13F Insight
DOSSIER · 13F Holders · Q2 2026
AIS

TIDAL TRUST III

71 institutions still hold TIDAL TRUST III as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45259A845·71 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$119M
visible holders
Holders
71
filers reporting
Concentration
28.47%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported AIS in Q2 2026. Gradient Investments LLC leads at 28.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$34M396K0.47%Q2 202602
Beaumont Financial Advisors, LLC
CIK 0001957394
$15M351K1.01%Q1 202603
CITADEL ADVISORS LLC
CIK 0001423053
$11M282K0.00%Q4 202504
FWG Holdings, LLC
CIK 0001862067
$7M166K2.75%Q1 202605
Tyche Wealth Partners LLC
CIK 0002004818
$6M136K0.88%Q1 202606
Noble Wealth Management PBC
CIK 0002055065
$5M58K2.22%Q2 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M100K0.00%Q1 202608
Berbice Capital Management LLC
CIK 0002051605
$4M47K2.06%Q2 202609
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M95K0.14%Q1 202610
LPL Financial LLC
CIK 0001403438
$4M88K0.00%Q1 202611
Brookwood Investment Group LLC
CIK 0002066812
$4M42K0.40%Q2 202612
SFI Advisors, LLC
CIK 0001911308
$3M82K3.61%Q1 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M79K0.01%Q1 202614
Client First Investment Management LLC
CIK 0002018284
$3M31K1.11%Q2 202615
MATHER GROUP, LLC.
CIK 0001527641
$3M61K0.03%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M32K0.00%Q2 202617
NewEdge Advisors, LLC
CIK 0001633516
$2M54K0.01%Q1 202618
VISTA INVESTMENT PARTNERS II, LLC
CIK 0002035219
$2M26K0.86%Q2 202619
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$2M46K0.05%Q1 202620
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M35K0.05%Q1 2026
Page 1 of 4
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