Sonicshares Global ShippingBOATETF
13F holders, Q4 2025 (December 31)16holders
4new positions
4sold out
$31.66avg. 13F price*
At the end of Q4 2025, 16 institutions reported holding Sonicshares Global Shipping (BOAT) in their 13F filings, unchanged from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were Citizens Financial Group Inc. ($1.2M), Westbourne Investments, Inc. ($548K) and Cambridge Investment Research Advisors, Inc. ($250K).
- Company
- Sonicshares Global Shipping
- Filed as
- TIDAL TRUST I (Q4 2025)
- CUSIP
- 886364645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $152K |
| Exits | 4 | $5.4M |
All 13F filers, Q3 2025 → Q4 2025: 5,360 shares bought and 176,931 shares sold, net −171,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Citizens Financial Group Inc. | 0.02% | Add +0.4% | 36,847 | $1.2M |
| Westbourne Investments, Inc. | 0.26% | Reduce -6.4% | 17,376 | $548K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.3% | 7,924 | $250K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 5,705 | $180K |
| Harbor Asset Planning, Inc. | 0.13% | Add +1.2% | 4,993 | $158K |
| Osaic Holdings, Inc. | 0.00% | New | 3,938 | $124K |
| CNB Bank | 0.01% | No change | 1,000 | $32K |
| Farther Finance Advisors, LLC | 0.00% | No change | 675 | $21K |
| Cwm, LLC | 0.00% | New | 502 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.3% | 489 | $15K |
| Morgan Stanley | 0.00% | Add +29.1% | 333 | $11K |
| National Bank of Canada | 0.00% | No change | 256 | $8K |
| Clearstead Advisors, LLC | 0.00% | New | 220 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 164 | $5K |
| UBS Group AG | 0.00% | Reduce -59.5% | 130 | $4K |
"% of holder's portfolio" is BOAT's weight in each manager's 13F, not the share of Sonicshares Global Shipping the manager owns.