AIS institutional holders

TIDAL TRUST III · 13F, 2026Q2

Managers holding117
Shares held3,533,023
Reported value$297.2m
Quarter flows69 new, 26 added, 13 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC443,558$37.8m0.0%
Gradient Investments LLC396,371$33.8m0.5%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV338,658$28.9m2.1%
Beaumont Financial Advisors, LLC320,441$27.3m1.7%
Tyche Wealth Partners LLC143,420$12.2m1.7%
MARSHALL WACE, LLP112,502$9.6m0.0%
NewEdge Advisors, LLC99,051$8.5m0.0%
Cambridge Investment Research Advisors, Inc.97,118$8.3m0.0%
FWG Holdings, LLC110,584$7.4m2.6%
MML INVESTORS SERVICES, LLC82,119$7.0m0.0%
SFI Advisors, LLC79,632$6.8m5.9%
Carter Financial Group, INC.78,482$6.7m3.5%
MATHER GROUP, LLC.61,272$5.2m0.0%
Noble Wealth Management PBC58,079$5.0m2.2%
ENVESTNET ASSET MANAGEMENT INC55,722$4.8m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP51,757$4.4m0.0%
Berbice Capital Management LLC46,611$4.0m2.1%
Mattson Financial Services, LLC57,796$3.9m0.8%
Kingsview Wealth Management, LLC45,262$3.9m0.0%
GTS SECURITIES LLC41,631$3.6m0.1%
Brookwood Investment Group LLC41,564$3.5m0.4%
Arax Advisory Partners38,500$3.3m0.0%
Bleakley Financial Group, LLC37,689$3.2m0.0%
Kestra Advisory Services, LLC36,997$3.2m0.0%
Gladstone Institutional Advisory LLC31,440$2.7m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AIS"). AIS price history · All 13F data

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