TIDAL TRUST III (LGDX)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
3
Reporting holders
$140.5M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | $121.0M | 4,880,320 | 5.36% | 6q | HELD |
| Peregrine Asset Advisers, Inc. | $19.5M | 786,030 | 4.23% | 6q | -9.9%-$2.1M |
| UBS Group AG | $99 | 4 | 0.00% | 3q | +300.0% |
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 | 3 | $140.5M | 5,666,354 | 0 | 1 | 1 | 0.0% |
| Q1 2026 | 3 | $125.4M | 5,752,265 | 0 | 0 | 1 | 0.0% |
| Q4 2025 | 3 | $132.2M | 5,752,267 | 1 | 1 | 0 | 0.0% |
| Q3 2025 | 3 | $114.8M | 5,076,848 | 0 | 2 | 0 | 0.0% |
| Q2 2025 | 3 | $93.0M | 4,346,188 | 1 | 1 | 0 | 0.0% |
| Q1 2025 | 2 | $68.6M | 3,583,936 | 2 | 0 | 0 | 0.0% |