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

TIDAL TRUST III

SNTH
Institutions
35
Combined AUM (Q2 2026)
$172.9M
Combined Shares (Q2 2026)
5.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.7M
25 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-419,331
13 · 5 Exit · ≈
⚖️ Net
+3.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$172.9M
Institutions
35
New Buys
11
Adds
14
Reduces
8
Exits
5
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#29$31.2M1.1M$7.0M267,480+783,494+292.92%Add
VanWeelden Wealth Management, LLC
17.42%#2$23.4M788,273$00+788,273New Buy
Measured Risk Portfolios, Inc.
20.33%1.28%#1$22.9M768,817$1.2M44,628+724,189+1,622.72%Add
Belpointe Asset Management LLC
0.68%0.5%#3$20.9M702,010$13.6M519,902+182,108+35.03%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.34%#8$18.2M612,933$00+612,933New Buy
Chicago Partners Investment Group LLC
0.34%0.24%#7$17.1M584,138$10.6M372,401+211,737+56.86%Add
KINGSWOOD WEALTH ADVISORS, LLC
0.28%0.31%#10$6.9M230,998$6.4M245,131-14,133-5.77%Reduce
Farther Finance Advisors, LLC
0.03%0.02%#22$3.9M130,909$1.7M64,061+66,848+104.35%Add
Sigma Planning Corp
0.09%0.09%#14$3.8M126,161$3.3M123,870+2,291+1.85%Add
TRUE Private Wealth Advisors
0.27%0.29%#11$3.2M107,032$3.1M116,527-9,495-8.15%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.02%#23$1.7M58,186$1.6M59,163-977-1.65%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%#32$1.7M57,459$00+57,459New Buy
Independent Wealth Network Inc.
0.38%0.38%#5$1.5M49,749$1.3M48,562+1,187+2.44%Add
Concurrent Investment Advisors, LLC
0.01%0.01%#27$1.5M49,486$1.2M45,334+4,152+9.16%Add
Strategic Blueprint, LLC
0.07%0.06%#17$1.4M47,066$1.0M39,003+8,063+20.67%Add
Clear Creek Financial Management, LLC
0.08%0.09%#15$1.3M42,689$1.2M44,148-1,459-3.30%Reduce
&PARTNERS
0.01%#30$1.3M42,680$00+42,680New Buy
Delta Investment Management, LLC
0.19%#12$1.2M39,115$00+39,115New Buy
Trek Financial, LLC
0.05%0.06%#19$1.1M38,454$1.2M46,084-7,630-16.56%Reduce
PKS Advisory Services, LLC
0.18%#13$1.1M38,026$00+38,026New Buy
MBL Wealth, LLC
0.07%#16$1.1M36,804$00+36,804New Buy
Millennium Capital Advisors, LLC
0.5%0.46%#4$912,11430,678$744,91928,389+2,289+8.06%Add
Hibernia Wealth Partners, LLC
0.34%0.33%#6$632,77321,284$1.1M42,568-21,284-50.00%Reduce
Meridian Wealth Management, LLC
0.02%0.01%#26$590,88419,875$387,56514,770+5,105+34.56%Add
Redhawk Wealth Advisors, Inc.
0.06%0.05%#18$566,42619,052$452,74417,254+1,798+10.42%Add
Simplicity Wealth,LLC
0.02%0.01%#24$548,22118,440$218,2648,318+10,122+121.69%Add
STIFEL FINANCIAL CORP
<0.01%#33$539,21218,137$00+18,137New Buy
Reyes Financial Architecture, Inc.
0.3%#9$538,64818,118$00+18,118New Buy
SILVER OAK SECURITIES, INCORPORATED
0.03%#21$507,34217,065$00+17,065New Buy
Kingsview Wealth Management, LLC
0.01%0.01%#28$493,96818,825$493,96818,82500.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#35$462,39115,553$278,32810,607+4,946+46.63%Add
Quantinno Capital Management LP
<0.01%#34$291,2749,797$00+9,797New Buy
Arkadios Wealth Advisors
<0.01%0.01%#31$274,6689,239$645,01224,581-15,342-62.41%Reduce
Weaver Consulting Group
0.04%0.05%#20$203,6516,850$201,6817,686-836-10.88%Reduce
Imprint Wealth LLC
0.02%0.02%#25$4,489151$3,96215100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow