CUSIP 45259A209
TIDAL TRUST III
61 institutions · $21.3M total · 502,236 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Clearstead Advisors, LLC | 105,539 | $5.2M | 21.01% | 2025-12-31 |
| 2 | Momentum Advisors, LLC | 73,431 | $2.0M | 14.62% | 2023-03-31 |
| 3 | Rossby Financial, LCC | 34,832 | $1.7M | 6.93% | 2025-12-31 |
| 4 | Westfuller Advisors, LLC | 26,150 | $1.3M | 5.20% | 2025-12-31 |
| 5 | Wealthfront Advisers LLC | 23,692 | $1.2M | 4.71% | 2025-12-31 |
| 6 | GREENLEAF TRUST | 18,125 | $893.0K | 3.60% | 2025-12-31 |
| 7 | BLAIR WILLIAM & CO/IL | 17,638 | $869.0K | 3.51% | 2025-12-31 |
| 8 | Rockefeller Capital Management L.P. | 15,279 | $752.8K | 3.04% | 2025-12-31 |
| 9 | GTS SECURITIES LLC | 13,483 | $664.3K | 2.68% | 2025-12-31 |
| 10 | LPL Financial LLC | 12,430 | $612.4K | 2.47% | 2025-12-31 |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 11,653 | $574.1K | 2.32% | 2025-12-31 |
| 12 | South Shore Capital Advisors | 9,495 | $467.8K | 1.89% | 2025-12-31 |
| 13 | Ameritas Investment Partners, Inc. | 9,467 | $466.5K | 1.88% | 2025-12-31 |
| 14 | MORGAN STANLEY | 8,945 | $440.7K | 1.78% | 2025-12-31 |
| 15 | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 13,760 | $425.2K | 2.73% | 2023-12-31 |
| 16 | Sincerus Advisory, LLC | 7,613 | $375.1K | 1.51% | 2025-12-31 |
| 17 | Naviter Wealth, LLC | 7,128 | $351.2K | 1.41% | 2025-12-31 |
| 18 | Cetera Investment Advisers | 7,069 | $309.1K | 1.40% | 2025-06-30 |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,691 | $303.7K | 1.53% | 2024-06-30 |
| 20 | OLD NATIONAL BANCORP /IN/ | 6,024 | $296.8K | 1.19% | 2025-12-31 |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 5,652 | $278.5K | 1.12% | 2025-12-31 |
| 22 | IMA Wealth, Inc. | 4,952 | $244.0K | 0.98% | 2025-12-31 |
| 23 | Chesapeake Wealth Management | 4,532 | $223.3K | 0.90% | 2025-12-31 |
| 24 | Equita Financial Network, Inc. | 4,300 | $211.9K | 0.85% | 2025-12-31 |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,289 | $211.3K | 0.85% | 2025-12-31 |
| 26 | Syntrinsic LLC | 4,952 | $204.8K | 0.98% | 2024-09-30 |
| 27 | Bradley & Co. Private Wealth Management, LLC | 2,320 | $114.3K | 0.46% | 2025-12-31 |
| 28 | Root Financial Partners, LLC | 1,976 | $97.4K | 0.39% | 2025-12-31 |
| 29 | First Horizon Advisors, Inc. | 2,217 | $96.9K | 0.44% | 2025-06-30 |
| 30 | FMR LLC | 1,831 | $90.2K | 0.36% | 2025-12-31 |
| 31 | Kestra Advisory Services, LLC | 1,698 | $83.6K | 0.33% | 2025-12-31 |
| 32 | FIRST HORIZON CORP | 966 | $47.6K | 0.19% | 2025-12-31 |
| 33 | ADVISOR GROUP HOLDINGS, INC. | 863 | $42.6K | 0.17% | 2025-12-31 |
| 34 | Royal Bank of Canada | 620 | $31.0K | 0.12% | 2025-12-31 |
| 35 | Glassman Wealth Services | 590 | $29.1K | 0.11% | 2025-12-31 |
| 36 | Horan Securities, Inc. | 689 | $21.8K | 0.13% | 2023-09-30 |
| 37 | THOMPSON INVESTMENT MANAGEMENT, INC. | 394 | $19.4K | 0.07% | 2025-12-31 |
| 38 | GHP Investment Advisors, Inc. | 355 | $17.5K | 0.07% | 2025-12-31 |
| 39 | Farther Finance Advisors, LLC | 333 | $16.4K | 0.06% | 2025-12-31 |
| 40 | Crewe Advisors LLC | 500 | $15.5K | 0.09% | 2023-12-31 |
| 41 | Abound Wealth Management | 306 | $15.1K | 0.06% | 2025-12-31 |
| 42 | Ameritas Advisory Services, LLC | 499 | $14.5K | 0.09% | 2023-06-30 |
| 43 | Syverson Strege & Co | 311 | $9.0K | 0.06% | 2023-06-30 |
| 44 | JPMORGAN CHASE & CO | 110 | $5.4K | 0.02% | 2025-12-31 |
| 45 | Byrne Asset Management LLC | 85 | $4.2K | 0.01% | 2025-12-31 |
| 46 | UBS Group AG | 40 | $2.0K | 0.00% | 2025-12-31 |
| 47 | Garde Capital, Inc. | 44 | $1.9K | 0.00% | 2025-06-30 |
| 48 | Sandy Spring Bank | 65 | $1.7K | 0.01% | 2023-03-31 |
| 49 | Betterment LLC | 12,831 | $632 | 2.55% | 2025-12-31 |
| 50 | Advisory Services Network, LLC | 12 | $572 | 0.00% | 2025-09-30 |
| 51 | Redwood Park Advisors LLC | 11 | $563 | 0.00% | 2025-12-31 |
| 52 | Godfrey Financial Associates, Inc. | 10 | $493 | 0.00% | 2025-12-31 |
| 53 | Bank Julius Baer & Co. Ltd, Zurich | 10 | $475 | 0.00% | 2025-09-30 |
| 54 | Cambridge Investment Research Advisors, Inc. | 9,412 | $389 | 1.87% | 2024-09-30 |
| 55 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | $384 | 0.00% | 2024-03-31 |
| 56 | Financial Life Planners | 7 | $345 | 0.00% | 2025-09-30 |
| 57 | Paragon Wealth Strategies, LLC | 6 | $171 | 0.00% | 2023-03-31 |
| 58 | Financial Network Wealth Management LLC | 3,262 | $129 | 0.64% | 2025-03-31 |
| 59 | BESSEMER GROUP INC | 1,657 | $51 | 0.32% | 2023-12-31 |
| 60 | Smithfield Trust Co | 75 | $3 | 0.01% | 2025-12-31 |
| 61 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |