Atria Investments, Inc
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1535865
Charlotte, NC
Position in BAI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$29,309,025
+$2,695,332 QoQ
Shares Held
889,500
+11.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
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 | $29,309,025 | 889,500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $26,613,693 | 799,210 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $24,962,112 | 730,741 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,737,368 | 268,193 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||