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Public ownership evidence

iShares A.I. Innovation and Tech Active ETF (BAI) Ownership Disclosures

Read BAI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28558$29,407None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28682$22,465None
Legacy Edge Advisors, LLC2025-09-302026-08-276,906$235,909None
Redwood Investment Management, LLC2025-06-302026-08-2720,174$582,000None
Redwood Investment Management, LLC2025-09-302026-08-2722,343$763,000None
Redwood Investment Management, LLC2025-12-312026-08-2762,332$2,076,000None
Advus Financial Partners, LLC2026-06-302026-08-2662,543$3,297,278None
Advus Financial Partners, LLC2026-03-312026-08-2651,933$1,711,199None
Advus Financial Partners, LLC2025-12-312026-08-2638,978$1,297,974None
Advus Financial Partners, LLC2025-09-302026-08-2621,037$718,624None
Advus Financial Partners, LLC2025-06-302026-08-267,715$222,578None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26309,850$10,317,999None
Kingsview Wealth Management, LLC2026-06-302026-08-2038,639$2,037,033None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-206,337$208,788None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-20142,609$4,698,967None
Archer Investment Corp2026-06-302026-08-2066$3,480None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2092,546$4,879,001None
Beacon Pointe Advisors, LLC2026-06-302026-08-198,139$429,098None
Orion Capital Management LLC2026-06-302026-08-199$474None
Concorde Asset Management, LLC2026-06-302026-08-1910,093$532,099None
Strive Financial Group ,LLC2026-06-302026-08-18352$18,557None
WNY Asset Management, LLC2026-06-302026-08-1830,941$1,631,210None
Yukon Wealth Management, Inc.2026-06-302026-08-1812,254$646,031None
KM Capital Management Ltd.2026-06-302026-08-1831,935$1,683,613None
Redwood Investment Management, LLC2026-06-302026-08-1861,488$3,242,000None
Blue Edge Capital, LLC2026-06-302026-08-18289,873$15,282,105None
Empowered Funds, LLC2026-06-302026-08-18108,238$5,706,307None
Empowered Funds, LLC2026-06-302026-08-183,305$174,240None
Transamerica Financial Advisors, LLC2026-06-302026-08-1825,930$1,367,062None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,275,000$67,163,228None
Equitable Holdings, Inc.2026-06-302026-08-18822,877$43,382,065None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1829,672$1,564,000None
Steelhead Wealth Management LLC2026-06-302026-08-15164,474$8,671,000None
Wellington Grp LLC2026-06-302026-08-152,546$83,891None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1536,238$1,910,467None
EFG International AG2026-06-302026-08-1524,573$1,295,489None
Hopwood Nicholas Hunter2026-06-302026-08-1559,727$3,148,785None
Hopwood Nicholas Hunter2026-03-312026-08-1569,288$2,283,026None
Hopwood Nicholas Hunter2025-12-312026-08-1565,370$2,176,825None
Sequent Planning LLC2026-06-302026-08-156,640$350,061None
AMERIFLEX GROUP, INC.2026-06-302026-08-15626$33,003None
Synergy Investment Management, LLC2026-06-302026-08-1526,120$1,377,020None
Synergy Investment Management, LLC2026-06-302026-08-15159,468$8,407,149None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1516$843None
Federation des caisses Desjardins du Quebec2026-06-302026-08-154,219$222,426None
Modern Wealth Management, LLC2026-06-302026-08-15355,415$18,737,465None
Modern Wealth Management, LLC2026-06-302026-08-1580$4,209None
Modern Wealth Management, LLC2026-06-302026-08-15159$8,382None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-1514,198$748,519None
Vantage Point Financial LLC2026-06-302026-08-1538,844$2,047,856None

90-day public filing window, up to 50 source positions.

TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.