TIDAL TRUST III
CUSIP 45259A548
Tidal Trust III has 2 institutional holders in Filings Flow’s 13F database, together reporting 2.56M shares worth $68M as of Q1 2026. The largest reported holders are Belpointe Asset Management LLC, Chicago Partners Investment Group LLC, and Envestnet Asset Management Inc.
Institutional Holders
2
Q1 2026
Reported Value
$579,782
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Reyes Financial Architecture, Inc.$122M AUM | 2.65% | $4M | 157.3K | Q4 2025OLDER |
| Bullseye Investment Management, LLC$164M AUM | 0.78% | $1M | 52.4K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.50% | $14M | 519.9K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.46% | $744,919 | 28.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.38% | $1M | 48.6K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.33% | $1M | 42.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.31% | $6M | 245.1K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.29% | $3M | 116.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.24% | $11M | 372.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.09% | $3M | 123.9K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.09% | $1M | 44.1K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.06% | $1M | 46.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $3M | 113.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.06% | $1M | 39.0K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.06% | $203,335 | 7.3K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.06% | $566,426 | 19.1K | Q2 2026 |
| Weaver Consulting Group$420M AUM | 0.05% | $201,681 | 7.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.04% | $2M | 64.3K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 211.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 59.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 64.1K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $387,565 | 14.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 45.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $218,264 | 8.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $645,012 | 24.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $505,979 | 18.3K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $588,668 | 22.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $493,968 | 18.8K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $268,220 | 9.7K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 267.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $9,198 | 303 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $465,523 | 15.3K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $278,328 | 10.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $13,356 | 509 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5,327 | 203 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.