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 Q2 2022?

51 institutional investors reported AIO - Virtus Artificial Intelligence & Technology Opportunities Fund - COM for Q2 2022. Use the holders table for investor-level position and value details.

CUSIP: 92838Y100

Q2 2022 13F Holders as of 30 Jun 2022

Type / Class: Equity / COM
Total 13F shares: 4,704,791
Share change: +821,963
Total reported value: $76,175,714
Price per share: $16.19
Number of holders: 51
Value change: +$13,051,926
Number of buys: 24
Number of sells: 26

Security key

92838Y100

Report period

Q2 2022

Institutions

Top holders

AIO full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2022 Previous quarter: Q1 2022 Virtus Artificial Intelligence & Technology Opportunities Fund SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 92838Y100

Newer quarter: Q3 2022 Previous quarter: Q1 2022

Recent filing periods:

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

Ownership snapshot

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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder

MORGAN STANLEY

13D/G signal

—

Evidence rows

Latest as of

31 Mar 2022

13F 3/4/5 Highest disclosed value: $16,482,000 Showing first 8 of 50 holder rows. Open remaining rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
MORGAN STANLEY	13F Company 13F	— class O/S missing	$16,482,000 753,982 shares	—	31 Mar 2022
UBS Group AG	13F Company 13F	— class O/S missing	$11,721,000 536,183 shares	—	31 Mar 2022
BANK OF AMERICA CORP /DE/	13F Company 13F	— class O/S missing	$10,576,000 483,763 shares	—	31 Mar 2022
WELLS FARGO & COMPANY/MN	13F Company 13F	— class O/S missing	$10,038,000 459,219 shares	—	31 Mar 2022
Advisors Asset Management, Inc.	13F Company 13F	— class O/S missing	$5,845,000 267,380 shares	—	31 Mar 2022
ROYAL BANK OF CANADA	13F Company 13F	— class O/S missing	$5,732,000 262,242 shares	—	31 Mar 2022
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F Company 13F	— class O/S missing	$5,397,000 246,910 shares	—	31 Mar 2022
Thomas J. Herzfeld Advisors, Inc.	13F Company 13F	— class O/S missing	$2,133,000 97,568 shares	—	31 Mar 2022

