DOSSIER · 13F Holders · Q2 2026
WRTH

TIDAL TRUST III

6 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 88635U309·6 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$900K
visible holders
Holders
6
filers reporting
Concentration
40.54%
OSAIC HOLDINGS, INC. #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported WRTH in Q2 2026. OSAIC HOLDINGS, INC. leads at 40.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OSAIC HOLDINGS, INC.
CIK 0001677044
$365K14K0.00%Q2 2026
02
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$238K10K0.00%Q3 2026
03
HighTower Advisors, LLC
CIK 0001462245
$208K8K0.00%Q2 2026
04
Farther Finance Advisors, LLC
CIK 0001992825
$63K3K0.00%Q3 2026
05
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$26K1K0.00%Q2 2026
06
UBS Group AG
CIK 0001610520
$590230.00%Q2 2026