Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) Institutional Ownership

CUSIP: 92838Y100

13F Institutional Holders and Ownership History from Q1 2021 to Q4 2025

Type / Class
Equity / COM
Symbol
AIO on NYSE
Price per share
$23.48
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
6,289,907
Total reported value
$137,028,588
% of total 13F portfolios
0%
Share change
+417,725
Value change
+$8,960,564
Number of holders
76
Price from insider filings
$23.48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 92838Y100?
CUSIP 92838Y100 identifies AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 76 institutional investors reported holding 6,289,907 shares of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO).

Institutional Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 6,289,907 $137,028,588 +$8,960,564 $21.75 76
2025 Q3 5,841,630 $140,383,487 +$9,848,939 $24.03 69
2025 Q2 5,412,872 $134,340,168 +$3,588,006 $24.82 63
2025 Q1 5,296,813 $109,298,746 +$1,359,181 $20.63 60
2024 Q4 5,259,636 $129,677,608 +$5,431,964 $24.66 63
2024 Q3 4,977,990 $109,507,349 +$7,840,822 $21.97 51
2024 Q2 4,632,829 $100,387,470 -$2,404,862 $21.71 53
2024 Q1 4,704,375 $94,376,781 -$10,843,281 $20.07 52
2023 Q4 5,271,702 $91,736,638 +$10,273,252 $17.40 57
2023 Q3 4,669,503 $77,095,699 -$5,054,549 $16.51 49
2023 Q2 4,946,562 $91,031,319 -$8,166,739 $18.40 48
2023 Q1 5,327,305 $92,712,610 -$10,880,300 $17.40 50
2022 Q4 6,007,296 $97,266,424 +$14,653,819 $16.19 55
2022 Q3 5,091,654 $79,349,901 +$6,514,831 $15.58 52
2022 Q2 4,704,791 $76,175,714 +$13,051,926 $16.19 51
2022 Q1 4,128,548 $90,316,000 -$24,959,342 $21.86 52
2021 Q4 5,234,615 $129,774,000 -$8,465,579 $24.79 54
2021 Q3 5,541,381 $147,830,000 +$13,405,119 $26.68 52
2021 Q2 5,037,518 $139,643,000 +$8,226,838 $27.72 47
2021 Q1 4,744,434 $126,025,480 +$126,025,480 $26.56 40