MML Investors Services
BAI

MML Investors Services’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

MML Investors Services’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 		$325M Buy
6,160,767
+928,195
+18% +$42.2M 0.66% 20
2026
Q1 		$172M Buy
5,232,572
+44,701
+0.9% +$1.53M 0.48% 34
2025
Q4 		$173M Buy
5,187,871
+851,188
+20% +$29.5M 0.42% 44
2025
Q3 		$148M Buy
4,336,683
+2,590,028
+148% +$81.7M 0.4% 49
2025
Q2 		$50.4M Buy
+1,746,655
New +$42.8M 0.15% 146

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

MML Investors Services's BAI Position: Q2 2026 in Review

MML Investors Services increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 18% in Q2 2026, buying an estimated $42.2M and bringing the position to 6,160,767 shares worth $325M. The position accounts for 0.66% of the portfolio, ranked #20.

MML Investors Services first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 661 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • MML Investors Services held 6,160,767 shares of iShares A.I. Innovation and Tech Active ETF worth $325M as of Q2 2026.
  • MML Investors Services bought 928,195 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $42.2M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.66% of MML Investors Services's portfolio in Q2 2026, its #20 holding.
  • MML Investors Services first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 661 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.