AIO
Virtus Artificial Intelligence & Technology Opportunities FundCompany with tickers: AIO
CIK
1778114
CUSIP
92838Y100
Shares Outstanding
34,430,453
Price
Holdings
Short Volume
Short Interest
Fails to Deliver
SEC Filings
Earnings Calls
Insider Trading
Congress Trades
Report Date:
Holders: 75
Total Value: $136,330,165
Total Shares: 6,268,055
| Holder | Value (USD) | Shares | Type | Discretion | Filed | Action |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | $22,993,947 | 1,057,193 | Shares | Defined | 2026-02-13 | View |
| BANK OF AMERICA CORP /DE/ | $18,394,953 | 845,745 | Shares | Defined | 2026-02-17 | View |
| WELLS FARGO & COMPANY/MN | $13,663,371 | 628,201 | Shares | Defined | 2026-02-13 | View |
| AMERIPRISE FINANCIAL INC | $10,031,600 | 461,223 | Shares | Defined | 2026-02-17 | View |
| UBS Group AG | $9,841,418 | 452,479 | Shares | Defined | 2026-01-29 | View |
| ROYAL BANK OF CANADA | $9,300,343 | 427,602 | Shares | Defined | 2026-02-17 | View |
| Advisors Asset Management, Inc. | $7,607,910 | 349,789 | Shares | Sole | 2026-02-12 | View |
| WOLVERINE ASSET MANAGEMENT LLC | $3,607,911 | 165,881 | Shares | Defined | 2026-02-02 | View |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $3,351,087 | 154,073 | Shares | Sole | 2026-02-13 | View |
| Steward Partners Investment Advisory, LLC | $3,062,487 | 140,804 | Shares | Sole | 2026-02-12 | View |
| READYSTATE ASSET MANAGEMENT LP | $3,026,469 | 139,148 | Shares | Sole | 2026-02-17 | View |
| Hennion & Walsh Asset Management, Inc. | $2,912,716 | 133,918 | Shares | Sole | 2026-01-14 | View |
| RAYMOND JAMES FINANCIAL INC | $2,695,215 | 123,918 | Shares | Defined | 2026-02-18 | View |
| Summit Financial, LLC | $2,178,414 | 100,157 | Shares | Sole | 2026-02-13 | View |
| LPL Financial LLC | $2,154,337 | 99,050 | Shares | Sole | 2026-02-11 | View |
| STIFEL FINANCIAL CORP | $1,712,181 | 78,721 | Shares | Defined | 2026-02-13 | View |
| OPPENHEIMER & CO INC | $1,430,715 | 65,780 | Shares | Sole | 2026-02-02 | View |
| WEDBUSH SECURITIES INC | $1,248,493 | 57,402 | Shares | Sole | 2026-02-12 | View |
| Cetera Investment Advisers | $1,123,257 | 51,644 | Shares | Sole | 2026-02-17 | View |
| WILEY BROS.-AINTREE CAPITAL, LLC | $1,090,349 | 50,131 | Shares | Sole | 2026-02-17 | View |
| FIRST TRUST ADVISORS LP | $968,592 | 44,533 | Shares | Sole | 2026-02-13 | View |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $967,809 | 44,497 | Shares | Sole | 2026-01-08 | View |
| KINGSWOOD WEALTH ADVISORS, LLC | $817,647 | 37,593 | Shares | Sole | 2026-01-28 | View |
| SYKON CAPITAL LLC | $737,455 | 33,906 | Shares | Sole | 2026-02-12 | View |
| SeaCrest Wealth Management, LLC | $729,712 | 33,550 | Shares | Sole | 2026-01-12 | View |
| PMG Family Office LLC | $715,227 | 32,884 | Shares | Sole | 2026-01-28 | View |
| Shaker Financial Services, LLC | $672,053 | 30,899 | Shares | Sole | 2026-01-26 | View |
| CALAMOS ADVISORS LLC | $639,297 | 29,393 | Shares | Sole | 2026-01-29 | View |
| Janney Montgomery Scott LLC | $618,156 | 28,421 | Shares | Sole | 2026-02-11 | View |
| Change Path, LLC | $564,260 | 25,943 | Shares | Sole | 2026-02-13 | View |
| DAVENPORT & Co LLC | $504,600 | 23,200 | Shares | Sole | 2026-01-12 | View |
| Serenus Wealth Advisors, LLC | $481,088 | 22,119 | Shares | Sole | 2026-01-28 | View |
| Strategic Advocates LLC | $477,086 | 21,935 | Shares | Sole | 2026-02-11 | View |
| COMMONWEALTH EQUITY SERVICES, LLC | $436,413 | 20,065 | Shares | Sole | 2026-02-12 | View |
