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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +8,165 | +0.9% | 874,028 | $46.08M | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Buy | +92,546 | — | 92,546 | $4.88M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -2,641 | -6.4% | 38,639 | $2.04M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +66 | — | 66 | $3.48K | Q2 2026 | Aug 19, 2026 |
| Concorde Asset Management, Llc | Buy | +10,093 | — | 10,093 | $532.10K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +8,139 | — | 8,139 | $429.10K | Q2 2026 | Aug 18, 2026 |
| Blue Edge Capital, Llc | Buy | +289,873 | — | 289,873 | $15.28M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -241,138 | -15.9% | 1,275,000 | $67.16M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +113,100 | +15.9% | 822,877 | $43.38M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +111,543 | — | 111,543 | $5.88M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +30,941 | — | 30,941 | $1.63M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +24,594 | +484.3% | 29,672 | $1.56M | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -12,656 | -17.1% | 61,488 | $3.24M | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Buy | +2,259 | +22.6% | 12,254 | $646.03K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +1,503 | +6.2% | 25,930 | $1.37M | Q2 2026 | Aug 17, 2026 |
| Km Capital Management Ltd. | Sell | -400 | -1.2% | 31,935 | $1.68M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +352 | — | 352 | $18.56K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +9,213,447 | — | 9,213,447 | $485.65M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +2,406,212 | — | 2,406,212 | $126.86M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,511,163 | +41.1% | 5,183,823 | $273.29M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +928,607 | +236.9% | 1,320,642 | $69.62M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +779,562 | +72.1% | 1,861,364 | $98.13M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +269,217 | +20016.1% | 270,562 | $13.29M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -263,871 | -10.9% | 2,163,848 | $114.08M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -191,450 | -12.1% | 1,393,229 | $73.08M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +182,653 | +41.3% | 624,494 | $32.92M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -181,934 | -20.4% | 708,465 | $37.35M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +163,969 | +55.3% | 460,368 | $24.39M | Q2 2026 | Aug 14, 2026 |
| Steelhead Wealth Management Llc | Buy | +147,705 | +880.8% | 164,474 | $8.67M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +133,800 | +8.4% | 1,734,778 | $91.48M | Q2 2026 | Aug 14, 2026 |
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.