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

$26.02 +0.03 (+0.10%)

Closing price 05/22/2026 03:59 PM Eastern

Extended Trading

$25.99 -0.04 (-0.13%)

As of 05/22/2026 07:01 PM Eastern

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Number of Institutional Buyers (last 12 months): 54
Total Institutional Inflows (last 12 months): $803.22M

Number of Institutional Sellers (last 12 months): 22
Total Institutional Outflows (last 12 months): $11.84M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Bank of America Corp DE	818,600	$17.53M	0.0%	-3.2%	0.000%
5/18/2026	Readystate Asset Management LP	36,872	$789K	0.0%	-73.5%	0.000%
5/18/2026	Royal Bank of Canada	364,064	$7.79M	0.0%	-14.9%	0.000%
5/16/2026	Saba Capital Management L.P.	243,827	$5.22M	0.1%	N/A	0.000%
5/13/2026	Cetera Investment Advisers	26,579	$569K	0.0%	-48.5%	0.000%
5/13/2026	First Trust Advisors LP	51,010	$1.09M	0.0%	+14.5%	0.000%
5/8/2026	PNC Financial Services Group Inc.	7,190	$154K	0.0%	+279.4%	0.000%
5/4/2026	Calamos Advisors LLC	33,363	$714K	0.0%	+13.5%	0.000%
5/1/2026	Fifth Third Bancorp	3,976	$85K	0.0%	N/A	0.000%
4/22/2026	Janney Montgomery Scott LLC	27,384	$586K	0.0%	-3.6%	0.000%
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4/17/2026	PMG Family Office LLC	36,820	$788K	0.9%	+12.0%	0.000%
2/18/2026	Ameriflex Group Inc.	8,400	$183K	0.1%	-57.6%	0.000%
2/18/2026	Readystate Asset Management LP	139,148	$3.03M	0.1%	+773.8%	0.000%
2/18/2026	Rivernorth Capital Management LLC	9,246	$201K	0.0%	N/A	0.000%
2/18/2026	Evolve Private Wealth LLC	11,157	$254K	0.0%	N/A	0.000%
2/17/2026	Cetera Investment Advisers	51,644	$1.12M	0.0%	+26.0%	0.000%
2/17/2026	Osaic Holdings Inc.	13,251	$288K	0.0%	-23.0%	0.000%
2/17/2026	&PARTNERS	50,131	$1.09M	0.0%	+246.5%	0.000%
2/17/2026	Royal Bank of Canada	427,602	$9.30M	0.0%	+25.9%	0.000%
2/16/2026	Landscape Capital Management L.L.C.	154,073	$3.35M	0.2%	N/A	0.000%
2/13/2026	CreativeOne Wealth LLC	25,943	$564K	0.0%	-8.0%	0.000%
2/13/2026	Stifel Financial Corp	78,721	$1.71M	0.0%	-7.4%	0.000%
2/13/2026	Wells Fargo & Company MN	628,201	$13.66M	0.0%	-1.7%	0.000%
2/13/2026	Summit Financial LLC	100,157	$2.30M	0.0%	+2.6%	0.000%
2/12/2026	Advisors Asset Management Inc.	349,789	$7.61M	0.1%	-16.3%	0.000%
2/12/2026	Jane Street Group LLC	10,910	$237K	0.0%	+19.5%	0.000%
2/12/2026	Commonwealth Equity Services LLC	20,065	$436K	0.0%	+4.4%	0.000%
2/12/2026	Steward Partners Investment Advisory LLC	140,804	$3.06M	0.0%	+1.2%	0.000%
2/11/2026	Janney Montgomery Scott LLC	28,421	$618K	0.0%	-10.4%	0.000%
2/11/2026	Strategic Advocates LLC	21,935	$482K	0.1%	-16.2%	0.000%
2/11/2026	LPL Financial LLC	99,050	$2.15M	0.0%	+9.0%	0.000%
2/9/2026	Prospera Financial Services Inc	14,124	$307K	0.0%	-7.9%	0.000%
2/2/2026	Wolverine Asset Management LLC	165,881	$3.61M	0.0%	+150.4%	0.000%
2/2/2026	Truist Financial Corp	16,364	$356K	0.0%	+2.8%	0.000%
2/2/2026	Oppenheimer & Co. Inc.	65,780	$1.43M	0.0%	-1.2%	0.000%
