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

TIDAL TRUST III

132 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 45259A845·132 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$210M
visible holders
Holders
132
filers reporting
Concentration
18.06%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

132 institutions reported AIS in Q2 2026. LPL Financial LLC leads at 18.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$38M444K0.01%Q2 202602
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$29M339K2.14%Q2 202603
Gradient Investments LLC
CIK 0001542265
$21M277K0.30%Q3 202604
Beaumont Financial Advisors, LLC
CIK 0001957394
$19M254K1.19%Q3 202605
Tyche Wealth Partners LLC
CIK 0002004818
$12M143K1.72%Q2 202606
MARSHALL WACE, LLP
CIK 0001318757
$10M113K0.01%Q2 202607
NewEdge Advisors, LLC
CIK 0001633516
$8M99K0.03%Q2 202608
RETIREMENT FINANCIAL SOLUTIONS, LLC
CIK 0001962532
$8M111K1.96%Q3 202609
FWG Holdings, LLC
CIK 0001862067
$7M111K2.58%Q2 202610
CITADEL ADVISORS LLC
CIK 0001423053
$7M85K0.00%Q2 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$7M82K0.01%Q2 202612
SFI Advisors, LLC
CIK 0001911308
$7M80K5.86%Q2 202613
Carter Financial Group, INC.
CIK 0001919749
$6M80K3.04%Q3 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M56K0.00%Q2 202615
Noble Wealth Management PBC
CIK 0002055065
$4M60K2.01%Q3 202616
MATHER GROUP, LLC.
CIK 0001527641
$4M60K0.04%Q3 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M52K0.00%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M100K0.00%Q1 202619
Mattson Financial Services, LLC
CIK 0002034595
$4M58K0.81%Q2 202620
Kingsview Wealth Management, LLC
CIK 0001791965
$4M45K0.05%Q2 2026
Page 1 of 7
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