597 tracked 13F filers disclose a position in BAI as of the latest SEC 13F filings, a combined $11.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.2B | 66.5M | ▲+15% Added · +8.7M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $901.7M | 27.4M | ▲+17% Added · +4.0M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $634.9M | 20.4M | ▲+25% Added · +4.1M sh | Q1 2026 | |
| 4 | Dynasty Wealth Management, LLC | $746.0M | 14.2M | ▼−28% Reduced · −5.5M sh | Q2 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $311.2M | 9.4M | ▲+38% Added · +2.6M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $299.7M | 9.1M | ▲+32% Added · +2.2M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $222.5M | 6.8M | ▲+31% Added · +1.6M sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $324.8M | 6.2M | ▲+18% Added · +928K sh | Q2 2026 | |
| 9 | CWM, LLC | $184.9M | 5.6M | ▲+9.6% Added · +490K sh | Q1 2026 | |
| 10 | OpenArc Corporate Advisory, LLC | $280.0M | 5.3M | ▼−33% Reduced · −2.6M sh | Q2 2026 | |
| 11 | SAGESPRING WEALTH PARTNERS, LLC | $278.4M | 5.3M | ▼−29% Reduced · −2.2M sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | $158.2M | 4.8M | ▲+12% Added · +498K sh | Q1 2026 | |
| 13 | Envestnet Portfolio Solutions, Inc. | $244.5M | 4.6M | ▼−17% Reduced · −948K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $121.0M | 3.7M | ▲+35% Added · +956K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $105.4M | 3.2M | ▲+10% Added · +301K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $154.7M | 2.9M | ▼−11% Reduced · −356K sh | Q2 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $93.5M | 2.8M | ▲978× Added · +2.8M sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $91.5M | 2.8M | ▲+13% Added · +309K sh | Q1 2026 | |
| 19 | OneDigital Investment Advisors LLC | $88.1M | 2.7M | ▲+20% Added · +444K sh | Q1 2026 | |
| 20 | SOFI WEALTH, LLC | $138.9M | 2.6M | ▲+1.3% Added · +33K sh | Q2 2026 | |
| 21 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $80.0M | 2.4M | ▲+13% Added · +280K sh | Q1 2026 | |
| 22 | Merit Financial Group, LLC | $118.6M | 2.2M | ▼−11% Reduced · −268K sh | Q2 2026 | |
| 23 | Abundance Wealth Counselors | $102.2M | 1.9M | ▲+74% Added · +825K sh | Q2 2026 | |
| 24 | Arax Advisory Partners | $95.8M | 1.8M | ▲+147% Added · +1.1M sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $56.0M | 1.7M | ▲+9.9% Added · +153K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in BAI and 18 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 338 funds | $64.8B |
| APPLE INCAAPL | 338 funds | $56.5B |
| MICROSOFT CORPMSFT | 333 funds | $43.9B |
| AMAZON.COM INCAMZN | 331 funds | $30.6B |
| ALPHABET INC-CL AGOOGL | 328 funds | $27.1B |
| ISHARES CORE S&P 500 ETFIVV | 320 funds | $16.9B |
| ALPHABET INC-CL CGOOG | 315 funds | $19.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 313 funds | $15.8B |
| JPMORGAN CHASE & COJPM | 310 funds | $12.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 308 funds | $10.0B |
| BROADCOM INCAVGO | 304 funds | $23.7B |
| META PLATFORMS INC-CLASS AMETA | 304 funds | $15.7B |
Ranked by how many of BAI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DYNFmc | 816 funds | $32.6B |
| BAIthis pagemc | 597 funds | $11.6B |
| THROmc | 451 funds | $7.2B |
| BLCRmc | 385 funds | $4.6B |
| COROmc | 341 funds | $4.4B |
| IALTmc | 295 funds | $1.5B |
| IDEFmc | 243 funds | $3.6B |
| LCTUmc | 198 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BAI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BAI/capital-change-brief"
Use Arkolith's capital_change_brief for BAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.