BOAT Institutional Ownership
SonicShares Global Shipping ETF
1W: +4.5%
1M: +6.5%
3M: +31.6%
YTD: +66.3%
1Y: +67.2%
3Y: +129.0%
5Y: +173.6%
$52.43
+0.74 (+1.43%)
Weekly Expected Move ±2.5%
$50
$51
$52
$54
$55
Overview
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Institutional Ownership — BOAT
34
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
4
New Positions
6
Increased
9
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,542 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 2 | CITIZENS FINANCIAL GROUP INC/RI | 23,067 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 3 | WESTBOURNE INVESTMENTS, INC. | 17,086 | $896K | — | +0.0% | 4Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 8,184 | $429K | +3,134 | +62.1% | 2Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 7,832 | $411K | +2,782 | +55.1% | 2Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 7,316 | $384K | -7,115 | -49.3% | 2Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 7,152 | $375K | +216 | +3.1% | 2Q | SEC ↗ |
| 8 | Balefire, LLC | 5,978 | $313K | +69 | +1.2% | 2Q | SEC ↗ |
| 9 | Jaffetilchin Investment Partners, LLC NEW | 5,328 | $279K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Harbor Asset Planning, Inc. | 5,133 | $269K | — | +0.0% | 5Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 4,088 | $214K | — | +0.0% | 3Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 4,026 | $211K | -908 | -18.4% | 9Q | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 2,506 | $131K | — | +0.0% | 2Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA NEW | 1,793 | $94K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC | 1,175 | $62K | -500 | -29.9% | 7Q | SEC ↗ |
| 16 | CNB Bank | 1,000 | $52K | — | +0.0% | 8Q | SEC ↗ |
| 17 | CWM, LLC | 502 | $26K | — | +0.0% | 2Q | SEC ↗ |
| 18 | EverSource Wealth Advisors, LLC | 489 | $26K | — | +0.0% | 10Q | SEC ↗ |
| 19 | MORGAN STANLEY | 436 | $23K | — | +0.0% | 18Q | SEC ↗ |
| 20 | NATIONAL BANK OF CANADA /FI | 256 | $13K | — | +0.0% | 18Q | SEC ↗ |
| 21 | SIMPLEX TRADING, LLC NEW | 252 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Clearstead Advisors, LLC | 220 | $12K | — | +0.0% | 3Q | SEC ↗ |
| 23 | IFP Advisors, Inc | 200 | $10K | — | +0.0% | 18Q | SEC ↗ |
| 24 | UBS Group AG | 178 | $9K | +176 | +8800.0% | 11Q | SEC ↗ |
| 25 | HARBOUR INVESTMENTS, INC. | 177 | $9K | +5 | +2.9% | 3Q | SEC ↗ |
| 26 | MERCER GLOBAL ADVISORS INC /ADV NEW | 105 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 27 | HIGHLINE WEALTH PARTNERS LLC | 50 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 28 | Triumph Capital Management NEW | 10 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 29 | WELLS FARGO & COMPANY/MN | 9 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 0 | $0K | -92,112 | -100.0% | 1Q | SEC ↗ |
| 31 | Advisory Services Network, LLC | 0 | $0K | -150 | -100.0% | 1Q | SEC ↗ |
| 32 | MAI Capital Management | 0 | $0K | -30 | -100.0% | 1Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 0 | $0K | -11,093 | -100.0% | 3Q | SEC ↗ |
| 34 | FLOW TRADERS U.S. LLC | 0 | $0K | -39,512 | -100.0% | 1Q | SEC ↗ |
| 35 | GTS SECURITIES LLC | 0 | $0K | -20,534 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Jaffetilchin Investment Partners, L | 5,328 | $279K |
| ROYAL BANK OF CANADA | 1,793 | $94K |
| SIMPLEX TRADING, LLC | 252 | $13K |
| MERCER GLOBAL ADVISORS INC /ADV | 105 | $6K |
| Triumph Capital Management | 10 | $1K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 92,112 | $5M |
| FLOW TRADERS U.S. LLC | 39,512 | $2M |
| GTS SECURITIES LLC | 20,534 | $1M |
| Cambridge Investment Research Advis | 11,093 | $582K |
| Advisory Services Network, LLC | 150 | $8K |
| MAI Capital Management | 30 | $2K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +3,134 | +62.1% | 8,184 |
| MML INVESTORS SERVICES, LLC | +2,782 | +55.1% | 7,832 |
| COMMONWEALTH EQUITY SERVICES, LLC | +216 | +3.1% | 7,152 |
| UBS Group AG | +176 | +8800.0% | 178 |
| Balefire, LLC | +69 | +1.2% | 5,978 |
| HARBOUR INVESTMENTS, INC. | +5 | +2.9% | 177 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -7,115 | -49.3% | 7,316 |
| JPMORGAN CHASE & CO | -908 | -18.4% | 4,026 |
| Farther Finance Advisors, LLC | -500 | -29.9% | 1,175 |