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

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$23.08 -0.30 (-1.26%)
Closing price 03:58 PM Eastern
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$23.16 +0.09 (+0.39%)
As of 05:03 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$790.75M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.40M
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AIO Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025 CWM LLC8,099$195K0.0%+369.2%0.000%
10/15/2025 DAVENPORT & Co LLC31,800$764K0.0%-5.9%0.000%
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%
7/22/2025 DAVENPORT & Co LLC33,800$839K0.0%-21.9%0.000%
7/17/2025Janney Montgomery Scott LLC33,975$843K0.0%+21.5%0.000%
7/17/2025 Stockman Wealth Management Inc.8,131$202K0.0%N/A0.000%
7/14/2025 Chapin Davis Inc.18,400$457K0.1%+2.8%0.000%
7/11/2025SeaCrest Wealth Management LLC35,600$884K0.1%+78.9%0.000%
7/11/2025 Kingstone 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%
(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, 75 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 66 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), Shaker Financial Services LLC ($137.28K), Wolverine Asset Management LLC ($135.16K), 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 31,883,011 shares in the last 24 months. This purchase volume represents approximately $791.58M in transactions.

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

Of the 16 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), DAVENPORT & Co LLC ($11.50K), and Stifel Financial Corp ($10.50K).

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

Institutional investors have sold a total of 235,428 shares in the last 24 months. This volume of shares sold represents approximately $5.40M in transactions.


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This page (NYSE:AIO) was last updated on 10/22/2025 by MarketBeat.com Staff
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