48 institutions reported holding $18.9M of TIDAL TRUST III (NACP) in SEC 13F filings for 2026-03-31. Largest institutional holders: Clearstead Advisors, LLC ($5.1M), Rossby Financial, LCC ($1.7M), Westfuller Advisors, LLC ($1.3M), Wealthfront Advisers LLC ($1.1M), BLAIR WILLIAM & CO/IL ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Clearstead Advisors, LLC | $5.1M | 105,534 | Trimmed |
| 2 | Rossby Financial, LCC | $1.7M | 34,794 | Trimmed |
| 3 | Westfuller Advisors, LLC | $1.3M | 26,150 | Hold |
| 4 | Wealthfront Advisers LLC | $1.1M | 23,584 | Trimmed |
| 5 | BLAIR WILLIAM & CO/IL | $1.1M | 22,159 | Added |
| 6 | CITADEL ADVISORS LLC | $901,512 | 18,642 | New |
| 7 | GREENLEAF TRUST | $795,509 | 16,450 | Trimmed |
| 8 | GTS SECURITIES LLC | $654,007 | 13,524 | Added |
| 9 | Betterment LLC | $531,000 | 10,985 | Trimmed |
| 10 | South Shore Capital Advisors | $464,007 | 9,595 | Added |
| 11 | Ameritas Investment Partners, Inc. | $451,274 | 9,332 | Trimmed |
| 12 | LPL Financial LLC | $449,837 | 9,302 | Trimmed |
| 13 | Sincerus Advisory, LLC | $406,762 | 8,411 | Added |
| 14 | Naviter Wealth, LLC | $348,596 | 7,208 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $346,155 | 7,158 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $333,141 | 6,889 | Added |
| 17 | OLD NATIONAL BANCORP /IN/ | $291,315 | 6,024 | Hold |
| 18 | Rockefeller Capital Management L.P. | $250,558 | 5,181 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $243,660 | 5,039 | Trimmed |
| 20 | IMA Advisory Services, Inc. | $239,474 | 4,952 | Hold |
| 21 | Chesapeake Wealth Management | $219,163 | 4,532 | Hold |
| 22 | Arax Advisory Partners | $214,474 | 4,435 | New |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $210,161 | 4,289 | Hold |
| 24 | Equita Financial Network, Inc. | $207,948 | 4,300 | Hold |
| 25 | Sankala Group LLC | $206,670 | 4,319 | Added |
Source: SEC Form 13F filings · as of 2026-03-31