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
$2.19B +$297M +8,657,152 +15%
LPL Financial
2
LPL Financial
California
$902M +$136M +3,958,770 +17%
DWM
3
Dynasty Wealth Management
Florida
$648M +$265M +7,711,113 +65%
JP Morgan Chase
4
JP Morgan Chase
New York
$635M +$142M +4,134,372 +25%
Ameriprise
5
Ameriprise
Minnesota
$311M +$89.3M +2,600,460 +38%
Morgan Stanley
6
Morgan Stanley
New York
$300M +$75.6M +2,200,902 +32%
OCA
7
OpenArc Corporate Advisory
Georgia
$261M +$89.6M +2,609,665 +49%
SWP
8
Sagespring Wealth Partners
Tennessee
$245M +$95.3M +2,775,398 +59%
Bank of America
9
Bank of America
North Carolina
$223M +$55.5M +1,616,893 +31%
PAS
10
Park Avenue Securities
New York
$206M +$17.4M +505,503 +9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$185M +$16.8M +490,266 +10%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$184M +$2.22M +64,545 +1%
MML Investors Services
13
MML Investors Services
Massachusetts
$172M +$1.53M +44,701 +0.9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$158M +$17.1M +497,549 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$123M +$15.7M +456,830 +14%
Raymond James Financial
16
Raymond James Financial
Florida
$121M +$32.8M +955,698 +35%
NA
17
NewEdge Advisors
Louisiana
$108M +$6.91M +201,227 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$105M +$10.3M +300,664 +10%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$93.5M +$97.3M +2,834,328 +97,735%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$91.5M +$10.6M +308,631 +13%
OIA
21
OneDigital Investment Advisors
Kansas
$88.1M +$15.3M +444,396 +20%
SW
22
SoFi Wealth
California
$85.8M +$4.84M +140,925 +6%
MFG
23
Merit Financial Group
Georgia
$82.9M +$12M +350,042 +16%
FIA
24
Foundations Investment Advisors
Arizona
$80M +$9.6M +279,732 +13%
JC
25
JB Capital
Connecticut
$70M +$1.44M +41,918 +2%