Companies / Virtus Artificial Intelligence & Technology Opportunities Fund

Virtus Artificial Intelligence & Technology Opportunities Fund

NYSE: AIOCIK 1778114GREENFIELD, MA

Ownership

13F as of Jun 30, 2026

Share count not yet available for this company — ownership percentages can’t be computed.

Insiders 1

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Insider% of sharesShares
Bradley William Patrick IIIEVP, CFO and Treasurer
—0

Institutional holders 76

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HolderValue% of shares
Morgan Stanley$23.41M—
Bank of America Corp /De$18.39M—
Wells Fargo & COMPANY/MN$13.66M—
Ameriprise Financial Inc$10.03M—
UBS Group AG$9.84M—
Royal Bank of Canada$7.79M—
Advisors Asset Management, Inc.$4.57M—
Karpus Management, Inc.$4.15M—
Wolverine Asset Management, LLC$3.53M—
Landscape Capital Management, L.L.C.$3.35M—

Activity

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q1 2026
as of
Karpus Management, Inc.
13F manager
NewClosed-End Fund$4.15M+194K
193,632
low
Q1 2026
as of
Advisors Asset Management, Inc.
13F manager
TrimClosed-End Fund$-2.92M-136K
-38.95%
213,532
low
Q1 2026
as of
Royal Bank of Canada
13F manager
TrimClosed-End Fund$-1.36M-64K
-14.86%
364,064
low
Q2 2026
as of
LPL Financial LLC
13F manager
AddClosed-End Fund$506.2K+18K
+18.21%
117,085
low
Q1 2026
as of
&Partners
13F manager
AddClosed-End Fund$168.9K+8K
+15.74%
58,022
low
Q1 2026
as of
Blue Bell Private Wealth Management, LLC
13F manager
AddClosed-End Fund$154.4K+7K
+36060.00%
7,232
low
Q2 2026
as of
The PNC Financial Services Group, Inc.
13F manager
AddClosed-End Fund$148.6K+5K
+279.42%
7,190
low
Q1 2026
as of
First Trust Advisors LP
13F manager
AddClosed-End Fund$138.7K+6K
+14.54%
51,010
low

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
AIOClosed-End FundEquity92838Y100BBG00Q7474K8