DOSSIER · 13F Holders · Q2 2026
RSMC

TIDAL TRUST III

18 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 45259A803·18 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$700M
visible holders
Holders
18
filers reporting
Concentration
88.22%
Rockefeller Capital Management L.P. #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported RSMC in Q2 2026. Rockefeller Capital Management L.P. leads at 88.2% 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
$618M21.4M0.95%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M1.3M0.01%Q2 2026
03
StoneX Group Inc.
CIK 0000913760
$28M976K1.14%Q2 2026
04
Marble Harbor Investment Counsel, LLC
CIK 0001387130
$4M124K0.36%Q2 2026
05
BRIGHTON JONES LLC
CIK 0001360798
$3M121K0.06%Q2 2026
06
Quantinno Capital Management LP
CIK 0001759654
$2M82K0.00%Q2 2026
07
FRANKLIN RESOURCES INC
CIK 0000038777
$2M64K0.00%Q2 2026
08
LPL Financial LLC
CIK 0001403438
$2M57K0.00%Q2 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$956K34K0.00%Q2 2026
10
Haverford Trust Co
CIK 0000842941
$932K32K0.01%Q2 2026
11
COMMERCE BANK
CIK 0001009076
$621K21K0.00%Q2 2026
12
FineMark National Bank & Trust
CIK 0001537720
$542K21K0.02%Q4 2025
13
WELLS FARGO & COMPANY/MN
CIK 0000072971
$524K18K0.00%Q2 2026
14
Bank of New York Mellon Corp
CIK 0001390777
$424K15K0.00%Q2 2026
15
CITADEL ADVISORS LLC
CIK 0001423053
$234K8K0.00%Q2 2026
16
Clearstead Advisors, LLC
CIK 0000842775
$198K7K0.00%Q2 2026
17
UBS Group AG
CIK 0001610520
$25K8690.00%Q2 2026
18
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025