Virtus Artific Intel & TechAIO
13F holders, Q1 2024 (March 31)52holders
$20.06avg. 13F price*
At the end of Q1 2024, 52 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings. The largest holders were Morgan Stanley ($16.8M), Karpus Management, Inc. ($13.8M) and Advisors Asset Management, Inc. ($9.1M).
- Company
- Virtus Artific Intel & Tech
- CUSIP
- 92838Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $809K |
| Exits | 10 | $3.6M |
Ownership 52 holders
| Morgan Stanley | 0.00% | Add +22.3% | 838,529 | $16.8M |
| Karpus Management, Inc. | 0.40% | Reduce -27.9% | 687,887 | $13.8M |
| Advisors Asset Management, Inc. | 0.18% | Reduce -4.8% | 455,827 | $9.1M |
| UBS Group AG | 0.00% | Add +3.6% | 398,385 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -33.9% | 396,908 | $8.0M |
| Bank of America Corp. | 0.00% | Add +12.6% | 378,653 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Add +16.6% | 287,526 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 274,359 | $5.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 99,944 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.6% | 93,810 | $1.9M |
| Wedbush Securities Inc. | 0.06% | Add +3.4% | 76,777 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -11.9% | 65,774 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.4% | 62,660 | $1.3M |
| Sykon Capital LLC | 0.40% | Add +0.1% | 55,727 | $1.1M |
| LPL Financial LLC | 0.00% | Add +6.2% | 49,929 | $1.0M |
| First Trust Advisors LP | 0.00% | Add +73.2% | 38,597 | $775K |
| Landscape Capital Management, L.L.C. | 0.06% | Reduce -62.5% | 35,726 | $717K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.3% | 35,280 | $708K |
| Oppenheimer & Co. Inc. | 0.01% | Add +14.3% | 30,531 | $613K |
| Janney Montgomery Scott LLC | 0.00% | Add +74.9% | 30,094 | $604K |
| Osaic Holdings, Inc. | 0.00% | Add +2.7% | 29,082 | $584K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +27.4% | 24,107 | $484K |
| Certuity, LLC | 0.04% | No change | 22,119 | $444K |
| Moors & Cabot, Inc. | 0.02% | No change | 19,503 | $391K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -29.9% | 17,743 | $356K |
| Dakota Wealth Management | 0.01% | Reduce -7.1% | 17,640 | $354K |
| Claro Advisors Inc. | 0.06% | Reduce -45.5% | 17,210 | $345K |
| Chapin Davis, Inc. | 0.12% | Reduce -2.9% | 16,850 | $338K |
| Hartline Investment Corp./ | 0.06% | New | 16,504 | $331K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +5.8% | 16,504 | $331K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +8.5% | 13,873 | $278K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 13,436 | $270K |
| &partners | 0.04% | No change | 13,285 | $267K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +162.0% | 11,888 | $239K |
| Lanark Financial, Inc. | 0.02% | Reduce -12.3% | 11,329 | $227K |
| GTS Securities LLC | 0.01% | No change | 10,999 | $221K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.6% | 13,022 | $217K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 10,000 | $201K |
| Creekmur Asset Management LLC | 0.02% | Reduce -70.3% | 2,373 | $48K |
| Spire Wealth Management | 0.00% | Reduce -18.7% | 1,947 | $39K |
| Wolverine Asset Management LLC | 0.00% | Reduce -98.6% | 1,851 | $37K |
| Cwm, LLC | 0.00% | No change | 1,855 | $37K |
| US Bancorp \de | 0.00% | Add +59.6% | 1,596 | $32K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 1,380 | $28K |
| Comerica Bank | 0.00% | Reduce -47.8% | 1,361 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 1,190 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +3.2% | 1,183 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +523.6% | 873 | $18K |
| JPMorgan Chase & Co. | 0.00% | New | 348 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -91.4% | 300 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $2K |
| FMR LLC | 0.00% | New | 1 | $20 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.