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AIO · Virtus Artificial Intelligence & Technology Opportunities Fund

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$24.94 -0.35 (-1.38%) At close · Jul 28
Market Cap
$858.91M
Shares
34.44M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 78
Total Value: $138,007,259
Total Shares: 6,333,224

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 78 13F filers
Top Holder
16.8%
Jun 2023 → Mar 2026 · range 16.8% – 29.1%
of institutional value
Top 5
51.9%
Jun 2023 → Mar 2026 · range 51.9% – 68.3%
of institutional value
Top 10
70.2%
Jun 2023 → Mar 2026 · range 70.2% – 85.2%
of institutional value
HHI
731
Jun 2023 → Mar 2026 · range 731 – 1,329
Broadly held
Showing 78 of 78
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $23,225,117 16.83% 1,084,779
Mega BANK OF AMERICA CORP /DE/ Bank $17,526,226 12.70% 818,600
Mega WELLS FARGO & COMPANY/MN $13,682,316 9.91% 639,062
Mega UBS Group AG $9,254,301 6.71% 432,242
Mega AMERIPRISE FINANCIAL INC $8,093,921 5.86% 378,044
Mega ROYAL BANK OF CANADA Bank $7,794,609 5.65% 364,064
Mid Saba Capital Management, L.P. $5,220,336 3.78% 243,827
Mid Advisors Asset Management, Inc. $4,571,720 3.31% 213,532
Mid Karpus Management, Inc. $4,145,661 3.00% 193,632
Mid WOLVERINE ASSET MANAGEMENT LLC $3,526,205 2.56% 164,699
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $3,481,992 2.52% 162,634
Mid Hennion & Walsh Asset Management, Inc. $3,354,814 2.43% 119,516
Large Steward Partners Investment Advisory, LLC $3,216,231 2.33% 150,221
Mega RAYMOND JAMES FINANCIAL INC $2,906,835 2.11% 135,770
Mid Summit Financial, LLC $2,326,217 1.69% 108,651
Mega LPL Financial LLC $2,256,614 1.64% 105,400
Large STIFEL FINANCIAL CORP $1,694,515 1.23% 79,146
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,644,330 1.19% 76,802
Mid OPPENHEIMER & CO INC $1,564,664 1.13% 73,081
Large &PARTNERS $1,242,251 0.90% 58,022
Mega FIRST TRUST ADVISORS LP $1,092,124 0.79% 51,010
Mid KINGSWOOD WEALTH ADVISORS, LLC $1,090,744 0.79% 38,858
Micro PMG Family Office LLC Family Office $1,042,407 0.76% 37,136
Small SeaCrest Wealth Management, LLC $849,117 0.62% 30,250
Mid READYSTATE ASSET MANAGEMENT LP $789,429 0.57% 36,872
Large Calamos Advisors LLC $714,301 0.52% 33,363
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $612,936 0.44% 21,836
Large Janney Montgomery Scott LLC $586,291 0.42% 27,384
Large Cetera Investment Advisers $569,056 0.41% 26,579
Mid CreativeOne Wealth, LLC $567,043 0.41% 26,485
Large OSAIC HOLDINGS, INC. $478,620 0.35% 22,355
Small CHAPIN DAVIS, INC. $477,190 0.35% 17,000
Small Serenus Wealth Advisors, LLC $473,567 0.34% 22,119
Large COMMONWEALTH EQUITY SERVICES, LLC $444,407 0.32% 20,757
Small 1607 Capital Partners, LLC $430,555 0.31% 20,110
Micro DECISION INVESTMENTS, INC $426,186 0.31% 15,183
Mid Prospera Financial Services Inc $400,643 0.29% 14,273
Micro SYKON CAPITAL LLC $376,944 0.27% 17,606
Large TRUIST FINANCIAL CORP $376,794 0.27% 17,599
Small Alteri Wealth LLC $370,457 0.27% 17,303
Mid Moors & Cabot, Inc. $357,611 0.26% 16,703
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $357,527 0.26% 12,737
Mid Wealthcare Advisory Partners LLC $292,461 0.21% 10,419
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $282,676 0.20% 13,203
Mid J.W. COLE ADVISORS, INC. $275,591 0.20% 9,818
Mid Concurrent Investment Advisors, LLC $271,689 0.20% 9,679
Small SPIREPOINT PRIVATE CLIENT, LLC $271,350 0.20% 12,674
Large NewEdge Advisors, LLC $264,991 0.19% 12,377
Mid B. Riley Wealth Advisors, Inc. $262,707 0.19% 9,359
Mega JANE STREET GROUP, LLC $254,264 0.18% 11,876
Mid XTX Topco Ltd $247,413 0.18% 11,556
Mid EVOLVE PRIVATE WEALTH, LLC $246,664 0.18% 11,521
Small David J Yvars Group $241,879 0.18% 8,617
Small AMERIFLEX GROUP, INC. $231,228 0.17% 10,800
Large MERCER GLOBAL ADVISORS INC /ADV $212,772 0.15% 9,938
Small NBC SECURITIES, INC. Broker-Dealer $181,500 0.13% 6,466
Large CWM, LLC $173,399 0.13% 8,099
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $154,837 0.11% 7,232
Mega PNC FINANCIAL SERVICES GROUP, INC. $153,937 0.11% 7,190
Large FIFTH THIRD BANCORP Bank $85,126 0.06% 3,976
Large Rockefeller Capital Management L.P. $71,059 0.05% 3,319
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $53,525 0.04% 2,500
Mid Geneos Wealth Management Inc. $38,323 0.03% 1,790
Mid MAI Capital Management $23,315 0.02% 1,089
Small CHESAPEAKE ASSET MANAGEMENT LLC $22,908 0.02% 1,070
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $17,727 0.01% 828
Mid Farther Finance Advisors, LLC $16,140 0.01% 575
Micro Tidemark, LLC $8,756 0.01% 409
Mid ST GERMAIN D J CO INC $7,719 0.01% 275
Mid HARBOUR INVESTMENTS, INC. $7,707 0.01% 360
Micro Strategic Advocates LLC $6,915 0.01% 323
Small GoalVest Advisory LLC $5,642 0.00% 201
Small HIGHLINE WEALTH PARTNERS LLC $3,087 0.00% 110
Micro Cornerstone Planning Group LLC $2,248 0.00% 105
Mid Advisory Services Network, LLC $2,141 0.00% 100
Mid Ancora Advisors LLC $2,141 0.00% 100
Mid Smartleaf Asset Management LLC $556 0.00% 26
Mega FMR LLC $42 0.00% 2
Key facts CIK 1778114 CUSIP 92838Y100 13F (30d) 19 filings 19 filers

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