Baird Financial Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Baird Financial Group’s Portfolio BAI Stock Details BAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.3M	Buy	324,462 +35,852	+12%	+$1.61M	0.02%	464
2026 Q2	$15.2M	Buy	288,610 +192,922	+202%	+$8.76M	0.02%	483
2026 Q1	$3.15M	Buy	95,688 +1,637	+2%	+$56.2K	﹤0.01%	893
2025 Q4	$3.13M	Buy	94,051 +12,078	+15%	+$419K	﹤0.01%	898
2025 Q3	$2.8M	Buy	81,973 +56,614	+223%	+$1.79M	﹤0.01%	935
2025 Q2	$732K	Buy	+25,359	New	+$621K	﹤0.01%	1295

Other funds holding BAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Baird Financial Group's BAI Position: Q3 2026 in Review

Baird Financial Group increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 12% in Q3 2026, buying an estimated $1.61M and bringing the position to 324,462 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #464.

Baird Financial Group first reported a position in BAI in Q2 2025 and has held it in 6 quarters since. 622 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Baird Financial Group held 324,462 shares of iShares A.I. Innovation and Tech Active ETF worth $15.3M as of Q3 2026.
Baird Financial Group bought 35,852 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $1.61M.
iShares A.I. Innovation and Tech Active ETF made up 0.02% of Baird Financial Group's portfolio in Q3 2026, its #464 holding.
Baird Financial Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 6 quarters since.
622 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.