Tidal Trust III (POW)

Management Company · XNYS · Series S000087830 · View on SEC EDGAR ↗

Net assets
$67.6M
Holdings
55
As of
May 31, 2026
Top 10 holdings weight
52.44%
Effective number of positions
25.9
Positions above 1%
30
On this page

Fund flows (SEC-reported)

Last month (May 2026)
+$30.1M
Quarter ending May 2026 (partial)
+$38.8M

Quarter data still coming in (SEC filing lag up to ~60 days)

Trailing 7 months
+$60.8M

Oct 2025 – May 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 55 holdings

NameCUSIP Value % Balance Category Country
Hanwha Solutions Corp $128K 0.19 4,617 EC KR
Duke Energy Corp 26441C204 $118K 0.17 958 EC US
XXJC $117K 0.17 229,300 EC CN
Electric Power Development Co $112K 0.17 4,441 EC JP
Korea Electric Power Corp $110K 0.16 4,263 EC KR
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Sector breakdown

Industrials
33.0%
Utilities
12.7%
Technology
1.4%
Other/Unmapped
52.8%

Institutional owners (13F) 20 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
Beaumont Financial Advisors, LLC $13,160,895 45.42% 424,682 Shares June 30, 2026
WT Wealth Management $7,774,779 26.83% 250,880 Shares June 30, 2026
Balance Wealth Partners LLC $2,156,855 7.44% 69,598 Shares June 30, 2026
Ankerstar Wealth, LLC $1,623,566 5.60% 52,390 Shares June 30, 2026
Kestra Advisory Services, LLC $1,270,652 4.39% 41,002 Shares June 30, 2026
MATHER GROUP, LLC. $1,168,075 4.03% 37,692 Shares June 30, 2026
Delta Investment Management, LLC $860,050 2.97% 27,752 Shares June 30, 2026
UPTICK PARTNERS, LLC $425,927 1.47% 13,744 Shares June 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $315,943 1.09% 11,144 Shares June 30, 2026
Steward Partners Investment Advisory, LLC $111,564 0.39% 3,600 Shares June 30, 2026
Capital Investment Advisory Services, LLC $48,902 0.17% 1,578 Shares June 30, 2026
NewEdge Advisors, LLC $12,396 0.04% 400 Shares June 30, 2026
ROYAL BANK OF CANADA $12,000 0.04% 375 Shares June 30, 2026
MERCER GLOBAL ADVISORS INC /ADV $10,847 0.04% 350 Shares June 30, 2026
SIMPLEX TRADING, LLC $7,747 0.03% 250 Shares June 30, 2026
HOLLENCREST CAPITAL MANAGEMENT $6,198 0.02% 200 Shares June 30, 2026
MB, LEVIS & ASSOCIATES, LLC $3,099 0.01% 100 Shares June 30, 2026
Cornerstone Planning Group LLC $2,763 0.01% 100 Shares June 30, 2026
WOLFF WIESE MAGANA LLC $2,418 0.01% 78 Shares June 30, 2026
UBS Group AG $279 0.00% 9 Shares June 30, 2026

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