13FBOX
TIDAL TRUST III · 13F Institutional Holdings
Options Calculator Rankings
T

TIDAL TRUST III

POW
Institutions
20
Combined AUM (Q2 2026)
$29.2M
Combined Shares (Q2 2026)
943,119
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+632,532
20 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-112,886
3 · 3 Exit · ≈
⚖️ Net
+519,646
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$29.2M
Institutions
20
New Buys
15
Adds
5
Reduces
0
Exits
3
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Beaumont Financial Advisors, LLC
0.84%0.04%#3$13.2M424,682$643,51826,547+398,135+1,499.74%Add
WT Wealth Management
2.15%1.63%#1$7.8M250,880$5.5M226,848+24,032+10.59%Add
Balance Wealth Partners LLC
0.57%#4$2.2M69,598$00+69,598New Buy
Ankerstar Wealth, LLC
1.36%0.99%#2$1.6M52,390$935,98238,612+13,778+35.68%Add
Kestra Advisory Services, LLC
<0.01%#8$1.3M41,002$00+41,002New Buy
MATHER GROUP, LLC.
0.01%#7$1.2M37,692$00+37,692New Buy
Delta Investment Management, LLC
0.14%0.07%#5$860,05027,752$412,17717,003+10,749+63.22%Add
UPTICK PARTNERS, LLC
0.07%#6$425,92713,744$00+13,744New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#13$315,94311,144$00+11,144New Buy
UBS Group AG
<0.01%<0.01%#17$223,2527,204$38,2281,577+5,627+356.82%Add
Steward Partners Investment Advisory, LLC
<0.01%#12$111,5643,600$00+3,600New Buy
Capital Investment Advisory Services, LLC
<0.01%#9$48,9021,578$00+1,578New Buy
NewEdge Advisors, LLC
<0.01%#16$12,396400$00+400New Buy
ROYAL BANK OF CANADA
<0.01%#20$12,000375$00+375New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#18$10,847350$00+350New Buy
SIMPLEX TRADING, LLC
<0.01%#19$7,747250$00+250New Buy
HOLLENCREST CAPITAL MANAGEMENT
<0.01%#14$6,198200$00+200New Buy
MB, LEVIS & ASSOCIATES, LLC
<0.01%#10$3,099100$00+100New Buy
Cornerstone Planning Group LLC
<0.01%#15$2,763100$00+100New Buy
WOLFF WIESE MAGANA LLC
<0.01%#11$2,41878$00+78New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow