10 institutions reported holding $25.9M of TIDAL TRUST III (POW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Beaumont Financial Advisors, LLC ($13.2M), WT Wealth Management ($7.8M), Balance Wealth, LLC ($2.2M), Kestra Advisory Services, LLC ($1.3M), MATHER GROUP, LLC. ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beaumont Financial Advisors, LLC | $13.2M | 424,682 | Added |
| 2 | WT Wealth Management | $7.8M | 250,880 | Added |
| 3 | Balance Wealth, LLC | $2.2M | 69,598 | New |
| 4 | Kestra Advisory Services, LLC | $1.3M | 41,002 | New |
| 5 | MATHER GROUP, LLC. | $1.2M | 37,692 | New |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $315,943 | 11,144 | New |
| 7 | Capital Investment Advisory Services, LLC | $48,902 | 1,578 | New |
| 8 | MB, LEVIS & ASSOCIATES, LLC | $3,099 | 100 | New |
| 9 | Cornerstone Planning Group LLC | $2,763 | 100 | New |
| 10 | WOLFF WIESE MAGANA LLC | $2,418 | 78 | New |
Source: SEC Form 13F filings · as of 2026-06-30