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 21 institutions that hold shares in the stock, with a total of 262,901 shares, which have been reported (via 13F filing form) to have a value of $8.55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
108,010
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
36,700
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
32,784
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
26,567
shares
|
$863,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
18,565
shares
|
$603,733
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,275
shares
|
$301,623
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,024
shares
|
$260,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
7,669
shares
|
$249,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,776
shares
|
$187,835
0.0% of portfolio
|
Q3 2025
Added 754.44%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
4,934
shares
|
$160,453
0.14% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,000
shares
|
$32,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
840
shares
|
$27,316
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
675
shares
|
$21,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
584
shares
|
$18,991
0.0% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
321
shares
|
$10,438
0.0% of portfolio
|
Q3 2025
Reduced 58.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
258
shares
|
$8,390
0.0% of portfolio
|
Q2 2025
Reduced 71.99%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
256
shares
|
$8,325
0.0% of portfolio
|
Q1 2025
Reduced 67.55%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$8,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
213
shares
|
$6,926
0.0% of portfolio
|
Q2 2022
Reduced 56.81%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
200
shares
|
$6,504
0.0% of portfolio
|
Q2 2022
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
|
|