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

TIDAL TRUST III

32 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 45259A878·32 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$479M
visible holders
Holders
32
filers reporting
Concentration
58.40%
Rockefeller Capital Management L.P. #1
top holder share
AI Holders Summary · Q2 2026

32 institutions reported RMOP in Q2 2026. Rockefeller Capital Management L.P. leads at 58.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Rockefeller Capital Management L.P.
CIK 0001739439
$280M11.0M0.43%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$92M3.6M0.02%Q2 202603
SouthState Bank Corp
CIK 0000764038
$36M1.4M1.50%Q2 202604
MANNING & NAPIER ADVISORS LLC
CIK 0000062039
$19M755K0.25%Q2 202605
LPL Financial LLC
CIK 0001403438
$11M439K0.00%Q2 202606
Gotham Asset Management, LLC
CIK 0001510387
$10M400K0.02%Q2 202607
Geneos Wealth Management Inc.
CIK 0001764754
$6M226K0.12%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M162K0.00%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M164K0.00%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$4M155K0.00%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$3M136K0.00%Q2 202612
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M82K0.03%Q2 202613
Johnson & White Wealth Management, LLC
CIK 0001954136
$2M73K0.70%Q2 202614
LVW Advisors, LLC
CIK 0001576053
$1M42K0.09%Q2 202615
Balboa Wealth Partners
CIK 0001929008
$975K38K0.13%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$903K35K0.00%Q2 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$810K32K0.00%Q2 202618
Triumph Capital Management
CIK 0001730765
$441K17K0.08%Q2 202619
CITADEL ADVISORS LLC
CIK 0001423053
$417K16K0.00%Q2 202620
Steward Partners Investment Advisory, LLC
CIK 0001723397
$383K15K0.00%Q2 2026
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