Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
1,163,693
-
Share change
-
+135,440
-
Total reported value
-
$25,399,296
-
Price per share
-
$21.75
-
Number of holders
-
30
-
Value change
-
+$2,927,699
-
Number of buys
-
14
-
Number of sells
-
9
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
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,163,693 shares.
The largest 10 holders included
UBS Group AG, WOLVERINE ASSET MANAGEMENT LLC, Hennion & Walsh Asset Management, Inc., OPPENHEIMER & CO INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, KINGSWOOD WEALTH ADVISORS, LLC, SeaCrest Wealth Management, LLC, PMG Family Office LLC, Shaker Financial Services, LLC, and Calamos Advisors LLC.
This page lists
30
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.