Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

Virtus Artificial Intelligence & Technology Opportunities Fund logo
$24.12 +0.38 (+1.58%)
As of 03:24 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$792.91M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.42M
Get AIO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Artificial Intelligence & Technology Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AIO Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Newbridge Financial Services Group Inc.5,974$148K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE755,627$18.76M0.0%+5.4%0.000%
8/15/2025 Ameriprise Financial Inc.290,542$7.21M0.0%+9.0%0.000%
8/14/2025 Jane Street Group LLC11,065$275K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.107,535$2.67M0.0%+8.9%0.000%
8/13/2025 First Trust Advisors LP39,719$986K0.0%-1.4%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.1,000$25K0.0%N/A0.000%
8/12/2025 J.W. Cole Advisors Inc.8,079$201K0.0%N/A0.000%
8/12/2025 Advisors Asset Management Inc.514,514$12.77M0.2%+4.8%0.000%
8/12/2025 Steward Partners Investment Advisory LLC141,197$3.51M0.0%+5.6%0.000%
8/12/2025 CreativeOne Wealth LLC33,250$825K0.0%-10.1%0.000%
8/11/2025 Alteri Wealth LLC15,795$392K0.2%+12.5%0.000%
8/11/2025 Sykon Capital LLC33,906$842K0.3%-17.9%0.000%
8/8/2025 Cetera Investment Advisers27,511$683K0.0%N/A0.000%
8/6/2025 Prospera Financial Services Inc19,249$478K0.0%-11.3%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,744$242K0.0%-47.1%0.000%
8/4/2025 Spire Wealth Management1,300$32K0.0%N/A0.000%
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%
5/16/2025 Advisors Asset Management Inc.490,819$10.13M0.2%-10.5%0.000%
5/15/2025 Royal Bank of Canada314,300$6.49M0.0%-5.3%0.000%
5/14/2025 CreativeOne Wealth LLC36,977$763K0.0%-18.0%0.000%
5/13/2025 Elequin Capital LP7,653$158K0.0%N/A0.000%
5/12/2025Aveo Capital Partners LLC13,299$284K0.0%N/A0.000%
5/9/2025 Shaker Financial Services LLC16,301$336K0.1%+77.3%0.000%
5/8/2025 Strategic Advocates LLC42,000$866K0.3%N/A0.000%
5/7/2025 Alteri Wealth LLC14,045$290K0.1%+9.6%0.000%
4/28/2025 DAVENPORT & Co LLC43,300$893K0.0%+32.4%0.000%
4/23/2025 Oppenheimer & Co. Inc.61,496$1.27M0.0%+47.2%0.000%
4/21/2025 Bay 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%
The stealth altcoin the financial world is underestimating (Ad)

This DeFi project could soar next When altcoin season fully kicks in—which the data suggests is happening RIGHT NOW—this project is poised to see massive moves.... The smart money is already positioning.tc pixel

Discover the protocol that's quietly replacing traditional finance.
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%
4/10/2025 Hennion & 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%
2/17/2025 Bank of America Corp DE612,345$15.10M0.0%+9.6%0.000%
2/17/2025 Ameriprise Financial Inc.253,052$6.24M0.0%+2.8%0.000%
2/17/2025 Alteri Wealth LLC12,810$316K0.1%N/A0.000%
2/14/2025 Stifel Financial Corp93,272$2.30M0.0%-10.1%0.000%
2/14/2025 Shaker Financial Services LLC9,193$227K0.1%-74.7%0.000%
2/14/2025 First Trust Advisors LP40,342$995K0.0%+2.3%0.000%
2/13/2025 CreativeOne Wealth LLC45,093$1.11M0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.18,964$468K0.0%+6.5%0.000%
2/13/2025 Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN604,143$14.90M0.0%-0.3%0.000%
2/12/2025 Level Four Advisory Services LLC8,250$203K0.0%N/A0.000%
2/11/2025 LPL Financial LLC57,571$1.42M0.0%+1.6%0.000%
2/11/2025 Sykon Capital LLC41,300$1.02M0.4%-2.1%0.000%
2/11/2025 Virtu Financial LLC19,205$474K0.0%N/A0.000%
2/10/2025 Advisors Asset Management Inc.548,499$13.53M0.2%+2.6%0.000%
2/10/2025 GWN Securities Inc.10,412$264K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC17,389$429K0.0%+37.7%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,197$473K0.1%+5.0%0.000%
2/6/2025 Raymond James Financial Inc.92,139$2.27M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC127,600$3.15M0.0%+9.9%0.000%
2/5/2025 Oppenheimer & 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%
1/31/2025 Kestra 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%
1/28/2025 Serenus 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%
1/15/2025 Hennion & 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%
11/15/2024 IHT Wealth Management LLC13,022$285K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.17,813$391K0.0%N/A0.000%
11/8/2024 Advisors Asset Management Inc.534,702$11.75M0.2%+3.8%0.000%
11/8/2024 Prospera Financial Services Inc17,890$393K0.0%+4.5%0.000%
11/6/2024 Oppenheimer & Co. Inc.33,429$734K0.0%+11.6%0.000%
10/31/2024 Shaker 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%
10/24/2024 Bay 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%
10/23/2024 Hennion & Walsh Asset Management Inc.30,899$679K0.0%+221.9%0.000%
Gold Hit $3,500. Here’s What’s Next… (Ad)

Gold just smashed through $3,500—and some experts believe that’s only the beginning. With big banks like Goldman Sachs and JPMorgan forecasting as high as $6,000, now may be the most critical time in a generation to move.tc pixel

Claim Your Copy Before Prices Surge Again
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%
8/19/2024 B. Riley Wealth Advisors Inc.14,345$311K0.0%+10.2%0.000%
8/8/2024 Sykon Capital LLC43,050$935K0.4%-22.7%0.000%
8/8/2024 Prevail Innovative Wealth Advisors LLC37,561$815K0.3%N/A0.000%
8/5/2024 Blue Bell Private Wealth Management LLC4,042$88K0.0%-66.0%0.000%
7/26/2024 Cambridge 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%
(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, 72 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 ($18.76M), Wells Fargo & Company MN ($14.90M), Karpus Management Inc. ($13.81M), Advisors Asset Management Inc. ($12.77M), Ameriprise Financial Inc. ($7.21M), and UBS Group AG ($6.69M).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 63 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. ($193.05K), Wolverine Asset Management LLC ($135.16K), Shaker Financial Services LLC ($124.61K), Wells Fargo & Company MN ($121.74K), Advisors Asset Management Inc. ($118.28K), and Sanctuary Advisors LLC ($101.74K).

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

Institutional investors have bought a total of 31,948,694 shares in the last 24 months. This purchase volume represents approximately $792.91M in transactions.

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

Of the 17 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), CreativeOne Wealth LLC ($11.84K), 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 236,677 shares in the last 24 months. This volume of shares sold represents approximately $5.42M in transactions.


Related Companies

This page (NYSE:AIO) was last updated on 8/22/2025 by MarketBeat.com Staff
From Our Partners
Silver’s Still Under $35… For Now.
Silver is trading around $33—but insiders are betting on a $70 breakout by year’s end. With supply shrinkin...
GoldenCrest Metals | Sponsoredtc pixel
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Altucher: It Looks Like My Trump prediction is coming true
New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Tru...
Paradigm Press | Sponsoredtc pixel
BREAKING: The House just passed 3 pro-crypto bills!
The “top secret” DeFi play Our #1 Coin Report reveals which protocol is building this institutional bridge...
Crypto 101 Media | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsoredtc pixel