13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
AIS

TIDAL TRUST III

58 institutions still hold TIDAL TRUST III as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45259A845·58 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.3%
vs prior quarter
13F value held
$72M
74.0% inst. owned
of float
Holders
58
-112 QoQ
filers reporting
Activity
+17 / −48
+1,009 added · −935 reduced
this quarter
Concentration
20.54%
Beaumont Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

58 institutions reported AIS in Q1 2026. Beaumont Financial Advisors, LLC leads at 20.5% of the visible book. -112 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Beaumont Financial Advisors, LLC
CIK 0001957394
$15M351K1.01%Q1 202602
CITADEL ADVISORS LLC
CIK 0001423053
$11M282K0.00%Q4 202503
FWG Holdings, LLC
CIK 0001862067
$7M166K2.75%Q1 202604
Tyche Wealth Partners LLC
CIK 0002004818
$6M136K0.88%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M100K0.00%Q1 202606
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M95K0.14%Q1 202607
LPL Financial LLC
CIK 0001403438
$4M88K0.00%Q1 202608
SFI Advisors, LLC
CIK 0001911308
$3M82K3.61%Q1 202609
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M79K0.01%Q1 202610
MATHER GROUP, LLC.
CIK 0001527641
$3M61K0.03%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$2M54K0.01%Q1 202612
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$2M46K0.05%Q1 202613
Carter Financial Group, INC.
CIK 0001919749
$1M32K0.82%Q1 202614
Berbice Capital Management LLC
CIK 0002051605
$1M27K0.75%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$1M25K0.00%Q1 202616
Noble Wealth Management PBC
CIK 0002055065
$983,92123K0.49%Q1 202617
Brookwood Investment Group LLC
CIK 0002066812
$941,34122K0.12%Q1 202618
Equitable Holdings, Inc.
CIK 0001333986
$893,27021K0.01%Q1 202619
Gladstone Institutional Advisory LLC
CIK 0001766530
$892,26421K0.03%Q1 202620
Elequin Capital, LP
CIK 0001810873
$777,93319K0.07%Q1 2026
Page 1 of 3
38 more holders available. Log in →