Institutional Ownership Tidal ETF Tr Sonicshares Globa (BOAT)
This table provides information about the institutional ownership of Tidal ETF Tr Sonicshares Globa (BOAT). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 89,370 shares, which have been reported (via 13F filing form) to have a value of $2.67 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
36,467
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 160.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
32,455
shares
|
$970,729
0.0% of portfolio
|
Q2 2025
Added 70.1%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,275
shares
|
$277,415
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,024
shares
|
$239,997
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
4,934
shares
|
$147,575
0.14% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$29,910
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
840
shares
|
$25,124
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
781
shares
|
$23,359
0.0% of portfolio
|
Q2 2025
Reduced 74.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
676
shares
|
$20,219
0.0% of portfolio
|
Q1 2025
Added 509.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
675
shares
|
$20,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
584
shares
|
$17,467
0.0% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
406
shares
|
$12,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
258
shares
|
$7,716
0.0% of portfolio
|
Q2 2025
Reduced 71.99%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
256
shares
|
$7,656
0.0% of portfolio
|
Q1 2025
Reduced 67.55%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$7,477
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
213
shares
|
$6,370
0.0% of portfolio
|
Q2 2022
Reduced 56.81%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$5,982
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
100
shares
|
$2,991
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|