NewEdge Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1633516
NEW ORLEANS, LA
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$154,722,181
+$74,075,145 QoQ
Shares Held
2,934,791
+19.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#9
of 180 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,722,181 | 2,934,791 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $80,647,036 | 2,447,558 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $102,869,927 | 3,089,187 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $91,648,239 | 2,682,911 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $29,503,683 | 1,022,658 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,676 | 305 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||