32 institutions reported holding $51.3M of TIDAL TRUST III (OWNS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Allianz SE ($21.7M), OneAscent Financial Services LLC ($8.7M), Orgel Wealth Management, LLC ($5.0M), NATURAL INVESTMENTS, LLC ($4.4M), LPL Financial LLC ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Allianz SE | $21.7M | 1.2M | Hold |
| 2 | OneAscent Financial Services LLC | $8.7M | 502,515 | Added |
| 3 | Orgel Wealth Management, LLC | $5.0M | 286,424 | Trimmed |
| 4 | NATURAL INVESTMENTS, LLC | $4.4M | 256,409 | Added |
| 5 | LPL Financial LLC | $2.4M | 136,929 | Trimmed |
| 6 | OneAscent Wealth Management LLC | $1.8M | 104,975 | Added |
| 7 | Riverwater Partners LLC | $1.1M | 65,076 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $1.1M | 63,140 | Added |
| 9 | Skyline Advisors, Inc. | $1.1M | 61,926 | Added |
| 10 | True Blue Financial, LLC | $791,278 | 45,633 | Trimmed |
| 11 | PFG Investments, LLC | $478,389 | 27,589 | Added |
| 12 | RFG Advisory, LLC | $462,510 | 26,673 | Added |
| 13 | Integrated Wealth Concepts LLC | $382,049 | 22,033 | Added |
| 14 | Investor's Fiduciary Advisor Network, LLC | $364,000 | 20,998 | Trimmed |
| 15 | First Affirmative Financial Network | $361,892 | 20,870 | Added |
| 16 | Merit Financial Group, LLC | $332,408 | 19,170 | Added |
| 17 | Atria Investments, Inc | $328,818 | 18,963 | Added |
| 18 | Mason & Associates Inc | $233,516 | 13,382 | New |
| 19 | Compton Financial Group, LLC | $190,142 | 10,966 | Added |
| 20 | Western Wealth Management, LLC | $47,825 | 2,758 | New |
| 21 | UBS Group AG | $30,674 | 1,769 | Added |
| 22 | Smartleaf Asset Management LLC | $29,246 | 1,676 | New |
| 23 | Midway Capital Research & Management | $20,028 | 1,155 | New |
| 24 | OSAIC HOLDINGS, INC. | $4,595 | 265 | New |
| 25 | Blue Trust, Inc. | $607 | 35 | New |
Source: SEC Form 13F filings · as of 2026-03-31