We are live on ! Find out more
BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93B +$1.09B +34,476,332 +157%
LPL Financial
2
LPL Financial
California
$679M +$387M +12,275,874 +162%
JP Morgan Chase
3
JP Morgan Chase
New York
$293M +$146M +4,637,810 +118%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$180M +$97.5M +3,089,073 +141%
PAS
5
Park Avenue Securities
New York
$179M +$165M +5,241,802 New
Morgan Stanley
6
Morgan Stanley
New York
$168M +$97.5M +3,091,140 +169%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$166M +$69.9M +2,216,153 +84%
MML Investors Services
8
MML Investors Services
Massachusetts
$148M +$81.7M +2,590,028 +148%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$131M +$93M +2,949,403 +338%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$105M +$70.6M +2,237,513 +269%
Ameriprise
11
Ameriprise
Minnesota
$92.6M +$85.7M +2,715,184 New
NA
12
NewEdge Advisors
Louisiana
$91.6M +$52.4M +1,660,253 +162%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$87.4M +$49.5M +1,567,680 +158%
OIA
14
OneDigital Investment Advisors
Kansas
$72.2M +$30.4M +962,078 +84%
FIA
15
Foundations Investment Advisors
Arizona
$65.9M +$31.7M +1,003,629 +109%
JC
16
JB Capital
Connecticut
$65M +$35.1M +1,112,748 +141%
SW
17
SoFi Wealth
California
$60.3M +$55.7M +1,764,821 New
MFG
18
Merit Financial Group
Georgia
$56.7M +$31.6M +1,001,129 +152%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$56.1M +$33.6M +1,064,040 +184%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$50.6M +$46.7M +1,480,862 New
UCFA
21
United Capital Financial Advisors
Texas
$49.1M +$27.7M +879,220 +157%
AWMS
22
Advocacy Wealth Management Services
Georgia
$48.5M +$22.8M +721,964 +103%
Raymond James Financial
23
Raymond James Financial
Florida
$47.2M +$37.4M +1,187,060 +612%
Stifel Financial
24
Stifel Financial
Missouri
$45.5M +$27.2M +861,099 +183%
SA
25
Sanctuary Advisors
Indiana
$43.8M +$19.4M +614,583 +92%