Foundations Investment Advisors, LLC
EndowmentPosition in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1743404
PHOENIX, AZ
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$114,078,065
+$34,084,726 QoQ
Shares Held
2,163,848
-10.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#11
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 | $114,078,065 | 2,163,848 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $79,993,339 | 2,427,719 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $71,527,966 | 2,147,987 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $65,853,101 | 1,927,784 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $26,661,871 | 924,155 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||