TIDAL TRUST III

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TickerRGEF

Sector · IndustryUnknownUnknown

SecurityETF · US

CUSIP45259A886

Ask AIAsk AI about RGEF

RGEF institutional ownership changes in Q2 2026: 6 institutions opened or added positions, 6 trimmed or exited. RGEF (TIDAL TRUST III) is held by 13 institutional investors as of Q2 2026. Top institutional shareholders: Rockefeller Capital Management L.P. ($666.2M), KeyBank National Association ($27.4M), JPMorgan Chase & Co. ($4.1M). Institutions were evenly split.

13

Holders

$710M

Total Value

50% (12)

Consensus

6 buying - 6 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

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Institutional (13F)••

Insider (Form 4)••

Activist (13D/13G)••

Congressional (STOCK Act)••

Holder Quality

••

★★★★★

Elite

••

★★★★

Strong

••

★★★

Solid

••

★★

Below

••

★

Weak

Held by 13 funds

Who's Trading

Source dates: Price Nov 6, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for RGEF.

Top Holders

FundsInsidersCongressActivists

Holdings (13)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Rockefeller Capital Management L.P.	Decreased	19M(-1.6%)	$666.2M	1.0%	+39.63%	0
KeyBank National Association	Decreased	782,175(-13.2%)	$27.4M	0.1%	+39.88%	0
JPMorgan Chase & Co.	Increased	120,117(+29.2%)	$4.1M	0.0%	+9.22%	34
Wells Fargo & Company	New	95,580	$3.3M	0.0%	-2.97%	37
Franklin Templeton Inc.	Decreased	63,846(-5.7%)	$2.2M	0.0%	+36.29%	0
Brown Advisory Inc.	Decreased	61,231(-13.4%)	$2.1M	0.0%	+31.87%	0
Commonwealth Equity Services, LLC	Unchanged	42,709	$1.5M	0.0%	+27.22%	0
Commerce Bank	Unchanged	30,000	$1M	0.0%	+13.38%	0
Envestnet Asset Management Inc.	New	22,549	$788,990	0.0%	-2.97%	34
Morgan Stanley	Increased	21,438(+10.3%)	$750,116	0.0%	+10.96%	19
Citadel Advisors LLC	Decreased	6,944(-88.7%)	$242,971	0.0%	+12.89%	0
Susquehanna International Group, LLP	New	6,251	$218,722	0.0%	-2.97%	35
UBS Group AG	Increased	481(+6.4%)	$16,830	0.0%	+16.39%	13
Jane Street Group, LLC	Exited	0(-100.0%)	$650,937	0.0%	+27.97%	0

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RGEFTIDAL TRUST III

1M3M6M1Y3Y5Y

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Questions investors ask about RGEF

Who owns RGEF?

13 institutional investors held RGEF on June 30, 2026, led by Rockefeller Capital Management L.P. ($666.2M), KeyBank National Association ($27.4M) and JPMorgan Chase & Co. ($4.1M).

How many hedge funds hold RGEF?

13 institutional investors reported RGEF in their 13F filings for the quarter ended June 30, 2026, $710M in all.

Are institutions buying or selling RGEF?

Evenly split. In Q2 2026, 6 institutions opened or added to positions in RGEF and 6 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer