Ticker: BOAT CUSIP: 886364645 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI | 36,847 | $1,171 |
| WESTBOURNE INVESTMENTS, INC. | 17,376 | $548 |
| Cambridge Investment Research Advisors, Inc. | 7,924 | $0 |
| JPMORGAN CHASE & CO | 5,705 | $180 |
| Harbor Asset Planning, Inc. | 4,993 | $158 |
| OSAIC HOLDINGS, INC. | 3,938 | $124 |
| CNB Bank | 1,000 | $32 |
| Farther Finance Advisors, LLC | 675 | $21 |
| CWM, LLC | 502 | $0 |
| EverSource Wealth Advisors, LLC | 489 | $15 |
| MORGAN STANLEY | 333 | $11 |
| NATIONAL BANK OF CANADA /FI/ | 256 | $8 |
| Clearstead Advisors, LLC | 220 | $7 |
| IFP Advisors, Inc | 200 | $6 |
| HARBOUR INVESTMENTS, INC. | 164 | $5 |
| UBS Group AG | 130 | $4 |
| Total (16 institutions) | 80,752 | $2,291 |