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Who owns BOATWhat BOAT owns — n/a

Who owns SonicShares Global Shipping ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of BOAT from SEC Form 13F filings across 27 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 27 institutions disclosed 149,498 shares of SonicShares Global Shipping ETF worth $5.7M — about 12.8% of shares outstanding; the largest disclosed holder is SUSQUEHANNA INTERNATIONAL GROUP, LLP. Source: SEC Form 13F filings, parsed by EvidInvest.

27

13F holders

$5.7M

value, 2026 filers

12.8%

of shares outstanding (149,498 sh)

3

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BOAT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1SUSQUEHANNA INTERNATIONAL GROUP, LLP45,542$1.7M0.0%3.9%0.0%
2CITIZENS FINANCIAL GROUP INC/RI23,067$883,9250.0%2%0.0%
3WESTBOURNE INVESTMENTS, INC.17,086$647,7300.3%1.5%0.0%
4ENVESTNET ASSET MANAGEMENT INC8,184$310,2730.0%0.7%+62.1%
5MML INVESTORS SERVICES, LLC7,832$296,9220.0%0.7%+55.1%
6CITADEL ADVISORS LLC7,316$277,3500.0%0.6%-49.3%
7COMMONWEALTH EQUITY SERVICES, LLC7,152$271,1400.0%0.6%+3.1%
8Balefire, LLC5,978$226,6320.0%0.5%+1.2%
9Jaffetilchin Investment Partners, LLC5,343$202,5700.0%0.5%+0.3%
10Harbor Asset Planning, Inc.5,133$194,5850.1%0.4%0.0%
11OSAIC HOLDINGS, INC.4,088$154,9650.0%0.3%0.0%
12JPMORGAN CHASE & CO4,026$154,4370.0%0.3%-18.4%
13TD Waterhouse Canada Inc.2,506$94,5090.0%0.2%0.0%
14ROYAL BANK OF CANADANEW1,793$68,0000.0%0.2%new
15Farther Finance Advisors, LLC1,175$44,5440.0%0.1%-29.9%
16CNB Bank1,000$37,9100.0%0.1%0.0%
17EverSource Wealth Advisors, LLC489$18,5380.0%0%0.0%
18MORGAN STANLEY436$16,5640.0%0%0.0%
19NATIONAL BANK OF CANADA /FI/256$9,6820.0%0%0.0%
20SIMPLEX TRADING, LLCNEW252$9,5530.0%0%new
21Clearstead Advisors, LLC220$8,3410.0%0%0.0%
22IFP Advisors, Inc200$7,5820.0%0%0.0%
23UBS Group AG178$6,7480.0%0%+8800.0%
24HARBOUR INVESTMENTS, INC.177$6,7000.0%0%+2.9%
25HIGHLINE WEALTH PARTNERS LLC50$1,8960.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.