Mutual Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1694080
OMAHA, NE
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,266,225
+$2,449,562 QoQ
Shares Held
175,763
-15.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#53
of 180 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,266,225 | 175,763 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,816,663 | 206,879 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,193,800 | 186,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,616,007 | 47,307 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $935,057 | 32,411 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $532,145 | 24,310 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||