Tidal Trust III - POW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | History | Added to | 424,682 | 13,160 | 0.84% | 0.04% | 1 | +398,135 | 1499.74% | Q2 2026 | Aug 04, 2026 |
| WT Wealth Management | History | Added to | 250,880 | 7,774 | 2.15% | 1.63% | 2 | +24,032 | 10.59% | Q2 2026 | Jul 22, 2026 |
| Balance Wealth Partners LLC | History | New | 69,598 | 2,156 | 0.57% | — | 3 | +69,598 | New | Q2 2026 | Jul 21, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 52,390 | 1,623 | 1.36% | 0.99% | 4 | +13,778 | 35.68% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 41,002 | 1,270 | 0.0% | — | 5 | +41,002 | New | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | New | 37,692 | 1,168 | 0.01% | — | 6 | +37,692 | New | Q2 2026 | Jul 27, 2026 |
| Delta Investment Management, LLC | History | Added to | 27,752 | 860 | 0.14% | 0.07% | 7 | +10,749 | 63.22% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 13,744 | 425 | 0.07% | — | 8 | +13,744 | New | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,144 | 315 | 0.0% | — | 9 | +11,144 | New | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | Added to | 7,204 | 223 | 0.0% | 0.0% | 10 | +5,627 | 356.82% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 3,600 | 111 | 0.0% | — | 11 | +3,600 | New | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,578 | 48 | 0.0% | — | 12 | +1,578 | New | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | New | 400 | 12 | 0.0% | — | 14 | +400 | New | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 375 | 12 | 0.0% | — | 13 | +375 | New | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 250 | 7 | 0.0% | — | 15 | +250 | New | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 200 | 6 | 0.0% | — | 16 | +200 | New | Q2 2026 | Aug 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | New | 100 | 3 | 0.0% | — | 17 | +100 | New | Q2 2026 | Jul 22, 2026 |
| Cornerstone Planning Group LLC | History | New | 100 | 2 | 0.0% | — | 18 | +100 | New | Q2 2026 | Jul 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 78 | 2 | 0.0% | — | 19 | +78 | New | Q2 2026 | Jul 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99,876 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,009 | -100.0% | Q2 2026 | Sep 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |