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

TIDAL TRUST III

30 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 74741A106·30 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$56M
visible holders
Holders
30
filers reporting
Concentration
38.53%
ALLIANZ SE #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported OWNS in Q2 2026. ALLIANZ SE leads at 38.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ALLIANZ SE
CIK 0001127508
$22M1.2M0.23%Q2 202602
OneAscent Financial Services LLC
CIK 0001780985
$9M541K0.45%Q2 202603
Orgel Wealth Management, LLC
CIK 0001658535
$5M295K0.10%Q2 202604
NATURAL INVESTMENTS, LLC
CIK 0001800245
$4M256K1.10%Q1 202605
LPL Financial LLC
CIK 0001403438
$3M185K0.00%Q2 202606
OneAscent Wealth Management LLC
CIK 0001844707
$3M147K0.76%Q2 202607
Tolleson Wealth Management, Inc.
CIK 0001772937
$2M113K0.26%Q2 202608
Skyline Advisors, Inc.
CIK 0001843832
$1M86K0.47%Q2 202609
Riverwater Partners LLC
CIK 0001882572
$1M66K0.34%Q2 202610
TRUE BLUE FINANCIAL, LLC
CIK 0002010212
$845K49K0.36%Q2 202611
Integrated Wealth Concepts LLC
CIK 0001737109
$671K39K0.00%Q2 202612
PFG Investments, LLC
CIK 0001973224
$622K36K0.02%Q2 202613
RFG Advisory, LLC
CIK 0001633387
$550K32K0.01%Q2 202614
Mason & Associates Inc
CIK 0001917686
$531K31K0.09%Q2 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$379K22K0.00%Q2 202616
Merit Financial Group, LLC
CIK 0001621225
$374K22K0.00%Q2 202617
Investor's Fiduciary Advisor Network, LLC
CIK 0002044901
$364K21K0.11%Q1 202618
First Affirmative Financial Network
CIK 0001656282
$362K21K0.14%Q1 202619
Atria Investments, Inc
CIK 0001535865
$339K20K0.00%Q2 202620
OneAscent Family Office, LLC
CIK 0002055812
$181K10K0.09%Q2 2026
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