Comparable stake leader
MORGAN STANLEY
SEC ownership of Virtus Artificial Intelligence & Technology Opportunities Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001778114.
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/50
Latest evidence
30 Jun 2026
- Public ticker
- AIO on NYSE
- Parsed ownership sources
-
13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
MORGAN STANLEY
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001778114
- Issuer location
- Greenfield, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Virtus Artificial Intelligence & Technology Opportunities Fund (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
0/50
Latest evidence
30 Jun 2026
13F
Highest disclosed value: $30,941,951
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $30.94M.
0 of 50 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
$30.94M
BANK OF AMERICA CORP /DE/
$24.42M
WELLS FARGO & COMPANY/MN
$17.31M
UBS Group AG
$12.71M
AMERIPRISE FINANCIAL INC
$10.67M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$30,941,951
1,102,313 shares
|
— | 30 Jun 2026 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$24,416,004
869,826 shares
|
— | 30 Jun 2026 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$17,312,823
616,773 shares
|
— | 30 Jun 2026 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$12,706,419
452,669 shares
|
— | 30 Jun 2026 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$10,674,502
380,282 shares
|
— | 30 Jun 2026 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$9,964,000
354,982 shares
|
— | 30 Jun 2026 |
| Karpus Management, Inc. |
13F
Company
|
—
class O/S missing
|
$9,102,848
324,291 shares
|
— | 30 Jun 2026 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
—
class O/S missing
|
$6,242,600
222,394 shares
|
— | 30 Jun 2026 |
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$43,120.
Buys
$0
Insiders: 0
Sells
$43,120
Insiders: 1
Net
-$43,120
Shares: -2,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 2,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 2,000 | $0 | $43,120 | -$43,120 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 21 reporting-owner rows connected to Virtus Artificial Intelligence & Technology Opportunities Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
21
Largest Forms 3/4/5 holder
James S. Macleod
Net 12M change
-$43,120
Latest report
10 Aug 2026
Recent insider transactions for Virtus Artificial Intelligence & Technology Opportunities Fund
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Justin Kass | AIO | Virtus Artificial Intelligence Opportunities Fund | Disposed to Issuer | -100% | -29,482 | 0 | 10 Aug 2026 | Direct | ||
| James C. K. Chen | AIO | Virtus Artificial Intelligence Opportunities Fund | Disposed to Issuer | -100% | -11,485 | 0 | 10 Aug 2026 | Direct | ||
| Stephen B. Jue | AIO | Virtus Artificial Intelligence Opportunities Fund | Disposed to Issuer | -100% | -10,000 | 0 | 10 Aug 2026 | Direct | ||
| William Patrick Bradley III | AIO | Common Stock | Sale | -100% | $43,120 | $21.56 | -2,000 | 0 | 20 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.