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 25 institutions that hold shares in the stock, with a total of 180,716 shares, which have been reported (via 13F filing form) to have a value of $5.23 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
32,622
shares
|
$943,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,900
shares
|
$922,548
0.0% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
22,894
shares
|
$662,094
0.0% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
16,433
shares
|
$475,242
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,007
shares
|
$434,002
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
13,230
shares
|
$382,611
0.0% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
10,288
shares
|
$297,528
0.0% of portfolio
|
Q3 2024
Reduced 28.64%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,275
shares
|
$268,233
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
9,241
shares
|
$267,249
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
6,126
shares
|
$177,163
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,879
shares
|
$170,020
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,823
shares
|
$52,721
0.0% of portfolio
|
Q3 2024
Reduced 26.93%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,348
shares
|
$38,984
0.0% of portfolio
|
Q3 2024
Added 2596.0%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$28,920
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
840
shares
|
$24,292
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
783
shares
|
$22,644
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
747
shares
|
$21,603
0.0% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$7,230
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$7,230
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
213
shares
|
$6,159
0.0% of portfolio
|
Q2 2022
Reduced 56.81%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
200
shares
|
$5,784
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
156
shares
|
$4,511
0.0% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
111
shares
|
$3,210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
100
shares
|
$2,892
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|