TIDAL TRUST III (QUSA)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
7
Reporting holders
$1.6M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | $1.1M | 63,179 | 0.17% | 3q | +7.9%+$79.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $235.3K | 12,586 | 0.00% | new | NEW |
| Synergy Asset Management, LLC | $218.2K | 11,642 | 0.02% | 2q | +16.2%+$30.3K |
| HARBOUR INVESTMENTS, INC. | $18.8K | 1,002 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $9.4K | 500 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $31 | 2 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $19 | 1 | 0.00% | 2q | HELD |
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 | 7 | $1.6M | 88,912 | 1 | 2 | 0 | 0.0% |
| Q1 2026 | 8 | $1.7M | 98,241 | 3 | 3 | 0 | 0.0% |
| Q4 2025 | 7 | $824.2K | 43,214 | 5 | 1 | 0 | 0.0% |
| Q3 2025 | 5 | $764.8K | 39,160 | 5 | 0 | 0 | 0.0% |
| Q2 2025 | 4 | $1.7M | 85,106 | 4 | 0 | 0 | 0.0% |