Institutional Ownership
Tidal Trust III
CUSIP 45259A514VISTASHARES TRGTOMAHQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
68
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Merit Financial Group, LLC | 1.03M | $18.56M |
| 2 | Second Half Financial Partners, LLC | 865.7K | $15.60M |
| 3 | Beaumont Financial Advisors, LLC | 255.7K | $4.61M |
| 4 | Stifel Financial Corp | 230.9K | $4.16M |
| 5 | Orion Porfolio Solutions, LLC | 131.7K | $2.37M |
| 6 | Sherry Group, Inc. | 106.7K | $1.92M |
| 7 | Brookwood Investment Group LLC | 94.8K | $1.71M |
| 8 | Formidable Asset Management, LLC | 81.5K | $1.53M |
| 9 | Kestra Advisory Services, LLC | 74.7K | $1.35M |
| 10 | Camarda Financial Advisors, LLC | 64.3K | $1.16M |