15 institutions reported holding $660.7M of TIDAL TRUST III (RGEF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Rockefeller Capital Management L.P. ($581.7M), KEYBANK NATIONAL ASSOCIATION/OH ($27.1M), Fiduciary Trust Co ($26.6M), GC Wealth Management RIA, LLC ($12.2M), JPMORGAN CHASE & CO ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $581.7M | 19.4M | Trimmed |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $27.1M | 901,375 | Hold |
| 3 | Fiduciary Trust Co | $26.6M | 886,095 | Trimmed |
| 4 | GC Wealth Management RIA, LLC | $12.2M | 406,769 | Hold |
| 5 | JPMORGAN CHASE & CO | $2.7M | 92,942 | New |
| 6 | BROWN ADVISORY INC | $2.1M | 70,735 | Trimmed |
| 7 | FRANKLIN RESOURCES INC | $2.0M | 67,692 | Hold |
| 8 | CITADEL ADVISORS LLC | $1.8M | 61,158 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 42,709 | Trimmed |
| 10 | COMMERCE BANK | $901,575 | 30,000 | New |
| 11 | JANE STREET GROUP, LLC | $650,937 | 21,660 | Added |
| 12 | MORGAN STANLEY | $583,830 | 19,427 | Added |
| 13 | FLOW TRADERS U.S. LLC | $561,000 | 18,657 | Trimmed |
| 14 | Choate Investment Advisors | $300,224 | 9,990 | Trimmed |
| 15 | UBS Group AG | $13,584 | 452 | Added |
Source: SEC Form 13F filings · as of 2026-03-31