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%
Calls
0.0%
Puts
+12
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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 202268$241.8M23,931,33991170.0%
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%