TIDAL TRUST III (SNTH)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
34
Reporting holders
$175.0M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $31.2M | 1,050,974 | 0.01% | 3q | +292.9%+$23.3M |
| VanWeelden Wealth Management, LLC | $23.4M | 788,273 | 17.42% | new | NEW |
| Measured Risk Portfolios, Inc. | $22.9M | 768,817 | 20.33% | 4q | +1622.7%+$21.5M |
| Belpointe Asset Management LLC | $20.9M | 702,010 | 0.68% | 5q | +35.0%+$5.4M |
| INDEPENDENT FINANCIAL GROUP, LLC | $18.2M | 612,933 | 0.34% | 5q | +8.2%+$1.4M |
| Chicago Partners Investment Group LLC | $17.1M | 584,138 | 0.34% | 4q | +56.9%+$6.2M |
| KINGSWOOD WEALTH ADVISORS, LLC | $6.9M | 230,998 | 0.28% | 5q | -5.8%-$420.2K |
| Kingsview Wealth Management, LLC | $4.3M | 145,634 | 0.05% | 2q | +673.6%+$3.8M |
| Farther Finance Advisors, LLC | $3.9M | 130,909 | 0.03% | 3q | +104.4%+$2.0M |
| Sigma Planning Corp | $3.8M | 126,161 | 0.09% | 2q | +1.8%+$68.1K |
| TRUE Private Wealth Advisors | $3.2M | 107,032 | 0.27% | 5q | -8.1%-$282.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 58,186 | 0.02% | 2q | -1.7%-$29.0K |
| Independent Wealth Network Inc. | $1.5M | 49,749 | 0.38% | 3q | +2.4%+$35.3K |
| Concurrent Investment Advisors, LLC | $1.5M | 49,486 | 0.01% | 2q | +9.2%+$123.4K |
| Strategic Blueprint, LLC | $1.4M | 47,066 | 0.07% | 4q | +20.7%+$239.7K |
| Clear Creek Financial Management, LLC | $1.3M | 42,689 | 0.08% | 3q | -3.3%-$43.4K |
| &PARTNERS | $1.3M | 42,680 | 0.01% | new | NEW |
| Delta Investment Management, LLC | $1.2M | 39,115 | 0.19% | new | NEW |
| Trek Financial, LLC | $1.1M | 38,454 | 0.06% | 4q | -16.6%-$226.8K |
| PKS Advisory Services, LLC | $1.1M | 38,026 | 0.18% | new | NEW |
| MBL Wealth, LLC | $1.1M | 36,804 | 0.07% | new | NEW |
| Millennium Capital Advisors, LLC | $912.1K | 30,678 | 0.50% | 3q | +8.1%+$68.1K |
| Hibernia Wealth Partners, LLC | $632.8K | 21,284 | 0.34% | 4q | -50.0%-$632.8K |
| Meridian Wealth Management, LLC | $590.9K | 19,875 | 0.02% | 2q | +34.6%+$151.8K |
| Redhawk Wealth Advisors, Inc. | $566.4K | 19,052 | 0.06% | 2q | +10.4%+$53.5K |
| Simplicity Wealth,LLC | $548.2K | 18,440 | 0.02% | 2q | +121.7%+$300.9K |
| STIFEL FINANCIAL CORP | $539.2K | 18,137 | 0.00% | new | NEW |
| Reyes Financial Architecture, Inc. | $538.6K | 18,118 | 0.30% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $507.3K | 17,065 | 0.03% | new | NEW |
| JANE STREET GROUP, LLC | $462.4K | 15,553 | 0.00% | 6q | +46.6%+$147.0K |
| Quantinno Capital Management LP | $291.3K | 9,797 | 0.00% | new | NEW |
| Arkadios Wealth Advisors | $274.7K | 9,239 | 0.00% | 2q | -62.4%-$456.1K |
| Weaver Consulting Group | $203.7K | 6,850 | 0.04% | 2q | -10.9%-$24.9K |
| Imprint Wealth LLC | $4.5K | 151 | 0.02% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.4K | 114,918 | 0.00% | new | NEW |
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 | 34 | $175.0M | 5,894,373 | 9 | 16 | 8 | 0.0% |
| Q1 2026 | 30 | $82.9M | 3,124,833 | 12 | 12 | 4 | 0.0% |
| Q4 2025 | 23 | $70.1M | 2,532,616 | 8 | 10 | 5 | 0.0% |
| Q3 2025 | 19 | $57.9M | 1,908,888 | 10 | 5 | 3 | 0.0% |
| Q2 2025 | 9 | $16.8M | 612,869 | 6 | 2 | 0 | 0.0% |
| Q1 2025 | 3 | $4.4M | 180,341 | 3 | 0 | 0 | 0.0% |