DaveManuel.com · Institutional Ownership · Who Owns It
TIDAL TRUST III (GRNJ)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
78
Reporting holders
$291.3M
Reported value
0.0%
Calls
0.0%
Puts
+9
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $31.4M | 999,927 | 0.03% | 3q | +44.1%+$9.6M |
| ROYAL BANK OF CANADA | $26.4M | 839,446 | 0.00% | 3q | -8.2%-$2.4M |
| Teamwork Financial Advisors, LLC | $26.0M | 825,676 | 2.36% | 2q | +3.2%+$792.9K |
| &PARTNERS | $23.4M | 744,176 | 0.10% | 3q | +6.6%+$1.4M |
| Reliant Wealth Planning | $19.5M | 620,518 | 5.37% | 3q | +4.7%+$875.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $14.1M | 449,123 | 0.16% | 3q | -1.7%-$244.1K |
| ENVESTNET ASSET MANAGEMENT INC | $13.1M | 417,965 | 0.00% | 3q | +7.7%+$941.4K |
| American Financial Advisors, LLC | $12.5M | 399,037 | 1.51% | new | NEW |
| TrueWealth Advisors, LLC | $11.7M | 371,143 | 2.63% | 3q | +2.7%+$305.3K |
| Pinnacle Wealth Management, LLC | $10.4M | 332,087 | 6.47% | 3q | -22.1%-$3.0M |
| First Heartland Consultants, Inc. | $9.9M | 315,578 | 0.64% | 3q | +10.1%+$910.8K |
| TD Waterhouse Canada Inc. | $9.1M | 295,308 | 0.02% | 3q | +2685.9%+$8.8M |
| SMITH, MOORE & CO. | $7.5M | 237,384 | 0.48% | 3q | +22.1%+$1.4M |
| Sun Financial Inc | $6.8M | 223,077 | 3.22% | 3q | +21.9%+$1.2M |
| DKM Wealth Management, Inc. | $6.6M | 209,522 | 4.31% | 3q | +14.2%+$817.1K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $4.5M | 143,365 | 1.41% | 3q | +73.9%+$1.9M |
| Emissary Wealth LLC | $4.2M | 132,805 | 3.18% | 3q | +98.1%+$2.1M |
| Arcus Capital Partners, LLC | $3.9M | 125,444 | 1.63% | new | NEW |
| Game Plan Financial Advisors, LLC | $3.8M | 120,269 | 1.40% | 3q | +5.1%+$184.4K |
| Arax Advisory Partners | $3.6M | 115,245 | 0.02% | new | NEW |
| VestGen Advisors, LLC | $3.6M | 113,967 | 0.10% | 3q | +0.6%+$19.6K |
| STIFEL FINANCIAL CORP | $3.0M | 96,661 | 0.00% | 3q | +16.7%+$434.6K |
| Weaver Consulting Group | $2.9M | 93,792 | 0.60% | 3q | +1.6%+$45.6K |
| BXM Wealth LLC | $2.7M | 85,080 | 1.46% | 3q | +65.0%+$1.1M |
| Cambridge Investment Research Advisors, Inc. | $2.6M | 81,606 | 0.00% | 3q | +137.6%+$1.5M |
| ZEGA Investments, LLC | $2.6M | 81,509 | 0.26% | 2q | +42.7%+$767.3K |
| Greenwich Wealth Management LLC | $1.8M | 58,084 | 0.07% | 2q | +4.4%+$76.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 48,657 | 0.00% | 3q | +18.6%+$239.4K |
| NewEdge Advisors, LLC | $1.5M | 46,653 | 0.00% | 2q | +128.0%+$823.5K |
| PRINCIPAL SECURITIES, INC. | $1.4M | 45,139 | 0.02% | 2q | HELD |
| Snowden Capital Advisors LLC | $1.3M | 40,068 | 0.03% | 3q | +33.8%+$318.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 37,182 | 0.02% | 2q | +37.1%+$316.3K |
| Integrated Wealth Concepts LLC | $1.1M | 34,324 | 0.01% | 2q | -55.8%-$1.4M |
| Sanctuary Advisors, LLC | $990.1K | 31,490 | 0.00% | new | NEW |
| Venture Visionary Partners LLC | $882.5K | 28,070 | 0.02% | 2q | +136.8%+$509.8K |
| Institute for Wealth Management, LLC. | $863.7K | 27,471 | 0.08% | 3q | +40.3%+$248.0K |
| TUCKER ASSET MANAGEMENT LLC | $806.8K | 25,661 | 0.20% | 3q | +11.7%+$84.2K |
| Parallel Advisors, LLC | $786.8K | 25,025 | 0.01% | 2q | +25.8%+$161.1K |
