Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
6,289,907
-
Share change
-
+417,725
-
Total reported value
-
$137,028,588
-
Price per share
-
$21.75
-
Number of holders
-
76
-
Value change
-
+$8,960,564
-
Number of buys
-
38
-
Number of sells
-
27
Institutional Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) as of Q4 2025
As of 31 Dec 2025,
Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,289,907 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, AMERIPRISE FINANCIAL INC, UBS Group AG, ROYAL BANK OF CANADA, Advisors Asset Management, Inc., WOLVERINE ASSET MANAGEMENT LLC, LANDSCAPE CAPITAL MANAGEMENT, L.L.C., and Steward Partners Investment Advisory, LLC.
This page lists
76
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.