ISHRS AI IN AND TECH ACT ETF (BAI) Institutional Shareholders
ISHRS AI IN AND TECH ACT ETF (BAI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $15.31B in BAI holdings during the latest filing period.
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 $2.60B, representing an estimated loss of -14.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
645
Total Reported Value
$15.31B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$3.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
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 | $2,598,558,581 | -$436,353,394 | -14.38% | |
| Lpl Financial Llc | 0.32% | 26,585,056 | $1,401,564,143 | $1,200,049,428 | -$201,514,715 | -14.38% | |
| Jpmorgan Chase & Co | 0.05% | 15,932,165 | $809,831,975 | $719,177,928 | -$90,654,047 | -11.19% | |
| Dynasty Wealth Management, Llc | 5.54% | 14,150,853 | $746,032,954 | $638,769,504 | -$107,263,450 | -14.38% | |
| Morgan Stanley | 0.03% | 10,200,979 | $537,795,661 | $460,472,192 | -$77,323,469 | -14.38% | |
| Ameriprise Financial Inc | 0.10% | 9,213,447 | $485,649,430 | $415,894,998 | -$69,754,432 | -14.36% | |
| Bank Of America Corp | 0.02% | 6,660,357 | $351,133,996 | $300,648,515 | -$50,485,481 | -14.38% | |
| Mml Investors Services, Llc | 0.66% | 6,160,767 | $324,795,658 | $278,097,022 | -$46,698,636 | -14.38% | |
| Park Avenue Securities Llc | 1.75% | 5,319,125 | $280,424,000 | $240,105,303 | -$40,318,698 | -14.38% | |
| Openarc Corporate Advisory, Llc | 3.33% | 5,311,398 | $280,016,912 | $239,756,506 | -$40,260,406 | -14.38% | |
| Sagespring Wealth Partners, Llc | 4.28% | 5,280,812 | $278,404,399 | $238,375,854 | -$40,028,545 | -14.38% | |
| Raymond James Financial Inc | 0.07% | 5,183,823 | $273,291,151 | $233,997,770 | -$39,293,381 | -14.38% | |
| Cetera Investment Advisers | 0.25% | 5,116,022 | $269,716,647 | $230,937,233 | -$38,779,414 | -14.38% | |
| Envestnet Portfolio Solutions, Inc. | 1.17% | 4,637,181 | $244,472,204 | $209,322,350 | -$35,149,854 | -14.38% | |
| Cwm, Llc | 0.49% | 5,610,905 | $184,879,315 | $253,276,252 | +$68,396,937 | +37.00% | |
| Janney Montgomery Scott Llc | 0.32% | 3,089,344 | $162,870,000 | $139,452,988 | -$23,417,012 | -14.38% | |
| Newedge Advisors, Llc | 0.46% | 2,934,791 | $154,722,194 | $132,476,466 | -$22,245,728 | -14.38% | |
| Commonwealth Equity Services, Llc | 0.19% | 2,881,912 | $151,934,379 | $130,089,508 | -$21,844,871 | -14.38% | |
| Sofi Wealth, Llc | 5.59% | 2,635,605 | $138,949,104 | $118,971,210 | -$19,977,894 | -14.38% | |
| Bank Of New York Mellon Corp | 0.02% | 2,547,345 | $134,296,067 | $114,987,153 | -$19,308,914 | -14.38% | |
| Old Mission Capital Llc | 3.23% | 2,406,212 | $126,855,496 | $108,616,410 | -$18,239,086 | -14.38% | |
| Blackrock, Inc. | 0.00% | 2,346,711 | $123,718,605 | $105,930,535 | -$17,788,070 | -14.38% | |
| Merit Financial Group, Llc | 0.74% | 2,249,238 | $118,579,835 | $101,530,603 | -$17,049,232 | -14.38% | |
| Onedigital Investment Advisors Llc | 0.98% | 2,202,045 | $116,091,811 | $99,400,311 | -$16,691,500 | -14.38% | |
