Tidal Trust III (SMDX)

Management Company · XNYS · Series S000090661 · View on SEC EDGAR ↗

Net assets
$125.6M
Holdings
558
As of
April 30, 2026 stale
Top 10 holdings weight
10.37%
Effective number of positions
253.3
Positions above 1%
5
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Fund flows (SEC-reported)

Last month (Apr 2026)
-$13K
Quarter ending Apr 2026
+$14K
Trailing 12 months
+$41.0M

May 2025 – Apr 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 558 holdings

NameCUSIP Value % Balance Category Country
Knowles Corp 49926D109 $12K 0.01 394 EC US
M/I Homes Inc 55305B101 $12K 0.01 93 EC US
Steven Madden Ltd 556269108 $12K 0.01 320 EC US
CONMED Corp 207410101 $12K 0.01 321 EC US
JetBlue Airways Corp 477143101 $12K 0.01 2,512 EC US
Marzetti Company/The 513847103 $12K 0.01 89 EC US
O-I Glass Inc 67098H104 $11K 0.01 1,185 EC US
LXP Industrial Trust 529043408 $11K 0.01 212 EC US
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Sector breakdown

Industrials
25.3%
Healthcare
10.7%
Financials
9.3%
Retail
7.1%
Technology
6.9%
Real Estate
6.4%
Financial Services
5.6%
Consumer Discretionary
5.2%
Energy
4.9%
Materials
3.5%
Utilities
2.1%
Consumer products
1.7%
Consumer Staples
1.7%
Diversified Consumer Services
1.3%
Communications
1.2%
Communication Services
1.0%
Telecommunication
0.7%
Packaging
0.5%
Logistics & Transportation
0.1%
Paper & Forest
0.0%
Other/Unmapped
4.8%

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
INTECH INVESTMENT MANAGEMENT LLC $132,511,128 99.98% 4,875,156 Shares June 30, 2026
UBS Group AG $23,865 0.02% 878 Shares June 30, 2026

Peer funds

Similar by size

Fund AUM
EGGY Tidal Trust III $126.2M
SIXS EXCHANGE TRADED CONCEPTS TRUST $126.8M
RSBT Tidal Trust II $127.0M
BUL Pacer Funds Trust $127.0M
YJUN First Trust Exchange-Traded Fun… $127.4M
GOLY Strategy Shares $125.5M
FSYD Fidelity Covington Trust $125.4M
BRZU Direxion Shares ETF Trust $125.3M
DRIP Direxion Shares ETF Trust $125.2M
LFGY Tidal Trust II $125.2M