Type / Class
Equity / COM
Total 13F shares
4,744,434
Share change
+4,744,434
Total reported value
$126,025,480
Price per share
$26.56
Number of holders
40
Value change
+$126,025,480
Number of buys
40

Institutional Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) as of Q1 2021

As of 31 Mar 2021, Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) was held by 40 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,744,434 shares. The largest 10 holders included Karpus Management, Inc., MORGAN STANLEY, BANK OF AMERICA CORP /DE/, UBS Group AG, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, Thomas J. Herzfeld Advisors, Inc., LPL Financial LLC, WEDBUSH SECURITIES INC, and Cornerstone Advisors, LLC. This page lists 40 institutional shareholders reporting positions in this security for the Q1 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.