TIDAL TRUST III (SMDX)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
2
Reporting holders
$132.5M
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 |
|---|---|---|---|---|---|
| INTECH INVESTMENT MANAGEMENT LLC | $132.5M | 4,875,156 | 1.22% | 6q | HELD |
| UBS Group AG | $23.9K | 878 | 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 | 2 | $132.5M | 4,876,034 | 0 | 0 | 0 | 0.0% |
| Q1 2026 | 3 | $115.0M | 4,886,255 | 1 | 0 | 1 | 0.0% |
| Q4 2025 | 2 | $111.7M | 4,887,393 | 1 | 1 | 0 | 0.0% |
| Q3 2025 | 1 | $95.1M | 4,201,563 | 0 | 1 | 0 | 0.0% |
| Q2 2025 | 1 | $74.1M | 3,517,035 | 0 | 1 | 0 | 0.0% |
| Q1 2025 | 1 | $53.5M | 2,762,981 | 1 | 0 | 0 | 0.0% |