Ishrs AI in and Tech Act ETFBAIETF
13F holders, Q3 2025 (September 30)386holders +106
124new positions
16sold out
3famous investors
$34.17avg. 13F price*
At the end of Q3 2025, 386 institutions reported holding Ishrs AI in and Tech Act ETF (BAI) in their 13F filings, up 106 from Q2 2025. 124 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), LPL Financial LLC ($678.7M) and JPMorgan Chase & Co. ($293.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Ishrs AI in and Tech Act ETF
- Filed as
- BLACKROCK ETF TRUST (Q3 2025)
- CUSIP
- 09290C780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 124 | $559.7M |
| Exits | 16 | $9.4M |
All 13F filers, Q2 2025 → Q3 2025: 115,233,270 shares bought and 516,824 shares sold, net +114,716,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| Envestnet Asset Management Inc. | 0.55% | Add +156.9% | 56,450,098 | $1.9B |
| LPL Financial LLC | 0.20% | Add +161.7% | 19,869,469 | $678.7M |
| JPMorgan Chase & Co. | 0.02% | Add +117.8% | 8,576,103 | $293.0M |
| Envestnet Portfolio Solutions, Inc. | 0.66% | Add +141.1% | 5,278,296 | $180.3M |
| Park Avenue Securities LLC | 1.40% | New | 5,241,802 | $179.1M |
| Morgan Stanley | 0.01% | Add +169.2% | 4,918,387 | $168.0M |
| Cwm, LLC | 0.50% | Add +84.1% | 4,850,165 | $165.7M |
| MML Investors Services, LLC | 0.40% | Add +148.3% | 4,336,683 | $148.1M |
| Cetera Investment Advisers | 0.15% | Add +338.4% | 3,821,088 | $130.5M |
| Janney Montgomery Scott LLC | 0.25% | Add +269.0% | 3,069,273 | $104.8M |
| Ameriprise Financial Inc. | 0.02% | New | 2,715,184 | $92.6M |
| NewEdge Advisors, LLC | 0.42% | Add +162.3% | 2,682,911 | $91.6M |
| Bank of New York Mellon Corp | 0.02% | Add +158.2% | 2,558,899 | $87.4M |
| OneDigital Investment Advisors LLC | 0.74% | Add +83.6% | 2,112,531 | $72.2M |
| Foundations Investment Advisors, LLC | 0.96% | Add +108.6% | 1,927,784 | $65.9M |
| JB Capital LLC | 2.80% | Add +140.7% | 1,903,468 | $65.0M |
| Sofi Wealth, LLC | 3.25% | New | 1,764,821 | $60.3M |
| Merit Financial Group, LLC | 0.52% | Add +152.0% | 1,659,696 | $56.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +184.1% | 1,641,956 | $56.1M |
| Thrivent Financial for Lutherans | 0.10% | New | 1,480,862 | $50.6M |
| United Capital Financial Advisors, LLC | 0.35% | Add +157.4% | 1,437,706 | $49.1M |
| Advocacy Wealth Management, LLC | 2.10% | Add +103.5% | 1,419,581 | $48.5M |
| Raymond James Financial Inc. | 0.02% | Add +612.3% | 1,380,935 | $47.2M |
| Stifel Financial Corp. | 0.04% | Add +183.2% | 1,331,152 | $45.5M |
| Sanctuary Advisors, LLC | 0.25% | Add +92.1% | 1,282,076 | $43.8M |
| Abundance Wealth Counselors | 6.45% | Add +10.9% | 1,101,040 | $37.6M |
| Parcion Private Wealth LLC | 2.25% | Reduce -0.7% | 1,055,332 | $36.1M |
| BlackRock, Inc. | 0.00% | Add +2838.4% | 916,210 | $31.3M |
| AE Wealth Management LLC | 0.19% | Add +129.7% | 862,073 | $29.4M |
| Ascent Group, LLC | 1.04% | Add +87.3% | 861,242 | $29.4M |
| Austin Private Wealth, LLC | 2.13% | Add +106.5% | 808,394 | $27.6M |
| Atria Investments, Inc | 0.29% | Add +172.5% | 730,741 | $25.0M |
| CreativeOne Wealth, LLC | 0.58% | Add +101.5% | 695,187 | $23.7M |
| Truist Financial Corp. | 0.03% | Add +140.3% | 628,457 | $21.5M |
| Icon Wealth Advisors, LLC | 1.33% | Add +189.2% | 575,373 | $19.7M |
| US Bancorp \de | 0.02% | Add +153.0% | 552,405 | $18.9M |
| Royal Bank of Canada | 0.00% | Add +601.3% | 550,998 | $18.8M |
| Osaic Holdings, Inc. | 0.03% | Add +158.7% | 566,594 | $18.7M |
| Sharkey, Howes & Javer | 2.34% | Add +137.1% | 533,642 | $18.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.05% | Add +158.7% | 529,670 | $18.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +142.3% | 509,698 | $17.4M |
| Scarborough Advisors, LLC | 2.94% | Add +127.1% | 488,258 | $16.7M |
| Integrated Wealth Concepts LLC | 0.15% | Add +74.5% | 480,622 | $16.4M |
| Integrity Alliance, Llc. | 0.75% | Add +229.1% | 467,976 | $16.0M |
| CFS Investment Advisory Services, LLC | 1.15% | Add +101.5% | 435,621 | $15.6M |
| SteelPeak Wealth, LLC | 0.52% | Add +159.7% | 451,033 | $15.4M |
| Shepherd Financial Partners LLC | 1.45% | Add +76.2% | 447,278 | $15.3M |
| Buttonwood Financial Group, LLC | 6.59% | New | 439,254 | $15.3M |
| West Wealth Group, LLC | 3.33% | Add +169.9% | 422,753 | $14.8M |
| Horst & Graben Wealth Management LLC | 2.24% | Add +164.9% | 429,644 | $14.7M |
| Stone House Investment Management, LLC | 2.42% | New | 420,411 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +365.0% | 363,310 | $12.4M |
| IHT Wealth Management, LLC | 0.31% | New | 353,903 | $12.1M |
| Physician Wealth Advisors, Inc. | 1.65% | Add +150.8% | 340,204 | $11.6M |
| High Falls Advisors, Inc | 2.38% | Add +139.3% | 338,461 | $11.6M |
| Equitable Holdings, Inc. | 0.09% | Add +172.1% | 338,434 | $11.6M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +152.4% | 337,463 | $11.5M |
| Security Financial Services, INC. | 1.86% | Add +68.4% | 336,654 | $11.5M |
| Tennessee Valley Asset Management Partners | 1.51% | New | 325,310 | $11.1M |
| Mgo One Seven LLC | 0.25% | Add +1013.0% | 316,982 | $10.8M |
| McMorgan & Co. LLC | 1.64% | New | 312,369 | $10.7M |
| Kelly Financial Services LLC | 2.64% | Add +63.9% | 298,746 | $10.2M |
| Triad Wealth Partners, LLC | 1.29% | Add +120.7% | 293,733 | $10.0M |
| Eq LLC | 3.28% | Add +69.3% | 282,773 | $9.7M |
| One Wealth Advisors, LLC | 1.21% | Add +143.3% | 281,611 | $9.6M |
| PAX Financial Group, LLC | 1.72% | Add +178.7% | 280,039 | $9.6M |
| Mariner, LLC | 0.01% | Add +51.7% | 279,500 | $9.5M |
| UBS Group AG | 0.00% | New | 273,885 | $9.4M |
| Trek Financial, LLC | 0.55% | Add +194.6% | 272,692 | $9.3M |
| Beacon Financial Group | 0.90% | Add +105.0% | 268,183 | $9.2M |
| Keystone Financial Group | 0.70% | Add +2419.3% | 267,974 | $9.2M |
| Detalus Advisors, LLC | 2.32% | Add +133.5% | 262,871 | $9.0M |
| Strategic Blueprint, LLC | 0.39% | Add +70.1% | 259,212 | $8.9M |
| Almanack Investment Partners, LLC. | 1.36% | New | 257,702 | $8.8M |
| ONE Advisory Partners, LLC | 2.69% | Add +65.2% | 247,733 | $8.8M |
| Midwest Capital Advisors, LLC | 4.04% | Add +101.3% | 245,065 | $8.4M |
| Private Advisor Group, LLC | 0.04% | Add +117.7% | 243,755 | $8.3M |
| Tsfg, LLC | 1.32% | Add +75.7% | 243,150 | $8.3M |
| Wealth Alliance, LLC | 0.84% | Add +98.1% | 239,316 | $8.2M |
| Bush Investment Group, LLC | 4.75% | Add +173.2% | 234,906 | $8.0M |
| Blue Trust, Inc. | 0.09% | Add +98.7% | 232,208 | $7.9M |
| Legacy Financial Group LLC | 1.04% | New | 232,043 | $7.9M |
| Swmg, LLC | 2.40% | Add +157.9% | 226,461 | $7.9M |
| VestGen Advisors, LLC | 0.26% | Add +166.3% | 225,019 | $7.7M |
| Invst, LLC | 0.85% | Add +145.9% | 220,151 | $7.5M |
| Kilter Group LLC | 3.56% | Add +145.4% | 219,950 | $7.5M |
