# TIDAL TRUST III (POW)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/POW/

- Reporting holders: 20
- Reported value: $29.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Beaumont Financial Advisors, LLC](https://holderbook.com/funds/1957394-beaumont-financial-advisors-llc/) | $13.2M | 424,682 | 0.8% | 3 |
| [WT Wealth Management](https://holderbook.com/funds/1780507-wt-wealth-management/) | $7.8M | 250,880 | 2.2% | 2 |
| [Balance Wealth Partners LLC](https://holderbook.com/funds/2065247-balance-wealth-partners-llc/) | $2.2M | 69,598 | 0.6% | 1 |
| [Ankerstar Wealth, LLC](https://holderbook.com/funds/2053917-ankerstar-wealth-llc/) | $1.6M | 52,390 | 1.4% | 2 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $1.3M | 41,002 | 0.0% | 1 |
| [MATHER GROUP, LLC.](https://holderbook.com/funds/1527641-mather-group-llc/) | $1.2M | 37,692 | 0.0% | 1 |
| [Delta Investment Management, LLC](https://holderbook.com/funds/1757043-delta-investment-management-llc/) | $860.0K | 27,752 | 0.1% | 2 |
| [UPTICK PARTNERS, LLC](https://holderbook.com/funds/2005353-uptick-partners-llc/) | $425.9K | 13,744 | 0.1% | 1 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $315.9K | 11,144 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $223.3K | 7,204 | 0.0% | 3 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $111.6K | 3,600 | 0.0% | 1 |
| [Capital Investment Advisory Services, LLC](https://holderbook.com/funds/1659203-capital-investment-advisory-services-llc/) | $48.9K | 1,578 | 0.0% | 1 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $12.4K | 400 | 0.0% | 1 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $12.0K | 375 | 0.0% | 1 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $10.8K | 350 | 0.0% | 1 |
| [SIMPLEX TRADING, LLC](https://holderbook.com/funds/1488542-simplex-trading-llc/) | $7.7K | 250 | 0.0% | 1 |
| [HOLLENCREST CAPITAL MANAGEMENT](https://holderbook.com/funds/1161722-hollencrest-capital-management/) | $6.2K | 200 | 0.0% | 1 |
| [MB, LEVIS & ASSOCIATES, LLC](https://holderbook.com/funds/2065807-mb-levis-associates-llc/) | $3.1K | 100 | 0.0% | 1 |
| [Cornerstone Planning Group LLC](https://holderbook.com/funds/1822587-cornerstone-planning-group-llc/) | $2.8K | 100 | 0.0% | 1 |
| [WOLFF WIESE MAGANA LLC](https://holderbook.com/funds/1832097-wolff-wiese-magana-llc/) | $2.4K | 78 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 20 | $29.2M |
| Q1 2026 | 8 | $10.3M |
| Q4 2025 | 4 | $1.4M |
| Q4 2022 | 68 | $241.8M |
| Q3 2022 | 67 | $253.9M |
| Q2 2022 | 71 | $242.9M |
| Q1 2022 | 71 | $224.7M |
| Q4 2021 | 75 | $224.7M |
| Q3 2021 | 67 | $199.4M |
| Q2 2021 | 63 | $184.5M |
| Q1 2021 | 44 | $111.6M |

