Institutional Ownership
Tidal Trust III
CUSIP 45259A803ROCKEFELLER US SRSMCQ1 2026
Institutional Holders
15
13F filers
Shares Held
24.46M
Aggregate institutional
Institutional Value
$607.48M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased6
Decreased4
Sold out2
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 21.58M | $536.06M | +886.2K | Added |
| 2 | Envestnet Asset Management Inc | 1.24M | $30.83M | +1.17M | Added |
| 3 | Stonex Group Inc. | 961.8K | $23.89M | +34.0K | Added |
| 4 | Gc Wealth Management Ria, LLC | 154.9K | $3.85M | 0 | Held |
| 5 | Marble Harbor Investment Counsel, LLC | 129.8K | $3.23M | +103.8K | Added |
| 6 | Jpmorgan Chase & Co | 99.3K | $2.41M | −26.4K | Reduced |
| 7 | Quantinno Capital Management LP | 82.5K | $2.05M | −38.3K | Reduced |
| 8 | Franklin Resources Inc | 63.8K | $1.59M | −12.9K | Reduced |
| 9 | Lpl Financial LLC | 56.3K | $1.40M | +830 | Added |
| 10 | Haverford Trust Co | 32.2K | $800.1K | 0 | Held |
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