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

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$26.00 +0.17 (+0.66%)
As of 03:58 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)
48
Total
Institutional Inflows
(last 12 months)
$31.20M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$11.50M
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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
8/26/2026 HighTower Advisors LLC9,315$261K0.0%N/A0.000%
8/23/2026 Clay Northam Wealth Management LLC7,661$215K0.1%N/A0.000%
8/21/2026 Continuum Advisory LLC1,000$28K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.3,925$110K0.0%+57.0%0.000%
8/19/2026 Chapin Davis Inc.17,000$477K0.1%-2.9%0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,737$358K0.0%+7.7%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.119,516$3.36M0.1%-9.9%0.000%
7/8/2026 Chapin Davis Inc.17,000$477K0.1%-2.9%0.000%
7/7/2026 David J Yvars Group8,617$242K0.1%-30.4%0.000%
5/19/2026 Bank of America Corp DE818,600$17.53M0.0%-3.2%0.000%
5/18/2026 Readystate Asset Management LP36,872$789K0.0%-73.5%0.000%
5/18/2026 Royal Bank of Canada364,064$7.79M0.0%-14.9%0.000%
5/16/2026 Saba Capital Management L.P.243,827$5.22M0.1%N/A0.000%
5/13/2026 Cetera Investment Advisers26,579$569K0.0%-48.5%0.000%
5/13/2026 First Trust Advisors LP51,010$1.09M0.0%+14.5%0.000%
5/8/2026 PNC Financial Services Group Inc.7,190$154K0.0%+279.4%0.000%
5/4/2026 Calamos Advisors LLC33,363$714K0.0%+13.5%0.000%
5/1/2026 Fifth Third Bancorp3,976$85K0.0%N/A0.000%
4/22/2026 Janney Montgomery Scott LLC27,384$586K0.0%-3.6%0.000%
4/17/2026 PMG Family Office LLC36,820$788K0.9%+12.0%0.000%
2/18/2026 Ameriflex Group Inc.8,400$183K0.1%-57.6%0.000%
2/18/2026 Readystate Asset Management LP139,148$3.03M0.1%+773.8%0.000%
2/18/2026 Rivernorth Capital Management LLC9,246$201K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC11,157$254K0.0%N/A0.000%
2/17/2026 Cetera Investment Advisers51,644$1.12M0.0%+26.0%0.000%
2/17/2026 Osaic Holdings Inc.13,251$288K0.0%-23.0%0.000%
2/17/2026 &PARTNERS50,131$1.09M0.0%+246.5%0.000%
2/17/2026 Royal Bank of Canada427,602$9.30M0.0%+25.9%0.000%
2/16/2026 Landscape Capital Management L.L.C.154,073$3.35M0.2%N/A0.000%
2/13/2026 CreativeOne Wealth LLC25,943$564K0.0%-8.0%0.000%
2/13/2026 Stifel Financial Corp78,721$1.71M0.0%-7.4%0.000%
2/13/2026 Wells Fargo & Company MN628,201$13.66M0.0%-1.7%0.000%
2/13/2026 Summit Financial LLC100,157$2.30M0.0%+2.6%0.000%
2/12/2026 Advisors Asset Management Inc.349,789$7.61M0.1%-16.3%0.000%
2/12/2026 Jane Street Group LLC10,910$237K0.0%+19.5%0.000%
2/12/2026 Commonwealth Equity Services LLC20,065$436K0.0%+4.4%0.000%
2/12/2026 Steward Partners Investment Advisory LLC140,804$3.06M0.0%+1.2%0.000%
2/11/2026 Janney Montgomery Scott LLC28,421$618K0.0%-10.4%0.000%
2/11/2026 Strategic Advocates LLC21,935$482K0.1%-16.2%0.000%
2/11/2026 LPL Financial LLC99,050$2.15M0.0%+9.0%0.000%
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2/9/2026 Prospera Financial Services Inc14,124$307K0.0%-7.9%0.000%
2/2/2026 Wolverine Asset Management LLC165,881$3.61M0.0%+150.4%0.000%
2/2/2026 Truist Financial Corp16,364$356K0.0%+2.8%0.000%
2/2/2026 Oppenheimer & Co. Inc.65,780$1.43M0.0%-1.2%0.000%
1/29/2026 UBS Group AG452,479$9.84M0.0%-5.3%0.000%
1/29/2026 Calamos Advisors LLC29,393$639K0.0%N/A0.000%
1/29/2026 NBC Securities Inc.7,153$156K0.0%+8.5%0.000%
1/28/2026 Kingswood Wealth Advisors LLC37,593$818K0.0%+15.0%0.000%
1/28/2026 PMG Family Office LLC32,884$715K0.8%+6.3%0.000%
1/26/2026 Shaker Financial Services LLC30,899$708K0.2%+143.9%0.000%
1/22/2026 Spirepoint Private Client LLC9,733$212K0.0%N/A0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.133,918$2.91M0.1%+10.1%0.000%
1/14/2026 Wealthcare Advisory Partners LLC10,231$223K0.0%N/A0.000%
1/12/2026 SeaCrest Wealth Management LLC33,550$754K0.1%-2.4%0.000%
1/12/2026 DAVENPORT & Co LLC23,200$505K0.0%-27.0%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC44,497$997K0.0%+1.7%0.000%
12/22/2025 PMG Family Office LLC30,944$744K0.8%N/A0.000%
11/26/2025 Strategic Advocates LLC26,190$629K0.2%-42.3%0.000%
11/17/2025 NewEdge Advisors LLC12,773$307K0.0%+1,563.2%0.000%
11/17/2025 Susquehanna International Group LLP15,709$377K0.0%N/A0.000%
11/17/2025 Northwestern Mutual Wealth Management Co.2,500$60K0.0%+150.0%0.000%
11/17/2025 Mercer Global Advisors Inc. ADV8,671$208K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE839,642$20.18M0.0%+11.1%0.000%
11/17/2025 Ameriprise Financial Inc.369,920$8.89M0.0%+27.3%0.000%
11/14/2025 Raymond James Financial Inc.134,624$3.24M0.0%+25.2%0.000%
11/13/2025 SeaCrest Wealth Management LLC34,360$827K0.1%-3.5%0.000%
11/13/2025 UBS Group AG477,626$11.48M0.0%+6.6%0.000%
11/13/2025 CreativeOne Wealth LLC28,185$677K0.0%-15.2%0.000%
11/13/2025 Ameriflex Group Inc.19,800$476K0.2%N/A0.000%
11/13/2025 First Trust Advisors LP44,258$1.06M0.0%+11.4%0.000%
11/10/2025 Alteri Wealth LLC17,395$418K0.1%+10.1%0.000%
11/7/2025 Readystate Asset Management LP15,924$383K0.0%N/A0.000%
11/6/2025 Westbourne Investments Inc.8,800$217K0.1%N/A0.000%
11/6/2025 Advisors Asset Management Inc.418,094$10.05M0.2%-18.7%0.000%
11/6/2025 Prospera Financial Services Inc15,335$369K0.0%-20.3%0.000%
11/6/2025 Oppenheimer & Co. Inc.66,551$1.60M0.0%+7.5%0.000%
11/5/2025 J.W. Cole Advisors Inc.9,618$231K0.0%+19.0%0.000%
11/4/2025 Cornerstone Planning Group LLC1,116$27K0.0%+994.1%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC43,773$1.05M0.0%-2.2%0.000%
10/28/2025 Wolverine Asset Management LLC66,251$1.59M0.0%N/A0.000%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,983$264K0.0%+12.7%0.000%
10/23/2025 Kingswood Wealth Advisors LLC32,686$785K0.0%+10.7%0.000%
10/22/2025 Shaker Financial Services LLC12,670$304K0.1%N/A0.000%
10/22/2025 Geneos Wealth Management Inc.1,790$43K0.0%N/A0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.121,642$2.92M0.1%+19.9%0.000%
10/15/2025CWM LLC8,099$195K0.0%+369.2%0.000%
10/15/2025 DAVENPORT & Co LLC31,800$764K0.0%-5.9%0.000%
9/4/2025 Osaic Holdings Inc.14,801$367K0.0%+21.4%0.000%
8/19/2025 Newbridge Financial Services Group Inc.5,974$148K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE755,627$18.76M0.0%+5.4%0.000%
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8/15/2025 Ameriprise Financial Inc.290,542$7.21M0.0%+9.0%0.000%
8/14/2025 Jane Street Group LLC11,065$275K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.107,535$2.67M0.0%+8.9%0.000%
8/13/2025 First Trust Advisors LP39,719$986K0.0%-1.4%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.1,000$25K0.0%N/A0.000%
8/12/2025 J.W. Cole Advisors Inc.8,079$201K0.0%N/A0.000%
8/12/2025 Advisors Asset Management Inc.514,514$12.77M0.2%+4.8%0.000%
8/12/2025 Steward Partners Investment Advisory LLC141,197$3.51M0.0%+5.6%0.000%
8/12/2025 CreativeOne Wealth LLC33,250$825K0.0%-10.1%0.000%
8/11/2025 Alteri Wealth LLC15,795$392K0.2%+12.5%0.000%


AIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 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 ($17.53M), Wells Fargo & Company MN ($13.66M), UBS Group AG ($9.84M), Ameriprise Financial Inc. ($8.89M), Royal Bank of Canada ($7.79M), and Advisors Asset Management Inc. ($7.61M).Learn more on Virtus Artificial Intelligence & Technology Opportunities Fund's institutional investors.

Of the 72 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), Saba Capital Management L.P. ($243.83K), Raymond James Financial Inc. ($220.14K), Bank of America Corp DE ($175.92K), Wolverine Asset Management LLC ($165.88K), Landscape Capital Management L.L.C. ($154.07K), and Readystate Asset Management LP ($139.15K).

Institutional investors have bought a total of 1,383,740 shares in the last 24 months. This purchase volume represents approximately $31.20M in transactions.

Of the 21 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: Advisors Asset Management Inc. ($164.73K), Readystate Asset Management LP ($102.28K), Royal Bank of Canada ($63.54K), Bank of America Corp DE ($27.15K), UBS Group AG ($25.15K), Cetera Investment Advisers ($25.07K), and Strategic Advocates LLC ($23.49K).

Institutional investors have sold a total of 512,973 shares in the last 24 months. This volume of shares sold represents approximately $11.50M in transactions.


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Institutional ownership data for NYSE:AIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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