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Equibles

MORGAN STANLEY

Position in AIO — Virtus Artificial Intelligence & Technology Opportunities Fund

CIK 895421 NEW YORK, NY
Back to AIO Full portfolio

Position in AIO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$30,941,924
+$7,716,807 QoQ
Shares Held
1,102,313
+1.6% QoQ
Ownership
3.20%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 83 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AIO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. AIO ranks #134 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 34,842,332 $4,099,897,196
2 BLK
BlackRock, Inc.
 3,487,404 $3,353,348,182
3 APO
Apollo Global Management, Inc.
 8,937,664 $1,057,415,020
4 KKR
KKR & Co. Inc.
 9,004,913 $826,470,907
5 STT
State Street Corp
 4,731,988 $802,545,157
6 AMP
Ameriprise Financial Inc
 1,743,842 $800,004,946
7 BN
BROOKFIELD Corp /ON/
 13,738,306 $585,114,445
8 AMG
Affiliated Managers Group, Inc.
 1,487,219 $503,274,901

All Filings in AIO

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $30,941,924 1,102,313
2026-03-31 $23,225,117 1,084,779
2025-12-31 $23,411,829 1,076,406
2025-09-30 $27,978,512 1,164,316
2025-06-30 $29,449,847 1,186,537
2025-03-31 $24,284,645 1,177,152
2024-12-31 $30,305,314 1,228,926
2024-09-30 $25,146,619 1,144,589
2024-06-30 $24,975,704 1,150,424
2024-03-31 $16,829,276 838,529
2023-12-31 $11,929,579 685,608
2023-09-30 $10,429,283 631,695
2023-06-30 $11,732,134 637,616
2023-03-31 $13,717,811 788,380
2022-12-31 $12,871,568 795,032
2022-09-30 $14,487,685 929,890
2022-06-30 $15,015,625 927,463
2022-03-31 $16,482,046 753,982
2021-12-31 $19,588,710 790,186
2021-09-30 $21,469,102 804,689
2021-06-30 $23,021,986 830,519
2021-03-31 $22,157,600 834,247