Tidal Trust III - WOMN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westfuller Advisors, LLC | History | Added to | 86,602 | 3,595 | 1.45% | 1.6% | 1 | +35 | 0.04% | Q4 2025 | Jan 21, 2026 |
| Rock Creek Group, LP | History | No change | 39,015 | 1,619 | 0.18% | 0.17% | 2 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Added to | 26,333 | 1,093 | 0.0% | 0.0% | 3 | +328 | 1.26% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 23,077 | 958 | 0.0% | 0.0% | 4 | -60 | -0.26% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 22,999 | 954 | 0.0% | 0.0% | 5 | -2,257 | -8.94% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 22,547 | 936 | 0.0% | 0.0% | 6 | +206 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Centric Wealth Management | History | Reduced | 21,479 | 900 | 0.19% | 0.2% | 7 | -377 | -1.72% | Q4 2025 | Feb 04, 2026 |
| GREENLEAF TRUST | History | Reduced | 20,555 | 853 | 0.01% | 0.01% | 8 | -1,830 | -8.18% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,837 | 782 | 0.0% | — | 9 | +18,837 | New | Q4 2025 | Feb 12, 2026 |
| South Shore Capital Advisors | History | New | 14,755 | 612 | 0.45% | — | 10 | +14,755 | New | Q4 2025 | Jan 21, 2026 |
| Sunrise Financial Services, LLC | History | New | 13,804 | 573 | 0.43% | — | 11 | +13,804 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 11,100 | 460 | 0.01% | 0.01% | 12 | +716 | 6.9% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,990 | 456 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,483 | 435 | 0.0% | 0.0% | 14 | +1,717 | 19.59% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 10,388 | 431 | 0.0% | — | 15 | +10,388 | New | Q4 2025 | Mar 25, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,089 | 252 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ethic Inc. | History | Added to | 5,770 | 239 | 0.0% | 0.0% | 17 | +60 | 1.05% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 5,498 | 228 | 0.0% | 0.0% | 18 | +31 | 0.57% | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 4,588 | 190 | 0.15% | — | 19 | +4,588 | New | Q4 2025 | Mar 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,248 | 93 | 0.0% | — | 20 | +2,248 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | No change | 1,500 | 62 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,326 | 55 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,321 | 54 | 0.0% | 0.0% | 23 | -30 | -2.22% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,132 | 46 | 0.0% | 0.0% | 24 | -2 | -0.18% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 905 | 37 | 0.0% | 0.0% | 25 | -1,504 | -62.43% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 757 | 31 | 0.0% | 0.0% | 26 | -774 | -50.56% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | No change | 610 | 25 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 511 | 21 | 0.02% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | No change | 384 | 15 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 360 | 14 | 0.0% | — | 30 | +360 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 345 | 14 | 0.0% | — | 32 | +345 | New | Q4 2025 | Jan 23, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 340 | 14 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 327 | 13 | 0.0% | 0.0% | 33 | +127 | 63.5% | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | No change | 324 | 13 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | No change | 293 | 12 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 220 | 9 | 0.0% | — | 36 | +220 | New | Q4 2025 | Feb 05, 2026 |
| Stephens Consulting, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WHITTIER TRUST CO | History | No change | 155 | 6 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | No change | 147 | 6 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | No change | 125 | 5 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 100 | 4 | 0.0% | 0.0% | 41 | -765 | -88.44% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -143,324 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,748 | -100.0% | Q3 2025 | Nov 10, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -4,267 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 18, 2025 |