DOSSIER · 13F Holders · Q2 2026
QUSA

TIDAL TRUST III

9 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 45259A464·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
9
filers reporting
Concentration
61.87%
Formidable Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported QUSA in Q2 2026. Formidable Asset Management, LLC leads at 61.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Formidable Asset Management, LLC
CIK 0001592613
$1M63K0.17%Q2 2026
02
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$235K13K0.00%Q2 2026
03
Synergy Asset Management, LLC
CIK 0001699080
$218K12K0.02%Q2 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$187K11K0.00%Q1 2026
05
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$19K1K0.00%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$9K5000.00%Q2 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3120.00%Q2 2026
08
MORGAN STANLEY
CIK 0000895421
$1910.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at TIDAL TRUST III
Lipner RoyNaegeli TheodoreNguyen ChrisMaleska Martin EStruzzieri ThomasBerger Steven RHughes Donald WWarnock David L