IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sonicshares Global Shipping (BOAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mirae Asset Global Investments Co., Ltd.
NEW
Shares23,400
Change+23,400
Value$1.2M
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares22,875 from 23,067
Change-192 (-1%)
Value$1.2M (+$285.0K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
NEW
Shares8,432
Change+8,432
Value$431
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares6,547 from 7,152
Change-605 (-8%)
Value$334.6K (+$63.4K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares6,018 from 5,978
Change+40 (+1%)
Value$307.5K (+$80.9K)
Filed 2026-10-09
Harbor Asset Planning, Inc.
INCREASED
Shares5,292 from 5,133
Change+159 (+3%)
Value$270.4K (+$75.8K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
NEW
Shares4,289
Change+4,289
Value$219.2K
Filed 2026-10-13
Nations Financial Group Inc,
NEW
Shares3,936
Change+3,936
Value$201.1K
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares3,277
Change+3,277
Value$167.5K
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares2,506 from 2,506
Change0 (0%)
Value$129.5K (+$34.9K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares675 from 1,175
Change-500 (-43%)
Value$34.5K (-$10.1K)
Filed 2026-10-08
Simplex Trading, LLC
INCREASED
Shares562 from 252
Change+310 (+123%)
Value$28.7K (+$19.2K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$25.0K (+$6.5K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares233 from 220
Change+13 (+6%)
Value$11.9K (+$3.6K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.2K (+$2.6K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares100
Change+100
Value$5.1K
Filed 2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares100
Change+100
Value$5
Filed 2026-10-14
Canton Hathaway, LLC
NEW
Shares99
Change+99
Value$5.1K
Filed 2026-10-23
Independence Bank of Kentucky
NEW
Shares75
Change+75
Value$3.8K
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares12 from 10
Change+2 (+20%)
Value$613 (+$234)
Filed 2026-10-14
Highline Wealth Partners LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-19
Susquehanna International Group, LLP
N/A
Shares— from 45,542
Change-45,542 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 17,086
Change-17,086 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,832
Change-7,832 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,316
Change-7,316 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 436
Change-436 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 256
Change-256 (-100%)
Value—
UBS Group AG
N/A
Shares— from 178
Change-178 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 177
Change-177 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Mirae Asset Global Investments Co., Ltd.
NEW23,400—+23,400——$1.2M—2026-11-03
Citizens Financial Group Inc
DECREASED22,87523,067-192-1%$883.9K$1.2M+$285.0K2026-10-23
Cambridge Investment Research Advisors, Inc.
NEW8,432—+8,432——$431—2026-11-02
Commonwealth Equity Services, LLC
DECREASED6,5477,152-605-8%$271.1K$334.6K+$63.4K2026-11-02
Balefire, LLC
INCREASED6,0185,978+40+1%$226.6K$307.5K+$80.9K2026-10-09
Harbor Asset Planning, Inc.
INCREASED5,2925,133+159+3%$194.6K$270.4K+$75.8K2026-10-23
Dynamic Advisor Solutions LLC
NEW4,289—+4,289——$219.2K—2026-10-13
Nations Financial Group Inc,
NEW3,936—+3,936——$201.1K—2026-11-05
Rossby Financial, LCC
NEW3,277—+3,277——$167.5K—2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED2,5062,50600%$94.5K$129.5K+$34.9K2026-10-16
Farther Finance Advisors, LLC
DECREASED6751,175-500-43%$44.5K$34.5K-$10.1K2026-10-08
Simplex Trading, LLC
INCREASED562252+310+123%$9.6K$28.7K+$19.2K2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED48948900%$18.5K$25.0K+$6.5K2026-11-04
Clearstead Advisors, LLC
INCREASED233220+13+6%$8.3K$11.9K+$3.6K2026-11-06
IFP Advisors, Inc
UNCHANGED20020000%$7.6K$10.2K+$2.6K2026-10-16
Root Financial Partners, LLC
NEW100—+100——$5.1K—2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
NEW100—+100——$5—2026-10-14
Canton Hathaway, LLC
NEW99—+99——$5.1K—2026-10-23
Independence Bank of Kentucky
NEW75—+75——$3.8K—2026-10-26
Triumph Capital Management
INCREASED1210+2+20%$379$613+$2342026-10-14
Highline Wealth Partners LLC
CLOSED050-50-100%$1.9K$0-$1.9K2026-10-19
Susquehanna International Group, LLP
N/A—45,542-45,542-100%$1.7M———
Westbourne Investments, Inc.
N/A—17,086-17,086-100%$647.7K———
Envestnet Asset Management Inc
N/A—8,184-8,184-100%$310.3K———
MML Investors Services, LLC
N/A—7,832-7,832-100%$296.9K———
Citadel Advisors LLC
N/A—7,316-7,316-100%$277.4K———
Jaffetilchin Investment Partners, LLC
N/A—5,343-5,343-100%$202.6K———
Osaic Holdings, Inc.
N/A—4,088-4,088-100%$155.0K———
JPMorgan Chase & Co
N/A—4,026-4,026-100%$154.4K———
Royal Bank of Canada
N/A—1,793-1,793-100%$68.0K———
CNB Bank
N/A—1,000-1,000-100%$37.9K———
Morgan Stanley
N/A—436-436-100%$16.6K———
National Bank of Canada
N/A—256-256-100%$9.7K———
UBS Group AG
N/A—178-178-100%$6.7K———
Harbour Investments, Inc.
N/A—177-177-100%$6.7K———
Wells Fargo & Company
N/A—9-9-100%$341———
Showing 36 of 36 institutions