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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Company with tickers: AIO

CIK
1778114
CUSIP
92838Y100
Shares Outstanding
34,439,039
13F Activity (30d)
51 filings 51 filers
Holders: 76
Total Value: $137,970,111
Total Shares: 6,444,192

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 76 13F filers · Δ vs Dec 31, 2025
Top Holder
16.8%
Jun 2023 → Mar 2026 · range 16.8% – 28.5%
−0.3 pts
Top 5
52.0%
Jun 2023 → Mar 2026 · range 52.0% – 66.9%
−3.1 pts
Top 10
70.3%
Jun 2023 → Mar 2026 · range 70.3% – 83.5%
−4.5 pts
HHI
733
Jun 2023 → Mar 2026 · range 733 – 1,280
Broadly held −69

Quarterly Activity

vs Dec 31, 2025
New
13
Increased
34
Decreased
21
Sold Out
12
Unchanged
8
Holder count: +1
Institutional value: +0.9%
Shares held: +2.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Shaker Financial Services, LLC +80,890 111,789
Mid WEDBUSH SECURITIES INC +19,400 76,802
Mega RAYMOND JAMES FINANCIAL INC +11,852 135,770
Mega WELLS FARGO & COMPANY/MN +10,861 639,062
Large Steward Partners Investment Advisory, LLC +9,417 150,221

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Advisors Asset Management, Inc. −136,257 213,532
Mid READYSTATE ASSET MANAGEMENT LP −102,276 36,872
Mega AMERIPRISE FINANCIAL INC −83,179 378,044
Mega ROYAL BANK OF CANADA −63,538 364,064
Mega BANK OF AMERICA CORP /DE/ −27,145 818,600

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Saba Capital Management, L.P. 243,827 $5,220,336
Mid Karpus Management, Inc. 193,632 $4,145,661
Small 1607 Capital Partners, LLC 20,110 $430,555
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,203 $282,676
Mid XTX Topco Ltd 11,556 $247,413

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid NewEdge Advisors, LLC 12,605 $274,158
Mid J.W. COLE ADVISORS, INC. 9,761 $212,301
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC 9,246 $201,100
Large COMERICA BANK 4,053 $88,152
Large HUNTINGTON NATIONAL BANK 1,036 $22,533
Filter: New 13 Increased 34 Reduced 21 Sold out 12 Unchanged 8
Showing 76 of 76
All Common Calls Puts
Export CSV
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 9.92% 639,062
Mega UBS Group AG $9,254,301 6.71% 432,242
Mega AMERIPRISE FINANCIAL INC $8,093,921 5.87% 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
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 Hennion & Walsh Asset Management, Inc. $2,841,171 2.06% 132,703
Small Shaker Financial Services, LLC $2,393,402 1.73% 111,789
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 $844,046 0.61% 39,423
Mid READYSTATE ASSET MANAGEMENT LP $789,429 0.57% 36,872
Micro PMG Family Office LLC Family Office $788,316 0.57% 36,820
Large Calamos Advisors LLC $714,301 0.52% 33,363
Small SeaCrest Wealth Management, LLC $651,934 0.47% 30,450
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 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
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $425,587 0.31% 19,878
Micro DECISION INVESTMENTS, INC $412,720 0.30% 19,277
Micro SYKON CAPITAL LLC $376,944 0.27% 17,606
Large TRUIST FINANCIAL CORP $376,794 0.27% 17,599
Small CHAPIN DAVIS, INC. $374,675 0.27% 17,500
Small Alteri Wealth LLC $370,457 0.27% 17,303
Mid Moors & Cabot, Inc. $357,611 0.26% 16,703
Mid Prospera Financial Services Inc $305,584 0.22% 14,273
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $282,676 0.20% 13,203
Small SPIREPOINT PRIVATE CLIENT, LLC $271,350 0.20% 12,674
Micro David J Yvars Group $265,120 0.19% 12,383
Large DAVENPORT & Co LLC $256,920 0.19% 12,000
Mega JANE STREET GROUP, LLC $254,264 0.18% 11,876
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $253,258 0.18% 11,829
Mid XTX Topco Ltd $247,413 0.18% 11,556
Mid EVOLVE PRIVATE WEALTH, LLC $246,664 0.18% 11,521
Small AMERIFLEX GROUP, INC. $231,228 0.17% 10,800
Mid Wealthcare Advisory Partners LLC $222,214 0.16% 10,379
Large MERCER GLOBAL ADVISORS INC /ADV $212,772 0.15% 9,938
Mid Concurrent Investment Advisors, LLC $203,480 0.15% 9,504
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
Small NBC SECURITIES, INC. Broker-Dealer $136,895 0.10% 6,394
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 $12,310 0.01% 575
Micro Tidemark, LLC $8,756 0.01% 409
Mid HARBOUR INVESTMENTS, INC. $7,707 0.01% 360
Micro Strategic Advocates LLC $6,915 0.01% 323
Mid ST GERMAIN D J CO INC $5,887 0.00% 275
Small GoalVest Advisory LLC $4,303 0.00% 201
Micro Cornerstone Planning Group LLC $2,248 0.00% 105
Mid Advisory Services Network, LLC $2,141 0.00% 100
Small HIGHLINE WEALTH PARTNERS LLC $2,141 0.00% 100
Mid Smartleaf Asset Management LLC $556 0.00% 26
Mega FMR LLC $42 0.00% 2

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