| INSIGNEO ADVISORY SERVICES, LLC | $754.2K | 23,990 | 0.03% | 2q | +26.9%+$160.0K |
| Integrated Advisors Network LLC | $714.5K | 22,724 | 0.03% | 3q | +6.2%+$41.5K |
| WEDBUSH SECURITIES INC | $659.0K | 20,963 | 0.02% | new | NEW |
| Vontobel Holding Ltd. | $614.3K | 19,538 | 0.00% | 2q | +56.7%+$222.3K |
| E&G Advisors, LLC | $590.8K | 18,790 | 0.11% | 3q | +34.3%+$150.8K |
| Quantinno Capital Management LP | $575.8K | 18,313 | 0.00% | 2q | HELD |
| ETF Store, Inc. | $510.8K | 16,248 | 0.43% | new | NEW |
| MAINSAIL ASSET MANAGEMENT, LLC | $471.2K | 16,555 | 0.18% | new | NEW |
| Riggs Asset Managment Co. Inc. | $443.7K | 14,112 | 0.08% | 3q | +5.5%+$23.0K |
| Prospera Financial Services Inc | $439.5K | 13,979 | 0.01% | 2q | +18.9%+$69.9K |
| Mariner, LLC | $414.3K | 13,179 | 0.00% | 2q | +9.2%+$35.0K |
| Federation des caisses Desjardins du Quebec | $413.8K | 13,162 | 0.00% | 3q | +28.8%+$92.4K |
| Concurrent Investment Advisors, LLC | $405.1K | 12,885 | 0.00% | 3q | HELD |
| Ausdal Financial Partners, Inc. | $399.6K | 12,709 | 0.02% | 2q | +29.9%+$91.9K |
| Equitable Holdings, Inc. | $398.4K | 12,671 | 0.00% | 2q | -91.4%-$4.2M |
| OSAIC HOLDINGS, INC. | $398.3K | 12,669 | 0.00% | 2q | +34.7%+$102.7K |
| LexAurum Advisors, LLC | $379.7K | 12,078 | 0.04% | 2q | -25.2%-$128.1K |
| Advisory Services Network, LLC | $364.4K | 11,590 | 0.00% | 2q | +69.8%+$149.8K |
| Signature Equity Partners, LLC | $339.4K | 10,794 | 0.16% | new | NEW |
| Savvy Advisors, Inc. | $308.4K | 9,808 | 0.01% | 2q | +17.7%+$46.3K |
| Fulcrum Equity Management | $302.2K | 9,613 | 0.22% | new | NEW |
| GWN SECURITIES INC. | $252.8K | 8,042 | 0.04% | 2q | -17.1%-$52.3K |
| Visionary Wealth Advisors | $231.3K | 7,357 | 0.01% | new | NEW |
| Whitaker-Myers Wealth Managers, LTD. | $230.2K | 7,322 | 0.04% | new | NEW |
| Truvestments Capital LLC | $188.6K | 6,000 | 0.03% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $70.3K | 2,236 | 0.00% | 3q | -2.3%-$1.7K |
| Private Wealth Asset Management, LLC | $62.9K | 2,000 | 0.01% | 3q | HELD |
| Allworth Financial LP | $46.7K | 1,484 | 0.00% | new | NEW |
| Holos Integrated Wealth LLC | $44.6K | 1,500 | 0.02% | 2q | -6.2%-$3.0K |
| Global Retirement Partners, LLC | $40.9K | 1,300 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $40.5K | 1,289 | 0.00% | new | NEW |
| UBS Group AG | $33.0K | 1,050 | 0.00% | new | NEW |
| SOA Wealth Advisors, LLC. | $27.4K | 870 | 0.00% | 3q | +33.2%+$6.8K |
| Redwood Park Advisors LLC | $24.8K | 788 | 0.02% | 3q | HELD |
| PNC Financial Services Group, Inc. | $15.7K | 500 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $9.6K | 304 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $6.3K | 200 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3.9K | 123 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.1K | 66 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.0K | 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 | 22 | $65.5M | 2,221,595 | 2 | 6 | 10 | 0.0% |
| Q2 2026 | 78 | $291.3M | 9,276,368 | 22 | 42 | 9 | 0.0% |
| Q1 2026 | 69 | $200.3M | 7,934,144 | 31 | 31 | 6 | 0.0% |
| Q4 2025 | 43 | $82.8M | 3,246,442 | 41 | 0 | 0 | 0.0% |