AIO institutional holders

VIRTUS ARTIFICIAL INTELLIGEN · 13F, 2026Q2

Managers holding84
Shares held6,673,271
Reported value$187.3m
Quarter flows16 new, 30 added, 24 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,102,313$30.9m0.0%
BANK OF AMERICA CORP /DE/869,826$24.4m0.0%
WELLS FARGO & COMPANY/MN616,773$17.3m0.0%
UBS Group AG452,669$12.7m0.0%
AMERIPRISE FINANCIAL INC380,282$10.7m0.0%
ROYAL BANK OF CANADA354,982$10.0m0.0%
Karpus Management, Inc.324,291$9.1m0.3%
Allspring Global Investments Holdings, LLC222,394$6.2m0.0%
Saba Capital Management, L.P.179,928$5.1m0.1%
Advisors Asset Management, Inc.168,611$4.7m0.1%
RAYMOND JAMES FINANCIAL INC160,042$4.5m0.0%
Steward Partners Investment Advisory, LLC151,097$4.2m0.0%
1607 Capital Partners, LLC143,676$4.0m0.4%
Hennion & Walsh Asset Management, Inc.119,516$3.4m0.1%
LPL Financial LLC117,085$3.3m0.0%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.114,093$3.2m0.2%
Summit Financial, LLC111,041$3.1m0.0%
STIFEL FINANCIAL CORP82,791$2.3m0.0%
WEDBUSH SECURITIES INC75,802$2.1m0.1%
OPPENHEIMER & CO INC72,744$2.0m0.0%
&PARTNERS64,370$1.8m0.0%
FIRST TRUST ADVISORS LP50,556$1.4m0.0%
WOLVERINE ASSET MANAGEMENT LLC47,230$1.3m0.0%
KINGSWOOD WEALTH ADVISORS, LLC38,858$1.1m0.0%
PMG Family Office LLC37,136$1.0m1.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AIO"). AIO price history · All 13F data

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