POW — Tidal Trust III Institutional Holders · Q2 2026
Who owns Tidal Trust III (POW)? 22 institutions reported holding $29.19M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Beaumont Financial Advisors, LLC ($13.2M), WT Wealth Management ($7.8M), Balance Wealth, LLC ($2.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beaumont Financial Advisors, LLC | $13.2M | 424,682 | Added |
| 2 | WT Wealth Management | $7.8M | 250,880 | Added |
| 3 | Balance Wealth, LLC | $2.2M | 69,598 | New |
| 4 | Ankerstar Wealth, LLC | $1.6M | 52,390 | Added |
| 5 | Kestra Advisory Services, LLC | $1.3M | 41,002 | New |
| 6 | MATHER GROUP, LLC. | $1.2M | 37,692 | New |
| 7 | Delta Investment Management, LLC | $860,050 | 27,752 | Added |
| 8 | UPTICK PARTNERS, LLC | $425,927 | 13,744 | New |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $315,943 | 11,144 | New |
| 10 | UBS Group AG | $223,252 | 7,204 | Added |
| 11 | Steward Partners Investment Advisory, LLC | $111,564 | 3,600 | New |
| 12 | Capital Investment Advisory Services, LLC | $48,902 | 1,578 | New |
| 13 | NewEdge Advisors, LLC | $12,396 | 400 | New |
| 14 | Royal Bank of Canada | $12,000 | 375 | New |
| 15 | SIMPLEX TRADING, LLC | $7,747 | 250 | New |
| 16 | HOLLENCREST CAPITAL MANAGEMENT | $6,198 | 200 | New |
| 17 | MB, LEVIS & ASSOCIATES, LLC | $3,099 | 100 | New |
| 18 | Cornerstone Planning Group LLC | $2,763 | 100 | New |
| 19 | WOLFF WIESE MAGANA LLC | $2,418 | 78 | New |
| 20 | BNP PARIBAS FINANCIAL MARKETS | $0 | 0 | Exited |
| 21 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 22 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30