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Disclosery

AIS TIDAL TRUST III

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SHS (fund)

53 managers (53 13F filers) reported a position in AIS shares at 2026-03-31, 1,961,900 shares in all. 19 filers opened a position and 3 filers sold out during the quarter.

Managers
53
13F filers
53
New
19
Added
16
Reduced
7
Sold out
3
Shares held by filers
1,961,900

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Beaumont Financial Advisors, LLC351,420$14.7M1.01%+146,69113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC255,618$10.7M0.01%-26,09913F-HRTimelineGroup
FWG Holdings, LLC166,215$7.28M2.75%+14,56813F-HRTimeline
Tyche Wealth Partners LLC136,295$5.71M0.88%+28,75613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC99,590$4.17M<0.01%+85,71513F-HRTimelineGroup
GTS SECURITIES LLC94,642$3.97M0.14%new13F-HRTimeline
LPL Financial LLC87,742$3.68M<0.01%+64,42713F-HRTimeline
SFI Advisors, LLC81,972$3.44M3.61%-72,37013F-HRTimeline
MML INVESTORS SERVICES, LLC79,436$3.33M0.01%new13F-HRTimeline
MATHER GROUP, LLC.60,932$2.55M0.03%new13F-HRTimeline
NewEdge Advisors, LLC53,990$2.26M0.01%-2,57013F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC46,345$1.94M0.05%+3,99013F-HRTimeline
FLOW TRADERS U.S. LLC34,628$1.45M0.05%new13F-HRTimeline
Cambridge Investment Research Advisors,…32,847$1.38M<0.01%new13F-HRTimeline
Carter Financial Group, INC.31,580$1.32M0.82%+18,75113F-HRTimeline
Berbice Capital Management LLC27,401$1.15M0.75%+24,80113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,079$1.05M<0.01%+17,32013F-HRTimelineGroup
Noble Wealth Management PBC23,477$984K0.5%+1,62513F-HRTimeline
Brookwood Investment Group LLC22,461$941K0.12%+16,89013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,314$893K0.01%+9,15013F-HRTimelineGroup
Gladstone Institutional Advisory LLC21,290$892K0.03%+15,55013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP21,147$886K<0.01%+13,72613F-HRTimelineGroup
Elequin Capital, LP18,562$778K0.07%new13F-HRTimeline
CoreCap Advisors, LLC18,262$765K0.03%new13F-HRTimeline
ATX Financial Planning, LLC17,446$731K0.56%+9,42513F-HRTimeline
Aurora Private Wealth, Inc.17,672$721K0.51%-83313F-HRTimeline
Mariner, LLCin group Mariner, LLC15,454$648K<0.01%new13F-HRTimelineGroup
Wealthstar Advisors, LLC13,468$564K0.34%013F-HRTimeline
World Investment Advisors13,158$551K0.01%new13F-HRTimeline
National Philanthropic Trust13,137$551K0.01%013F-HRTimeline
KINTRA WEALTH, LLC9,427$395K0.03%new13F-HRTimeline
UPTICK PARTNERS, LLC7,076$297K0.06%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC6,914$290K0.07%-7713F-HRTimeline
WILLNER & HELLER, LLC6,412$269K0.2%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,030$253K<0.01%new13F-HRTimelineGroup
WealthCare Investment Partners, LLC4,705$211K0.06%new13F-HRTimeline
Oxinas Partners, LLC4,900$205K0.09%new13F-HRTimeline
Farther Finance Advisors, LLC3,293$143K<0.01%013F-HRTimeline
Sankala Group LLC2,548$106K0.09%+83013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,000$83.8K0.01%-2,00013F-HRTimeline
UBS Group AGin group UBS Group AG1,120$46.9K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,000$41.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…726$30.4K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…665$27.9K<0.01%013F-HRTimeline
Osbon Capital Management LLC592$24.8K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/494$20.7K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.400$16.8K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management400$16.8K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC384$16.1K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC118$4.95K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY100$4.19K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC13$544<0.01%-15813F-HRTimeline
Triumph Capital Management3$126<0.01%new13F-HRTimeline