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Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Institutional Ownership

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$24.58 -0.25 (-0.99%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$24.57 0.00 (-0.02%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$789.80M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.30M
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AIO Institutional Buying and Selling by Quarter

Virtus Artificial Intelligence & Technology Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025 Kingswood Wealth Advisors LLC29,530$733K0.1%+24.4%0.000%
7/22/2025 DAVENPORT & Co LLC33,800$839K0.0%-21.9%0.000%
7/17/2025 Janney Montgomery Scott LLC33,975$843K0.0%+21.5%0.000%
7/17/2025 Stockman Wealth Management Inc.8,131$202K0.0%N/A0.000%
7/14/2025 Chapin Davis Inc.18,400$457K0.1%+2.8%0.000%
7/11/2025 SeaCrest Wealth Management LLC35,600$884K0.1%+78.9%0.000%
7/11/2025 Kingstone Capital Partners Texas LLC30,878,016$766.39M0.1%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC44,777$1.11M0.0%+2.0%0.000%
7/9/2025 David J Yvars Group11,885$295K0.2%-10.6%0.000%
7/8/2025 Strategic Advocates LLC45,425$1.13M0.3%+8.2%0.000%
5/16/2025Advisors Asset Management Inc.490,819$10.13M0.2%-10.5%0.000%
5/15/2025Royal Bank of Canada314,300$6.49M0.0%-5.3%0.000%
5/14/2025CreativeOne Wealth LLC36,977$763K0.0%-18.0%0.000%
5/13/2025Elequin Capital LP7,653$158K0.0%N/A0.000%
5/12/2025Aveo Capital Partners LLC13,299$284K0.0%N/A0.000%
5/9/2025Shaker Financial Services LLC16,301$336K0.1%+77.3%0.000%
5/8/2025 Strategic Advocates LLC42,000$866K0.3%N/A0.000%
5/7/2025Alteri Wealth LLC14,045$290K0.1%+9.6%0.000%
4/28/2025 DAVENPORT & Co LLC43,300$893K0.0%+32.4%0.000%
4/23/2025Oppenheimer & Co. Inc.61,496$1.27M0.0%+47.2%0.000%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,409$388K0.1%-4.1%0.000%
4/21/2025 Kingswood Wealth Advisors LLC23,734$490K0.0%+5.7%0.000%
4/17/2025 David J Yvars Group13,293$274K0.2%+9.4%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC43,902$906K0.0%-16.8%0.000%
4/11/2025 SeaCrest Wealth Management LLC19,900$411K0.0%-6.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.64,684$1.33M0.1%+21.4%0.000%
4/9/2025 NBC Securities Inc.8,965$184K0.0%+111,962.5%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC52,786$1.30M0.0%+9.1%0.000%
2/24/2025 Ameriflex Group Inc.17,750$444K0.2%N/A0.000%
2/17/2025Bank of America Corp DE612,345$15.10M0.0%+9.6%0.000%
2/17/2025Ameriprise Financial Inc.253,052$6.24M0.0%+2.8%0.000%
2/17/2025Alteri Wealth LLC12,810$316K0.1%N/A0.000%
2/14/2025Stifel Financial Corp93,272$2.30M0.0%-10.1%0.000%
2/14/2025Shaker Financial Services LLC9,193$227K0.1%-74.7%0.000%
2/14/2025First Trust Advisors LP40,342$995K0.0%+2.3%0.000%
2/13/2025CreativeOne Wealth LLC45,093$1.11M0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.18,964$468K0.0%+6.5%0.000%
2/13/2025Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN604,143$14.90M0.0%-0.3%0.000%
2/12/2025Level Four Advisory Services LLC8,250$203K0.0%N/A0.000%
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2/11/2025LPL Financial LLC57,571$1.42M0.0%+1.6%0.000%
2/11/2025Sykon Capital LLC41,300$1.02M0.4%-2.1%0.000%
2/11/2025Virtu Financial LLC19,205$474K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.548,499$13.53M0.2%+2.6%0.000%
2/10/2025GWN Securities Inc.10,412$264K0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC17,389$429K0.0%+37.7%0.000%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,197$473K0.1%+5.0%0.000%
2/6/2025Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC127,600$3.15M0.0%+9.9%0.000%
2/5/2025Oppenheimer & Co. Inc.41,771$1.03M0.0%+25.0%0.000%
2/4/2025 World Equity Group Inc.10,500$259K0.1%N/A0.000%
1/31/2025Kestra Investment Management LLC1,658$41K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC40,329$1.01M0.0%-54.6%0.000%
1/28/2025 Stockman Wealth Management Inc.8,431$208K0.0%N/A0.000%
1/28/2025Serenus Wealth Advisors LLC22,119$545K0.1%N/A0.000%
1/24/2025 DAVENPORT & Co LLC32,700$806K0.0%N/A0.000%
1/22/2025 Kingswood Wealth Advisors LLC22,455$554K0.0%+25.1%0.000%
1/17/2025 Janney Montgomery Scott LLC28,409$701K0.0%+4.3%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.53,266$1.31M0.1%+72.4%0.000%
1/14/2025 SeaCrest Wealth Management LLC21,350$526K0.1%-11.6%0.000%
1/14/2025 David J Yvars Group12,154$300K0.2%+4.1%0.000%
11/25/2024Sanctuary Advisors LLC88,779$2.09M0.0%-12.7%0.000%
11/15/2024IHT Wealth Management LLC13,022$285K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.17,813$391K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.534,702$11.75M0.2%+3.8%0.000%
11/8/2024Prospera Financial Services Inc17,890$393K0.0%+4.5%0.000%
11/6/2024Oppenheimer & Co. Inc.33,429$734K0.0%+11.6%0.000%
10/31/2024Shaker Financial Services LLC36,297$797K0.3%N/A0.000%
10/31/2024 David J Yvars Group11,672$256K0.2%N/A0.000%
10/28/2024 US Bancorp DE2,156$47K0.0%-19.5%0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,290$402K0.1%+8.8%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC48,370$1.06M0.0%+7.0%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.30,899$679K0.0%+221.9%0.000%
10/16/2024 SeaCrest Wealth Management LLC24,150$531K0.1%+45.9%0.000%
10/15/2024 NBC Securities Inc.8,756$192K0.0%-27.1%0.000%
9/5/2024Sanctuary Advisors LLC101,740$2.21M0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.14,345$311K0.0%+10.2%0.000%
8/8/2024Sykon Capital LLC43,050$935K0.4%-22.7%0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC37,561$815K0.3%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC4,042$88K0.0%-66.0%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.70,427$1.53M0.0%+12.4%0.000%
7/24/2024&PARTNERS18,135$394K0.0%+36.5%0.000%
7/22/2024 SeaCrest Wealth Management LLC16,550$359K0.0%+65.5%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.9,600$208K0.0%N/A0.000%
7/19/2024 Chapin Davis Inc.17,900$389K0.1%+6.2%0.000%
7/19/2024Raymond James & Associates60,036$1.30M0.0%-8.7%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC45,199$981K0.0%N/A0.000%
7/9/2024 Kingswood Wealth Advisors LLC17,846$387K0.0%+32.8%0.000%
5/17/2024Comerica Bank1,361$27K0.0%-47.8%0.000%
5/17/2024Creekmur Asset Management LLC2,373$48K0.0%-70.3%0.000%
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CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accounting firms like Deloitte and KPMG, Joel Litman (who’s also a member of the Global CFA Institute) figured out a unique, less-risky way to grow rich in the stock market. Litman says you don’t need dozens of investments, overpriced advisers, or hedge funds. You just need these 3 stocks, which have helped Litman’s own mom earn 3,400%.

