ISHRS AI IN AND TECH ACT ETF (BAI) Institutional Ownership Changes & 13F Activity

ISHRS AI IN AND TECH ACT ETF (BAI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Old Mission Capital Llc, Raymond James Financial Inc, Jane Street Group, Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+8,165+0.9%874,028$46.08MQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+92,54692,546$4.88MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-2,641-6.4%38,639$2.04MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+6666$3.48KQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+10,09310,093$532.10KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+8,1398,139$429.10KQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+289,873289,873$15.28MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-241,138-15.9%1,275,000$67.16MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+113,100+15.9%822,877$43.38MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+111,543111,543$5.88MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+30,94130,941$1.63MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+24,594+484.3%29,672$1.56MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcSell-12,656-17.1%61,488$3.24MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+2,259+22.6%12,254$646.03KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,503+6.2%25,930$1.37MQ2 2026Aug 17, 2026
Km Capital Management Ltd.Sell-400-1.2%31,935$1.68MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+352352$18.56KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+9,213,4479,213,447$485.65MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+2,406,2122,406,212$126.86MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,511,163+41.1%5,183,823$273.29MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+928,607+236.9%1,320,642$69.62MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+779,562+72.1%1,861,364$98.13MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+269,217+20016.1%270,562$13.29MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-263,871-10.9%2,163,848$114.08MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-191,450-12.1%1,393,229$73.08MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+182,653+41.3%624,494$32.92MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-181,934-20.4%708,465$37.35MQ2 2026Aug 14, 2026
&PartnersBuy+163,969+55.3%460,368$24.39MQ2 2026Aug 14, 2026
Steelhead Wealth Management LlcBuy+147,705+880.8%164,474$8.67MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+133,800+8.4%1,734,778$91.48MQ2 2026Aug 14, 2026
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Frequently asked questions about BAI activity

  • Which institutional owners are buying BAI?

    Institutional owners buying BAI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BAI activity?

    "Buy" means an investor increased their reported position in BAI compared to the prior reporting period. This reflects growing exposure to ISHRS AI IN AND TECH ACT ETF (BAI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BAI increasing?

    Institutional interest in BAI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.