DaveManuel.com · Institutional Ownership · Who Owns It
TIDAL TRUST III (GRNI)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
16
Reporting holders
$16.1M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Longitude (Cayman) Ltd. | $4.8M | 175,000 | 1.54% | new | NEW |
| ROYAL BANK OF CANADA | $4.0M | 190,241 | 0.00% | 3q | +1415.5%+$3.7M |
| Texas Capital Bank Wealth Management Services Inc | $2.5M | 116,985 | 0.13% | 3q | +10.0%+$225.0K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $1.4M | 64,864 | 0.43% | 3q | -68.5%-$3.0M |
| Reliant Wealth Planning | $586.6K | 27,799 | 0.16% | 3q | -0.9%-$5.5K |
| Corient Private Wealth LP | $578.3K | 27,408 | 0.00% | 2q | +57.0%+$209.9K |
| DKM Wealth Management, Inc. | $453.6K | 21,500 | 0.30% | 3q | -16.0%-$86.5K |
| VestGen Advisors, LLC | $381.6K | 18,087 | 0.01% | 3q | HELD |
| CITADEL ADVISORS LLC | $355.2K | 16,833 | 0.00% | 3q | +27.9%+$77.4K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $305.9K | 14,500 | 0.15% | new | NEW |
| Institute for Wealth Management, LLC. | $247.5K | 11,730 | 0.02% | 2q | HELD |
| Weaver Consulting Group | $230.0K | 10,900 | 0.05% | 2q | HELD |
| TUCKER ASSET MANAGEMENT LLC | $149.8K | 7,100 | 0.04% | 3q | HELD |
| Private Wealth Asset Management, LLC | $58.0K | 2,750 | 0.01% | 3q | HELD |
| Farther Finance Advisors, LLC | $14.4K | 682 | 0.00% | 2q | +4.0% |
| JONES FINANCIAL COMPANIES LLLP | $686 | 33 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 3 | $473.4K | 22,509 | 0 | 1 | 2 | 0.0% |
| Q2 2026 | 16 | $16.1M | 706,412 | 3 | 5 | 3 | 0.0% |
| Q1 2026 | 15 | $9.4M | 493,277 | 5 | 7 | 3 | 0.0% |
| Q4 2025 | 12 | $8.9M | 436,882 | 12 | 0 | 0 | 0.0% |