Tidal Trust III (NDAA)

Management Company · XNYS · Series S000088329 · View on SEC EDGAR ↗

$24.31
As of Aug. 20, 2026
▼ -0.09 (-0.35%)
1-day change
$20.76 $24.65
52-week range

Holdings data is not available for this fund yet.

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Performance as of Aug. 19, 2026

Period Price return Total return
1M ▲ +9.55%
3M ▲ +9.55%
6M ▲ +7.94%
YTD ▲ +12.18%
1Y ▲ +17.02%
3Y
5Y
Max since Oct. 18, 2024 ▲ +21.51%
Volatility 1Y
17.10%
Volatility 3Y
Max drawdown 3Y
Beta 3Y
Sharpe 1Y*
1.67

Total return is shown once dividend history for this fund has been collected — price return alone would duplicate it misleadingly. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

Last month (Mar 2026)
+$223K
Quarter ending Mar 2026
+$1.1M
Trailing 12 months
+$103K

Apr 2025 – Mar 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 9 holdings

NameCUSIP Value % Balance Category Country
iShares Core MSCI Emerging Mar 46434G103 $501K 16.48 7,180 EC US
Vanguard S&P 500 ETF 922908363 $497K 16.34 831 EC US
iShares Core MSCI EAFE ETF 46432F842 $473K 15.57 5,227 EC US
iShares Core S&P U.S. Value ET 464287663 $398K 13.11 3,897 EC US
abrdn Bloomberg All Commodity Strategy K-1 Free ET 003261104 $361K 11.89 14,874 EC US
Vanguard Growth ETF 922908736 $316K 10.41 724 EC US
State Street SPDR Bloomberg 1- 78468R663 $297K 9.76 3,238 EC US
iShares Core S&P Small-Cap ETF 464287804 $152K 5.02 1,226 EC US
First American Government Obli 31846V336 $44K 1.46 44,326 STIV US

Institutional owners (13F) 2 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
HighTower Advisors, LLC $1,209,233 82.58% 50,758 Shares June 30, 2026
Brookwood Investment Group LLC $255,084 17.42% 10,707 Shares June 30, 2026

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