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

TIDAL TRUST III

GRNJ
Institutions
79
Combined AUM (Q2 2026)
$289.9M
Combined Shares (Q2 2026)
9.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.0M
65 · 24 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-661,236
22 · 12 Exit · ≈
⚖️ Net
+1.4M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$289.9M
Institutions
79
New Buys
24
Adds
41
Reduces
10
Exits
12
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HighTower Advisors, LLC
0.03%0.02%#33$31.4M999,927$17.4M693,728+306,199+44.14%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#55$26.4M839,446$22.9M914,531-75,085-8.21%Reduce
Teamwork Financial Advisors, LLC
2.36%2.12%#7$26.0M825,676$20.0M800,456+25,220+3.15%Add
&PARTNERS
0.1%0.09%#24$23.4M744,176$17.6M698,174+46,002+6.59%Add
Reliant Wealth Planning
5.37%4.48%#2$19.5M620,518$14.8M592,673+27,845+4.70%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.16%0.14%#21$14.1M449,123$11.4M456,886-7,763-1.70%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#58$13.1M417,965$9.7M388,022+29,943+7.72%Add
American Financial Advisors, LLC
1.51%#9$12.5M399,037$00+399,037New Buy
TrueWealth Advisors, LLC
2.63%2.27%#6$11.7M371,143$9.0M361,434+9,709+2.69%Add
Pinnacle Wealth Management, LLC
6.47%7.18%#1$10.4M332,087$10.7M426,134-94,047-22.07%Reduce
First Heartland Consultants, Inc.
0.64%0.55%#13$9.9M315,578$7.2M286,610+28,968+10.11%Add
TD Waterhouse Canada Inc.
0.02%<0.01%#38$9.1M295,308$267,50210,600+284,708+2,685.92%Add
SMITH, MOORE & CO.
0.48%0.35%#15$7.5M237,384$4.9M194,394+42,990+22.11%Add
Sun Financial Inc
3.16%2.87%#5$6.8M223,077$5.7M182,977+40,100+21.92%Add
DKM Wealth Management, Inc.
4.31%3.31%#3$6.6M209,522$4.6M183,532+25,990+14.16%Add
LEE JOHNSON CAPITAL MANAGEMENT, LLC
1.41%0.74%#11$4.5M143,365$2.1M82,446+60,919+73.89%Add
Emissary Wealth LLC
3.18%1.57%#4$4.2M132,805$1.7M67,053+65,752+98.06%Add
Arcus Capital Partners, LLC
1.63%#8$3.9M125,444$00+125,444New Buy
Game Plan Financial Advisors, LLC
1.4%1.29%#12$3.8M120,269$2.9M114,404+5,865+5.13%Add
Arax Advisory Partners
0.02%#39$3.6M115,245$00+115,245New Buy
VestGen Advisors, LLC
0.1%0.09%#23$3.6M113,967$3.5M113,342+625+0.55%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#60$3.0M96,661$2.1M82,839+13,822+16.69%Add
Weaver Consulting Group
0.6%0.55%#14$2.9M93,792$2.3M92,343+1,449+1.57%Add
BXM Wealth LLC
1.46%0.99%#10$2.7M85,080$1.3M51,555+33,525+65.03%Add
ZEGA Investments, LLC
0.26%0.16%#17$2.6M81,509$1.4M57,103+24,406+42.74%Add
Greenwich Wealth Management LLC
0.07%0.06%#27$1.8M58,084$1.4M55,659+2,425+4.36%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#64$1.5M48,657$1.0M41,043+7,614+18.55%Add
NewEdge Advisors, LLC
<0.01%<0.01%#53$1.5M46,653$511,68020,459+26,194+128.03%Add
PRINCIPAL SECURITIES, INC.
0.02%0.02%#42$1.4M45,139$1.1M44,944+195+0.43%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#59$1.3M40,803$859,00034,346+6,457+18.80%Add
Snowden Capital Advisors LLC
0.03%0.02%#34$1.3M40,068$749,12529,953+10,115+33.77%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.02%#40$1.2M37,182$00+37,182New Buy
Integrated Wealth Concepts LLC
0.01%0.02%#51$1.1M34,324$1.9M77,729-43,405-55.84%Reduce
Sanctuary Advisors, LLC
<0.01%#52$990,05631,490$00+31,490New Buy
Venture Visionary Partners LLC
0.02%0.01%#37$882,52128,070$296,46911,854+16,216+136.80%Add
Institute for Wealth Management, LLC.
0.08%0.05%#26$863,68927,471$489,79619,584+7,887+40.27%Add
Parallel Advisors, LLC
0.01%0.01%#46$786,78625,025$497,69919,900+5,125+25.75%Add
INSIGNEO ADVISORY SERVICES, LLC
0.03%0.03%#35$754,24623,990$472,68918,900+5,090+26.93%Add
Integrated Advisors Network LLC
0.03%0.03%#32$714,45722,724$535,35021,405+1,319+6.16%Add
WEDBUSH SECURITIES INC
0.02%#43$659,07720,963$00+20,963New Buy
Vontobel Holding Ltd.
<0.01%<0.01%#63$614,27519,538$311,77512,466+7,072+56.73%Add
E&G Advisors, LLC
0.11%0.08%#22$590,75818,790$350,01513,995+4,795+34.26%Add
Quantinno Capital Management LP
<0.01%<0.01%#67$575,76118,313$459,65918,379-66-0.36%Reduce
TUCKER ASSET MANAGEMENT LLC
0.17%#19$574,80522,983$00+22,983New Buy
ETF Store, Inc.
0.43%#16$510,83716,248$00+16,248New Buy
MAINSAIL ASSET MANAGEMENT, LLC
0.18%#18$471,15516,555$00+16,555New Buy
Riggs Asset Managment Co. Inc.
0.08%0.07%#25$443,68114,112$334,60913,379+733+5.48%Add
Prospera Financial Services Inc
0.01%<0.01%#49$439,49113,979$294,03311,757+2,222+18.90%Add
DEBUSSY CAPITAL MANAGEMENT LP
0.06%0.06%#28$417,41716,690$417,41716,69000.00%Unchanged
Mariner, LLC
<0.01%<0.01%#71$414,34813,179$301,79612,067+1,112+9.22%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow