Who owns BOAT?
SonicShares Global Shipping ETF
26 institutions reported holding BOAT, worth $5.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BOAT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.7M | 45,542 | No change |
| Citizens Financial Group Inc. | Providence, RI | $884K | 23,067 | No change |
| Westbourne Investments, Inc. | Alexandria, VA | $648K | 17,086 | No change |
| Envestnet Asset Management Inc. | Berwyn, PA | $310K | 8,184 | +3,134 shares |
| MML Investors Services, LLC | Springfield, MA | $297K | 7,832 | +2,782 shares |
| Citadel Advisors LLC | Miami, FL | $277K | 7,316 | −7,115 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $271K | 7,152 | +216 shares |
| Balefire, LLC | Dallas, TX | $227K | 5,978 | +69 shares |
| Harbor Asset Planning, Inc. | Belmont, MA | $195K | 5,133 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $155K | 4,088 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: BOAT vs DGIN, BOAT vs REFA, BOAT vs GSIB, BOAT vs GURU.
Frequently asked questions
Who owns BOAT?
26 institutional managers reported holding BOAT in Form 13F filings for June 30, 2026, worth $5.5M in total. The largest reported position was held by Susquehanna International Group, LLP, at $1.7M.
Did institutions buy or sell BOAT last quarter?
Reported 13F value fell 56.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BOAT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.