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

TIDAL TRUST III

GRNI
Institutions
17
Combined AUM (Q2 2026)
$16.0M
Combined Shares (Q2 2026)
706,413
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+398,625
10 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-195,851
6 · 3 Exit · ≈
⚖️ Net
+202,774
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$16.0M
Institutions
17
New Buys
5
Adds
5
Reduces
3
Exits
3
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Longitude (Cayman) Ltd.
1.54%#1$4.8M175,000$00+175,000New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#12$4.0M190,241$239,00012,553+177,688+1,415.50%Add
Texas Capital Bank Wealth Management Services Inc
0.13%0.12%#6$2.5M116,985$2.0M106,322+10,663+10.03%Add
LEE JOHNSON CAPITAL MANAGEMENT, LLC
0.43%1.41%#2$1.4M64,864$3.9M205,870-141,006-68.49%Reduce
Reliant Wealth Planning
0.16%0.16%#4$586,55827,799$534,52428,059-260-0.93%Reduce
Corient Private Wealth LLC
<0.01%<0.01%#13$578,30227,408$333,00017,462+9,946+56.96%Add
DKM Wealth Management, Inc.
0.3%0.35%#3$453,65021,500$487,68025,600-4,100-16.02%Reduce
VestGen Advisors, LLC
0.01%0.01%#10$381,63618,087$380,73118,08700.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#15$355,17616,833$250,79313,165+3,668+27.86%Add
PANORAMIC INVESTMENT ADVISORS, LLC
0.15%#5$305,95014,500$00+14,500New Buy
Institute for Wealth Management, LLC.
0.02%0.02%#9$247,50311,730$223,45711,73000.00%Unchanged
Weaver Consulting Group
0.05%0.05%#7$229,99010,900$207,64510,90000.00%Unchanged
TUCKER ASSET MANAGEMENT LLC
0.04%#8$135,2557,100$00+7,100New Buy
Private Wealth Asset Management, LLC
0.01%0.01%#11$58,0252,750$52,3882,75000.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#14$14,391682$12,544656+26+3.96%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%#16$68633$00+33New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#17$211$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow