HolderBook

TIDAL TRUST III (POW)

Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.

20
Reporting holders
$29.2M
Reported value
0.0%
Held as options
+12
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

FilerValueShares Their book Held Change
Beaumont Financial Advisors, LLC$13.2M424,6820.84%3q+1499.7%+$12.3M
WT Wealth Management$7.8M250,8802.15%2q+10.6%+$744.8K
Balance Wealth Partners LLC$2.2M69,5980.57%newNEW
Ankerstar Wealth, LLC$1.6M52,3901.36%2q+35.7%+$427.0K
Kestra Advisory Services, LLC$1.3M41,0020.00%newNEW
MATHER GROUP, LLC.$1.2M37,6920.01%newNEW
Delta Investment Management, LLC$860.0K27,7520.14%2q+63.2%+$333.1K
UPTICK PARTNERS, LLC$425.9K13,7440.07%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$315.9K11,1440.00%newNEW
UBS Group AG$223.3K7,2040.00%3q+356.8%+$174.4K
Steward Partners Investment Advisory, LLC$111.6K3,6000.00%newNEW
Capital Investment Advisory Services, LLC$48.9K1,5780.00%newNEW
NewEdge Advisors, LLC$12.4K4000.00%newNEW
ROYAL BANK OF CANADA$12.0K3750.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$10.8K3500.00%newNEW
SIMPLEX TRADING, LLC$7.7K2500.00%newNEW
HOLLENCREST CAPITAL MANAGEMENT$6.2K2000.00%newNEW
MB, LEVIS & ASSOCIATES, LLC$3.1K1000.00%newNEW
Cornerstone Planning Group LLC$2.8K1000.00%newNEW
WOLFF WIESE MAGANA LLC$2.4K780.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202620$29.2M943,11915500.0%
Q1 20268$10.3M423,4735300.0%
Q4 20254$1.4M71,3324000.0%
Q4 202256$185.9M18,394,8437960.0%
Q3 202267$253.9M25,460,62941160.0%
Q2 202271$242.9M24,651,26981480.0%
Q1 202271$224.7M22,786,25341390.0%
Q4 202175$224.7M22,958,416111470.0%
Q3 202167$199.4M20,311,16681050.1%
Q2 202163$184.5M18,991,265211200.1%
Q1 202144$111.6M11,473,23244000.1%