| Perennial Investment Advisors, LLC | 0.61% | Add +112.5% | 216,722 | $7.4M |
| ShoreHaven Wealth Partners, LLC | 2.73% | Add +165.5% | 216,125 | $7.4M |
| Cypress Wealth Services, LLC | 1.18% | Add +95.9% | 211,561 | $7.2M |
| Ewa, LLC | 1.99% | Reduce -11.0% | 210,028 | $7.2M |
| Brookstone Capital Management | 0.08% | Add +181.0% | 204,504 | $7.0M |
| Farther Finance Advisors, LLC | 0.10% | Add +179.6% | 201,801 | $6.9M |
| Advisory Services Network, LLC | 0.10% | Add +109.3% | 201,186 | $6.9M |
| Tidemark, LLC | 1.99% | Add +186.5% | 200,204 | $6.8M |
| Lineweaver Wealth Advisors, LLC | 0.95% | New | 188,983 | $6.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.32% | Add +125.4% | 184,991 | $6.3M |
| Regal Investment Advisors LLC | 0.40% | Add +148.7% | 178,110 | $6.1M |
| Bay Harbor Wealth Management, LLC | 1.63% | Add +154.6% | 176,404 | $6.0M |
| &partners | 0.04% | Add +199.2% | 172,492 | $5.9M |
| KWB Wealth | 0.65% | New | 203,987 | $5.9M |
| Capital Analysts, LLC | 0.17% | Add +196.3% | 166,611 | $5.7M |
| Global Retirement Partners, LLC | 0.13% | Add +221.0% | 166,164 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +122.7% | 166,080 | $5.7M |
| NorthRock Partners, LLC | 0.10% | New | 164,902 | $5.6M |
| Sovran Advisors, LLC | 0.49% | Add +150.9% | 150,974 | $5.6M |
| Assetmark, Inc. | 0.01% | Add +100.5% | 157,485 | $5.4M |
| WealthShield Partners, LLC | 0.60% | Add +134.4% | 155,876 | $5.3M |
| TSA Wealth Managment LLC | 1.79% | Add +66.5% | 154,067 | $5.3M |
| Apeiron RIA LLC | 1.18% | Add +174.5% | 148,374 | $5.3M |
| Snowden Capital Advisors LLC | 0.14% | Add +136.2% | 150,915 | $5.2M |
| Integras Partners LLC | 4.10% | Add +83.3% | 148,511 | $5.1M |
| Cobblestone Asset Management LLC | 2.29% | Add +163.1% | 146,713 | $5.0M |
| Maia Wealth LLC | 0.84% | Add +145.7% | 137,406 | $5.0M |
| Vertex Planning Partners, LLC | 0.93% | Add +137.2% | 141,298 | $4.8M |
| Synergy Investment Management, LLC | 1.84% | New | 140,781 | $4.8M |
| StoneCrest Wealth Management, Inc. | 2.07% | Add +2.4% | 138,060 | $4.7M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +80.4% | 136,149 | $4.7M |
| Quadrant Private Wealth Management, LLC | 0.85% | Add +150.9% | 136,124 | $4.7M |
| Principal Securities, Inc. | 0.07% | Add +165.0% | 131,222 | $4.5M |
| SigFig Wealth Management, LLC | 0.14% | Add +159.5% | 131,466 | $4.5M |
| Marks Group Wealth Management, Inc | 0.42% | Add +75.2% | 130,842 | $4.5M |
| Gries Financial LLC | 0.70% | New | 129,075 | $4.4M |
| Hobbs Wealth Management, LLC | 3.69% | Add +113.2% | 128,861 | $4.4M |
| Mayflower Financial Advisors, LLC | 0.55% | Add +123.3% | 127,851 | $4.4M |
| Avid Wealth Partners LLC | 2.14% | Reduce -2.8% | 126,347 | $4.3M |
| Signet Financial Management, LLC | 0.49% | Add +49.1% | 123,159 | $4.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +376.9% | 120,675 | $4.1M |
| Keystone Financial Services | 1.25% | Add +8.4% | 117,948 | $4.0M |
| True Vision MN LLC | 2.05% | Add +165.4% | 115,310 | $3.9M |
| SWP Financial LLC | 1.92% | Add +95.3% | 110,143 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +175.6% | 109,696 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +316.0% | 108,513 | $3.7M |
| Gen-Wealth Partners Inc | 1.23% | Add +180.4% | 106,883 | $3.7M |
| Cardinal Strategic Wealth Guidance | 0.98% | Reduce -0.3% | 106,727 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +511.0% | 102,634 | $3.5M |
| Twin Peaks Wealth Advisors, LLC | 1.19% | Add +130.5% | 102,411 | $3.5M |
| Modern Wealth Management, LLC | 0.07% | Add +187.4% | 98,146 | $3.4M |
| Keebeck Wealth Management | 0.39% | Add +71.5% | 96,068 | $3.3M |
| Vise Technologies, Inc. | 0.12% | New | 94,296 | $3.2M |
| Rothschild Wealth LLC | 0.70% | Add +12.4% | 93,694 | $3.2M |
| Spectrum Planning & Advisory Services Inc. | 1.80% | Add +101.2% | 93,594 | $3.2M |
| Ashton Thomas Securities, LLC | 0.44% | Add +122.3% | 92,052 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +394.9% | 90,911 | $3.1M |
| Tradition Wealth Management, LLC | 0.22% | Add +132.4% | 88,708 | $3.0M |
| One Wealth Capital Management, LLC | 1.36% | Add +151.8% | 88,673 | $3.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.38% | Add +33.5% | 85,943 | $2.9M |
| Certus Wealth Management, LLC | 1.75% | Add +67.7% | 85,374 | $2.9M |
| Baird Financial Group, Inc. | 0.00% | Add +223.3% | 81,973 | $2.8M |
| Braun-Bostich & Associates Inc. | 1.74% | New | 81,041 | $2.8M |
| Centurion Wealth Management LLC | 0.63% | Add +273.6% | 80,358 | $2.7M |
| IFP Advisors, Inc | 0.07% | Add +221.5% | 80,226 | $2.7M |
| Csenge Advisory Group | 0.13% | Add +151.9% | 80,076 | $2.7M |
| Ssi Investment Management LLC | 1.03% | New | 79,523 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 74,609 | $2.5M |
| Flow Traders U.S. LLC | 0.10% | New | 74,519 | $2.5M |
| Liberty Wealth Management LLC | 0.35% | Add +15.5% | 73,393 | $2.5M |
| Gateway Wealth Partners, LLC | 0.34% | Add +168.5% | 73,183 | $2.5M |
| Simplicity Wealth,LLC | 0.14% | Add +27.9% | 70,523 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Add +21.0% | 69,933 | $2.4M |
| Pinion Investment Advisors, LLC | 0.65% | New | 66,198 | $2.4M |
| Shared Vision Wealth Group LLC | 0.98% | Add +278.1% | 67,739 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +190.0% | 67,423 | $2.3M |
| Lantz Financial LLC | 0.50% | Add +137.5% | 66,534 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +246.2% | 65,531 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +175.7% | 65,529 | $2.2M |
| Theory Financial LLC | 0.78% | Add +160.6% | 63,332 | $2.2M |
| Ancora Advisors LLC | 0.04% | New | 62,656 | $2.1M |
| Berbice Capital Management LLC | 1.28% | Add +59.2% | 60,811 | $2.1M |
| Hoxton Planning & Management, LLC | 0.67% | Add +121.5% | 60,715 | $2.1M |
| Cornerstone Planning Group LLC | 0.33% | Add +21494.5% | 55,498 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | New | 60,084 | $2.1M |
| Global Wealth Strategies & Associates | 0.52% | Add +72.4% | 59,471 | $2.0M |
| Barnes Wealth Management Group, Inc | 1.09% | Add +97.4% | 57,844 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.77% | Add +134.1% | 57,431 | $2.0M |
| Endeavor Private Wealth, Inc. | 0.58% | Add +35.7% | 54,646 | $1.9M |
| RFG Advisory, LLC | 0.04% | Add +10.3% | 53,816 | $1.8M |
| Verus Capital Partners, LLC | 0.14% | Add +446.2% | 53,114 | $1.8M |
| M1 Capital Management LLC | 0.78% | Add +6.6% | 52,944 | $1.8M |
| Davis Wealth Advisors, LLC | 1.61% | Add +135.4% | 52,626 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Add +624.9% | 51,996 | $1.8M |
| Retirement Wealth Solutions LLC | 1.15% | Add +204.3% | 51,117 | $1.7M |
