OWNS

TIDAL TRUST III

Institutional Ownership · Q4 2025

Filing: Q4 2025

TIDAL TRUST III (OWNS) is held by 27 institutional investors with combined holdings of $65M. Major holders include ALLIANZ SE, LPL Financial LLC, OneAscent Financial Servi.

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Institutional Holders

Total Value

$65.1M

Ownership %

—

🏦 Top Institutional Holders

OneAscent Financial Services LLC

416.2K shares

$7.3M

Orgel Wealth Management, LLC

287.8K shares

$5.0M

NATURAL INVESTMENTS, LLC

165.2K shares

$2.9M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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