Free Trial
→ U.S. Government Sparking Crypto Rally (From Crypto 101 Media) (Ad)tc pixel Free AIO Stock Alerts

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Institutional Ownership

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$24.20 +0.17 (+0.72%)
Closing price 10/1/2025 03:59 PM Eastern
Extended Trading
$24.20 +0.00 (+0.00%)
As of 10/1/2025 05:18 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$790.77M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.42M
Get AIO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Artificial Intelligence & Technology Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AIO Institutional Buying and Selling by Quarter

Virtus Artificial Intelligence & Technology Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.14,801$367K0.0%+21.4%0.000%
8/19/2025Newbridge Financial Services Group Inc.5,974$148K0.0%N/A0.000%
8/15/2025Bank of America Corp DE755,627$18.76M0.0%+5.4%0.000%
8/15/2025Ameriprise Financial Inc.290,542$7.21M0.0%+9.0%0.000%
8/14/2025Jane Street Group LLC11,065$275K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.107,535$2.67M0.0%+8.9%0.000%
8/13/2025First Trust Advisors LP39,719$986K0.0%-1.4%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.1,000$25K0.0%N/A0.000%
8/12/2025J.W. Cole Advisors Inc.8,079$201K0.0%N/A0.000%
8/12/2025Advisors Asset Management Inc.514,514$12.77M0.2%+4.8%0.000%
8/12/2025Steward Partners Investment Advisory LLC141,197$3.51M0.0%+5.6%0.000%
8/12/2025CreativeOne Wealth LLC33,250$825K0.0%-10.1%0.000%
8/11/2025Alteri Wealth LLC15,795$392K0.2%+12.5%0.000%
8/11/2025Sykon Capital LLC33,906$842K0.3%-17.9%0.000%
8/8/2025Cetera Investment Advisers27,511$683K0.0%N/A0.000%
8/6/2025Prospera Financial Services Inc19,249$478K0.0%-11.3%0.000%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,744$242K0.0%-47.1%0.000%
8/4/2025Spire Wealth Management1,300$32K0.0%N/A0.000%
7/23/2025Kingswood Wealth Advisors LLC29,530$733K0.1%+24.4%0.000%
7/22/2025DAVENPORT & Co LLC33,800$839K0.0%-21.9%0.000%
7/17/2025Janney Montgomery Scott LLC33,975$843K0.0%+21.5%0.000%
7/17/2025Stockman Wealth Management Inc.8,131$202K0.0%N/A0.000%
7/14/2025Chapin Davis Inc.18,400$457K0.1%+2.8%0.000%
7/11/2025SeaCrest Wealth Management LLC35,600$884K0.1%+78.9%0.000%
7/11/2025Kingstone Capital Partners Texas LLC30,878,016$766.39M0.1%N/A0.000%
7/10/2025Wealth Enhancement Advisory Services LLC44,777$1.11M0.0%+2.0%0.000%
7/9/2025David J Yvars Group11,885$295K0.2%-10.6%0.000%
7/8/2025Strategic Advocates LLC45,425$1.13M0.3%+8.2%0.000%
5/16/2025Advisors Asset Management Inc.490,819$10.13M0.2%-10.5%0.000%
5/15/2025Royal Bank of Canada314,300$6.49M0.0%-5.3%0.000%
5/14/2025CreativeOne Wealth LLC36,977$763K0.0%-18.0%0.000%
5/13/2025Elequin Capital LP7,653$158K0.0%N/A0.000%
5/12/2025Aveo Capital Partners LLC13,299$284K0.0%N/A0.000%
5/9/2025Shaker Financial Services LLC16,301$336K0.1%+77.3%0.000%
5/8/2025Strategic Advocates LLC42,000$866K0.3%N/A0.000%
5/7/2025Alteri Wealth LLC14,045$290K0.1%+9.6%0.000%
4/28/2025DAVENPORT & Co LLC43,300$893K0.0%+32.4%0.000%
4/23/2025Oppenheimer & Co. Inc.61,496$1.27M0.0%+47.2%0.000%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,409$388K0.1%-4.1%0.000%
4/21/2025Kingswood Wealth Advisors LLC23,734$490K0.0%+5.7%0.000%
4/17/2025David J Yvars Group13,293$274K0.2%+9.4%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC43,902$906K0.0%-16.8%0.000%
4/11/2025SeaCrest Wealth Management LLC19,900$411K0.0%-6.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.64,684$1.33M0.1%+21.4%0.000%
4/9/2025NBC Securities Inc.8,965$184K0.0%+111,962.5%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC52,786$1.30M0.0%+9.1%0.000%
2/24/2025Ameriflex Group Inc.17,750$444K0.2%N/A0.000%
2/17/2025Bank of America Corp DE612,345$15.10M0.0%+9.6%0.000%
2/17/2025Ameriprise Financial Inc.253,052$6.24M0.0%+2.8%0.000%
2/17/2025Alteri Wealth LLC12,810$316K0.1%N/A0.000%
2/14/2025Stifel Financial Corp93,272$2.30M0.0%-10.1%0.000%
2/14/2025Shaker Financial Services LLC9,193$227K0.1%-74.7%0.000%
2/14/2025First Trust Advisors LP40,342$995K0.0%+2.3%0.000%
2/13/2025CreativeOne Wealth LLC45,093$1.11M0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.18,964$468K0.0%+6.5%0.000%
2/13/2025Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN604,143$14.90M0.0%-0.3%0.000%
2/12/2025Level Four Advisory Services LLC8,250$203K0.0%N/A0.000%
2/11/2025LPL Financial LLC57,571$1.42M0.0%+1.6%0.000%
2/11/2025Sykon Capital LLC41,300$1.02M0.4%-2.1%0.000%
2/11/2025Virtu Financial LLC19,205$474K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.548,499$13.53M0.2%+2.6%0.000%
2/10/2025GWN Securities Inc.10,412$264K0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC17,389$429K0.0%+37.7%0.000%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,197$473K0.1%+5.0%0.000%
2/6/2025Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC127,600$3.15M0.0%+9.9%0.000%
2/5/2025Oppenheimer & Co. Inc.41,771$1.03M0.0%+25.0%0.000%
2/4/2025World Equity Group Inc.10,500$259K0.1%N/A0.000%
1/31/2025Kestra Investment Management LLC1,658$41K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC40,329$1.01M0.0%-54.6%0.000%
1/28/2025Stockman Wealth Management Inc.8,431$208K0.0%N/A0.000%
1/28/2025Serenus Wealth Advisors LLC22,119$545K0.1%N/A0.000%
1/24/2025DAVENPORT & Co LLC32,700$806K0.0%N/A0.000%
1/22/2025Kingswood Wealth Advisors LLC22,455$554K0.0%+25.1%0.000%
1/17/2025Janney Montgomery Scott LLC28,409$701K0.0%+4.3%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.53,266$1.31M0.1%+72.4%0.000%
1/14/2025SeaCrest Wealth Management LLC21,350$526K0.1%-11.6%0.000%
1/14/2025David J Yvars Group12,154$300K0.2%+4.1%0.000%
11/25/2024Sanctuary Advisors LLC88,779$2.09M0.0%-12.7%0.000%
11/15/2024IHT Wealth Management LLC13,022$285K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.17,813$391K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.534,702$11.75M0.2%+3.8%0.000%
11/8/2024Prospera Financial Services Inc17,890$393K0.0%+4.5%0.000%
11/6/2024Oppenheimer & Co. Inc.33,429$734K0.0%+11.6%0.000%
10/31/2024Shaker Financial Services LLC36,297$797K0.3%N/A0.000%
10/31/2024David J Yvars Group11,672$256K0.2%N/A0.000%
10/28/2024US Bancorp DE2,156$47K0.0%-19.5%0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,290$402K0.1%+8.8%0.000%
10/24/2024Wealth Enhancement Advisory Services LLC48,370$1.06M0.0%+7.0%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.30,899$679K0.0%+221.9%0.000%
10/16/2024SeaCrest Wealth Management LLC24,150$531K0.1%+45.9%0.000%
10/15/2024NBC Securities Inc.8,756$192K0.0%-27.1%0.000%
9/5/2024Sanctuary Advisors LLC101,740$2.21M0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.14,345$311K0.0%+10.2%0.000%
8/8/2024Sykon Capital LLC43,050$935K0.4%-22.7%0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC37,561$815K0.3%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC4,042$88K0.0%-66.0%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.70,427$1.53M0.0%+12.4%0.000%
7/24/2024&PARTNERS18,135$394K0.0%+36.5%0.000%
(Data available from 1/1/2016 forward)

AIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIO shares?

During the previous two years, 73 institutional investors and hedge funds held shares of Virtus Artificial Intelligence & Technology Opportunities Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($766.39M), Bank of America Corp DE ($18.76M), Wells Fargo & Company MN ($14.90M), Karpus Management Inc. ($13.81M), Advisors Asset Management Inc. ($12.77M), Ameriprise Financial Inc. ($7.21M), and UBS Group AG ($6.69M).Learn more on Virtus Artificial Intelligence & Technology Opportunities Fund's institutional investors.

Which institutional investors have been buying Virtus Artificial Intelligence & Technology Opportunities Fund's stock?

Of the 64 institutional investors that purchased Virtus Artificial Intelligence & Technology Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($30.88M), Raymond James Financial Inc. ($193.05K), Wolverine Asset Management LLC ($135.16K), Shaker Financial Services LLC ($124.61K), Wells Fargo & Company MN ($121.74K), Advisors Asset Management Inc. ($118.28K), and Sanctuary Advisors LLC ($101.74K).

How much institutional buying is happening at Virtus Artificial Intelligence & Technology Opportunities Fund?

Institutional investors have bought a total of 31,849,568 shares in the last 24 months. This purchase volume represents approximately $790.77M in transactions.

Which of Virtus Artificial Intelligence & Technology Opportunities Fund's major shareholders have been selling company stock?

Of the 17 institutional investors that sold Virtus Artificial Intelligence & Technology Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sanctuary Advisors LLC ($61.41K), Advisors Asset Management Inc. ($57.68K), Shaker Financial Services LLC ($27.10K), Royal Bank of Canada ($17.74K), CreativeOne Wealth LLC ($11.84K), Stifel Financial Corp ($10.50K), and DAVENPORT & Co LLC ($9.50K).

How much institutional selling is happening at Virtus Artificial Intelligence & Technology Opportunities Fund?

Institutional investors have sold a total of 236,677 shares in the last 24 months. This volume of shares sold represents approximately $5.42M in transactions.


Related Companies

This page (NYSE:AIO) was last updated on 10/2/2025 by MarketBeat.com Staff
From Our Partners
Protect Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
$15 Fund: Turn Gold Boom into Real Income
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Building The Infrastructure for the Coming Financial Reset
While China pushes nearly $1 trillion through its new digital currency, one emerging company is quietly buildi...
Intellistake | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
This Biotech has a clinical approach that intrigues investors
This biotech is gearing up for Phase 2 trials with a strategy to unlock multiple approvals from one study. ...
i2i Marketing Group, LLC | Sponsoredtc pixel
China’s message to Trump
Porter Stansberry says this bull market is past the “safe zone” and racing toward an event horizon — and in hi...
Porter & Company | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel