Institutional Ownership
Tidal Trust III
CUSIP 45259A548MRP SYNTHEQUITYSNTHQ1 2026
Institutional Holders
30
13F filers
Shares Held
3.12M
Aggregate institutional
Institutional Value
$82.86M
Q1 2026
Net New Holders
+7
12 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased12
Decreased4
Sold out5
Institutional Holders
30 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Independent Financial Group, LLC | 566.7K | $14.87M | −10.3K | Reduced |
| 2 | Belpointe Asset Management LLC | 519.9K | $13.64M | +128.8K | Added |
| 3 | Chicago Partners Investment Group LLC | 372.4K | $10.64M | +128.9K | Added |
| 4 | Envestnet Asset Management Inc | 267.5K | $7.02M | +64.4K | Added |
| 5 | Kingswood Wealth Advisors, LLC | 245.1K | $6.43M | +78.7K | Added |
| 6 | Private Advisor Group, LLC | 211.6K | $5.55M | +1.3K | Added |
| 7 | Sigma Planning Corp | 123.9K | $3.25M | +123.9K | New |
| 8 | True Private Wealth Advisors | 116.5K | $3.06M | +63.9K | Added |
| 9 | Ifp Advisors, Inc | 113.4K | $2.98M | −1.8K | Reduced |
| 10 | Farther Finance Advisors, LLC | 64.1K | $1.69M | +23.8K | Added |
20 more institutional holders on Premium
See every fund holding Tidal Trust III, with full quarter-over-quarter share changes.
Unlock all holders