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

Q: What does CUSIP 92838Y100 represent in this 13F holders report?

CUSIP 92838Y100 is the security identifier for AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM used to aggregate holder disclosures.

Q: How many institutions held AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM in Q4 2021?

54 institutional investors reported AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM for Q4 2021. Use the holders table for investor-level position and value details.

CUSIP: 92838Y100

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class: Equity / COM
Total 13F shares: 5,234,615
Share change: -324,635
Total reported value: $129,774,000
Price per share: $24.79
Number of holders: 54
Value change: -$8,465,579
Number of buys: 34
Number of sells: 21

Quarterly Holders Quick Answers

What is CUSIP 92838Y100?
CUSIP 92838Y100 identifies AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM in SEC institutional holdings data.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q1 2022
Previous quarter: Q3 2021

Recent filing periods for CUSIP 92838Y100:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Karpus Management, Inc.	13F	Company	— class O/S missing	1,332,673	$35,556,000	—	30 Sep 2021	13F
MORGAN STANLEY	13F	Company	— class O/S missing	804,689	$21,469,000	—	30 Sep 2021	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	551,243	$14,708,000	—	30 Sep 2021	13F
UBS Group AG	13F	Company	— class O/S missing	496,288	$13,241,000	—	30 Sep 2021	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	351,714	$9,384,000	—	30 Sep 2021	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	206,239	$5,503,000	—	30 Sep 2021	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	178,384	$4,759,000	—	30 Sep 2021	13F
LPL Financial LLC	13F	Company	— class O/S missing	145,405	$3,879,000	—	30 Sep 2021	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	125,472	$3,347,000	—	30 Sep 2021	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	124,772	$3,329,000	—	30 Sep 2021	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	— class O/S missing	108,212	$2,887,000	—	30 Sep 2021	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	93,237	$2,488,000	—	30 Sep 2021	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	89,874	$2,398,000	—	30 Sep 2021	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	88,741	$2,367,000	—	30 Sep 2021	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	85,227	$2,263,000	—	30 Sep 2021	13F
STIFEL FINANCIAL CORP	13F	Company	— class O/S missing	83,260	$2,221,000	—	30 Sep 2021	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	83,029	$2,215,000	—	30 Sep 2021	13F
FIRST TRUST ADVISORS LP	13F	Company	— class O/S missing	78,898	$2,105,000	—	30 Sep 2021	13F
Invesco Ltd.	13F	Company	— class O/S missing	66,287	$1,769,000	—	30 Sep 2021	13F
TRUIST FINANCIAL CORP	13F	Company	— class O/S missing	39,885	$1,065,000	—	30 Sep 2021	13F
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F	Company	— class O/S missing	39,873	$1,063,000	—	30 Sep 2021	13F
ROBINSON CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	30,000	$800,000	—	30 Sep 2021	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	29,510	$787,000	—	30 Sep 2021	13F
Golden State Equity Partners	13F	Company	— class O/S missing	27,031	$721,000	—	30 Sep 2021	13F
Stolper Co	13F	Company	— class O/S missing	21,178	$565,000	—	30 Sep 2021	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	20,829	$556,000	—	30 Sep 2021	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	20,692	$552,000	—	30 Sep 2021	13F
Claro Advisors Inc.	13F	Company	— class O/S missing	20,402	$544,000	—	30 Sep 2021	13F
Dakota Wealth Management	13F	Company	— class O/S missing	20,130	$537,000	—	30 Sep 2021	13F
Kestra Advisory Services, LLC	13F	Company	— class O/S missing	19,226	$513,000	—	30 Sep 2021	13F
OSAIC HOLDINGS, INC.	13F	Company	— class O/S missing	18,698	$498,000	—	30 Sep 2021	13F
Laidlaw Wealth Management LLC	13F	Company	— class O/S missing	17,691	$472,000	—	30 Sep 2021	13F
B. Riley Wealth Management, Inc.	13F	Company	— class O/S missing	17,000	$454,000	—	30 Sep 2021	13F
Moors & Cabot, Inc.	13F	Company	— class O/S missing	15,752	$420,000	—	30 Sep 2021	13F
Equitable Holdings, Inc.	13F	Company	— class O/S missing	14,200	$379,000	—	30 Sep 2021	13F
ALTFEST L J & CO INC	13F	Company	— class O/S missing	13,222	$353,000	—	30 Sep 2021	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	11,294	$301,000	—	30 Sep 2021	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	10,538	$281,000	—	30 Sep 2021	13F
Quantedge Capital Pte Ltd	13F	Company	— class O/S missing	8,500	$227,000	—	30 Sep 2021	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	8,000	$213,000	—	30 Sep 2021	13F
NEXT Financial Group, Inc	13F	Company	— class O/S missing	6,690	$178,000	—	30 Sep 2021	13F
Rockefeller Capital Management L.P.	13F	Company	— class O/S missing	6,294	$167,000	—	30 Sep 2021	13F
Parallel Advisors, LLC	13F	Company	— class O/S missing	4,902	$131,000	—	30 Sep 2021	13F
James S. Macleod	3/4/5	Director	— class O/S missing	4,050	$69,261	—	01 Oct 2021	3/4/5
George R. Aylward	3/4/5	President and CEO, Director	— class O/S missing	3,685	$63,019	—	21 Dec 2021	3/4/5
FNY Investment Advisers, LLC	13F	Company	— class O/S missing	2,000	$53,000	—	30 Sep 2021	13F
HARBOUR INVESTMENTS, INC.	13F	Company	— class O/S missing	1,190	$32,000	—	30 Sep 2021	13F
Sargent Bickham Lagudis LLC	13F	Company	— class O/S missing	934	$25,000	—	30 Sep 2021	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	800	$21,000	—	30 Sep 2021	13F
Sound Income Strategies, LLC	13F	Company	— class O/S missing	342	$9,000	—	30 Sep 2021	13F

Institutional Holders of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) as of Q4 2021

As of 31 Dec 2021, Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO) was held by 54 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,234,615 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, Parametric Portfolio Associates LLC, Advisors Asset Management, Inc., RAYMOND JAMES & ASSOCIATES, and Thomas J. Herzfeld Advisors, Inc.. This page lists 54 institutional shareholders reporting positions in this security for the Q4 2021 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders

Q4 2021 holders

Holder diff

Investor	Q3 2021 Shares	Q4 2021 Shares	Share Diff	Share Chg %	Q3 2021 Value $	Q4 2021 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* 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.