Capital Analysts, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1624758
FORT WASHINGTON, PA
Position in BAI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,262,835
+$7,045,459 QoQ
Shares Held
402,514
+115.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
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 | $13,262,835 | 402,514 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,217,376 | 186,708 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $5,691,431 | 166,611 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,622,494 | 56,239 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||