Who Owns Virtus Artificial Intelligence & Technology Opportunities Fund Stock?
NYSE: AIOFinancial ServicesAsset ManagementUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 19.70%
- Held by insiders
- 0.00%
- Institutional holders
- 93
- Institutions 19.7%
- Insiders 0.0%
- Public and other 80.3%
Who owns Virtus Artificial Intelligence & Technology Opportunities Fund stock?
Institutional investors own about 19.7% of Virtus Artificial Intelligence & Technology Opportunities Fund's shares, spread across 93 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of AIO.
The largest institutional holders are Morgan Stanley (3.20%), Bank of America Corporation (2.53%) and Wells Fargo & Company (1.79%). Together, the top 10 institutions control 13.6% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their AIO positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of AIO
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 1.10M | 3.20% | +1.6% |
| Bank of America Corporation | 869.83K | 2.53% | +6.3% |
| Wells Fargo & Company | 616.77K | 1.79% | -3.5% |
| UBS Group AG | 452.67K | 1.31% | +4.7% |
| Ameriprise Financial, Inc. | 380.28K | 1.10% | +0.6% |
| Royal Bank of Canada | 354.98K | 1.03% | -2.5% |
| Karpus Management, Inc. | 324.29K | 0.94% | +67.5% |
| Allspring Global Investments Holdings, LLC | 222.39K | 0.65% | +100.0% |
| Saba Capital Management, L.P. | 179.93K | 0.52% | -26.2% |
| Advisors Asset Management, Inc. | 168.61K | 0.49% | -21.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of AIO
| Fund | Shares | % Held |
|---|---|---|
| Exchange Listed Funds Trust-Saba Closed-End Funds ETF | 155.69K | 0.45% |
| Modern Capital Funds Trust-Modern Capital Tactical Income Fund | 60.66K | 0.18% |
| Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF | 36.54K | 0.11% |
| First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF | 32.40K | 0.09% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 732 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 261 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Virtus Artificial Intelligence & Technology Opportunities Fund?
Morgan Stanley is the largest institutional shareholder of AIO, owning 3.20% of shares outstanding (1.10M shares) as of its latest 13F filing.
What percentage of Virtus Artificial Intelligence & Technology Opportunities Fund is owned by institutions?
Institutions own about 19.7% of AIO shares and 19.7% of the public float.
How much of Virtus Artificial Intelligence & Technology Opportunities Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of AIO shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.