Steward Partners Investment Advisory, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1723397
STAMFORD, CT
Position in BAI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,469,717
+$8,868,980 QoQ
Shares Held
483,113
-4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#28
of 180 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,469,717 | 483,113 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,600,737 | 503,816 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,989,029 | 450,121 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,410,669 | 363,310 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,254,223 | 78,136 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||