Tidal Trust III - RMOP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | History | Added to | 7,190,036 | 179,966 | 0.32% | 0.17% | 1 | +3,774,665 | 110.52% | Q4 2025 | Mar 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,782,581 | 69,648 | 0.02% | 0.02% | 2 | +465,756 | 20.1% | Q4 2025 | Feb 10, 2026 |
| SouthState Bank Corp | History | Added to | 864,500 | 21,638 | 0.97% | 0.4% | 3 | +513,629 | 146.39% | Q4 2025 | Feb 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 820,908 | 20,547 | 0.27% | 0.27% | 4 | -28,392 | -3.34% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 289,231 | 7,239 | 0.0% | 0.0% | 5 | +67,969 | 30.72% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 232,991 | 5,831 | 0.14% | 0.07% | 6 | +119,342 | 105.01% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 146,897 | 3,676 | 0.0% | 0.0% | 7 | +116,251 | 379.33% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 74,170 | 1,856 | 0.0% | 0.0% | 8 | +60,370 | 437.46% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | New | 68,967 | 1,726 | 0.0% | — | 9 | +68,967 | New | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 43,848 | 1,097 | 0.0% | 0.0% | 10 | -17,750 | -28.82% | Q4 2025 | Mar 25, 2026 |
| LVW Advisors, LLC | History | New | 36,353 | 909 | 0.09% | — | 11 | +36,353 | New | Q4 2025 | Jan 14, 2026 |
| Balboa Wealth Partners | History | New | 31,685 | 793 | 0.13% | — | 12 | +31,685 | New | Q4 2025 | Jan 16, 2026 |
| Johnson & White Wealth Management, LLC | History | New | 25,701 | 643 | 0.28% | — | 13 | +25,701 | New | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | New | 20,161 | 504 | 0.0% | — | 14 | +20,161 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,796 | 320 | 0.0% | 0.0% | 15 | -1,354 | -9.57% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 12,133 | 303 | 0.0% | — | 16 | +12,133 | New | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,889 | 273 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | No change | 2,000 | 50 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,257 | 31 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lodestone Wealth Management LLC | History | New | 774 | 19 | 0.01% | — | 20 | +774 | New | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 591 | 14 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 104 | 2 | 0.0% | 0.0% | 23 | -1,285 | -92.51% | Q4 2025 | Jan 29, 2026 |
| ADIRONDACK TRUST CO | History | New | 96 | 2 | 0.0% | — | 22 | +96 | New | Q4 2025 | Jan 08, 2026 |