UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1463217
IRVING, TX
Position in BAI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,956,747
+$289,032 QoQ
Shares Held
1,516,138
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,956,747 | 1,516,138 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $49,667,715 | 1,491,523 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $49,112,036 | 1,437,706 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,112,321 | 558,486 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||