AIO Virtus Artificial Intelligence & Technology Opportunities Fund: institutional ownership and insider trading
87 funds reported holding $187M of Virtus Artificial Intelligence & Technology Opportunities Fund in their latest 13F filings; in Q2 2026 funds net bought $6.27M, with 15 new positions and 9 funds selling out; over the last 12 months insiders bought $0 and sold $1.38M on the open market.
Largest institutional holders of AIO
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $30.9M
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $24.4M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $17.3M
- UBS Group AG (UBS) — $12.7M
- AMERIPRISE FINANCIAL INC (AMP) — $10.7M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $9.96M
- Karpus Management, Inc. — $9.10M
- Allspring Global Investments Holdings, LLC — $6.24M
- Saba Capital Management, L.P. — $5.05M
- Advisors Asset Management, Inc. — $4.73M
Recent AIO insider trades
- Aug 10, 2026: Kass Justin sold 29,482 shares ($774K)
- Aug 10, 2026: Jue Stephen B sold 10,000 shares ($263K)
- Aug 10, 2026: Chen James C. K. sold 11,485 shares ($300K)
- Mar 20, 2026: Bradley William Patrick Iii sold 2,000 shares ($43.1K)
Members of Congress trading AIO
- Sep 23, 2026: Kevin Hern sold $15.0K–$50.0K
- Sep 14, 2026: Kevin Hern sold part of $15.0K–$50.0K
- Sep 3, 2026: Kevin Hern sold $1.00K–$15.0K
- Aug 31, 2026: Kevin Hern sold part of $15.0K–$50.0K
Who owns the most AIO stock?
The largest institutional holders of Virtus Artificial Intelligence & Technology Opportunities Fund in the latest 13F filings are MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) ($30.9M), BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) ($24.4M), WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) ($17.3M).
Are insiders buying or selling AIO?
Over the last 12 months insiders bought $0 and sold $1.38M of Virtus Artificial Intelligence & Technology Opportunities Fund stock on the open market (SEC Form 4).
Which ETFs hold AIO?
4 ETFs and mutual funds hold it among their top 100 positions, including CEFS, MCTDX, FCEF, RYIMX.