| May Hill Capital, LLC | 0.51% | Add +52.8% | 51,069 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Add +7.3% | 51,047 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +159.5% | 49,592 | $1.7M |
| Embree Financial Group | 0.22% | New | 48,572 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +46.0% | 47,307 | $1.7M |
| Fullcircle Wealth LLC | 0.58% | Add +136.8% | 45,592 | $1.6M |
| Sunbelt Securities, Inc. | 0.11% | Add +688.6% | 47,710 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Add +130.0% | 47,101 | $1.6M |
| LifePlan Investment Advisors, Inc. | 0.67% | Add +260.4% | 47,025 | $1.6M |
| FFG Retirement Advisors LLC | 0.99% | Add +242.5% | 46,662 | $1.6M |
| Tyche Wealth Partners LLC | 0.27% | New | 45,681 | $1.6M |
| A4 Wealth Advisors LLC | 1.31% | — | 45,377 | $1.6M |
| World Investment Advisors | 0.03% | Add +314.7% | 45,278 | $1.5M |
| Mark Sheptoff Financial Planning, LLC | 0.74% | Add +183.2% | 45,255 | $1.5M |
| WealthPLAN Partners, LLC | 0.22% | Add +159.7% | 43,603 | $1.5M |
| Lifelong Wealth Advisors, Inc. | 0.44% | Add +9.5% | 43,404 | $1.5M |
| RCS Financial Planning, LLC | 0.66% | Add +135.5% | 43,334 | $1.5M |
| Wealthgarden F.S. LLC | 1.05% | Add +113.5% | 42,044 | $1.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.64% | New | 41,783 | $1.4M |
| IFG Advisory, LLC | 0.06% | Add +118.8% | 41,370 | $1.4M |
| Commonwealth Retirement Investments LLC | 0.48% | Add +131.1% | 41,294 | $1.4M |
| BCU Wealth Advisors, LLC | 0.56% | Add +364.2% | 40,639 | $1.4M |
| Blalock Williams, LLC | 1.20% | Add +119.3% | 40,180 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Add +313.1% | 35,827 | $1.3M |
| JFS Wealth Advisors, LLC | 0.08% | Add +2505.2% | 39,312 | $1.3M |
| Keystone Wealth Services, LLC | 0.28% | New | 38,064 | $1.3M |
| Sowell Financial Services LLC | 0.05% | New | 37,590 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +79.4% | 37,147 | $1.3M |
| First Heartland Consultants, Inc. | 0.10% | Add +150.8% | 36,995 | $1.3M |
| Merkkuri Wealth Advisors LLC | 0.88% | Add +122.9% | 35,670 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.32% | Add +146.1% | 35,136 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +52.8% | 34,592 | $1.2M |
| Interchange Capital Partners, LLC | 0.23% | Add +98.5% | 33,992 | $1.2M |
| Renaissance Technologies | 0.00% | New | 32,400 | $1.1M |
| WealthTrak Capital Management LLC | 0.90% | Add +181.0% | 32,006 | $1.1M |
| Vantage Point Financial LLC | 0.42% | Add +100.3% | 31,661 | $1.1M |
| Copperleaf Capital, LLC | 0.51% | New | 31,064 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Add +310.8% | 31,000 | $1.1M |
| AQR Capital Management | 0.00% | New | 30,743 | $1.1M |
| Sutton Place Investors LLC | 0.59% | Add +125.4% | 30,361 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.58% | New | 30,211 | $1.0M |
| Stephen J. Garry & Associates, LLC | 0.82% | Add +72.7% | 30,125 | $1.0M |
| BlackDiamond Wealth Management, LLC | 0.56% | Add +2.6% | 30,117 | $1.0M |
| Sovereign Financial Group, Inc. | 0.19% | New | 29,251 | $999K |
| Kingsview Wealth Management, LLC | 0.02% | New | 29,031 | $992K |
| Nwam LLC | 0.05% | Add +140.4% | 27,390 | $961K |
| Absolute Capital Management, LLC | 0.40% | Add +181.2% | 27,657 | $945K |
| Raleigh Capital Management Inc. | 0.35% | Add +123.8% | 27,254 | $931K |
| ORG Partners LLC | 0.17% | Add +257.8% | 24,952 | $903K |
| Signal Advisors Wealth, LLC | 0.08% | Add +144.3% | 26,007 | $888K |
