Institutional Ownership
Tidal Trust III
CUSIP 74741A106AFFORDABLE HOUSOWNSQ1 2026
Institutional Holders
25
13F filers
Shares Held
2.96M
Aggregate institutional
Institutional Value
$46.52M
Q1 2026
Net New Holders
-1
6 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased14
Decreased4
Sold out7
Institutional Holders
25 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Allianz Se | 1.25M | $21.65M | 0 | Held |
| 2 | Oneascent Financial Services LLC | 502.5K | $8.71M | +86.3K | Added |
| 3 | Orgel Wealth Management, LLC | 286.4K | $4.97M | −1.4K | Reduced |
| 4 | Lpl Financial LLC | 136.9K | $2.37M | −911.0K | Reduced |
| 5 | Oneascent Wealth Management LLC | 105.0K | $1.82M | +13.8K | Added |
| 6 | Riverwater Partners LLC | 65.1K | $1.13M | +6.3K | Added |
| 7 | Goldman Sachs Group Inc | 63.1K | $1.09M | +50.1K | Added |
| 8 | Skyline Advisors, Inc. | 61.9K | $1.07M | +23.1K | Added |
| 9 | True Blue Financial, LLC | 45.6K | $791.3K | −1.8K | Reduced |
| 10 | Pfg Investments, LLC | 27.6K | $478.4K | +5.9K | Added |
15 more institutional holders on Premium
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