Envestnet Portfolio Solutions, Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1998033
BERWYN, PA
Position in BAI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$184,026,079
+$194,595 QoQ
Shares Held
5,585,010
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $184,026,079 | 5,585,010 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $183,831,484 | 5,520,465 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $180,306,591 | 5,278,296 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $63,159,083 | 2,189,223 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||