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 29 institutions that hold shares in the stock, with a total of 195,031 shares, which have been reported (via 13F filing form) to have a value of $6.94 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
28,042
shares
|
$998,295
0.0% of portfolio
|
Q2 2024
Reduced 57.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
22,545
shares
|
$802,602
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
21,591
shares
|
$768,639
0.0% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
21,380
shares
|
$761,128
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Aug 02, 2024 Q2 2024 |
16,443
shares
|
$585,370
0.61% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
14,417
shares
|
$513,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 14, 2024 Q2 2024 |
14,320
shares
|
$509,792
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
13,826
shares
|
$492,205
0.01% of portfolio
|
Q1 2024
Reduced 23.67%
|
|
|
Sweet Financial Partners, LLC
|
Jul 18, 2024 Q2 2024 |
9,275
shares
|
$330,190
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
9,226
shares
|
$328,445
0.03% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
5,861
shares
|
$208,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 13, 2024 Q2 2024 |
5,700
shares
|
$202,920
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
5,549
shares
|
$197,544
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
2,495
shares
|
$88,822
0.0% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
848
shares
|
$30,188
0.0% of portfolio
|
Q1 2024
Added 380.34%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
840
shares
|
$29,904
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
783
shares
|
$27,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
262
shares
|
$9,327
0.0% of portfolio
|
Q2 2024
Added 85.82%
|
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
250
shares
|
$8,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$8,900
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
213
shares
|
$7,582
0.0% of portfolio
|
Q2 2022
Reduced 56.81%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
200
shares
|
$7,120
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
200
shares
|
$7,120
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
154
shares
|
$5,482
0.0% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
111
shares
|
$3,951
0.0% of portfolio
|
Q2 2024
New holding
|