BOAT

Sonicshares Global Shipping$43.96 0.44%
UnclassifiedUSCUSIP 886364645· EOD Aug 4, 2026◍ Confluence graph
Tracked 13F Holders
29
-22 QoQ
13F Value (tracked)
$10.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)8 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$43.96 0.44%5Y +74.7%
$21.64$27.63$33.62$39.62$45.612021202220232024202520264322233222335252224822
Hover for who · click for detailEnd-of-day closing prices52w $29.27 – $44.39

Who owns BOAT?

29 tracked 13F filers

29 tracked 13F filers disclose a position in BOAT as of the latest SEC 13F filings, a combined $10.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1JANE STREET GROUP, LLC
$3.7M
92K
New
+92K sh
Q1 2026
2SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.8M
46K
New
+46K sh
Q1 2026
3CITIZENS FINANCIAL GROUP INC/RI
$936K
23K
−37%
Reduced · −14K sh
Q1 2026
4GTS SECURITIES LLC
$833K
21K
New
+21K sh
Q1 2026
5WESTBOURNE INVESTMENTS, INC.
$693K
17K
−1.7%
Reduced · −290 sh
Q1 2026
6CITADEL ADVISORS LLC
$585K
14K
New
+14K sh
Q1 2026
7COMMONWEALTH EQUITY SERVICES, LLC
$281K
7K
New
+7K sh
Q1 2026
8Balefire, LLC
$227K
6K
+1.2%
Added · +69 sh
Q2 2026
9Jaffetilchin Investment Partners, LLC
$216K
5K
New
+5K sh
Q1 2026
10Harbor Asset Planning, Inc.
$195K
5K
Held
Q2 2026
11ENVESTNET ASSET MANAGEMENT INC
$205K
5K
New
+5K sh
Q1 2026
12MML INVESTORS SERVICES, LLC
$205K
5K
New
+5K sh
Q1 2026
13JPMORGAN CHASE & CO
$195K
5K
−14%
Reduced · −771 sh
Q1 2026
14OSAIC HOLDINGS, INC.
$166K
4K
+3.8%
Added · +150 sh
Q1 2026
15TD Waterhouse Canada Inc.
$95K
3K
Held
Q2 2026
16Farther Finance Advisors, LLC
$68K
2K
+148%
Added · +1K sh
Q1 2026
17CWM, LLC
$20K
502
Held
Q1 2026
18EverSource Wealth Advisors, LLC
$20K
489
Held
Q1 2026
19MORGAN STANLEY
$18K
436
+31%
Added · +103 sh
Q1 2026
20NATIONAL BANK OF CANADA /FI/
$10K
256
Held
Q1 2026
21Clearstead Advisors, LLC
$9K
220
Held
Q1 2026
22IFP Advisors, Inc
$8K
200
Held
Q2 2026
23HARBOUR INVESTMENTS, INC.
$7K
172
+4.9%
Added · +8 sh
Q1 2026
24Advisory Services Network, LLC
$6K
150
New
+150 sh
Q1 2026
25HIGHLINE WEALTH PARTNERS LLC
$2K
50
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BOAT being bought or sold by institutions?

Last quarter, 5 funds opened a new position in BOAT and 3 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
3
funds
Reduced
2
funds
Exited
0
funds

Funds that own BOAT also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA13 funds$4.5B
APPLE INCAAPL13 funds$2.9B
AMAZON.COM INCAMZN13 funds$2.4B
MICROSOFT CORPMSFT13 funds$2.0B
MICRON TECHNOLOGY INCMU13 funds$1.7B
ALPHABET INC-CL AGOOGL13 funds$1.4B
META PLATFORMS INC-CLASS AMETA13 funds$1.4B
ALPHABET INC-CL CGOOG13 funds$1.1B
SS SPDR S&P 500 ETF TRUST-USSPY13 funds$968.9M
BERKSHIRE HATHAWAY INC-CL BBRK/B13 funds$849.5M
INVESCO QQQ TRUST SERIES 1QQQ13 funds$772.8M
COSTCO WHOLESALE CORPCOST13 funds$746.7M

Ranked by how many of BOAT's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

6 funds-11 since Q3 2024
01428Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $526K

Share classes

Class13F holdersValue held
GRNYmc260 funds$1.5B
SPUSmc83 funds$195.1M
SPSKmc60 funds$114.2M
SFYmc56 funds$274.4M
NANCmc44 funds$7.0M
RISRUIT EXCHANGE TRADED42 funds$142.5M
JSTCcommon37 funds$122.0M
BOATthis pagemc29 funds$10.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BOAT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BOAT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BOAT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BOAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.