| DECISION INVESTMENTS, INC | $419,709 | 19,297 | Shares | Sole | 2026-02-17 | View |
| Moors & Cabot, Inc. | $417,665 | 19,203 | Shares | Sole | 2026-02-10 | View |
| CHAPIN DAVIS, INC. | $400,200 | 18,400 | Shares | Sole | 2026-01-30 | View |
| Alteri Wealth LLC | $378,558 | 17,405 | Shares | Sole | 2026-02-11 | View |
| TRUIST FINANCIAL CORP | $355,917 | 16,364 | Shares | Defined | 2026-02-02 | View |
| Prospera Financial Services Inc | $307,197 | 14,124 | Shares | Sole | 2026-02-09 | View |
| Advisor Group Holdings, Inc. | $285,186 | 13,112 | Shares | Defined | 2026-02-17 | View |
| GWM Advisors LLC | $274,158 | 12,605 | Shares | Sole | 2026-02-18 | View |
| David J Yvars Group | $264,175 | 12,146 | Shares | Sole | 2026-01-12 | View |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $244,774 | 11,254 | Shares | Sole | 2026-02-13 | View |
| EVOLVE PRIVATE WEALTH, LLC | $242,664 | 11,157 | Shares | Sole | 2026-02-17 | View |
| JANE STREET GROUP, LLC | $237,292 | 10,910 | Shares | Defined | 2026-02-12 | View |
| Wealthcare Advisory Partners LLC | $222,524 | 10,231 | Shares | Sole | 2026-01-14 | View |
| J.W. COLE ADVISORS, INC. | $212,301 | 9,761 | Shares | Sole | 2026-02-11 | View |
| SPIREPOINT PRIVATE CLIENT, LLC | $211,692 | 9,733 | Shares | Sole | 2026-01-22 | View |
| RiverNorth Capital Management, LLC | $201,100 | 9,246 | Shares | Sole | 2026-02-17 | View |
| AMERIFLEX GROUP, INC. | $182,700 | 8,400 | Shares | Sole | 2026-02-18 | View |
| CWM, LLC | $176,153 | 8,099 | Shares | Sole | 2026-01-26 | View |
| NBC SECURITIES, INC. | $155,577 | 7,153 | Shares | Sole | 2026-01-29 | View |
| COMERICA BANK | $88,152 | 4,053 | Shares | Defined | 2026-01-29 | View |
| Rockefeller Capital Management L.P. | $71,013 | 3,265 | Shares | Defined | 2026-02-17 | View |
| PNC Financial Services Group, Inc. | $41,216 | 1,895 | Shares | Defined | 2026-02-06 | View |
| Geneos Wealth Management Inc. | $38,932 | 1,790 | Shares | Sole | 2026-01-28 | View |
| HARBOUR INVESTMENTS, INC. | $27,405 | 1,260 | Shares | Sole | 2026-02-09 | View |
| MAI Capital Management | $23,685 | 1,089 | Shares | Sole | 2026-02-13 | View |
| HUNTINGTON NATIONAL BANK | $22,533 | 1,036 | Shares | Defined | 2026-02-09 | View |
| US BANCORP \DE\ | $10,875 | 500 | Shares | Defined | 2026-01-30 | View |
| Boreal Capital Management LLC | $10,505 | 483 | Shares | Sole | 2026-02-17 | View |
| Tidemark, LLC | $8,069 | 371 | Shares | Sole | 2026-02-10 | View |
| Motiv8 Investments LLC | $7,373 | 339 | Shares | Sole | 2026-02-13 | View |
| UBS ASSET MANAGEMENT AMERICAS INC | $6,938 | 319 | Shares | Defined | 2026-02-13 | View |
| CoreCap Advisors, LLC | $6,525 | 300 | Shares | Sole | 2026-01-13 | View |
| ST GERMAIN D J CO INC | $5,981 | 275 | Shares | Sole | 2026-01-29 | View |
| GoalVest Advisory LLC | $4,371 | 201 | Shares | Sole | 2026-01-05 | View |
| Cornerstone Planning Group LLC | $2,262 | 104 | Shares | Sole | 2026-02-02 | View |
| Ancora Advisors, LLC | $2,175 | 100 | Shares | Sole | 2026-02-17 | View |
| HIGHLINE WEALTH PARTNERS LLC | $2,175 | 100 | Shares | Sole | 2026-01-15 | View |
| IFP Advisors, Inc | $2,109 | 97 | Shares | Sole | 2026-02-06 | View |
| Spire Wealth Management | $1,283 | 59 | Shares | Sole | 2026-01-14 | View |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $435 | 20 | Shares | Sole | 2026-02-09 | View |
| FMR LLC | $43 | 2 | Shares | Defined | 2026-02-17 | View |