Tidal Trust III - AIS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 443,558 | 37,839 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gradient Investments LLC | History | No change | 396,371 | 33,814 | 0.47% | 0.47% | 2 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 338,658 | 28,890 | 2.14% | 2.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 320,441 | 27,336 | 1.74% | 1.74% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tyche Wealth Partners LLC | History | No change | 143,420 | 12,235 | 1.72% | 1.72% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | No change | 112,502 | 9,597 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 99,051 | 8,450 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FWG Holdings, LLC | History | No change | 110,584 | 7,440 | 2.58% | 2.58% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 85,493 | 7,293 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 82,119 | 7,005 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SFI Advisors, LLC | History | No change | 79,632 | 6,793 | 5.86% | 5.86% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Carter Financial Group, INC. | History | No change | 78,482 | 6,695 | 3.47% | 3.47% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 61,272 | 5,227 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 55,722 | 4,753 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Noble Wealth Management PBC | History | Added to | 60,095 | 4,490 | 2.01% | 2.22% | 15 | +2,016 | 3.47% | Q3 2026 | Oct 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 51,757 | 4,415 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 48,559 | 4,143 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Berbice Capital Management LLC | History | No change | 46,611 | 3,976 | 2.06% | 2.06% | 18 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mattson Financial Services, LLC | History | No change | 57,796 | 3,886 | 0.81% | 0.81% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 45,262 | 3,861 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GTS SECURITIES LLC | History | No change | 41,631 | 3,551 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 41,564 | 3,545 | 0.4% | 0.4% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 38,500 | 3,284 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 38,481 | 3,282 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 37,689 | 3,215 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 36,997 | 3,156 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 31,440 | 2,682 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Client First Investment Management LLC | History | No change | 30,921 | 2,637 | 1.11% | 1.11% | 28 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 29,395 | 2,507 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Belvedere Trading LLC | History | No change | 29,300 | 2,499 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 32,373 | 2,476 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 26,204 | 2,235 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 25,822 | 2,202 | 0.86% | 0.86% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 23,204 | 1,979 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 21,545 | 1,838 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 20,248 | 1,727 | 1.1% | 1.1% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 18,325 | 1,563 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATX Financial Planning, LLC | History | No change | 17,355 | 1,480 | 0.98% | 0.98% | 38 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Mariner, LLC | History | No change | 17,000 | 1,450 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 16,492 | 1,406 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,085 | 1,286 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthstar Advisors, LLC | History | No change | 14,968 | 1,276 | 0.37% | 0.37% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| National Philanthropic Trust | History | No change | 13,137 | 1,120 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,885 | 1,013 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLNER & HELLER, LLC | History | No change | 10,941 | 933 | 0.58% | 0.58% | 45 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 9,897 | 844 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Howard Capital Management, LLC | History | No change | 9,839 | 839 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 9,222 | 786 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 9,187 | 783 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 9,147 | 780 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | No change | 9,129 | 778 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 8,241 | 703 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 8,132 | 693 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,106 | 691 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paladin Wealth, LLC | History | No change | 7,212 | 615 | 0.36% | 0.36% | 55 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 7,057 | 602 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 6,769 | 577 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grange Capital, LLC | History | No change | 6,754 | 576 | 0.53% | 0.53% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,757 | 555 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 13,158 | 551 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 6,311 | 538 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 7,777 | 523 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,204 | 493 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sylvest Advisors, LLC | History | No change | 5,382 | 459 | 0.21% | 0.21% | 64 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sankala Group LLC | History | No change | 5,796 | 402 | 0.27% | 0.27% | 65 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 4,627 | 394 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxinas Partners, LLC | History | No change | 4,400 | 375 | 0.15% | 0.15% | 67 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Slagle Financial, LLC | History | No change | 4,282 | 365 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TFR Capital, LLC. | History | No change | 4,280 | 365 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brown Financial Advisors | History | No change | 4,268 | 364 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,051 | 345 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 4,031 | 343 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,000 | 341 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,926 | 334 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,728 | 317 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Third View Private Wealth, LLC | History | No change | 3,655 | 311 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 3,619 | 308 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,615 | 303 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 3,421 | 291 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 3,304 | 281 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspirean Wealth, LLC | History | No change | 3,163 | 269 | 0.25% | 0.25% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 3,095 | 264 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trademark Financial Management, LLC | History | No change | 2,925 | 249 | 0.1% | 0.1% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,898 | 247 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,424 | 246 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,873 | 245 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,793 | 238 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Round Rock Advisors LLC | History | No change | 2,773 | 236 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baldwin Investment Management, LLC | History | No change | 2,700 | 230 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 2,615 | 223 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,533 | 216 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fusion Capital, LLC | History | No change | 2,451 | 209 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SteelPeak Wealth, LLC | History | No change | 2,350 | 200 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,000 | 170 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,053 | 89 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,029 | 87 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Capital Management LLC | History | No change | 1,000 | 85 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 933 | 79 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 726 | 61 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 665 | 56 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management LLC | History | No change | 592 | 50 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 499 | 43 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 494 | 42 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 400 | 34 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 399 | 34 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 400 | 34 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 353 | 30 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robinswood Financial LLC | History | No change | 355 | 30 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 318 | 27 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 300 | 25 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regatta Research & Money Management | History | No change | 194 | 16 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 183 | 15 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 124 | 10 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | No change | 107 | 9 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 100 | 8 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 49 | 4 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | No change | 28 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atomic Invest LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |