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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 45259A100

TIDAL TRUST III

60 institutions · $23.1M total · 604,131 shares

#ManagerSharesValue% of TotalPeriod
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,138$5.0M1.01%2025-12-31
2Westfuller Advisors, LLC86,602$3.6M14.33%2025-12-31
3Rock Creek Group, LP39,015$1.6M6.45%2025-12-31
4Toroso Investments, LLC26,333$1.1M4.35%2025-12-31
5COMMONWEALTH EQUITY SERVICES, LLC23,077$958.1K3.81%2025-12-31
6LPL Financial LLC22,999$954.8K3.80%2025-12-31
7Focus Partners Wealth22,547$936.1K3.73%2025-12-31
8Centric Wealth Management21,479$900.5K3.55%2025-12-31
9GREENLEAF TRUST20,555$853.4K3.40%2025-12-31
10JANE STREET GROUP, LLC18,837$782.0K3.11%2025-12-31
11Atria Wealth Solutions, Inc.18,209$722.1K3.01%2025-06-30
12South Shore Capital Advisors14,755$612.6K2.44%2025-12-31
13Sunrise Financial Services, LLC13,804$573.1K2.28%2025-12-31
14Ameritas Investment Partners, Inc.11,100$460.8K1.83%2025-12-31
15BANK OF AMERICA CORP /DE/10,990$456.3K1.81%2025-12-31
16Kestra Advisory Services, LLC10,483$435.2K1.73%2025-12-31
17GOLDMAN SACHS GROUP INC10,388$431.3K1.71%2025-12-31
18SUSQUEHANNA INTERNATIONAL GROUP, LLP9,291$358.0K1.53%2024-12-31
19Kovitz Investment Group Partners, LLC6,748$274.3K1.11%2025-09-30
20CIBC Private Wealth Group, LLC6,089$252.8K1.00%2025-12-31
21CIBC Bancorp USA Inc.6,089$247.6K1.00%2025-09-30
22Ethic Inc.5,770$239.5K0.95%2025-12-31
23Cetera Investment Advisers5,498$228.3K0.91%2025-12-31
24ENVESTNET ASSET MANAGEMENT INC5,918$228.0K0.97%2024-12-31
25PATHSTONE FAMILY OFFICE, LLC6,528$200.2K1.08%2023-09-30
26UBS Group AG4,267$173.5K0.70%2025-09-30
27First Horizon Advisors, Inc.2,409$95.5K0.39%2025-06-30
28BLAIR WILLIAM & CO/IL1,321$54.9K0.21%2025-12-31
29MORGAN STANLEY1,132$47.0K0.18%2025-12-31
30FIRST HORIZON CORP905$37.6K0.14%2025-12-31
31ADVISOR GROUP HOLDINGS, INC.757$31.5K0.12%2025-12-31
32PNC Financial Services Group, Inc.663$27.5K0.10%2025-12-31
33NBT BANK N A /NY610$25.3K0.10%2025-12-31
34Murphy & Mullick Capital Management Corp511$21.2K0.08%2025-12-31
35Smartleaf Asset Management LLC584$21.0K0.09%2024-09-30
36Asset Dedication, LLC384$16.0K0.06%2025-12-31
37WELLS FARGO & COMPANY/MN360$14.9K0.05%2025-12-31
38Farther Finance Advisors, LLC345$14.3K0.05%2025-12-31
39GHP Investment Advisors, Inc.340$14.1K0.05%2025-12-31
40Abound Wealth Management324$13.5K0.05%2025-12-31
41Rossby Financial, LCC293$12.2K0.04%2025-12-31
42Allworth Financial LP220$9.1K0.03%2025-12-31
43RAYMOND JAMES FINANCIAL INC215$8.5K0.03%2025-06-30
44Stephens Consulting, LLC200$8.3K0.03%2025-12-31
45JPMORGAN CHASE & CO200$8.3K0.03%2025-12-31
46US BANCORP \DE\238$7.2K0.03%2023-12-31
47WHITTIER TRUST CO155$6.5K0.02%2025-12-31
48Root Financial Partners, LLC147$6.1K0.02%2025-12-31
49Archer Investment Corp125$5.2K0.02%2025-12-31
50Syverson Strege & Co156$4.4K0.02%2023-06-30
51HARBOUR INVESTMENTS, INC.100$4.2K0.01%2025-12-31
52Royal Bank of Canada110$4.0K0.01%2025-09-30
53FMR LLC88$3.7K0.01%2025-12-31
54Advisory Services Network, LLC75$3.0K0.01%2025-09-30
55NATURAL INVESTMENTS, LLC143,324$2.5K23.72%2025-09-30
56COLONY GROUP LLC7,942$2391.31%2023-12-31
57Financial Network Wealth Management LLC3,275$1250.54%2025-03-31
58CWM, LLC1,500$620.24%2025-12-31
59Tradition Wealth Management, LLC1,614$480.26%2023-12-31
60CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30