BOAT — SONICSHARES GLOBAL SHIPPING
As of Q2 2026, 5 SEC-registered investment managers reported holding BOAT (SONICSHARES GLOBAL SHIPPING) in their latest 13F filings, with a combined reported value of $455.44K across 11.96K shares. That is -19.6% by share count (-2.91K shares) versus the previous quarter, while reported value moved -24.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2023 | 36.40K | $950.04K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 7.32K | $277.35K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 4.03K | $154.44K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 436 | $16.56K | 0.00% | Hold |
| UBS Group AG history | Q2 2026 | 178 | $6.75K | 0.00% | Add |
| Citigroup Inc history | Q1 2022 | 100 | $3.00K | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 9 | $341 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.03K sh · $154.44K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | — | — | — | — | — | — | — | — | 26.63K | — | 22.55K | — | — | — | — | — | — | 14.43K | 7.32K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | 111 | 111 | 111 | 676 | 1.43K | 5.78K | 5.71K | — | 4.03K |
| Morgan Stanley | — | — | 1.08K | 1.08K | 381 | 381 | 381 | 959 | 959 | 117 | 562 | 848 | 747 | 596 | 921 | 258 | 258 | 333 | 436 | 436 |
| UBS Group AG | 1.27K | 171 | 1.47K | 63 | 1.23K | 899 | 1.51K | — | — | 2.70K | 1.96K | 50 | 1.35K | 1.05K | 3.09K | 781 | 321 | 130 | 2 | 178 |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9 | 9 |
| Bank of America Corp | — | — | — | — | — | — | — | 36.40K | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | — | 100 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details