AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Company with tickers: AIO

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