Show 42 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
LPL Financial LLC	13F Company 13F	— class O/S missing	$2,050,000 93,763 shares	—	31 Mar 2022
AMERIPRISE FINANCIAL INC	13F Company 13F	— class O/S missing	$1,990,000 91,056 shares	—	31 Mar 2022
WEDBUSH SECURITIES INC	13F Company 13F	— class O/S missing	$1,882,000 86,081 shares	—	31 Mar 2022
STIFEL FINANCIAL CORP	13F Company 13F	— class O/S missing	$1,696,000 77,569 shares	—	31 Mar 2022
RAYMOND JAMES & ASSOCIATES	13F Company 13F	— class O/S missing	$1,675,000 76,624 shares	—	31 Mar 2022
FIRST TRUST ADVISORS LP	13F Company 13F	— class O/S missing	$1,151,000 52,670 shares	—	31 Mar 2022
Invesco Ltd.	13F Company 13F	— class O/S missing	$1,012,000 46,309 shares	—	31 Mar 2022
Kestra Advisory Services, LLC	13F Company 13F	— class O/S missing	$687,000 31,417 shares	—	31 Mar 2022
B. Riley Wealth Management, Inc.	13F Company 13F	— class O/S missing	$658,000 30,080 shares	—	31 Mar 2022
Atria Wealth Solutions, Inc.	13F Company 13F	— class O/S missing	$648,000 29,497 shares	—	31 Mar 2022
Janney Montgomery Scott LLC	13F Company 13F	— class O/S missing	$594,000 27,172 shares	—	31 Mar 2022
Claro Advisors Inc.	13F Company 13F	— class O/S missing	$588,000 23,732 shares	—	31 Mar 2022
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F Company 13F	— class O/S missing	$586,000 26,873 shares	—	31 Mar 2022
Shaker Financial Services, LLC	13F Company 13F	— class O/S missing	$566,000 25,872 shares	—	31 Mar 2022
Stolper Co	13F Company 13F	— class O/S missing	$540,000 24,690 shares	—	31 Mar 2022
Lido Advisors, LLC	13F Company 13F	— class O/S missing	$501,000 22,957 shares	—	31 Mar 2022
B. Riley Wealth Advisors, Inc.	13F Company 13F	— class O/S missing	$475,000 21,712 shares	—	31 Mar 2022
WOLVERINE ASSET MANAGEMENT LLC	13F Company 13F	— class O/S missing	$470,000 21,534 shares	—	31 Mar 2022
Stockman Wealth Management, Inc.	13F Company 13F	— class O/S missing	$460,000 21,032 shares	—	31 Mar 2022
Laidlaw Wealth Management LLC	13F Company 13F	— class O/S missing	$453,000 20,734 shares	—	31 Mar 2022
COMMONWEALTH EQUITY SERVICES, LLC	13F Company 13F	— class O/S missing	$423,000 19,368 shares	—	31 Mar 2022
Moors & Cabot, Inc.	13F Company 13F	— class O/S missing	$422,000 19,323 shares	—	31 Mar 2022
OSAIC HOLDINGS, INC.	13F Company 13F	— class O/S missing	$414,000 18,995 shares	—	31 Mar 2022
ALTFEST L J & CO INC	13F Company 13F	— class O/S missing	$409,000 18,732 shares	—	31 Mar 2022
Karpus Management, Inc.	13F Company 13F	— class O/S missing	$354,000 16,188 shares	—	31 Mar 2022
Steward Partners Investment Advisory, LLC	13F Company 13F	— class O/S missing	$350,000 16,000 shares	—	31 Mar 2022
OPPENHEIMER & CO INC	13F Company 13F	— class O/S missing	$347,000 15,891 shares	—	31 Mar 2022
TRUIST FINANCIAL CORP	13F Company 13F	— class O/S missing	$264,000 12,085 shares	—	31 Mar 2022
Equitable Holdings, Inc.	13F Company 13F	— class O/S missing	$263,000 12,036 shares	—	31 Mar 2022
Rockefeller Capital Management L.P.	13F Company 13F	— class O/S missing	$148,000 6,794 shares	—	31 Mar 2022
FNY Investment Advisers, LLC	13F Company 13F	— class O/S missing	$109,000 5,000 shares	—	31 Mar 2022
James S. Macleod	3/4/5 Director 3/4/5	— class O/S missing	$69,261 4,050 shares	—	01 Oct 2021
George R. Aylward	3/4/5 President and CEO, Director 3/4/5	— class O/S missing	$63,019 3,685 shares	—	21 Dec 2021
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F Company 13F	— class O/S missing	$54,000 2,455 shares	—	31 Mar 2022
Spire Wealth Management	13F Company 13F	— class O/S missing	$29,000 1,329 shares	—	31 Mar 2022
MONEY CONCEPTS CAPITAL CORP	13F Company 13F	— class O/S missing	$28,000 1,300 shares	—	31 Mar 2022
Parallel Advisors, LLC	13F Company 13F	— class O/S missing	$24,000 1,108 shares	—	31 Mar 2022
PNC FINANCIAL SERVICES GROUP, INC.	13F Company 13F	— class O/S missing	$22,000 1,000 shares	—	31 Mar 2022
Deborah A. DeCotis	3/4/5 Director 3/4/5	— class O/S missing	$19,102 1,117 shares	—	03 Mar 2022
Sarah E. Cogan	3/4/5 Director 3/4/5	— class O/S missing	$17,102 1,000 shares	—	13 Jan 2022
Zino Brian T.	3/4/5 Director 3/4/5	— class O/S missing	$13,681 800 shares	—	01 Jan 2022
CREATIVE FINANCIAL DESIGNS INC /ADV	13F Company 13F	— class O/S missing	$9,000 428 shares	—	31 Mar 2022

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

4,704,791

Rows loaded

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q2 2022 vs Q1 2022 Across Filers

Q1 2022 holders

Q2 2022 holders

Holder diff

-1

Investor	Q1 2022 Shares	Q2 2022 Shares	Share Diff	Share Chg %	Q1 2022 value	Q2 2022 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend