DaveManuel.com · Institutional Ownership · Who Owns It
TIDAL TRUST III (RMOP)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
30
Reporting holders
$481.3M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | $279.6M | 10,951,077 | 0.43% | 8q | +18.5%+$43.6M |
| ENVESTNET ASSET MANAGEMENT INC | $92.1M | 3,608,529 | 0.02% | 8q | +10.9%+$9.1M |
| SouthState Bank Corp | $36.0M | 1,409,240 | 1.50% | 8q | +34.6%+$9.3M |
| MANNING & NAPIER ADVISORS LLC | $19.3M | 755,341 | 0.25% | 5q | -4.8%-$964.4K |
| LPL Financial LLC | $11.2M | 439,279 | 0.00% | 5q | +14.3%+$1.4M |
| Gotham Asset Management, LLC | $10.2M | 400,000 | 0.02% | new | NEW |
| Geneos Wealth Management Inc. | $5.8M | 225,761 | 0.12% | 4q | +2.1%+$117.4K |
| JANE STREET GROUP, LLC | $5.5M | 217,124 | 0.00% | 8q | +32.8%+$1.4M |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 161,706 | 0.00% | 2q | +27.7%+$896.5K |
| HighTower Advisors, LLC | $3.9M | 154,628 | 0.00% | 3q | +75.3%+$1.7M |
| ROYAL BANK OF CANADA | $3.5M | 136,267 | 0.00% | 2q | -10.7%-$416.5K |
| OLD MISSION CAPITAL LLC | $2.1M | 81,609 | 0.03% | new | NEW |
| Johnson & White Wealth Management, LLC | $1.9M | 73,136 | 0.70% | 3q | +5.6%+$99.4K |
| LVW Advisors, LLC | $1.1M | 41,817 | 0.09% | 3q | +9.1%+$88.8K |
| Balboa Wealth Partners | $974.9K | 38,176 | 0.13% | 3q | HELD |
| STIFEL FINANCIAL CORP | $903.4K | 35,376 | 0.00% | 4q | +7.3%+$61.2K |
| GOLDMAN SACHS GROUP INC | $809.7K | 31,708 | 0.00% | 5q | +278.4%+$595.7K |
| Triumph Capital Management | $441.0K | 17,270 | 0.08% | 2q | +13.1%+$51.1K |
| CITADEL ADVISORS LLC | $417.4K | 16,344 | 0.00% | 2q | +65.7%+$165.4K |
| Steward Partners Investment Advisory, LLC | $383.3K | 15,009 | 0.00% | 7q | +3.5%+$12.9K |
| Diversify Advisory Services, LLC | $250.5K | 9,942 | 0.00% | 6q | -6.0%-$15.9K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $250.5K | 9,942 | 0.00% | 2q | -6.0%-$15.9K |
| FINANCIAL MANAGEMENT NETWORK INC | $245.7K | 9,673 | 0.04% | new | NEW |
| NewEdge Advisors, LLC | $76.1K | 2,979 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $51.1K | 2,000 | 0.00% | 2q | HELD |
| Lodestone Wealth Management LLC | $20.3K | 793 | 0.01% | 3q | +1.3% |
| Clearstead Advisors, LLC | $15.1K | 591 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $7.7K | 300 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $5.5K | 217 | 0.00% | new | NEW |
| MORGAN STANLEY | $4.2K | 166 | 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 | 11 | $8.2M | 348,224 | 4 | 4 | 1 | 0.0% |
| Q2 2026 | 30 | $481.3M | 18,846,000 | 7 | 16 | 4 | 0.0% |
| Q1 2026 | 27 | $391.8M | 15,751,934 | 6 | 13 | 6 | 0.0% |
| Q4 2025 | 23 | $317.1M | 12,668,669 | 8 | 7 | 4 | 0.0% |
| Q3 2025 | 15 | $184.7M | 7,403,598 | 3 | 6 | 3 | 0.0% |
| Q2 2025 | 15 | $333.7M | 13,618,747 | 8 | 4 | 1 | 0.0% |
| Q1 2025 | 8 | $170.0M | 6,761,208 | 2 | 3 | 1 | 0.0% |
| Q4 2024 | 8 | $142.7M | 5,622,720 | 3 | 3 | 0 | 0.0% |
| Q3 2024 | 5 | $89.0M | 3,436,173 | 5 | 0 | 0 | 0.0% |