12,259 | 316 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3,518 | 89 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.