| Financial Advocates Investment Management | 0.49% | Add +184.5% | 25,502 | $871K |
| Harbour Investments, Inc. | 0.02% | Add +148.7% | 24,803 | $847K |
| Maripau Wealth Management LLC | 0.42% | Add +131.4% | 24,630 | $841K |
| Sigma Planning Corp | 0.02% | Add +154.2% | 24,517 | $837K |
| PFG Advisors | 0.03% | Add +13.6% | 23,780 | $812K |
| Frisch Financial Group, Inc. | 0.19% | New | 23,763 | $812K |
| Transcend Capital Advisors, LLC | 0.06% | Add +92.6% | 23,058 | $788K |
| Tempus Wealth Planning, LLC | 0.18% | Add +193.2% | 23,017 | $786K |
| Redwood Investment Management, LLC | 0.08% | Add +10.8% | 22,343 | $763K |
| Comerica Bank | 0.00% | Add +210.7% | 22,042 | $753K |
| Family Manage LLC | 0.10% | New | 21,856 | $747K |
| World Equity Group, Inc. | 0.17% | New | 21,668 | $740K |
| D. E. Shaw & Co. | 0.00% | New | 21,584 | $737K |
| W Advisors, LLC | 0.38% | Add +60.8% | 21,379 | $730K |
| RDA Financial Network | 0.18% | Add +205.7% | 21,217 | $725K |
| Advus Financial Partners, LLC | 0.17% | Add +172.7% | 21,037 | $719K |
| MKT Advisors LLC | 0.26% | Add +168.9% | 20,374 | $704K |
| Atlatl Advisers LLC | 0.27% | Add +143.7% | 20,011 | $684K |
| Creative Financial Designs Inc. | 0.04% | Add +28.0% | 19,607 | $670K |
| Avantra Family Wealth, Inc. | 0.50% | New | 19,388 | $662K |
| Aspire Private Capital, LLC | 0.14% | New | 18,931 | $647K |
| Beacon Financial Advisory LLC | 0.15% | Add +156.1% | 18,850 | $644K |
| JT Stratford LLC | 0.09% | New | 18,548 | $634K |
| Perigon Wealth Management, LLC | 0.01% | Add +125.3% | 18,476 | $631K |
| Arkadios Wealth Advisors | 0.02% | New | 18,474 | $631K |
| Accelerate Investment Advisors LLC | 0.42% | Add +113.3% | 18,059 | $617K |
| Investor's Fiduciary Advisor Network, LLC | 0.20% | Add +149.8% | 17,584 | $600K |
| QRG Capital Management, Inc. | 0.01% | New | 17,458 | $596K |
| Resurgent Financial Advisors LLC | 0.29% | Add +135.3% | 17,214 | $588K |
| Mach-1 Financial Group, LLC | 0.09% | New | 17,021 | $581K |
| Integrity Advisory Solutions, LLC | 0.09% | — | 17,021 | $581K |
| Two West Capital Advisors LLC | 0.35% | Add +131.7% | 16,176 | $578K |
| Optivise Advisory Services LLC | 0.34% | New | 16,909 | $578K |
| Semus Wealth Partners LLC | 0.31% | New | 16,127 | $551K |
| DAVENPORT & Co LLC | 0.00% | Add +121.3% | 16,121 | $551K |
| Lifeworks Advisors, LLC | 0.07% | New | 16,117 | $551K |
| Coldstream Capital Management Inc. | 0.01% | New | 16,072 | $549K |
| Regimen Wealth, LLC | 0.16% | Reduce -0.7% | 15,783 | $539K |
| Freedom Investment Management, Inc. | 0.14% | New | 15,407 | $526K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | New | 15,248 | $521K |
| Smartleaf Asset Management LLC | 0.03% | Add +110.5% | 14,941 | $509K |
| MN Wealth Advisors, LLC | 0.27% | New | 14,712 | $503K |
| FWG Investments, LLC. | 0.34% | Add +104.8% | 14,485 | $495K |
| Richmond Investment Services, LLC | 0.09% | New | 14,479 | $495K |
| Clearview Wealth Advisors LLC | 0.31% | Add +17.7% | 14,187 | $485K |
| Alterna Wealth Management, Inc. | 0.40% | New | 14,073 | $481K |
| Summit Financial, LLC | 0.01% | New | 13,902 | $475K |
| Wedbush Securities Inc. | 0.02% | New | 13,693 | $468K |
| Catalina Capital Group, LLC | 0.29% | Add +80.7% | 13,571 | $464K |
| Private Trust Co. NA | 0.04% | Add +207.6% | 13,536 | $462K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | New | 13,423 | $459K |
