Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF include Thrivent Financial For Lutherans, Mml Investors Services, Llc, Ttp Investments, Inc., Diversify Advisory Services, LLC, Theory Financial Llc, Lionsbridge Wealth Management LLC, Renaissance Technologies Llc, LPL Financial LLC, Financial Enhancement Group LLC, BlackDiamond Wealth Management Inc., Scotia Capital Inc., Steel Peak Wealth Management LLC, CAP Partners, LLC, U.S. Capital Wealth Advisors, LLC, Oppenheimer & Co Inc, StoneX Group Inc., Citizens Financial Group Inc/ri, Kingswood Wealth Advisors, Llc, IMC-Chicago, LLC, and Private Advisor Group, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 185,753 | 4,213 | ||||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 12,802 | 290 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | 23 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 1,062,010 | 10.56 | 24,086 | 37.97 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5 | 0 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 28,130 | 638 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,164,996 | 4.06 | 26,422 | 29.85 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 31,300 | 213.00 | 710 | 291.71 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 67,454 | 125.33 | 1,530 | 181.07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 45,900 | 149.46 | 1,041 | 211.68 | |||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 10 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 32,614 | 740 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 77,100 | 350.88 | 1,749 | 463.87 | |||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 16,800 | 13.51 | 381 | 42.16 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 34,735 | 32.63 | 788 | 65.34 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 12,781 | 4.33 | 290 | 30.18 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 95,065 | 57.43 | 2,156 | 96.54 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 187,912 | 31.30 | 4,262 | 63.82 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 880 | 20 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 37,511 | 851 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 317,866 | 0.88 | 7,209 | 25.88 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,197,306 | 60.77 | 49,835 | 100.62 | ||||
| 2025-07-25 | 13F | CV Advisors LLC | 18,278 | 415 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 536,279 | 94.58 | 12 | 140.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24,683 | 103.52 | 560 | 154.09 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100,562 | 282.69 | 2,281 | 377.99 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 72,447 | 32.23 | 1,643 | 65.13 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 405,805 | 16.15 | 9,204 | 44.93 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 46,827 | 67.24 | 1,062 | 109.06 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 52,120 | 1,166 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9,300 | 520.00 | 211 | 677.78 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 333,448 | 2.35 | 7,563 | 27.71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,826 | 291 | ||||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 9,416 | 47.12 | 214 | 83.62 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 180,035 | 2.72 | 4,083 | 28.19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18,278 | 1.34 | 431 | 27.14 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 219,537 | 1.63 | 4,979 | 26.85 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 37,943 | 11.41 | 861 | 38.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 251 | 3.72 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 115,300 | 868.91 | 2,615 | 1,110.65 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 30,100 | 54.36 | 683 | 92.66 | |||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 62,950 | 42.28 | 1,428 | 77.49 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,250 | 74 | ||||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 15,528 | 14.36 | 352 | 43.09 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,771 | 98.78 | 63 | 148.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 730,283 | 33.80 | 16,563 | 66.97 | ||||
| 2025-08-05 | 13F | Mirae Asset Securities (usa) Inc. | 9,591 | 218 | ||||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 1,050 | 24 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 542,414 | 4.38 | 12 | 33.33 | ||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 8,556 | 442.55 | 163 | 406.25 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16,959 | 401 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 52,390 | 9.40 | 1,188 | 36.55 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 19,548 | 463 | ||||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 67,295 | 134.31 | 2 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 64,905 | 45.53 | 1,484 | 83.21 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 17,865 | 8.42 | 405 | 35.45 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,600 | 82 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 597,389 | 14 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 17,368 | 52.40 | 394 | 89.86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 225,242 | 402.59 | 5,108 | 527.52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 38,018 | 862 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 22,200 | 503 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 500 | 11 | ||||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 545,875 | 12,380 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 23,163 | 525 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32,340 | 73.96 | 733 | 117.51 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 320,876 | 54.33 | 7,277 | 92.62 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 48,000 | 1,089 | ||||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 26,600 | 603 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 1,018,585 | 10.50 | 23,102 | 37.89 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 34,005 | 771 | ||||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 2 | 100.00 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 9,580 | 217 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 69,080 | 379.72 | 1,567 | 500.00 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 31,867 | 81.69 | 723 | 127.04 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 163,685 | 89.45 | 3,712 | 136.43 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,564 | 35 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 41,806 | 948 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 87,508 | 308.53 | 1,985 | 410.03 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32,666 | 96.37 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 976 | 43.53 | 22 | 83.33 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 52,487 | 1,189 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 33,318 | 2.40 | 756 | 27.75 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 16,079 | 365 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9,000 | 204 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 76,208 | 72.81 | 1,728 | 115.73 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 26,200 | 127.08 | 594 | 184.21 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,153 | 117 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 13,318 | 7.90 | 302 | 34.82 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 483,977 | 11,591 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 9,450 | 214 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 228,880 | 17.39 | 5,191 | 46.49 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 37,800 | 41.93 | 857 | 77.07 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 38,059 | 7.05 | 863 | 33.59 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,415 | 236 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 57,285 | 198.25 | 1 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 825,788 | 3.80 | 18,729 | 29.52 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 71,955 | 34.21 | 1,632 | 67.45 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2,425,830 | 55 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 35,877 | 2.91 | 814 | 28.44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 218,790 | 48.89 | 5 | 100.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,606 | 218 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48,180 | 205.79 | 1,093 | 281.82 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 12,317 | 279 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 295,097 | 231.18 | 6,693 | 313.34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 223,493 | 21.13 | 5,069 | 51.15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 22,004 | 4,789.78 | 0 | |||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 9,240 | 210 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,500 | 102 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9,463 | 157.36 | 215 | 193.15 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 124,881 | 15.11 | 2,832 | 43.68 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 11,110 | 252 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,857 | 42 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 78,557 | 133.20 | 1,782 | 191.01 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 16,250 | 369 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,235 | 259.37 | 141 | 354.84 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 307,876 | 15.06 | 6,983 | 43.57 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 132,200 | 2,998 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 188,853 | 4,434 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 180,295 | 62.33 | 4,089 | 102.63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 79,327 | 1,799 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 50,695 | 1,150 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,669 | 287 |
