17 institutions reported holding $607.5M of TIDAL TRUST III (RSMC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Rockefeller Capital Management L.P. ($536.1M), ENVESTNET ASSET MANAGEMENT INC ($30.8M), StoneX Group Inc. ($23.9M), GC Wealth Management RIA, LLC ($3.8M), Marble Harbor Investment Counsel, LLC ($3.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $536.1M | 21.6M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $30.8M | 1.2M | Added |
| 3 | StoneX Group Inc. | $23.9M | 961,768 | Added |
| 4 | GC Wealth Management RIA, LLC | $3.8M | 154,865 | Hold |
| 5 | Marble Harbor Investment Counsel, LLC | $3.2M | 129,845 | Added |
| 6 | JPMORGAN CHASE & CO | $2.4M | 99,309 | Trimmed |
| 7 | Quantinno Capital Management LP | $2.0M | 82,453 | Trimmed |
| 8 | FRANKLIN RESOURCES INC | $1.6M | 63,830 | Trimmed |
| 9 | LPL Financial LLC | $1.4M | 56,266 | Added |
| 10 | Haverford Trust Co | $800,096 | 32,210 | Hold |
| 11 | COMMERCE BANK | $533,116 | 21,462 | New |
| 12 | Bank of New York Mellon Corp | $438,351 | 17,647 | Hold |
| 13 | Cresset Asset Management, LLC | $229,770 | 9,250 | Hold |
| 14 | Clearstead Advisors, LLC | $169,782 | 6,835 | Trimmed |
| 15 | UBS Group AG | $17,487 | 704 | Added |
| 16 | BRIGHTON JONES LLC | $0 | 0 | Exited |
| 17 | HighTower Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31