TIDAL TRUST III (GRNJ)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
75
Reporting holders
$285.4M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $31.4M | 999,927 | 0.03% | 3q | +44.1%+$9.6M |
| ROYAL BANK OF CANADA | $26.4M | 839,446 | 0.00% | 3q | -8.2%-$2.4M |
| Teamwork Financial Advisors, LLC | $26.0M | 825,676 | 2.36% | 2q | +3.2%+$792.9K |
| &PARTNERS | $23.4M | 744,176 | 0.10% | 3q | +6.6%+$1.4M |
| Reliant Wealth Planning | $19.5M | 620,518 | 5.37% | 3q | +4.7%+$875.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $14.1M | 449,123 | 0.16% | 3q | -1.7%-$244.1K |
| ENVESTNET ASSET MANAGEMENT INC | $13.1M | 417,965 | 0.00% | 3q | +7.7%+$941.4K |
| American Financial Advisors, LLC | $12.5M | 399,037 | 1.51% | new | NEW |
| TrueWealth Advisors, LLC | $11.7M | 371,143 | 2.63% | 3q | +2.7%+$305.3K |
| Pinnacle Wealth Management, LLC | $10.4M | 332,087 | 6.47% | 3q | -22.1%-$3.0M |
| First Heartland Consultants, Inc. | $9.9M | 315,578 | 0.64% | 3q | +10.1%+$910.8K |
| TD Waterhouse Canada Inc. | $9.1M | 295,308 | 0.02% | 3q | +2685.9%+$8.8M |
| SMITH, MOORE & CO. | $7.5M | 237,384 | 0.48% | 3q | +22.1%+$1.4M |
| Sun Financial Inc | $6.8M | 223,077 | 3.22% | 3q | +21.9%+$1.2M |
| DKM Wealth Management, Inc. | $6.6M | 209,522 | 4.31% | 3q | +14.2%+$817.1K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $4.5M | 143,365 | 1.41% | 3q | +73.9%+$1.9M |
| Emissary Wealth LLC | $4.2M | 132,805 | 3.18% | 3q | +98.1%+$2.1M |
| Arcus Capital Partners, LLC | $3.9M | 125,444 | 1.63% | new | NEW |
| Game Plan Financial Advisors, LLC | $3.8M | 120,269 | 1.40% | 3q | +5.1%+$184.4K |
| Arax Advisory Partners | $3.6M | 115,245 | 0.02% | new | NEW |
| VestGen Advisors, LLC | $3.6M | 113,967 | 0.10% | 3q | +0.6%+$19.6K |
| STIFEL FINANCIAL CORP | $3.0M | 96,661 | 0.00% | 3q | +16.7%+$434.6K |
| Weaver Consulting Group | $2.9M | 93,792 | 0.60% | 3q | +1.6%+$45.6K |
| BXM Wealth LLC | $2.7M | 85,080 | 1.46% | 3q | +65.0%+$1.1M |
| ZEGA Investments, LLC | $2.6M | 81,509 | 0.26% | 2q | +42.7%+$767.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 48,657 | 0.00% | 3q | +18.6%+$239.4K |
| NewEdge Advisors, LLC | $1.5M | 46,653 | 0.00% | 2q | +128.0%+$823.5K |
| PRINCIPAL SECURITIES, INC. | $1.4M | 45,139 | 0.02% | 2q | HELD |
| Snowden Capital Advisors LLC | $1.3M | 40,068 | 0.03% | 3q | +33.8%+$318.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 37,182 | 0.02% | 2q | +37.1%+$316.3K |
| Integrated Wealth Concepts LLC | $1.1M | 34,324 | 0.01% | 2q | -55.8%-$1.4M |
| Sanctuary Advisors, LLC | $990.1K | 31,490 | 0.00% | new | NEW |
| Venture Visionary Partners LLC | $882.5K | 28,070 | 0.02% | 2q | +136.8%+$509.8K |
| Institute for Wealth Management, LLC. | $863.7K | 27,471 | 0.08% | 3q | +40.3%+$248.0K |
| Parallel Advisors, LLC | $786.8K | 25,025 | 0.01% | 2q | +25.8%+$161.1K |
| INSIGNEO ADVISORY SERVICES, LLC | $754.2K | 23,990 | 0.03% | 2q | +26.9%+$160.0K |
| Integrated Advisors Network LLC | $714.5K | 22,724 | 0.03% | 3q | +6.2%+$41.5K |
| Vontobel Holding Ltd. | $614.3K | 19,538 | 0.00% | 2q | +56.7%+$222.3K |
