M Holdings Securities, Inc.
Broker-DealerPosition in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1569638
PORTLAND, OR
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,293,906
+$1,292,714 QoQ
Shares Held
24,543
-6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#106
of 180 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,293,906 | 24,543 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,192 | 26,329 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $696,702 | 20,922 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||