TIDAL TRUST III (RMOP)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
30
Reporting holders
$481.3M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | $279.6M | 10,951,077 | 0.43% | 8q | +18.5%+$43.6M |
| ENVESTNET ASSET MANAGEMENT INC | $92.1M | 3,608,529 | 0.02% | 8q | +10.9%+$9.1M |
| SouthState Bank Corp | $36.0M | 1,409,240 | 1.50% | 8q | +34.6%+$9.3M |
| MANNING & NAPIER ADVISORS LLC | $19.3M | 755,341 | 0.25% | 5q | -4.8%-$964.4K |
| LPL Financial LLC | $11.2M | 439,279 | 0.00% | 5q | +14.3%+$1.4M |
| Gotham Asset Management, LLC | $10.2M | 400,000 | 0.02% | new | NEW |
| Geneos Wealth Management Inc. | $5.8M | 225,761 | 0.12% | 4q | +2.1%+$117.4K |
| JANE STREET GROUP, LLC | $5.5M | 217,124 | 0.00% | 8q | +32.8%+$1.4M |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 161,706 | 0.00% | 2q | +27.7%+$896.5K |
| HighTower Advisors, LLC | $3.9M | 154,628 | 0.00% | 3q | +75.3%+$1.7M |
| ROYAL BANK OF CANADA | $3.5M | 136,267 | 0.00% | 2q | -10.7%-$416.5K |
| OLD MISSION CAPITAL LLC | $2.1M | 81,609 | 0.03% | new | NEW |
| Johnson & White Wealth Management, LLC | $1.9M | 73,136 | 0.70% | 3q | +5.6%+$99.4K |
| LVW Advisors, LLC | $1.1M | 41,817 | 0.09% | 3q | +9.1%+$88.8K |
| Balboa Wealth Partners | $974.9K | 38,176 | 0.13% | 3q | HELD |
| STIFEL FINANCIAL CORP | $903.4K | 35,376 | 0.00% | 4q | +7.3%+$61.2K |
| GOLDMAN SACHS GROUP INC | $809.7K | 31,708 | 0.00% | 5q | +278.4%+$595.7K |
| Triumph Capital Management | $441.0K | 17,270 | 0.08% | 2q | +13.1%+$51.1K |
| CITADEL ADVISORS LLC | $417.4K | 16,344 | 0.00% | 2q | +65.7%+$165.4K |
| Steward Partners Investment Advisory, LLC | $383.3K | 15,009 | 0.00% | 7q | +3.5%+$12.9K |
| Diversify Advisory Services, LLC | $250.5K | 9,942 | 0.00% | 6q | -6.0%-$15.9K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $250.5K | 9,942 | 0.00% | 2q | -6.0%-$15.9K |
| FINANCIAL MANAGEMENT NETWORK INC | $245.7K | 9,673 | 0.04% | new | NEW |
| NewEdge Advisors, LLC | $76.1K | 2,979 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $51.1K | 2,000 | 0.00% | 2q | HELD |
| Lodestone Wealth Management LLC | $20.3K | 793 | 0.01% | 3q | +1.3% |
| Clearstead Advisors, LLC | $15.1K | 591 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $7.7K | 300 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $5.5K | 217 | 0.00% | new | NEW |
| MORGAN STANLEY | $4.2K | 166 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-07 | 13G/A | Manning & Napier Advisors, LLC | 4.5% |
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 | 30 | $481.3M | 18,846,000 | 7 | 16 | 4 | 0.0% |
| Q1 2026 | 27 | $391.8M | 15,751,934 | 6 | 13 | 6 | 0.0% |
| Q4 2025 | 23 | $317.1M | 12,668,669 | 8 | 7 | 4 | 0.0% |
| Q3 2025 | 15 | $184.7M | 7,403,598 | 3 | 6 | 3 | 0.0% |
| Q2 2025 | 15 | $333.7M | 13,618,747 | 8 | 4 | 1 | 0.0% |
| Q1 2025 | 8 | $170.0M | 6,761,208 | 2 | 3 | 1 | 0.0% |
| Q4 2024 | 8 | $142.7M | 5,622,720 | 3 | 3 | 0 | 0.0% |
| Q3 2024 | 5 | $89.0M | 3,436,173 | 5 | 0 | 0 | 0.0% |