| E&G Advisors, LLC | $590.8K | 18,790 | 0.11% | 3q | +34.3%+$150.8K |
| Quantinno Capital Management LP | $575.8K | 18,313 | 0.00% | 2q | HELD |
| ETF Store, Inc. | $510.8K | 16,248 | 0.43% | new | NEW |
| MAINSAIL ASSET MANAGEMENT, LLC | $471.2K | 16,555 | 0.18% | new | NEW |
| Riggs Asset Managment Co. Inc. | $443.7K | 14,112 | 0.08% | 3q | +5.5%+$23.0K |
| Prospera Financial Services Inc | $439.5K | 13,979 | 0.01% | 2q | +18.9%+$69.9K |
| Mariner, LLC | $414.3K | 13,179 | 0.00% | 2q | +9.2%+$35.0K |
| Federation des caisses Desjardins du Quebec | $413.8K | 13,162 | 0.00% | 3q | +28.8%+$92.4K |
| Concurrent Investment Advisors, LLC | $405.1K | 12,885 | 0.00% | 3q | HELD |
| Ausdal Financial Partners, Inc. | $399.6K | 12,709 | 0.02% | 2q | +29.9%+$91.9K |
| Equitable Holdings, Inc. | $398.4K | 12,671 | 0.00% | 2q | -91.4%-$4.2M |
| OSAIC HOLDINGS, INC. | $398.3K | 12,669 | 0.00% | 2q | +34.7%+$102.7K |
| LexAurum Advisors, LLC | $379.7K | 12,078 | 0.04% | 2q | -25.2%-$128.1K |
| Advisory Services Network, LLC | $364.4K | 11,590 | 0.00% | 2q | +69.8%+$149.8K |
| Signature Equity Partners, LLC | $339.4K | 10,794 | 0.16% | new | NEW |
| Savvy Advisors, Inc. | $308.4K | 9,808 | 0.01% | 2q | +17.7%+$46.3K |
| Fulcrum Equity Management | $302.2K | 9,613 | 0.22% | new | NEW |
| GWN SECURITIES INC. | $252.8K | 8,042 | 0.04% | 2q | -17.1%-$52.3K |
| Visionary Wealth Advisors | $231.3K | 7,357 | 0.01% | new | NEW |
| Whitaker-Myers Wealth Managers, LTD. | $230.2K | 7,322 | 0.04% | new | NEW |
| Truvestments Capital LLC | $188.6K | 6,000 | 0.03% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $70.3K | 2,236 | 0.00% | 3q | -2.3%-$1.7K |
| Private Wealth Asset Management, LLC | $62.9K | 2,000 | 0.01% | 3q | HELD |
| Allworth Financial LP | $46.7K | 1,484 | 0.00% | new | NEW |
| Holos Integrated Wealth LLC | $44.6K | 1,500 | 0.02% | 2q | -6.2%-$3.0K |
| Global Retirement Partners, LLC | $40.9K | 1,300 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $40.5K | 1,289 | 0.00% | new | NEW |
| UBS Group AG | $33.0K | 1,050 | 0.00% | new | NEW |
| SOA Wealth Advisors, LLC. | $27.4K | 870 | 0.00% | 3q | +33.2%+$6.8K |
| Redwood Park Advisors LLC | $24.8K | 788 | 0.02% | 3q | HELD |
| PNC Financial Services Group, Inc. | $15.7K | 500 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $9.6K | 304 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $6.3K | 200 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3.9K | 123 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.6K | 81,606 | 0.00% | 3q | +137.6%+$1.5K |
| MORGAN STANLEY | $2.1K | 66 | 0.00% | new | NEW |
| Greenwich Wealth Management LLC | $1.8K | 58,084 | 0.07% | 2q | +4.4% |
| JONES FINANCIAL COMPANIES LLLP | $1.0K | 33 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $659 | 20,963 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $346 | 11 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 75 | $285.4M | 9,090,065 | 22 | 39 | 9 | 0.0% |
| Q1 2026 | 65 | $197.0M | 7,800,697 | 29 | 29 | 6 | 0.0% |
| Q4 2025 | 42 | $82.4M | 3,232,143 | 40 | 0 | 0 | 0.0% |