ISHRS AI IN AND TECH ACT ETF BAI
$47.00
-5.0% 52w: $26.48 – $54.23
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data26.4840.3654.23
Jun 20, 2025 Jul 2, 2026
Institutional holders
539
+31 QoQ
13F value
$10.30B
+20.7% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$409K calls / — puts
Institutional value by quarter
Number of holders
Who owns BAI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 66.5M | $2.19B | 0.6% | +15.0% |
| LPL Financial LLC | Bank broker | 27.4M | $901.7M | 0.2% | +16.9% |
| Dynasty Wealth Management, LLC | Wealth advisor | 19.7M | $647.5M | 5.6% | +64.6% |
| JPMORGAN CHASE & CO | Bank broker | 20.4M | $634.9M | 0.0% | +25.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 9.4M | $311.2M | 0.1% | +38.0% |
| MORGAN STANLEY | Bank broker | 9.1M | $299.7M | 0.0% | +31.9% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 7.9M | $261.3M | 3.7% | +49.0% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 7.4M | $245.3M | 4.5% | +59.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.8M | $222.5M | 0.0% | +31.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 6.2M | $205.6M | 1.6% | +8.8% |
| CWM, LLC | Wealth advisor | 5.6M | $184.9M | 0.5% | +9.6% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 5.6M | $184.0M | 1.0% | +1.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 5.2M | $172.4M | 0.5% | +0.9% |
| Cetera Investment Advisers | Wealth advisor | 4.8M | $158.2M | 0.2% | +11.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 3.7M | $122.6M | 0.3% | +14.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.7M | $121.0M | 0.0% | +35.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 3.3M | $108.4M | 0.4% | +6.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.2M | $105.4M | 0.0% | +10.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.8M | $93.5M | 0.1% | +97735.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.8M | $91.5M | 0.1% | +12.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 2.7M | $88.1M | 0.9% | +19.9% |
| SOFI WEALTH, LLC | Wealth advisor | 2.6M | $85.8M | 4.1% | +5.7% |
| Merit Financial Group, LLC | Wealth advisor | 2.5M | $82.9M | 0.6% | +16.2% |
| Foundations Investment Advisors, LLC | Wealth advisor | 2.4M | $80.0M | 1.0% | +13.0% |
| JB Capital LLC | Wealth advisor | 2.1M | $70.0M | 2.8% | +2.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.7M | $56.0M | 0.1% | +9.9% |
| Advocacy Wealth Management, LLC | Wealth advisor | 1.6M | $54.3M | 2.4% | +6.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 1.6M | $52.9M | 0.3% | +8.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.6M | $52.8M | 0.1% | +50.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.6M | $51.8M | 0.1% | -19.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.5M | $49.7M | 0.3% | +1.7% |
| Destination Wealth Management | Wealth advisor | 1.5M | $48.7M | 1.3% | +5.5% |
| UBS Group AG | Bank broker | 1.2M | $40.9M | 0.0% | +82.2% |
| BlackRock, Inc. | Index provider | 1.2M | $38.2M | 0.0% | -10.4% |
| Abundance Wealth Counselors | Wealth advisor | 1.1M | $36.7M | 5.3% | +1.2% |
| ROYAL BANK OF CANADA | Bank broker | 1.1M | $35.6M | 0.0% | +43.7% |
| Quotient Wealth Partners, LLC | Wealth advisor | 1.1M | $34.6M | 0.9% | +7.0% |
| AE Wealth Management LLC | Wealth advisor | 999.7K | $32.9M | 0.2% | +8.1% |
| Ascent Group, LLC | Wealth advisor | 973.1K | $32.1M | 1.1% | +5.1% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 945.9K | $31.2M | 1.8% | +42.3% |
| Icon Wealth Advisors, LLC | Wealth advisor | 721.3K | $29.9M | 1.9% | +17.1% |
| Cerity Partners LLC | Diversified mechanical | 890.4K | $29.3M | 0.0% | New |
| Atria Investments, Inc | Wealth advisor | 889.5K | $29.3M | 0.3% | +11.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 865.9K | $28.5M | 0.2% | +11.4% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 845.9K | $27.9M | 1.1% | +7.3% |
| CreativeOne Wealth, LLC | Wealth advisor | 809.9K | $26.7M | 0.6% | +7.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 742.4K | $24.5M | 0.0% | +10.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 738.3K | $24.3M | 0.1% | +12.3% |
| Arax Advisory Partners | Wealth advisor | 736.8K | $24.3M | 0.7% | +175.1% |
| ASSETMARK, INC | Wealth advisor | 732.7K | $24.1M | 0.0% | +311.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.