19 institutions reported holding $743.4M of TIDAL TRUST III (RGEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Rockefeller Capital Management L.P. ($666.2M), Fiduciary Trust Co ($30.4M), KEYBANK NATIONAL ASSOCIATION/OH ($27.4M), JPMORGAN CHASE & CO ($4.1M), WELLS FARGO & COMPANY/MN ($3.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $666.2M | 19.0M | Trimmed |
| 2 | Fiduciary Trust Co | $30.4M | 870,095 | Trimmed |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | $27.4M | 782,175 | Trimmed |
| 4 | JPMORGAN CHASE & CO | $4.1M | 120,117 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $3.3M | 95,580 | New |
| 6 | FRANKLIN RESOURCES INC | $2.2M | 63,846 | Trimmed |
| 7 | BROWN ADVISORY INC | $2.1M | 61,231 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 42,709 | Hold |
| 9 | FLOW TRADERS U.S. LLC | $1.4M | 40,899 | Added |
| 10 | GTS SECURITIES LLC | $1.2M | 35,539 | New |
| 11 | COMMERCE BANK | $1.0M | 30,000 | Hold |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $788,990 | 22,549 | New |
| 13 | MORGAN STANLEY | $750,116 | 21,438 | Added |
| 14 | Choate Investment Advisors | $279,955 | 8,001 | Trimmed |
| 15 | CITADEL ADVISORS LLC | $242,971 | 6,944 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $218,722 | 6,251 | New |
| 17 | UBS Group AG | $16,830 | 481 | Added |
| 18 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 19 | GC Wealth Management RIA, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30