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 | 11/14/2025 | 1.16 M | $27.98 M | -1.87% | 3.39% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 839.64 K | $20.18 M | 11.12% | 2.44% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 639.02 K | $15.36 M | 1.65% | 1.86% |
| UBS GROUP AG | 11/13/2025 | 477.63 K | $11.48 M | 6.56% | 1.39% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 418.09 K | $10.05 M | -18.74% | 1.22% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 369.92 K | $8.89 M | 27.32% | 1.08% |
| ROYAL BANK OF CANADA | 11/14/2025 | 339.52 K | $8.16 M | 1.76% | 0.99% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 139.16 K | $3.34 M | -1.44% | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 134.62 K | $3.24 M | 25.19% | 0.39% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 121.64 K | $2.92 M | 19.92% | 0.35% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 97.66 K | $2.35 M | 100.00% | 0.28% |
| LPL FINANCIAL LLC | 11/12/2025 | 90.91 K | $2.18 M | 21.93% | 0.26% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 84.97 K | $2.04 M | -1.16% | 0.25% |
| OPPENHEIMER & CO INC | 11/06/2025 | 66.55 K | $1.60 M | 7.52% | 0.19% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 66.25 K | $1.59 M | 100.00% | 0.19% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 52.24 K | $1.26 M | -3.74% | 0.15% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 44.26 K | $1.06 M | 11.43% | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 43.77 K | $1.05 M | -2.24% | 0.13% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 41.00 K | $985.32 K | 49.04% | 0.12% |
| SEACREST WEALTH MANAGEMENT, LLC | 11/13/2025 | 34.36 K | $827.39 K | -3.48% | 0.10% |
| SYKON CAPITAL LLC | 11/14/2025 | 33.91 K | $814.76 K | 0.00% | 0.10% |
| KINGSWOOD WEALTH ADVISORS, LLC | 10/23/2025 | 32.69 K | $785.44 K | 10.69% | 0.10% |
| DAVENPORT & CO LLC | 10/15/2025 | 31.80 K | $764.15 K | -5.92% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 31.74 K | $763.00 K | -6.59% | 0.09% |
| 12/22/2025 | 30.94 K | $743.58 K | 100.00% | 0.09% | |
| CREATIVEONE WEALTH, LLC | 11/13/2025 | 28.19 K | $677.30 K | -15.23% | 0.08% |
| STRATEGIC ADVOCATES LLC | 11/26/2025 | 26.19 K | $629.36 K | -42.34% | 0.08% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 23.03 K | $553.32 K | 100.00% | 0.07% |
| SERENUS WEALTH ADVISORS, LLC | 11/07/2025 | 22.12 K | $531.52 K | 0.00% | 0.06% |
| AMERIFLEX GROUP, INC. | 11/12/2025 | 19.80 K | $475.79 K | 100.00% | 0.06% |
| MOORS & CABOT, INC. | 11/14/2025 | 19.45 K | $467.46 K | -0.26% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 19.22 K | $462.00 K | -7.64% | 0.06% |
| CHAPIN DAVIS, INC. | 10/09/2025 | 18.40 K | $442.15 K | 0.00% | 0.05% |
| ALTERI WEALTH LLC | 11/10/2025 | 17.40 K | $418.00 K | 10.13% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 17.20 K | $419.51 K | 16.22% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 15.92 K | $382.65 K | 100.00% | 0.05% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 15.92 K | $382.52 K | 1.49% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 15.71 K | $377.49 K | 100.00% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 15.34 K | $368.52 K | -20.33% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 14.47 K | $347.69 K | -3.32% | 0.04% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 12.77 K | $306.93 K | 1,563.15% | 0.04% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 12.67 K | $304.46 K | 100.00% | 0.04% |
| DAVID J YVARS GROUP | 10/27/2025 | 11.97 K | $287.69 K | 0.73% | 0.03% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 10/24/2025 | 10.98 K | $263.92 K | 12.72% | 0.03% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 9.62 K | $231.12 K | 19.05% | 0.03% |
| JANE STREET GROUP, LLC | 11/14/2025 | 9.13 K | $219.44 K | -17.47% | 0.03% |
| WESTBOURNE INVESTMENTS, INC. | 11/06/2025 | 8.80 K | $216.92 K | 100.00% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 8.67 K | $208.37 K | 100.00% | 0.03% |
| CWM, LLC | 10/15/2025 | 8.10 K | $195.00 K | 369.24% | 0.02% |
| NBC SECURITIES, INC. | 11/14/2025 | 6.59 K | $158.42 K | -32.56% | 0.02% |
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Virtus Artificial Intelligence & Technology Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of Virtus Artificial Intelligence & Technology Opportunities Fund. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 165,881
Hennion & Walsh Asset Management, Inc.: 133,918
CHAPIN DAVIS, INC.: 18,400
TRUIST FINANCIAL CORP: 16,364
Wealthcare Advisory Partners LLC: 10,231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 10,000
17.00% of Virtus Artificial Intelligence & Technology Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.60 M shares in the last 24 months. This purchase volume represents approximately $126.42 M in transactions.