1/29/2026	UBS Group AG	452,479	$9.84M	0.0%	-5.3%	0.000%
1/29/2026	Calamos Advisors LLC	29,393	$639K	0.0%	N/A	0.000%
1/29/2026	NBC Securities Inc.	7,153	$156K	0.0%	+8.5%	0.000%
1/28/2026	Kingswood Wealth Advisors LLC	37,593	$818K	0.0%	+15.0%	0.000%
1/28/2026	PMG Family Office LLC	32,884	$715K	0.8%	+6.3%	0.000%
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1/26/2026	Shaker Financial Services LLC	30,899	$708K	0.2%	+143.9%	0.000%
1/22/2026	Spirepoint Private Client LLC	9,733	$212K	0.0%	N/A	0.000%
1/14/2026	Hennion & Walsh Asset Management Inc.	133,918	$2.91M	0.1%	+10.1%	0.000%
1/14/2026	Wealthcare Advisory Partners LLC	10,231	$223K	0.0%	N/A	0.000%
1/12/2026	SeaCrest Wealth Management LLC	33,550	$754K	0.1%	-2.4%	0.000%
1/12/2026	DAVENPORT & Co LLC	23,200	$505K	0.0%	-27.0%	0.000%
1/8/2026	Wealth Enhancement Advisory Services LLC	44,497	$997K	0.0%	+1.7%	0.000%
12/22/2025	PMG Family Office LLC	30,944	$744K	0.8%	N/A	0.000%
11/26/2025	Strategic Advocates LLC	26,190	$629K	0.2%	-42.3%	0.000%
11/17/2025	NewEdge Advisors LLC	12,773	$307K	0.0%	+1,563.2%	0.000%
11/17/2025	Susquehanna International Group LLP	15,709	$377K	0.0%	N/A	0.000%
11/17/2025	Northwestern Mutual Wealth Management Co.	2,500	$60K	0.0%	+150.0%	0.000%
11/17/2025	Mercer Global Advisors Inc. ADV	8,671	$208K	0.0%	N/A	0.000%
11/17/2025	Bank of America Corp DE	839,642	$20.18M	0.0%	+11.1%	0.000%
11/17/2025	Ameriprise Financial Inc.	369,920	$8.89M	0.0%	+27.3%	0.000%
11/14/2025	Raymond James Financial Inc.	134,624	$3.24M	0.0%	+25.2%	0.000%
11/13/2025	SeaCrest Wealth Management LLC	34,360	$827K	0.1%	-3.5%	0.000%
11/13/2025	UBS Group AG	477,626	$11.48M	0.0%	+6.6%	0.000%
11/13/2025	CreativeOne Wealth LLC	28,185	$677K	0.0%	-15.2%	0.000%
11/13/2025	Ameriflex Group Inc.	19,800	$476K	0.2%	N/A	0.000%
11/13/2025	First Trust Advisors LP	44,258	$1.06M	0.0%	+11.4%	0.000%
11/10/2025	Alteri Wealth LLC	17,395	$418K	0.1%	+10.1%	0.000%
11/7/2025	Readystate Asset Management LP	15,924	$383K	0.0%	N/A	0.000%
11/6/2025	Westbourne Investments Inc.	8,800	$217K	0.1%	N/A	0.000%
11/6/2025	Advisors Asset Management Inc.	418,094	$10.05M	0.2%	-18.7%	0.000%
11/6/2025	Prospera Financial Services Inc	15,335	$369K	0.0%	-20.3%	0.000%
11/6/2025	Oppenheimer & Co. Inc.	66,551	$1.60M	0.0%	+7.5%	0.000%
11/5/2025	J.W. Cole Advisors Inc.	9,618	$231K	0.0%	+19.0%	0.000%
11/4/2025	Cornerstone Planning Group LLC	1,116	$27K	0.0%	+994.1%	0.000%
10/29/2025	Wealth Enhancement Advisory Services LLC	43,773	$1.05M	0.0%	-2.2%	0.000%
10/28/2025	Wolverine Asset Management LLC	66,251	$1.59M	0.0%	N/A	0.000%
10/24/2025	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	10,983	$264K	0.0%	+12.7%	0.000%
10/23/2025	Kingswood Wealth Advisors LLC	32,686	$785K	0.0%	+10.7%	0.000%
10/22/2025	Shaker Financial Services LLC	12,670	$304K	0.1%	N/A	0.000%
10/22/2025	Geneos Wealth Management Inc.	1,790	$43K	0.0%	N/A	0.000%
10/22/2025	Hennion & Walsh Asset Management Inc.	121,642	$2.92M	0.1%	+19.9%	0.000%
10/15/2025	CWM LLC	8,099	$195K	0.0%	+369.2%	0.000%