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5/14/2024Advisors Asset Management Inc.455,827$9.15M0.2%-4.8%0.000%
5/14/2024Karpus Management Inc.687,887$13.81M0.4%-27.9%0.000%
5/7/2024Oppenheimer & Co. Inc.30,531$613K0.0%+14.3%0.000%
5/1/2024 Janney Montgomery Scott LLC30,094$604K0.0%+74.9%0.000%
4/30/2024 Hartline Investment Corp16,504$331K0.1%N/A0.000%
4/24/2024Blue Bell Private Wealth Management LLC11,888$239K0.1%+162.0%0.000%
4/18/2024 SeaCrest Wealth Management LLC10,000$201K0.0%N/A0.000%
4/18/2024Claro Advisors LLC17,210$345K0.1%-45.5%0.000%
4/15/2024 Kingswood Wealth Advisors LLC13,436$270K0.0%N/A0.000%
4/5/2024 NBC Securities Inc.11,329$227K0.0%-12.3%0.000%
(Data available from 1/1/2016 forward)

AIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIO shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Virtus Artificial Intelligence & Technology Opportunities Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($766.39M), Bank of America Corp DE ($15.10M), Wells Fargo & Company MN ($14.90M), Karpus Management Inc. ($13.81M), Advisors Asset Management Inc. ($10.13M), UBS Group AG ($6.69M), and Royal Bank of Canada ($6.49M).Learn more on Virtus Artificial Intelligence & Technology Opportunities Fund's institutional investors.

Which institutional investors have been buying Virtus Artificial Intelligence & Technology Opportunities Fund's stock?

Of the 58 institutional investors that purchased Virtus Artificial Intelligence & Technology Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($30.88M), Raymond James Financial Inc. ($184.28K), Wolverine Asset Management LLC ($135.16K), Shaker Financial Services LLC ($124.61K), Wells Fargo & Company MN ($121.74K), Sanctuary Advisors LLC ($101.74K), and Advisors Asset Management Inc. ($94.58K).

How much institutional buying is happening at Virtus Artificial Intelligence & Technology Opportunities Fund?

Institutional investors have bought a total of 31,828,464 shares in the last 24 months. This purchase volume represents approximately $789.80M in transactions.

Which of Virtus Artificial Intelligence & Technology Opportunities Fund's major shareholders have been selling company stock?

Of the 16 institutional investors that sold Virtus Artificial Intelligence & Technology Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sanctuary Advisors LLC ($61.41K), Advisors Asset Management Inc. ($57.68K), Shaker Financial Services LLC ($27.10K), Royal Bank of Canada ($17.74K), Sykon Capital LLC ($13.55K), Stifel Financial Corp ($10.50K), and DAVENPORT & Co LLC ($9.50K).

How much institutional selling is happening at Virtus Artificial Intelligence & Technology Opportunities Fund?

Institutional investors have sold a total of 234,393 shares in the last 24 months. This volume of shares sold represents approximately $5.30M in transactions.


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This page (NYSE:AIO) was last updated on 8/2/2025 by MarketBeat.com Staff
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