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

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$25.26 +0.45 (+1.83%)
Closing price 03:59 PM Eastern
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$25.27 +0.01 (+0.02%)
As of 07:48 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)
54
Total
Institutional Inflows
(last 12 months)
$799.21M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.88M
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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
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%
2/18/2026Ameriflex Group Inc.8,400$183K0.1%-57.6%0.000%
2/18/2026Readystate Asset Management LP139,148$3.03M0.1%+773.8%0.000%
2/18/2026Rivernorth Capital Management LLC9,246$201K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC11,157$254K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers51,644$1.12M0.0%+26.0%0.000%
2/17/2026Osaic Holdings Inc.13,251$288K0.0%-23.0%0.000%
2/17/2026&PARTNERS50,131$1.09M0.0%+246.5%0.000%
2/17/2026Royal Bank of Canada427,602$9.30M0.0%+25.9%0.000%
2/16/2026Landscape Capital Management L.L.C.154,073$3.35M0.2%N/A0.000%
2/13/2026CreativeOne Wealth LLC25,943$564K0.0%-8.0%0.000%
2/13/2026Stifel Financial Corp78,721$1.71M0.0%-7.4%0.000%
2/13/2026Wells Fargo & Company MN628,201$13.66M0.0%-1.7%0.000%
2/13/2026Summit Financial LLC100,157$2.30M0.0%+2.6%0.000%
2/12/2026Advisors Asset Management Inc.349,789$7.61M0.1%-16.3%0.000%
2/12/2026Jane Street Group LLC10,910$237K0.0%+19.5%0.000%
2/12/2026 Commonwealth Equity Services LLC20,065$436K0.0%+4.4%0.000%
2/12/2026Steward 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%
2/11/2026Strategic Advocates LLC21,935$482K0.1%-16.2%0.000%
2/11/2026LPL Financial LLC99,050$2.15M0.0%+9.0%0.000%
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%
1/29/2026UBS 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%
1/26/2026Shaker Financial Services LLC30,899$708K0.2%+143.9%0.000%
1/22/2026 Spirepoint Private Client LLC9,733$212K0.0%N/A0.000%
1/14/2026Hennion & 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%
11/26/2025Strategic Advocates LLC26,190$629K0.2%-42.3%0.000%
11/17/2025NewEdge Advisors LLC12,773$307K0.0%+1,563.2%0.000%
11/17/2025Susquehanna International Group LLP15,709$377K0.0%N/A0.000%
11/17/2025Northwestern Mutual Wealth Management Co.2,500$60K0.0%+150.0%0.000%
11/17/2025Mercer Global Advisors Inc. ADV8,671$208K0.0%N/A0.000%
11/17/2025Bank of America Corp DE839,642$20.18M0.0%+11.1%0.000%
11/17/2025Ameriprise Financial Inc.369,920$8.89M0.0%+27.3%0.000%
11/14/2025Raymond 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%
11/13/2025UBS Group AG477,626$11.48M0.0%+6.6%0.000%
11/13/2025CreativeOne Wealth LLC28,185$677K0.0%-15.2%0.000%
11/13/2025Ameriflex Group Inc.19,800$476K0.2%N/A0.000%
11/13/2025First Trust Advisors LP44,258$1.06M0.0%+11.4%0.000%
11/10/2025Alteri Wealth LLC17,395$418K0.1%+10.1%0.000%
11/7/2025Readystate Asset Management LP15,924$383K0.0%N/A0.000%
11/6/2025Westbourne Investments Inc.8,800$217K0.1%N/A0.000%
11/6/2025Advisors 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%
11/4/2025Cornerstone 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%
10/24/2025Bay 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%
10/22/2025Shaker Financial Services LLC12,670$304K0.1%N/A0.000%
10/22/2025Geneos Wealth Management Inc.1,790$43K0.0%N/A0.000%
10/22/2025Hennion & 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%
9/4/2025Osaic 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%
8/12/2025 J.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%
8/11/2025 Sykon Capital LLC33,906$842K0.3%-17.9%0.000%
8/8/2025Cetera Investment Advisers27,511$683K0.0%N/A0.000%
8/6/2025 Prospera 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%
8/4/2025 Spire Wealth Management1,300$32K0.0%N/A0.000%
7/23/2025 Kingswood Wealth Advisors LLC29,530$733K0.1%+24.4%0.000%
7/22/2025 DAVENPORT & Co LLC33,800$839K0.0%-21.9%0.000%
7/17/2025 Janney 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%
7/11/2025 SeaCrest 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%
7/10/2025 Wealth Enhancement Advisory Services LLC44,777$1.11M0.0%+2.0%0.000%
7/9/2025 David 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%


AIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIO shares?

During the previous two years, 79 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 ($20.18M), Karpus Management Inc. ($13.81M), Wells Fargo & Company MN ($13.66M), UBS Group AG ($9.84M), Royal Bank of Canada ($9.30M), and Ameriprise Financial Inc. ($8.89M).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 70 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. ($220.14K), Bank of America Corp DE ($175.92K), Wolverine Asset Management LLC ($165.88K), Landscape Capital Management L.L.C. ($154.07K), Readystate Asset Management LP ($139.15K), and Ameriprise Financial Inc. ($110.36K).

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

Institutional investors have bought a total of 32,256,703 shares in the last 24 months. This purchase volume represents approximately $799.21M in transactions.

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

Of the 19 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. ($222.41K), UBS Group AG ($25.15K), Strategic Advocates LLC ($23.49K), DAVENPORT & Co LLC ($20.10K), CreativeOne Wealth LLC ($19.15K), Royal Bank of Canada ($17.74K), and Ameriflex Group Inc. ($11.40K).

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

Institutional investors have sold a total of 394,242 shares in the last 24 months. This volume of shares sold represents approximately $8.88M in transactions.


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This page (NYSE:AIO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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