Tidal Trust III - OMAH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Merit Financial Group, LLC | History | No change | 1,057,503 | 19,500 | 0.12% | 0.12% | 1 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Second Half Financial Partners, LLC | History | No change | 865,716 | 15,963 | 6.54% | 6.54% | 2 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | No change | 611,383 | 11,273 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 360,403 | 6,851 | 0.78% | 0.78% | 4 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 339,396 | 6,258 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 257,841 | 4,754 | 0.3% | 0.3% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 167,995 | 3,097 | 1.17% | 1.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 159,000 | 2,931 | 0.9% | 0.9% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 151,945 | 2,802 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 149,900 | 2,764 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sherry Group, Inc. | History | No change | 121,807 | 2,250 | 2.2% | 2.2% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | No change | 116,693 | 2,151 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 110,486 | 2,037 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 96,166 | 1,773 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 95,887 | 1,768 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 89,283 | 1,646 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Visionary Wealth Advisors | History | No change | 88,604 | 1,633 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | No change | 86,047 | 1,550 | 0.25% | 0.25% | 18 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | No change | 73,785 | 1,360 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 70,514 | 1,300 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 69,108 | 1,274 | 0.39% | 0.39% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,304 | 1,222 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 62,895 | 1,160 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 62,886 | 1,159 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 56,400 | 1,040 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 55,200 | 1,017 | 0.14% | 0.14% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 49,058 | 904 | 0.6% | 0.6% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 43,379 | 799 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 42,300 | 780 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PFG Investments, LLC | History | No change | 40,699 | 750 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 40,669 | 749 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Delta Investment Management, LLC | History | No change | 38,532 | 710 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 37,183 | 685 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 37,200 | 685 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 35,948 | 662 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 35,030 | 645 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | No change | 34,746 | 640 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 32,965 | 607 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 32,875 | 606 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 31,016 | 571 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Naviter Wealth, LLC | History | No change | 29,830 | 550 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 29,278 | 539 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balboa Wealth Partners | History | No change | 27,756 | 511 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | No change | 27,400 | 505 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | No change | 22,419 | 413 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 21,594 | 398 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 21,231 | 391 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 21,055 | 388 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 16,995 | 313 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 15,885 | 292 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Mariner, LLC | History | No change | 13,739 | 253 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital CS Group, LLC | History | No change | 13,500 | 248 | 0.2% | 0.2% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 12,500 | 230 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,516 | 230 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 11,425 | 210 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 11,327 | 208 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 11,268 | 207 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 11,143 | 207 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Significant Wealth Partners LLC | History | No change | 10,533 | 194 | 0.21% | 0.21% | 59 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 10,176 | 187 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 8,227 | 151 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,619 | 140 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SRH ADVISORS, LLC | History | No change | 5,899 | 108 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 5,366 | 98 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,464 | 63 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SWAN Capital LLC | History | No change | 3,063 | 56 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First PREMIER Bank | History | No change | 3,000 | 55 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Westend Capital Management, LLC | History | No change | 2,887 | 53 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | No change | 2,619 | 48 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,166 | 39 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 2,000 | 37 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quantum Portfolio Management LLC | History | No change | 2,030 | 37 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 2,000 | 36 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,945 | 36 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,455 | 26 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,300 | 23 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,224 | 22 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,200 | 22 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | No change | 1,150 | 20 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Kingdom Financial Group LLC. | History | No change | 726 | 13 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 657 | 12 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 450 | 8 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 374 | 6 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 324 | 5 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 63 | 1 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |