EMCIP
BAI

Ewing Morris & Co Investment Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Ewing Morris & Co Investment Partners’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
Q2 		$531K Buy
+10,079
New +$458K 0.28% 63

Other funds holding BAI

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Ewing Morris & Co Investment Partners's BAI Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 10,079 shares worth $531K. The stake represents 0.28% of the portfolio and ranks #63 among its holdings.

660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Ewing Morris & Co Investment Partners held 10,079 shares of iShares A.I. Innovation and Tech Active ETF worth $531K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Ewing Morris & Co Investment Partners position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.28% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #63 holding.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.