Public ownership evidence

SonicShares Global Shipping ETF (BOAT) Ownership Disclosures

Read BOAT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

SonicShares Global Shipping ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
4,088
Value (USD)
$154,965
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001677044-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BOAT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BOAT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-154,088$154,965None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1545,542$1,726,497None
ROYAL BANK OF CANADA2026-06-302026-08-151,793$68,000None
CITADEL ADVISORS LLC2026-06-302026-08-157,316$277,350None
WELLS FARGO & COMPANY/MN2026-06-302026-08-159$341None
UBS Group AG2026-06-302026-08-14100$3,791None
UBS Group AG2026-06-302026-08-1478$2,957None
MORGAN STANLEY2026-06-302026-08-14435$16,491None
MORGAN STANLEY2026-06-302026-08-141$73None
SIMPLEX TRADING, LLC2026-06-302026-08-13252$9,553None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13177$6,700None
JPMORGAN CHASE & CO2026-06-302026-08-134,026$154,437None
WESTBOURNE INVESTMENTS, INC.2026-06-302026-08-1217,086$647,730None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12105$3,988None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-11256$9,682None
CITIZENS FINANCIAL GROUP INC/RI2026-06-302026-08-0823,067$883,925None
MML INVESTORS SERVICES, LLC2026-06-302026-08-087,832$296,922None
CNB Bank2026-06-302026-08-071,000$37,910None
Clearstead Advisors, LLC2026-06-302026-08-07220$8,341None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-048,184$310,273None
Belvedere Trading LLC2026-06-302026-08-015,500$208,505Call
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-307,152$271,140None
TD Waterhouse Canada Inc.2026-06-302026-07-282,506$94,509None
EverSource Wealth Advisors, LLC2026-06-302026-07-25489$18,538None
Harbor Asset Planning, Inc.2026-06-302026-07-23810$30,705None
Harbor Asset Planning, Inc.2026-06-302026-07-23570$21,611None
Harbor Asset Planning, Inc.2026-06-302026-07-231,323$50,155None
Harbor Asset Planning, Inc.2026-06-302026-07-231,011$38,324None
Harbor Asset Planning, Inc.2026-06-302026-07-231,419$53,790None
Triumph Capital Management2026-06-302026-07-2210$379None
IFP Advisors, Inc2026-06-302026-07-21200$7,582None
Farther Finance Advisors, LLC2026-06-302026-07-181,175$44,544None
HIGHLINE WEALTH PARTNERS LLC2026-06-302026-07-1650$1,896None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗WELLS FARGO & COMPANY/MN ↗UBS Group AG ↗UBS Group AG ↗MORGAN STANLEY ↗MORGAN STANLEY ↗SIMPLEX TRADING, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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