19 institutions reported holding $699.8M of TIDAL TRUST III (RSMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Rockefeller Capital Management L.P. ($617.6M), ENVESTNET ASSET MANAGEMENT INC ($36.9M), StoneX Group Inc. ($28.2M), Marble Harbor Investment Counsel, LLC ($3.6M), BRIGHTON JONES LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $617.6M | 21.4M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $36.9M | 1.3M | Added |
| 3 | StoneX Group Inc. | $28.2M | 975,573 | Added |
| 4 | Marble Harbor Investment Counsel, LLC | $3.6M | 123,964 | Trimmed |
| 5 | BRIGHTON JONES LLC | $3.5M | 120,663 | Hold |
| 6 | Quantinno Capital Management LP | $2.4M | 82,453 | Hold |
| 7 | FRANKLIN RESOURCES INC | $1.8M | 63,830 | Hold |
| 8 | LPL Financial LLC | $1.6M | 56,938 | Added |
| 9 | JPMORGAN CHASE & CO | $955,605 | 33,538 | Trimmed |
| 10 | Haverford Trust Co | $931,513 | 32,210 | Hold |
| 11 | COMMERCE BANK | $620,681 | 21,462 | Hold |
| 12 | WELLS FARGO & COMPANY/MN | $524,117 | 18,123 | New |
| 13 | Bank of New York Mellon Corp | $423,591 | 14,647 | Trimmed |
| 14 | FLOW TRADERS U.S. LLC | $262,000 | 9,049 | New |
| 15 | CITADEL ADVISORS LLC | $233,500 | 8,074 | New |
| 16 | Clearstead Advisors, LLC | $197,669 | 6,835 | Hold |
| 17 | UBS Group AG | $25,131 | 869 | Added |
| 18 | Cresset Asset Management, LLC | $0 | 0 | Exited |
| 19 | GC Wealth Management RIA, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30