Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / AFFORDABLE HOUS
-
Total 13F shares
-
3,596,627
-
Share change
-
-158,821
-
Total reported value
-
$61,619,919
-
Price per share
-
$17.13
-
Number of holders
-
30
-
Value change
-
-$2,725,989
-
Number of buys
-
17
-
Number of sells
-
11
Institutional Holders of TIDAL TRUST III - AFFORDABLE HOUS (OWNS) as of Q2 2025
As of 30 Jun 2025 TIDAL TRUST III - AFFORDABLE HOUS (OWNS) had 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,596,627 shares of stock of the company.
Largest 10 holders included Allianz Investment Management U.S. LLC, LPL Financial LLC, Orgel Wealth Management, LLC, OneAscent Financial Services LLC, WCG Wealth Advisors LLC, Atria Investments, Inc, NATURAL INVESTMENTS, LLC, Tolleson Wealth Management, Inc., Riverwater Partners LLC, and First Affirmative Financial Network.
This table shows 30 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.