| Arcadia Wealth Management, LLC | 0.18% | New | 13,305 | $455K |
| Northwest Capital Management Inc | 0.47% | Reduce -15.1% | 13,190 | $451K |
| United Advisor Group, LLC | 0.06% | Add +29.7% | 13,101 | $448K |
| VestGen Investment Management | 0.27% | New | 13,041 | $445K |
| Kickstand Ventures, Llc. | 0.10% | Add +74.3% | 12,841 | $439K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 12,792 | $437K |
| Brookwood Investment Group LLC | 0.06% | Add +2.8% | 12,490 | $427K |
| Arete Wealth Advisors, LLC | 0.03% | New | 12,385 | $423K |
| MSH Capital Advisors LLC | 0.11% | New | 12,335 | $421K |
| Lantern Wealth Advisors, LLC | 0.22% | New | 12,192 | $416K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 11,947 | $408K |
| Advyzon Investment Management, LLC | 0.07% | New | 11,721 | $400K |
| Caliber Wealth Management, LLC / KS | 0.04% | New | 11,705 | $400K |
| Golden State Wealth Management, LLC | 0.04% | Add +227.1% | 11,698 | $400K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 11,659 | $398K |
| Horizon Wealth Management, LLC | 0.06% | Reduce -92.8% | 11,431 | $390K |
| Spire Wealth Management | 0.01% | Add +60.4% | 11,208 | $383K |
| Fulcrum Equity Management | 0.39% | New | 11,184 | $382K |
| IPG Investment Advisors LLC | 0.07% | Add +35.1% | 11,150 | $381K |
| Fortis Capital Advisors, LLC | 0.06% | New | 10,881 | $372K |
| Belpointe Asset Management LLC | 0.01% | New | 10,881 | $372K |
| WNY Asset Management, LLC | 0.04% | New | 10,794 | $369K |
| Strategic Wealth Partners, Ltd. | 0.03% | New | 10,765 | $368K |
| Transamerica Financial Advisors, LLC | 0.03% | New | 10,596 | $362K |
| Western Wealth Management, LLC | 0.02% | New | 10,534 | $360K |
| HRT Financial LP | 0.00% | New | 10,348 | $353K |
| Creative Planning | 0.00% | New | 9,868 | $337K |
| Lloyd Advisory Services, LLC. | 0.15% | New | 9,597 | $328K |
| Clear Creek Financial Management, LLC | 0.03% | New | 9,533 | $326K |
| Spinnaker Investment Group, LLC | 0.06% | New | 9,471 | $324K |
| Apex Wealth Management, LLC | 0.23% | Add +3.8% | 9,352 | $319K |
| Magnus Financial Group LLC | 0.02% | New | 9,210 | $315K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +121.1% | 9,112 | $311K |
| Cary Street Partners Investment Advisory LLC | 0.13% | New | 8,969 | $306K |
| PFG Investments, LLC | 0.02% | New | 8,905 | $304K |
| Imprint Wealth LLC | 0.95% | — | 8,661 | $296K |
| Sound Income Strategies, LLC | 0.02% | Add +24.5% | 8,184 | $294K |
| DSG Capital Advisors, LLC | 0.05% | New | 8,505 | $291K |
| Betterment LLC | 0.00% | Add +9.7% | 8,323 | $284K |
| Argent Trust Co | 0.01% | New | 8,154 | $279K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,838 | $272K |
| BAM Wealth Management, LLC | 0.21% | — | 7,914 | $270K |
| Empirical Asset Management, LLC | 0.07% | New | 7,495 | $256K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 7,333 | $250K |
| Crowley Wealth Management, Inc. | 0.20% | Add +55.2% | 7,295 | $249K |
| LGT Financial Advisors LLC | 0.52% | Add +1.8% | 7,070 | $242K |
| Cascade Investment Group, Inc. | 0.16% | New | 7,050 | $241K |
| Concorde Asset Management, LLC | 0.10% | — | 6,877 | $239K |
| Cape Investment Advisory, Inc. | 0.24% | Add +223.1% | 6,995 | $239K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 6,960 | $238K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,949 | $237K |
