SonicShares Global Shipping
BOAT • ARCA
SonicShares Global Shipping is an exchange-traded fund on ARCA. As of Q3 2025, 16 institutional investors hold shares in this ETF, with total holdings valued at $7.9M. HighTower Advisors, LLC is the largest holder with a position valued at $3.4M.
Overview
Overview of institutional ownership in BOAT as of Q3 2025
All Institutions
- Institutions
- 16
- Value Held
- $7.9M
- Shares Held
- 252.3K
- Avg Position
- $491.1K
- Median Position
- $166.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BOAT as of Q3 2025
| Institution | Position Value |
|---|---|
 HighTower Advisors, LLC RIA/Wealth | $3.4M 0.00% of portfolio |
 CITIZENS FINANCIAL GROUP INC/RI Institution | $1.1M 0.02% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.0M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $824.8K 0.00% of portfolio |
 WESTBOURNE INVESTMENTS, INC. RIA/Wealth | $595.8K 0.29% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $249.1K 0.00% of portfolio |
$238.1K 0.00% of portfolio | |
 JPMORGAN CHASE & CO Institution | $179.3K 0.00% of portfolio |
 Harbor Asset Planning, Inc. RIA/Wealth | $153.2K 0.14% of portfolio |
C CNB Bank Institution | $31.0K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BOAT in Q3 2025
- Traded
- +$5.4M
- Buyers
- 8
- Sellers
- 4
- Total Bought
- +$5.4M
- Total Sold
- −$63.1K
- Avg Position
- $436.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
HighTower Advisors, LLC RIA/Wealth | +$3.4M +108.0K shares |
Cetera Investment Advisers RIA/Wealth | +$824.8K +26.6K shares |
WESTBOURNE INVESTMENTS, INC. RIA/Wealth | +$595.8K +18.6K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$249.1K +8.0K shares |
+$238.1K +7.7K shares | |
JPMORGAN CHASE & CO Institution | +$134.9K +4.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$10.2K +329.0 shares |
CITIZENS FINANCIAL GROUP INC/RI Institution | +$7.3K +233.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Harbor Asset Planning, Inc. RIA/Wealth | −$34.5K −1.1K shares |
 UBS Group AG Institution | −$14.3K −460.0 shares |
 Hanson McClain, Inc. RIA/Wealth | −$11.5K −406.0 shares |
 BANK OF MONTREAL /CAN/ Institution | −$2.8K −100.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BOAT in Q3 2025
- New Positions
- 2
- New Value
- $3.9M
- Exited Positions
- 2
- Exited Value
- $14.4K
New Positions
| Institution | Position Value |
|---|---|
HighTower Advisors, LLC RIA/Wealth | $3.4M 108.0K shares |
WESTBOURNE INVESTMENTS, INC. RIA/Wealth | $595.8K 18.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Hanson McClain, Inc. RIA/Wealth | $11.5K 406.0 shares |
BANK OF MONTREAL /CAN/ Institution | $2.8K 100.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BOAT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BOAT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
WESTBOURNE INVESTMENTS, INC. RIA/Wealth | 0.29% $595.8K |
Harbor Asset Planning, Inc. RIA/Wealth | 0.14% $153.2K |
CITIZENS FINANCIAL GROUP INC/RI Institution | 0.02% $1.1M |
C CNB Bank Institution | 0.01% $31.0K |
HighTower Advisors, LLC RIA/Wealth | 0.00% $3.4M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $1.0M |
Cetera Investment Advisers RIA/Wealth | 0.00% $824.8K |
E EverSource Wealth Advisors, LLC RIA/Wealth | 0.00% $18.1K |
0.00% $238.1K | |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | 0.00% $249.1K |