10/15/2025	DAVENPORT & Co LLC	31,800	$764K	0.0%	-5.9%	0.000%
9/4/2025	Osaic Holdings Inc.	14,801	$367K	0.0%	+21.4%	0.000%
8/19/2025	Newbridge Financial Services Group Inc.	5,974	$148K	0.0%	N/A	0.000%
8/15/2025	Bank of America Corp DE	755,627	$18.76M	0.0%	+5.4%	0.000%
8/15/2025	Ameriprise Financial Inc.	290,542	$7.21M	0.0%	+9.0%	0.000%
8/14/2025	Jane Street Group LLC	11,065	$275K	0.0%	N/A	0.000%
8/14/2025	Raymond James Financial Inc.	107,535	$2.67M	0.0%	+8.9%	0.000%
8/13/2025	First Trust Advisors LP	39,719	$986K	0.0%	-1.4%	0.000%
8/13/2025	Northwestern Mutual Wealth Management Co.	1,000	$25K	0.0%	N/A	0.000%
8/12/2025	J.W. Cole Advisors Inc.	8,079	$201K	0.0%	N/A	0.000%
8/12/2025	Advisors Asset Management Inc.	514,514	$12.77M	0.2%	+4.8%	0.000%
8/12/2025	Steward Partners Investment Advisory LLC	141,197	$3.51M	0.0%	+5.6%	0.000%
8/12/2025	CreativeOne Wealth LLC	33,250	$825K	0.0%	-10.1%	0.000%
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today
8/11/2025	Alteri Wealth LLC	15,795	$392K	0.2%	+12.5%	0.000%
8/11/2025	Sykon Capital LLC	33,906	$842K	0.3%	-17.9%	0.000%
8/8/2025	Cetera Investment Advisers	27,511	$683K	0.0%	N/A	0.000%
8/6/2025	Prospera Financial Services Inc	19,249	$478K	0.0%	-11.3%	0.000%
8/4/2025	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	9,744	$242K	0.0%	-47.1%	0.000%
8/4/2025	Spire Wealth Management	1,300	$32K	0.0%	N/A	0.000%
7/23/2025	Kingswood Wealth Advisors LLC	29,530	$733K	0.1%	+24.4%	0.000%
7/22/2025	DAVENPORT & Co LLC	33,800	$839K	0.0%	-21.9%	0.000%
7/17/2025	Janney Montgomery Scott LLC	33,975	$843K	0.0%	+21.5%	0.000%
7/17/2025	Stockman Wealth Management Inc.	8,131	$202K	0.0%	N/A	0.000%

AIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 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 32,441,007 shares in the last 24 months. This purchase volume represents approximately $803.22M in transactions.

Of the 22 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 528,735 shares in the last 24 months. This volume of shares sold represents approximately $11.84M in transactions.

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This page (NYSE:AIO) was last updated on 5/26/2026 by MarketBeat.com Staff.

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

AIO Institutional Buying and Selling by Quarter

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

AIO Institutional Ownership - Frequently Asked Questions

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

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

AIO Institutional Buying and Selling by Quarter

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

AIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIO shares?

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

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

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

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

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