Virtus Artific Intel & TechAIO
13F holders, Q2 2026 (June 30)83holders +5
15new positions
9sold out
1famous investor
$28.07avg. 13F price*
At the end of Q2 2026, 83 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings, up 5 from Q1 2026. 15 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($30.9M), Bank of America Corp. ($24.4M) and Wells Fargo & Company ($17.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Virtus Artific Intel & Tech
- CUSIP
- 92838Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $9.3M |
| Exits | 9 | $3.8M |
All 13F filers, Q1 2026 → Q2 2026: 750,413 shares bought and 526,912 shares sold, net +223,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Morgan Stanley | 0.00% | Add +1.6% | 1,102,313 | $30.9M |
| Bank of America Corp. | 0.00% | Add +6.3% | 869,826 | $24.4M |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 616,773 | $17.3M |
| UBS Group AG | 0.00% | Add +4.7% | 452,669 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 380,282 | $10.7M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 354,982 | $10.0M |
| Karpus Management, Inc. | 0.26% | Add +67.5% | 324,291 | $9.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 222,394 | $6.2M |
| Saba Capital Management, L.P. | 0.16% | Reduce -26.2% | 179,928 | $5.1M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -21.0% | 168,611 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +17.9% | 160,042 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.6% | 151,097 | $4.2M |
| 1607 Capital Partners, LLC | 0.35% | Add +614.5% | 143,676 | $4.0M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -9.9% | 119,516 | $3.4M |
| LPL Financial LLC | 0.00% | Add +11.1% | 117,085 | $3.3M |
| Landscape Capital Management, L.L.C. | 0.21% | Reduce -29.9% | 114,093 | $3.2M |
| Summit Financial, LLC | 0.03% | Add +2.2% | 111,041 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +4.6% | 82,791 | $2.3M |
| Wedbush Securities Inc. | 0.05% | Reduce -1.3% | 75,802 | $2.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.5% | 72,744 | $2.0M |
| &partners | 0.01% | Add +10.9% | 64,370 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -0.9% | 50,556 | $1.4M |
| Wolverine Asset Management LLC | 0.07% | Reduce -71.3% | 47,230 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 38,858 | $1.1M |
| PMG Family Office LLC | 0.96% | Add +0.9% | 37,136 | $1.0M |
| Calamos Advisors LLC | 0.01% | Add +7.1% | 35,745 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -0.7% | 30,250 | $849K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 27,544 | $773K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -2.2% | 25,897 | $727K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.8% | 23,424 | $658K |
| Serenus Wealth Advisors, LLC | 0.11% | No change | 22,119 | $621K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.8% | 21,836 | $587K |
| NewEdge Advisors, LLC | 0.00% | Add +60.1% | 19,819 | $556K |
| Truist Financial Corp. | 0.00% | Add +1.8% | 17,915 | $503K |
| Sykon Capital LLC | 0.15% | No change | 17,606 | $494K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.4% | 17,581 | $494K |
| Alteri Wealth LLC | 0.13% | Add +0.1% | 17,313 | $486K |
| Chapin Davis, Inc. | 0.08% | Reduce -2.9% | 17,000 | $477K |
| Cetera Investment Advisers | 0.00% | Reduce -40.9% | 15,718 | $441K |
| Decision Investments, Inc. | 0.39% | Reduce -21.2% | 15,183 | $426K |
| Moors & Cabot, Inc. | 0.02% | Reduce -12.0% | 14,703 | $413K |
| Prospera Financial Services Inc | 0.01% | No change | 14,273 | $401K |
| Jane Street Group, LLC | 0.00% | Add +19.7% | 14,220 | $399K |
| XTX Topco Ltd | 0.01% | Add +22.6% | 14,172 | $398K |
| Spirepoint Private Client, LLC | 0.03% | Add +9.9% | 13,933 | $391K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +7.7% | 12,737 | $358K |
| Sanctuary Advisors, LLC | 0.00% | New | 11,450 | $321K |
| Level Four Advisory Services, LLC | 0.01% | New | 11,385 | $320K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -2.7% | 11,209 | $315K |
| Mariner, LLC | 0.00% | New | 10,850 | $305K |
| Focus Partners Wealth | 0.00% | New | 10,818 | $304K |
| Ameriflex Group, Inc. | 0.12% | No change | 10,800 | $303K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.4% | 10,419 | $292K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 9,818 | $276K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.8% | 9,679 | $272K |
| HighTower Advisors, LLC | 0.00% | New | 9,315 | $261K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 9,359 | $260K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.2% | 9,220 | $259K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +19.9% | 8,669 | $243K |
| David J Yvars Group | 0.12% | Reduce -30.4% | 8,617 | $242K |
| AQR Capital Management | 0.00% | New | 8,250 | $232K |
| Stockman Wealth Management, Inc. | 0.02% | New | 8,131 | $228K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,999 | $225K |
| Clay Northam Wealth Management, LLC | 0.11% | New | 7,661 | $215K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 7,190 | $202K |
| Lanark Financial, Inc. | 0.01% | Add +1.1% | 6,466 | $182K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +57.0% | 3,925 | $110K |
| Fifth Third Bancorp | 0.00% | Reduce -12.4% | 3,481 | $98K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.1% | 2,685 | $75K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,790 | $50K |
| Continuum Advisory, LLC | 0.00% | New | 1,000 | $28K |
| US Bancorp \de | 0.00% | New | 1,000 | $28K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 828 | $23K |
| Assetmark, Inc. | 0.00% | New | 580 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 575 | $16K |
| Tidemark, LLC | 0.00% | No change | 409 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 360 | $10K |
| Strategic Advocates LLC | 0.04% | No change | 323 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 275 | $8K |
| GoalVest Advisory LLC | 0.00% | No change | 201 | $6K |
| Highline Wealth Partners LLC | 0.00% | Add +10.0% | 110 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -0.9% | 104 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 26 | $722 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.