QUSA — Tidal Trust III Institutional Holders · Q2 2026
Who owns Tidal Trust III (QUSA)? 9 institutions reported holding $1.57M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Formidable Asset Management, LLC ($1.1M), United Capital Financial Advisors, LLC ($235,312), Synergy Asset Management, LLC ($218,171).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Formidable Asset Management, LLC | $1.1M | 63,179 | Added |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $235,312 | 12,586 | New |
| 3 | Synergy Asset Management, LLC | $218,171 | 11,642 | Added |
| 4 | HARBOUR INVESTMENTS, INC. | $18,777 | 1,002 | Hold |
| 5 | OSAIC HOLDINGS, INC. | $9,370 | 500 | Hold |
| 6 | WELLS FARGO & COMPANY/MN | $31 | 2 | Added |
| 7 | MORGAN STANLEY | $19 | 1 | Hold |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 9 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30