BAI Institutional Ownership & Shareholders
ISHRS AI IN AND TECH ACT ETF (BAI) is currently held by 660 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.71B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of BAI tracked by InsiderSet, reporting ownership valued at approximately $3.03B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.17B, representing an estimated loss of -28.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed BAI value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in ISHRS AI IN AND TECH ACT ETF (BAI).
This page ranks the largest institutional BAI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
660
Total Reported Value
$14.71B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$3.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.72% | 57,566,650 | $3,034,911,975 | $2,170,262,705 | -$864,649,270 | -28.49% | |
| Lpl Financial Llc | 0.32% | 26,585,056 | $1,401,564,143 | $1,002,256,611 | -$399,307,532 | -28.49% | |
| Jpmorgan Chase & Co | 0.05% | 15,932,165 | $809,831,975 | $600,642,621 | -$209,189,355 | -25.83% | |
| Dynasty Wealth Management, Llc | 5.54% | 14,150,853 | $746,032,954 | $533,487,158 | -$212,545,796 | -28.49% | |
| Morgan Stanley | 0.03% | 10,200,979 | $537,795,661 | $384,576,908 | -$153,218,753 | -28.49% | |
| Ameriprise Financial Inc | 0.10% | 9,213,447 | $485,649,430 | $347,346,952 | -$138,302,478 | -28.48% | |
| Bank Of America Corp | 0.02% | 6,660,357 | $351,133,996 | $251,095,459 | -$100,038,537 | -28.49% | |
| Mml Investors Services, Llc | 0.66% | 6,160,767 | $324,795,658 | $232,260,916 | -$92,534,742 | -28.49% | |
| Raymond James Financial Inc | 0.07% | 5,183,823 | $273,291,151 | $195,430,127 | -$77,861,024 | -28.49% | |
| Openarc Corporate Advisory, Llc | 3.06% | 5,749,024 | $271,296,427 | $216,738,205 | -$54,558,222 | -20.11% | |
| Cetera Investment Advisers | 0.25% | 5,116,022 | $269,716,647 | $192,874,029 | -$76,842,618 | -28.49% | |
| Sagespring Wealth Partners, Llc | 3.92% | 5,576,146 | $263,138,313 | $210,220,704 | -$52,917,609 | -20.11% | |
| Envestnet Portfolio Solutions, Inc. | 1.17% | 4,637,181 | $244,472,204 | $174,821,724 | -$69,650,480 | -28.49% | |
| Cwm, Llc | 0.49% | 5,610,905 | $184,879,315 | $211,531,119 | +$26,651,804 | +14.42% | |
| Janney Montgomery Scott Llc | 0.32% | 3,089,344 | $162,870,000 | $116,468,269 | -$46,401,731 | -28.49% | |
| Newedge Advisors, Llc | 0.46% | 2,934,791 | $154,722,194 | $110,641,621 | -$44,080,573 | -28.49% | |
| Bank Of New York Mellon Corp | 0.02% | 2,547,345 | $134,296,067 | $96,034,907 | -$38,261,161 | -28.49% | |
| Old Mission Capital Llc | 3.23% | 2,406,212 | $126,855,496 | $90,714,192 | -$36,141,304 | -28.49% | |
| Commonwealth Equity Services, Llc | 0.16% | 2,664,734 | $125,748,792 | $100,460,472 | -$25,288,320 | -20.11% | |
| Blackrock, Inc. | 0.00% | 2,346,711 | $123,718,605 | $88,471,005 | -$35,247,600 | -28.49% | |
| Sofi Wealth, Llc | 4.73% | 2,595,070 | $122,461,335 | $97,834,139 | -$24,627,196 | -20.11% | |
| Merit Financial Group, Llc | 0.74% | 2,249,238 | $118,579,835 | $84,796,273 | -$33,783,562 | -28.49% | |
| Onedigital Investment Advisors Llc | 0.98% | 2,202,045 | $116,091,811 | $83,017,097 | -$33,074,715 | -28.49% | |
| Foundations Investment Advisors, Llc | 1.17% | 2,163,848 | $114,078,089 | $81,577,070 | -$32,501,019 | -28.49% | |
| Ubs Group Ag | 0.02% | 1,922,376 | $101,347,662 | $72,473,575 | -$28,874,087 | -28.49% | |
| Royal Bank Of Canada | 0.02% | 1,861,364 | $98,131,000 | $70,173,423 | -$27,957,577 | -28.49% | |
| Arax Advisory Partners | 0.64% | 1,817,689 | $95,828,532 | $68,526,875 | -$27,301,657 | -28.49% | |
| Osaic Holdings, Inc. | 0.11% | 1,734,778 | $91,479,354 | $65,401,131 | -$26,078,223 | -28.51% | |