| Legacy Edge Advisors, LLC | 0.03% | New | 6,906 | $236K |
| GatePass Capital, LLC | 0.14% | New | 6,889 | $235K |
| Waldron Private Wealth LLC | 0.01% | New | 6,651 | $227K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 6,602 | $226K |
| Syntegra Private Wealth Group, LLC | 0.02% | New | 6,563 | $224K |
| PUREfi Wealth, LLC | 0.16% | New | 6,265 | $214K |
| FLP Wealth Management, LLC | 0.58% | New | 6,021 | $206K |
| Journey Strategic Wealth LLC | 0.01% | New | 5,962 | $204K |
| Financial Management Professionals, Inc. | 0.02% | Add +462.4% | 5,382 | $184K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,000 | $171K |
| New Republic Capital, LLC | 0.05% | Add +124.9% | 4,691 | $160K |
| Jones Financial Companies LLLP | 0.00% | New | 2,482 | $84K |
| AdvisorNet Financial, Inc | 0.00% | Add +147.3% | 2,213 | $76K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,922 | $66K |
| Wells Fargo & Company | 0.00% | Add +841.1% | 1,694 | $58K |
| Harbor Investment Advisory, LLC | 0.00% | Add +89.5% | 1,681 | $57K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,583 | $54K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +175.9% | 1,443 | $49K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,424 | $49K |
| Aptus Capital Advisors, LLC | 0.00% | Add +88.9% | 1,343 | $46K |
| Salomon & Ludwin, LLC | 0.00% | Add +13.6% | 743 | $26K |
| Parallel Advisors, LLC | 0.00% | Reduce -69.6% | 705 | $24K |
| Rockefeller Capital Management L.P. | 0.00% | New | 656 | $22K |
| Team Financial Group, LLC | 0.01% | Add +18.0% | 604 | $21K |
| Simplex Trading, LLC | 0.00% | Reduce -29.0% | 587 | $20K |
| Cary Street Partners Financial LLC | 0.00% | New | 550 | $19K |
| Clark Wealth Partners | 0.01% | New | 535 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | New | 510 | $17K |
| Ameriflex Group, Inc. | 0.01% | New | 482 | $16K |
| JNBA Financial Advisors | 0.00% | New | 441 | $15K |
| Fifth Third Bancorp | 0.00% | Reduce -72.7% | 406 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 400 | $14K |
| Lanark Financial, Inc. | 0.00% | New | 382 | $13K |
| United Financial Planning Group LLC | 0.01% | — | 359 | $12K |
| Roble, Belko & Company, Inc | 0.00% | No change | 363 | $12K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 329 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +196.3% | 317 | $11K |
| Rossby Financial, LCC | 0.00% | New | 287 | $10K |
| Wealthspire Advisors, LLC | 0.00% | New | 285 | $10K |
| Citigroup Inc. | 0.00% | New | 275 | $9K |
| Nemes Rush Group LLC | 0.00% | New | 174 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 170 | $6K |
| MAI Capital Management | 0.00% | No change | 170 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | New | 155 | $5K |
| Investors Research Corp | 0.00% | New | 131 | $4K |
| Founders Financial Alliance, LLC | 0.00% | New | 100 | $3K |
| Wealth Watch Advisors, INC | 0.00% | New | 67 | $2K |
| Park Place Capital Corp | 0.00% | New | 49 | $2K |
| Chelsea Counsel Co. | 0.00% | New | 38 | $1K |
| Crewe Advisors LLC | 0.00% | New | 38 | $1K |
| Proathlete Wealth Management LLC | 0.00% | Add +38.5% | 18 | $614 |
| Allworth Financial LP | 0.00% | New | 13 | $445 |
| FMR LLC | 0.00% | New | 5 | $171 |
"% of holder's portfolio" is BAI's weight in each manager's 13F, not the share of Ishrs AI in and Tech Act ETF the manager owns.