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 | 05/15/2026 | 1.08 M | $23.23 M | 0.78% | 3.15% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 818.60 K | $17.53 M | -3.21% | 2.38% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 639.06 K | $13.68 M | 1.73% | 1.86% |
| UBS GROUP AG | 05/05/2026 | 432.24 K | $9.25 M | -4.47% | 1.26% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 378.04 K | $8.08 M | -18.03% | 1.10% |
| ROYAL BANK OF CANADA | 05/15/2026 | 364.06 K | $7.79 M | -14.86% | 1.06% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 243.83 K | $5.22 M | 100.00% | 0.71% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 213.53 K | $4.57 M | -38.95% | 0.62% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 193.63 K | $4.15 M | 100.00% | 0.56% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 164.70 K | $3.53 M | -0.71% | 0.48% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 162.63 K | $3.48 M | 5.56% | 0.47% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 150.22 K | $3.22 M | 6.69% | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 135.77 K | $2.91 M | 9.56% | 0.39% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 132.70 K | $2.84 M | -0.91% | 0.39% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 111.79 K | $2.39 M | 261.79% | 0.32% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 108.65 K | $2.33 M | 8.48% | 0.32% |
| LPL FINANCIAL LLC | 05/06/2026 | 105.40 K | $2.26 M | 6.41% | 0.31% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 79.15 K | $1.69 M | 0.54% | 0.23% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 76.80 K | $1.64 M | 33.80% | 0.22% |
| OPPENHEIMER & CO INC | 04/24/2026 | 73.08 K | $1.56 M | 11.10% | 0.21% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 58.02 K | $1.24 M | 15.74% | 0.17% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 51.01 K | $1.09 M | 14.54% | 0.15% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 39.42 K | $844.04 K | 4.87% | 0.11% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 36.87 K | $789.43 K | -73.50% | 0.11% |
| 04/17/2026 | 36.82 K | $788.32 K | 11.97% | 0.11% | |
| CALAMOS ADVISORS LLC | 05/04/2026 | 33.36 K | $714.30 K | 13.51% | 0.10% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 30.45 K | $651.94 K | -9.24% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 27.38 K | $586.00 K | -3.65% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 26.58 K | $569.06 K | -48.53% | 0.08% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 26.49 K | $567.03 K | 2.09% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 22.36 K | $478.64 K | 68.70% | 0.06% |
| SERENUS WEALTH ADVISORS, LLC | 04/27/2026 | 22.12 K | $473.57 K | 0.00% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 20.76 K | $444.41 K | 3.45% | 0.06% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 20.11 K | $430.56 K | 100.00% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 19.88 K | $433.35 K | -55.33% | 0.06% |
| 04/22/2026 | 19.28 K | $412.72 K | -0.10% | 0.06% | |
| SYKON CAPITAL LLC | 04/22/2026 | 17.61 K | $376.94 K | -48.07% | 0.05% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 17.60 K | $376.79 K | 7.55% | 0.05% |
| CHAPIN DAVIS, INC. | 04/21/2026 | 17.50 K | $374.68 K | -4.89% | 0.05% |
| ALTERI WEALTH LLC | 05/06/2026 | 17.30 K | $370.45 K | -0.59% | 0.05% |
| MOORS & CABOT, INC. | 05/08/2026 | 16.70 K | $357.61 K | -13.02% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 14.27 K | $305.60 K | 1.05% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.20 K | $282.68 K | 100.00% | 0.04% |
| SPIREPOINT PRIVATE CLIENT, LLC | 04/22/2026 | 12.67 K | $271.35 K | 30.22% | 0.04% |
| DAVID J YVARS GROUP | 04/08/2026 | 12.38 K | $265.13 K | 1.95% | 0.04% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 12.38 K | $265.00 K | -1.81% | 0.04% |
| DAVENPORT & CO LLC | 04/15/2026 | 12.00 K | $256.92 K | -48.28% | 0.03% |
| JANE STREET GROUP, LLC | 05/12/2026 | 11.88 K | $254.27 K | 8.85% | 0.03% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 05/05/2026 | 11.83 K | $253.26 K | 5.11% | 0.03% |
| XTX TOPCO LTD | 05/15/2026 | 11.56 K | $247.41 K | 100.00% | 0.03% |
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Virtus Artificial Intelligence & Technology Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Virtus Artificial Intelligence & Technology Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.08 M
BANK OF AMERICA CORP /DE/: 818,600
WELLS FARGO & COMPANY/MN: 639,062
UBS Group AG: 432,242
AMERIPRISE FINANCIAL INC: 378,044
ROYAL BANK OF CANADA: 364,064
18.75% of Virtus Artificial Intelligence & Technology Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.82 M shares in the last 24 months. This purchase volume represents approximately $149.34 M in transactions.