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 20 institutions that hold shares in the stock, with a total of 100,537 shares, which have been reported (via 13F filing form) to have a value of $2.62 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
19,080
shares
|
$570,110
0.0% of portfolio
|
Q1 2025
Reduced 51.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,195
shares
|
$483,906
0.0% of portfolio
|
Q1 2025
Reduced 48.79%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
14,000
shares
|
$418,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
12,347
shares
|
$368,928
0.06% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,833
shares
|
$323,690
0.0% of portfolio
|
Q1 2025
Reduced 54.58%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
10,000
shares
|
$298,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,275
shares
|
$277,137
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,092
shares
|
$92,388
0.0% of portfolio
|
Q1 2025
Added 195.04%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$29,880
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
921
shares
|
$27,519
0.0% of portfolio
|
Q1 2025
Added 54.53%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
840
shares
|
$25,099
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
676
shares
|
$20,198
0.0% of portfolio
|
Q1 2025
Added 509.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
675
shares
|
$20,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
584
shares
|
$17,449
0.0% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
256
shares
|
$7,649
0.0% of portfolio
|
Q1 2025
Reduced 67.55%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$7,470
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
213
shares
|
$6,364
0.0% of portfolio
|
Q2 2022
Reduced 56.81%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
200
shares
|
$5,976
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
100
shares
|
$2,988
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|