OP
BAI

ORG Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

ORG 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
2025
Q4 		$1.14M Buy
34,346
+9,394
+38% +$326K 0.2% 110
2025
Q3 		$903K Buy
24,952
+17,978
+258% +$567K 0.16% 131
2025
Q2 		$197K Buy
+6,974
New +$171K 0.04% 326

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ORG Partners's BAI Position: Q4 2025 in Review

ORG Partners increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 38% in Q4 2025, buying an estimated $326K and bringing the position to 34,346 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #110.

ORG Partners first reported a position in BAI in Q2 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold BAI as of Q4 2025.

  • ORG Partners held 34,346 shares of iShares A.I. Innovation and Tech Active ETF worth $1.14M as of Q4 2025.
  • ORG Partners bought 9,394 iShares A.I. Innovation and Tech Active ETF shares in Q4 2025, an estimated $326K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.2% of ORG Partners's portfolio in Q4 2025, its #110 holding.
  • ORG Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.