Institutional Ownership
Tidal Trust III
CUSIP 45259A514VISTASHARES TRGTOMAHQ1 2026
Institutional Holders
68
13F filers
Shares Held
3.99M
Aggregate institutional
Institutional Value
$68.77M
Q1 2026
Net New Holders
+10
18 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased24
Decreased13
Sold out8
Institutional Holders
68 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Merit Financial Group, LLC | 1.03M | $18.56M | +95.0K | Added |
| 2 | Second Half Financial Partners, LLC | 865.7K | $15.60M | 0 | Held |
| 3 | Beaumont Financial Advisors, LLC | 255.7K | $4.61M | −565.3K | Reduced |
| 4 | Stifel Financial Corp | 230.9K | $4.16M | +35.4K | Added |
| 5 | Orion Porfolio Solutions, LLC | 131.7K | $2.37M | +131.7K | New |
| 6 | Sherry Group, Inc. | 106.7K | $1.92M | +7.3K | Added |
| 7 | Brookwood Investment Group LLC | 94.8K | $1.71M | +94.8K | New |
| 8 | Formidable Asset Management, LLC | 81.5K | $1.53M | +7.3K | Added |
| 9 | Kestra Advisory Services, LLC | 74.7K | $1.35M | +16.8K | Added |
| 10 | Camarda Financial Advisors, LLC | 64.3K | $1.16M | +607 | Added |
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