Institutional Ownership
Tidal Trust III
CUSIP 74741A106AFFORDABLE HOUSOWNSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
25
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 | Allianz Se | 1.25M | $21.65M |
| 2 | Oneascent Financial Services LLC | 502.5K | $8.71M |
| 3 | Orgel Wealth Management, LLC | 286.4K | $4.97M |
| 4 | Lpl Financial LLC | 136.9K | $2.37M |
| 5 | Oneascent Wealth Management LLC | 105.0K | $1.82M |
| 6 | Riverwater Partners LLC | 65.1K | $1.13M |
| 7 | Goldman Sachs Group Inc | 63.1K | $1.09M |
| 8 | Skyline Advisors, Inc. | 61.9K | $1.07M |
| 9 | True Blue Financial, LLC | 45.6K | $791.3K |
| 10 | Pfg Investments, LLC | 27.6K | $478.4K |