CUSIP 74741A106AFFORDABLE HOUSOWNSQ4 2025
Aggregate 13F value by quarter
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27 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Allianz Se | 1.25M | $21.80M | +1.25M | New |
| 2 | Lpl Financial LLC | 1.05M | $18.30M | +64.7K | Added |
| 3 | Oneascent Financial Services LLC | 416.2K | $7.27M | +281.7K | Added |
| 4 | Orgel Wealth Management, LLC | 287.8K | $5.02M |
| Added |
| 5 | Oneascent Wealth Management LLC | 91.1K | $1.59M | +19.6K | Added |
| 6 | Tolleson Wealth Management, Inc. | 71.1K | $1.26M | 0 | Held |
| 7 | Riverwater Partners LLC | 58.8K | $1.03M | +617 | Added |
| 8 | True Blue Financial, LLC | 47.5K | $828.9K | +47.5K | New Position |
| 9 | Truewealth Financial Partners | 47.3K | $825.6K | +47.3K | New |
| 10 | Skyline Advisors, Inc. | 38.8K | $677.9K | +4.0K | Added |
See every fund holding Tidal Trust III, with full quarter-over-quarter share changes.
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