Who owns Virtus Artificial Intelligence & Technology Opportunities Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AIO from SEC Form 13F filings across 83 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 83 institutions disclosed 6.7M shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $187.3M — about 19.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
83
13F holders
$187.3M
value, 2026 filers
19.4%
of shares outstanding (6.7M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AIO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.1M | $30.9M | 0.0% | 3.2% | +1.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 869,826 | $24.4M | 0.0% | 2.5% | +6.3% |
| 3 | WELLS FARGO & COMPANY/MN | 616,773 | $17.3M | 0.0% | 1.8% | -3.5% |
| 4 | UBS Group AG | 452,669 | $12.7M | 0.0% | 1.3% | +4.7% |
| 5 | AMERIPRISE FINANCIAL INC | 380,282 | $10.7M | 0.0% | 1.1% | +0.6% |
| 6 | ROYAL BANK OF CANADA | 354,982 | $10.0M | 0.0% | 1% | -2.5% |
| 7 | Karpus Management, Inc. | 324,291 | $9.1M | 0.3% | 0.9% | +67.5% |
| 8 | Allspring Global Investments Holdings, LLCNEW | 222,394 | $6.2M | 0.0% | 0.6% | new |
| 9 | Saba Capital Management, L.P. | 179,928 | $5.1M | 0.1% | 0.5% | -26.2% |
| 10 | Advisors Asset Management, Inc. | 168,611 | $4.7M | 0.1% | 0.5% | -21.0% |
| 11 | RAYMOND JAMES FINANCIAL INC | 160,042 | $4.5M | 0.0% | 0.5% | +17.9% |
| 12 | Steward Partners Investment Advisory, LLC | 151,097 | $4.2M | 0.0% | 0.4% | +0.6% |
| 13 | 1607 Capital Partners, LLC | 143,676 | $4.0M | 0.4% | 0.4% | +614.5% |
| 14 | Hennion & Walsh Asset Management, Inc. | 119,516 | $3.4M | 0.1% | 0.3% | -9.9% |
| 15 | LPL Financial LLC | 117,085 | $3.3M | 0.0% | 0.3% | +11.1% |
| 16 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 114,093 | $3.2M | 0.2% | 0.3% | -29.8% |
| 17 | Summit Financial, LLC | 111,041 | $3.1M | 0.0% | 0.3% | +2.2% |
| 18 | STIFEL FINANCIAL CORP | 82,791 | $2.3M | 0.0% | 0.2% | +4.6% |
| 19 | WEDBUSH SECURITIES INC | 75,802 | $2.1M | 0.1% | 0.2% | -1.3% |
| 20 | OPPENHEIMER & CO INC | 72,744 | $2.0M | 0.0% | 0.2% | -0.5% |
| 21 | &PARTNERS | 64,370 | $1.8M | 0.0% | 0.2% | +10.9% |
| 22 | FIRST TRUST ADVISORS LP | 50,556 | $1.4M | 0.0% | 0.1% | -0.9% |
| 23 | WOLVERINE ASSET MANAGEMENT LLC | 47,230 | $1.3M | 0.0% | 0.1% | -71.3% |
| 24 | KINGSWOOD WEALTH ADVISORS, LLC | 38,858 | $1.1M | 0.0% | 0.1% | -1.4% |
| 25 | PMG Family Office LLC | 37,136 | $1.0M | 1.0% | 0.1% | +0.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.