§ EQUITY
USDBAI
ISHRS AI IN AND TECH ACT ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 66.5M | 0.6% | +15% |
| LPL Financial LLC | 27.4M | 0.2% | +17% |
| Dynasty Wealth Management, LLC | 19.7M | 5.6% | +65% |
| JPMORGAN CHASE & CO | 20.2M | 0.0% | +25% |
| Morgan Stanley IM | 9.1M | 0.0% | −34% |
| OpenArc Corporate Advisory, LLC | 7.9M | 3.7% | +49% |
◇ AC INTELLIGENCE
Top institutional owners for BAI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER79.8% · 497 holders
DEALER / BANK15.7% · 24 holders
QUALITY / COMPOUNDER3.0% · 3 holders
INCOME / DEFENSIVE1.1% · 6 holders
PASSIVE / INDEX0.4% · 1 holder
TACTICAL / MACRO0.0% · 3 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BAI in the last 180 days.