Virtus Artificial Intelligence & Technology Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.08 M | $23.41 M | -7.55% | 3.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 845.75 K | $18.39 M | 0.73% | 2.46% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 628.20 K | $13.66 M | -1.69% | 1.82% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 461.22 K | $10.03 M | 24.68% | 1.34% |
| UBS GROUP AG | 01/29/2026 | 452.48 K | $9.84 M | -5.27% | 1.31% |
| ROYAL BANK OF CANADA | 02/17/2026 | 427.60 K | $9.30 M | 25.94% | 1.24% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 349.79 K | $7.61 M | -16.34% | 1.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 165.88 K | $3.61 M | 150.38% | 0.48% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 154.07 K | $3.35 M | 100.00% | 0.45% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 140.80 K | $3.06 M | 1.18% | 0.41% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 139.15 K | $3.03 M | 773.83% | 0.40% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 133.92 K | $2.91 M | 10.09% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 123.92 K | $2.70 M | -7.95% | 0.36% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 100.16 K | $2.30 M | 2.55% | 0.29% |
| LPL FINANCIAL LLC | 02/11/2026 | 99.05 K | $2.15 M | 8.96% | 0.29% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 78.72 K | $1.71 M | -7.36% | 0.23% |
| OPPENHEIMER & CO INC | 02/02/2026 | 65.78 K | $1.43 M | -1.16% | 0.19% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 57.40 K | $1.25 M | 9.89% | 0.17% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 51.64 K | $1.12 M | 25.95% | 0.15% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 50.13 K | $1.09 M | 246.47% | 0.15% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 44.53 K | $968.59 K | 0.62% | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 44.50 K | $997.18 K | 1.65% | 0.13% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 37.59 K | $817.65 K | 15.01% | 0.11% |
| SYKON CAPITAL LLC | 02/12/2026 | 33.91 K | $737.46 K | 0.00% | 0.10% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 33.55 K | $753.53 K | -2.36% | 0.10% |
| 01/28/2026 | 32.88 K | $715.23 K | 6.27% | 0.10% | |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 30.90 K | $707.87 K | 143.88% | 0.09% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 29.39 K | $639.30 K | 100.00% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 28.42 K | $618.00 K | -10.45% | 0.08% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 25.94 K | $564.27 K | -7.95% | 0.08% |
| DAVENPORT & CO LLC | 01/12/2026 | 23.20 K | $504.60 K | -27.04% | 0.07% |
| SERENUS WEALTH ADVISORS, LLC | 01/28/2026 | 22.12 K | $481.09 K | 0.00% | 0.06% |
| STRATEGIC ADVOCATES LLC | 02/11/2026 | 21.94 K | $482.13 K | -16.25% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 20.07 K | $436.41 K | 4.41% | 0.06% |
| 02/17/2026 | 19.30 K | $419.71 K | 100.00% | 0.06% | |
| MOORS & CABOT, INC. | 02/10/2026 | 19.20 K | $417.67 K | -1.29% | 0.06% |
| CHAPIN DAVIS, INC. | 01/30/2026 | 18.40 K | $400.20 K | 0.00% | 0.05% |
| ALTERI WEALTH LLC | 02/11/2026 | 17.41 K | $378.55 K | 0.06% | 0.05% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 16.36 K | $355.91 K | 2.80% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 14.12 K | $307.21 K | -7.90% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 13.25 K | $288.27 K | -22.97% | 0.04% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 12.61 K | $274.16 K | -1.32% | 0.04% |
| DAVID J YVARS GROUP | 01/12/2026 | 12.15 K | $264.18 K | 1.45% | 0.04% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 02/13/2026 | 11.25 K | $244.79 K | 2.47% | 0.03% |
| 02/17/2026 | 11.16 K | $253.75 K | 100.00% | 0.03% | |
| JANE STREET GROUP, LLC | 02/12/2026 | 10.91 K | $237.29 K | 19.47% | 0.03% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 10.23 K | $222.52 K | 100.00% | 0.03% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 9.76 K | $212.29 K | 1.49% | 0.03% |
| SPIREPOINT PRIVATE CLIENT, LLC | 01/22/2026 | 9.73 K | $211.69 K | 100.00% | 0.03% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 9.25 K | $201.10 K | 100.00% | 0.03% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Virtus Artificial Intelligence & Technology Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of Virtus Artificial Intelligence & Technology Opportunities Fund. The most heavily invested institutionals were:
UBS Group AG: 432,242
WOLVERINE ASSET MANAGEMENT LLC: 164,699
WEDBUSH SECURITIES INC: 76,802
OPPENHEIMER & CO INC: 73,081
KINGSWOOD WEALTH ADVISORS, LLC: 39,423
Calamos Advisors LLC: 33,363
18.27% of Virtus Artificial Intelligence & Technology Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.65 M shares in the last 24 months. This purchase volume represents approximately $145.80 M in transactions.