Tidal Trust III - WOMN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westfuller Advisors, LLC | History | Added to | 86,875 | 3,438 | 1.48% | 1.45% | 1 | +273 | 0.32% | Q1 2026 | Apr 28, 2026 |
| Rock Creek Group LLC | History | No change | 39,015 | 1,544 | 0.16% | 0.18% | 2 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,279 | 921 | 0.0% | 0.0% | 3 | +202 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 22,549 | 892 | 0.0% | 0.0% | 4 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 19,920 | 788 | 0.01% | 0.01% | 5 | -635 | -3.09% | Q1 2026 | Apr 27, 2026 |
| ZEGA Investments, LLC | History | New | 15,130 | 598 | 0.07% | — | 6 | +15,130 | New | Q1 2026 | May 08, 2026 |
| South Shore Capital Advisors | History | No change | 14,755 | 583 | 0.43% | 0.45% | 7 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,505 | 574 | 0.0% | 0.0% | 8 | +4,022 | 38.37% | Q1 2026 | Apr 30, 2026 |
| Centric Wealth Management | History | Reduced | 13,692 | 573 | 0.11% | 0.19% | 9 | -7,787 | -36.25% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 11,743 | 464 | 0.0% | 0.0% | 10 | -11,256 | -48.94% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,990 | 434 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,388 | 411 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,094 | 320 | 0.0% | 0.0% | 13 | -10,743 | -57.03% | Q1 2026 | May 12, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 7,272 | 287 | 0.2% | 0.43% | 14 | -6,532 | -47.32% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,089 | 252 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,069 | 240 | 0.0% | — | 16 | +6,069 | New | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Reduced | 5,634 | 222 | 0.0% | 0.0% | 17 | -136 | -2.36% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 5,501 | 217 | 0.0% | 0.0% | 18 | +3 | 0.05% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | New | 5,393 | 213 | 0.01% | — | 19 | +5,393 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,267 | 208 | 0.0% | — | 20 | +5,267 | New | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | Added to | 4,890 | 191 | 0.16% | 0.15% | 21 | +302 | 6.58% | Q1 2026 | Mar 31, 2026 |
| CWM, LLC | History | No change | 1,500 | 59 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,326 | 52 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,311 | 51 | 0.0% | 0.0% | 24 | -10 | -0.76% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 1,136 | 44 | 0.0% | 0.0% | 25 | +4 | 0.35% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 662 | 26 | 0.0% | 0.0% | 26 | +317 | 91.88% | Q1 2026 | Apr 07, 2026 |
| NBT BANK N A /NY | History | No change | 610 | 24 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 511 | 20 | 0.01% | 0.02% | 28 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 455 | 18 | 0.0% | 0.0% | 29 | -302 | -39.89% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 384 | 15 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 340 | 13 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 316 | 12 | 0.0% | 0.0% | 32 | -11 | -3.36% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | No change | 324 | 12 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Rossby Financial, LCC | History | No change | 293 | 11 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | No change | 220 | 8 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stephens Consulting, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WHITTIER TRUST CO | History | No change | 155 | 6 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | No change | 147 | 5 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 125 | 4 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 89 | 3 | 0.0% | 0.0% | 40 | +1 | 1.14% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 75 | 2 | 0.0% | — | 42 | +75 | New | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 60 | 2 | 0.0% | — | 43 | +60 | New | Q1 2026 | Apr 27, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,333 | -100.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,100 | -100.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,248 | -100.0% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -905 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q1 2026 | May 11, 2026 |