| Foundations Investment Advisors, Llc | 1.17% | 2,163,848 | $114,078,089 | $97,676,099 | -$16,401,990 | -14.38% | |
| Abundance Wealth Counselors | 6.64% | 1,939,405 | $102,245,433 | $87,544,742 | -$14,700,691 | -14.38% | |
| Ubs Group Ag | 0.02% | 1,922,376 | $101,347,662 | $86,776,053 | -$14,571,609 | -14.38% | |
| Royal Bank Of Canada | 0.02% | 1,861,364 | $98,131,000 | $84,021,971 | -$14,109,029 | -14.38% | |
| Arax Advisory Partners | 0.64% | 1,817,689 | $95,828,532 | $82,050,481 | -$13,778,051 | -14.38% | |
| Osaic Holdings, Inc. | 0.11% | 1,734,778 | $91,479,354 | $78,307,879 | -$13,171,475 | -14.40% | |
| Jb Capital Llc | 3.01% | 1,651,778 | $87,081,737 | $74,561,259 | -$12,520,478 | -14.38% | |
| Focus Partners Wealth | 0.08% | 1,516,660 | $79,958,328 | $68,462,032 | -$11,496,296 | -14.38% | |
| Stifel Financial Corp | 0.07% | 1,502,184 | $79,195,066 | $67,808,586 | -$11,386,480 | -14.38% | |
| Destination Wealth Management | 1.80% | 1,464,996 | $77,234,590 | $66,129,919 | -$11,104,671 | -14.38% | |
| Thrivent Financial For Lutherans | 0.12% | 1,393,229 | $73,077,000 | $62,890,357 | -$10,186,643 | -13.94% | |
| Advocacy Wealth Management, Llc | 2.65% | 1,384,319 | $72,981,319 | $62,488,160 | -$10,493,159 | -14.38% | |
| Sanctuary Advisors, Llc | 0.33% | 1,353,121 | $71,336,521 | $61,079,882 | -$10,256,639 | -14.38% | |
| Jane Street Group, Llc | 0.04% | 1,320,642 | $69,624,246 | $59,613,780 | -$10,010,466 | -14.38% | |
| United Capital Financial Advisors, Llc | 0.37% | 1,275,000 | $67,163,228 | $57,553,500 | -$9,609,728 | -14.31% | |
| Quotient Wealth Partners, Llc | 1.23% | 991,220 | $52,257,135 | $44,743,671 | -$7,513,464 | -14.38% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 2.44% | 939,162 | $49,512,641 | $42,393,773 | -$7,118,868 | -14.38% | |
| Integrated Wealth Concepts Llc | 0.30% | 874,028 | $46,078,771 | $39,453,624 | -$6,625,147 | -14.38% | |
| Vise Technologies, Inc. | 0.52% | 870,180 | $45,875,895 | $39,279,925 | -$6,595,970 | -14.38% | |
| Equitable Holdings, Inc. | 0.26% | 822,877 | $43,382,065 | $37,144,668 | -$6,237,397 | -14.38% | |
| Ascent Group, Llc | 1.27% | 806,289 | $42,507,541 | $36,395,885 | -$6,111,656 | -14.38% | |
| Atria Investments, Inc | 0.38% | 727,504 | $38,353,987 | $32,839,531 | -$5,514,456 | -14.38% | |
| Iht Wealth Management, Llc | 0.81% | 720,220 | $37,969,960 | $32,510,731 | -$5,459,229 | -14.38% | |
| Cerity Partners Llc | 0.05% | 708,465 | $37,350,254 | $31,980,110 | -$5,370,144 | -14.38% | |
| Integrity Alliance, Llc. | 1.17% | 708,263 | $37,339,650 | $31,970,992 | -$5,368,658 | -14.38% | |
| Assetmark, Inc | 0.06% | 695,064 | $36,643,752 | $31,375,189 | -$5,268,563 | -14.38% |
Frequently asked questions about BAI
Who owns the most BAI stock?
The largest holders of BAI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHRS AI IN AND TECH ACT ETF (BAI).
Is BAI widely held by superinvestors?
Many widely followed stocks like BAI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BAI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.