| Focus Partners Wealth | 0.08% | 1,516,660 | $79,958,328 | $57,178,082 | -$22,780,246 | -28.49% | |
| Stifel Financial Corp | 0.07% | 1,502,184 | $79,195,066 | $56,632,337 | -$22,562,729 | -28.49% | |
| Destination Wealth Management | 1.80% | 1,464,996 | $77,234,590 | $55,230,349 | -$22,004,241 | -28.49% | |
| Thrivent Financial For Lutherans | 0.12% | 1,393,229 | $73,077,000 | $52,524,733 | -$20,552,267 | -28.12% | |
| Jb Capital Llc | 2.49% | 1,547,632 | $73,032,744 | $58,345,726 | -$14,687,018 | -20.11% | |
| Advocacy Wealth Management, Llc | 2.65% | 1,384,319 | $72,981,319 | $52,188,826 | -$20,792,493 | -28.49% | |
| Sanctuary Advisors, Llc | 0.33% | 1,353,121 | $71,336,521 | $51,012,662 | -$20,323,859 | -28.49% | |
| Jane Street Group, Llc | 0.04% | 1,320,642 | $69,624,246 | $49,788,203 | -$19,836,043 | -28.49% | |
| United Capital Financial Advisors, Llc | 0.37% | 1,275,000 | $67,163,228 | $48,067,500 | -$19,095,728 | -28.43% | |
| Vise Technologies, Inc. | 0.47% | 1,210,148 | $57,106,902 | $45,622,580 | -$11,484,322 | -20.11% | |
| Quotient Wealth Partners, Llc | 1.23% | 991,220 | $52,257,135 | $37,368,994 | -$14,888,141 | -28.49% | |
| Abundance Wealth Counselors | 6.58% | 984,391 | $46,453,453 | $37,111,541 | -$9,341,912 | -20.11% | |
| Integrated Wealth Concepts Llc | 0.30% | 874,028 | $46,078,771 | $32,950,856 | -$13,127,915 | -28.49% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 2.27% | 975,182 | $46,018,863 | $36,764,361 | -$9,254,502 | -20.11% | |
| Equitable Holdings, Inc. | 0.26% | 822,877 | $43,382,065 | $31,022,463 | -$12,359,602 | -28.49% | |
| Kestra Advisory Services, Llc | 0.11% | 811,639 | $38,301,258 | $30,598,790 | -$7,702,468 | -20.11% | |
| Iht Wealth Management, Llc | 0.81% | 720,220 | $37,969,960 | $27,152,294 | -$10,817,666 | -28.49% | |
| Cerity Partners Llc | 0.05% | 708,465 | $37,350,254 | $26,709,131 | -$10,641,123 | -28.49% | |
| Prosperity Consulting Group, Llc | 1.35% | 677,611 | $35,723,652 | $25,545,935 | -$10,177,717 | -28.49% | |
| Integrity Alliance, Llc. | 1.06% | 726,012 | $34,260,524 | $27,370,652 | -$6,889,872 | -20.11% | |
| Quadrature Capital Ltd | 0.29% | 647,452 | $34,133,669 | $24,408,940 | -$9,724,729 | -28.49% | |
| Bensler, Llc | 2.95% | 632,671 | $33,354,379 | $23,851,697 | -$9,502,682 | -28.49% |
Frequently asked questions about BAI
Who are the largest institutional holders of BAI?
The largest institutional holders of BAI reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Jpmorgan Chase & Co, Dynasty Wealth Management, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported BAI position.
What is BAI institutional ownership?
This page tracks BAI positions reported by institutional investment managers through SEC Form 13F. ISHRS AI IN AND TECH ACT ETF (BAI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BAI?
InsiderSet currently tracks 660 institutional managers reporting BAI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BAI shareholders.
How much BAI stock do institutions own?
Institutional investment managers disclosed approximately $14.71B in BAI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BAI institutional ownership last updated?
The latest BAI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BAI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BAI position after the reporting date.
Are institutions buying or selling BAI?
Institutional buying and selling can be analyzed by comparing BAI positions across consecutive 13F reporting periods. InsiderSet's BAI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BAI ownership changes.
How has BAI institutional ownership changed over time?
InsiderSet tracks BAI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.