Security key
92838Y100
Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO)
CUSIP: 92838Y100
Q4 2025 13F Holders as of 31 Dec 2025
- Security type / class
- Equity / COM
- Total 13F shares
- 6,289,907
- Total 13F value
- $137,028,588
- Share change
- +417,725
- SEC-reported price per share
- $21.75
- Number of holders
- 76
- Value change
- +$8,960,564
- Number of buys
- 38
- Number of sells
- 27
Report period
Q4 2025
Institutions
76
Top holders
10
AIO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Previous quarter: Q3 2025
Virtus Artificial Intelligence & Technology Opportunities Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 92838Y100
Recent filing periods:
Ownership snapshot
Top reported holders 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.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
30 Sep 2025
13F
Highest disclosed value: $27,978,514
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $27.98M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$27.98M
BANK OF AMERICA CORP /DE/
$20.18M
WELLS FARGO & COMPANY/MN
$15.36M
UBS Group AG
$11.48M
Advisors Asset Management, Inc.
$10.05M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$27,978,514
1,164,316 shares
|
— | 30 Sep 2025 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$20,176,598
839,642 shares
|
— | 30 Sep 2025 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$15,355,766
639,024 shares
|
— | 30 Sep 2025 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$11,477,353
477,626 shares
|
— | 30 Sep 2025 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$10,046,799
418,094 shares
|
— | 30 Sep 2025 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$8,889,980
369,920 shares
|
— | 30 Sep 2025 |
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 Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
76
Shares
6,289,907
Rows available
76
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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. The marker flags a reported price that did not pass the local price check.
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
69
Q4 2025 holders
76
Holder diff
7
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend