Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
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Equity / COM
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Number of holders
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60
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Total 13F shares, excl. options
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5.3M
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Shares change
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+77.6K
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Total reported value, excl. options
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$109M
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Value change
-
+$1.36M
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Number of buys
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29
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Number of sells
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-29
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Price
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$20.63
Significant Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) as of Q1 2025
68 filings reported holding AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM as of Q1 2025.
Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.3M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.18M shares), BANK OF AMERICA CORP /DE/ (717K shares), WELLS FARGO & COMPANY/MN (626K shares), Advisors Asset Management, Inc. (491K shares), UBS Group AG (446K shares), ROYAL BANK OF CANADA (314K shares), AMERIPRISE FINANCIAL INC (267K shares), Steward Partners Investment Advisory, LLC (134K shares), RAYMOND JAMES FINANCIAL INC (98.8K shares), and Cambridge Investment Research Advisors, Inc. (97.6K shares).
This table shows the top 60 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.