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 | 08/13/2026 | 1.10 M | $30.94 M | 1.62% | 3.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 869.83 K | $24.42 M | 6.26% | 2.53% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 616.77 K | $17.31 M | -3.49% | 1.79% |
| UBS GROUP AG | 08/13/2026 | 452.67 K | $12.71 M | 4.73% | 1.31% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 380.28 K | $10.67 M | 0.59% | 1.10% |
| ROYAL BANK OF CANADA | 08/14/2026 | 354.98 K | $9.96 M | -2.49% | 1.03% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 324.29 K | $9.10 M | 67.48% | 0.94% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 222.39 K | $6.24 M | 100.00% | 0.65% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 179.93 K | $5.05 M | -26.21% | 0.52% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 168.61 K | $4.73 M | -21.04% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 160.04 K | $4.49 M | 17.88% | 0.46% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 151.10 K | $4.24 M | 0.58% | 0.44% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 143.68 K | $4.03 M | 614.45% | 0.42% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 119.52 K | $3.35 M | -9.94% | 0.35% |
| LPL FINANCIAL LLC | 08/07/2026 | 117.09 K | $3.29 M | 11.09% | 0.34% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 114.09 K | $3.20 M | -29.85% | 0.33% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 111.04 K | $3.12 M | 2.20% | 0.32% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 82.79 K | $2.32 M | 4.61% | 0.24% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 75.80 K | $2.13 M | -1.30% | 0.22% |
| OPPENHEIMER & CO INC | 08/03/2026 | 72.74 K | $2.04 M | -0.46% | 0.21% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 64.37 K | $1.81 M | 10.94% | 0.19% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 50.56 K | $1.42 M | -0.89% | 0.15% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 47.23 K | $1.33 M | -71.32% | 0.14% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 38.86 K | $1.09 M | -1.43% | 0.11% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 37.14 K | $1.04 M | 0.86% | 0.11% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 35.75 K | $1.00 M | 7.14% | 0.10% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 30.25 K | $849.12 K | -0.66% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 27.54 K | $773.00 K | 0.58% | 0.08% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 25.90 K | $726.94 K | -2.22% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 23.42 K | $657.52 K | 12.85% | 0.07% |
| SERENUS WEALTH ADVISORS, LLC | 08/05/2026 | 22.12 K | $620.88 K | 0.00% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 21.84 K | $586.96 K | 9.85% | 0.06% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 19.82 K | $556.33 K | 60.13% | 0.06% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 17.92 K | $502.89 K | 1.80% | 0.05% |
| SYKON CAPITAL LLC | 08/12/2026 | 17.61 K | $494.20 K | 0.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 17.58 K | $493.62 K | -21.36% | 0.05% |
| ALTERI WEALTH LLC | 07/29/2026 | 17.31 K | $485.98 K | 0.06% | 0.05% |
| CHAPIN DAVIS, INC. | 07/07/2026 | 17.00 K | $477.19 K | -2.86% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 15.72 K | $441.21 K | -40.86% | 0.05% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 15.18 K | $426.19 K | -21.24% | 0.04% |
| MOORS & CABOT, INC. | 08/10/2026 | 14.70 K | $412.71 K | -11.97% | 0.04% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 14.27 K | $400.66 K | 0.00% | 0.04% |
| JANE STREET GROUP, LLC | 08/14/2026 | 14.22 K | $399.16 K | 19.74% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 14.17 K | $397.81 K | 22.64% | 0.04% |
| SPIREPOINT PRIVATE CLIENT, LLC | 08/05/2026 | 13.93 K | $391.10 K | 9.93% | 0.04% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 07/09/2026 | 12.74 K | $357.54 K | 7.68% | 0.04% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 11.45 K | $321.40 K | 100.00% | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 11.39 K | $319.59 K | 100.00% | 0.03% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 11.21 K | $314.64 K | -2.71% | 0.03% |
| MARINER, LLC | 08/13/2026 | 10.85 K | $304.56 K | 100.00% | 0.03% |
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Virtus Artificial Intelligence & Technology Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of Virtus Artificial Intelligence & Technology Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.1 M
BANK OF AMERICA CORP /DE/: 869,826
WELLS FARGO & COMPANY/MN: 616,773
UBS Group AG: 452,669
AMERIPRISE FINANCIAL INC: 380,282
ROYAL BANK OF CANADA: 354,982
19.38% of Virtus Artificial Intelligence & Technology Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.11 M shares in the last 24 months. This purchase volume represents approximately $155.74 M in transactions.