Skip to content

NACP TIDAL TRUST III

Follow

ETF (fund)

28 managers (28 13F filers) reported a position in NACP shares at 2024-12-31, 474,244 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
28
13F filers
28
New
3
Added
6
Reduced
7
Sold out
2
Shares held by filers
474,244

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Clearstead Advisors, LLC134,261$5.49M0.08%+84,93913F-HRTimeline
Betterment LLC101,034$4.13M0.01%+64613F-HRTimeline
GREENLEAF TRUST36,250$1.48M0.01%new13F-HRTimeline
Rossby Financial, LCC35,709$1.46M0.93%13F-HRTimeline
Westfuller Advisors, LLC26,150$1.07M0.68%013F-HRTimeline
Wealthfront Advisers LLC24,596$1.01M<0.01%+63313F-HR/ATimeline
GTS SECURITIES LLC21,469$878K0.04%+8,44613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,469$755K<0.01%-12013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL16,505$675K<0.01%+9113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,692$519K<0.01%-1,00113F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…10,526$430K0.01%-4613F-HRTimelineGroup
Sincerus Advisory, LLC7,771$318K0.34%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,753$276K<0.01%+28513F-HRTimeline
Equita Financial Network, Inc.5,807$237K0.09%-113F-HRTimeline
IMA Advisory Services, Inc.4,952$202K0.02%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,421$189K0.01%-27113F-HRTimeline
First Horizon Advisors, Inc.2,359$96.4K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…2,320$94.8K0.06%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA620$25K<0.01%013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.394$16.1K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.355$14.5K<0.01%-14613F-HRTimeline
FMR LLCin group FMR LLC316$12.9K<0.01%new13F-HRTimelineGroup
Abound Wealth Management306$12.5K<0.01%013F-HRTimeline
Byrne Asset Management LLC85$3.48K<0.01%013F-HRTimeline
Smithfield Trust Co75$3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY31$1.27K<0.01%-113F-HR/ATimelineGroup
Redwood Park Advisors LLC11$464<0.01%13F-HRTimeline
Financial Life Planners7$293<0.01%13F-HRTimeline