Virtus Artific Intel & TechAIO
13F holders, Q2 2024 (June 30)53holders +1
10new positions
10sold out
$21.67avg. 13F price*
At the end of Q2 2024, 53 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings, up 1 from Q1 2024. 10 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($25.0M), Bank of America Corp. ($11.7M) and Advisors Asset Management, Inc. ($11.2M).
- Company
- Virtus Artific Intel & Tech
- CUSIP
- 92838Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.5M |
| Exits | 10 | $16.7M |
All 13F filers, Q1 2024 → Q2 2024: 788,206 shares bought and 961,491 shares sold, net −173,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Morgan Stanley | 0.00% | Add +37.2% | 1,150,424 | $25.0M |
| Bank of America Corp. | 0.00% | Add +42.9% | 540,991 | $11.7M |
| Advisors Asset Management, Inc. | 0.22% | Add +13.0% | 515,244 | $11.2M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 423,925 | $9.2M |
| UBS Group AG | 0.00% | Add +1.5% | 404,247 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 281,313 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.6% | 231,117 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +18.5% | 111,124 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +4.1% | 104,023 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | — | 101,740 | $2.0M |
| Wedbush Securities Inc. | 0.06% | Reduce -0.9% | 76,074 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.4% | 70,427 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -8.7% | 60,036 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 48,175 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 45,199 | $981K |
| Sykon Capital LLC | 0.35% | Reduce -22.8% | 43,050 | $935K |
| First Trust Advisors LP | 0.00% | Add +3.7% | 40,024 | $869K |
| Prevail Innovative Wealth Advisors, LLC | 0.29% | New | 37,561 | $815K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.6% | 35,829 | $778K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.9% | 29,942 | $650K |
| Certuity, LLC | 0.04% | No change | 22,119 | $480K |
| Moors & Cabot, Inc. | 0.02% | No change | 19,503 | $423K |
| &partners | 0.02% | Add +36.5% | 18,135 | $394K |
| Chapin Davis, Inc. | 0.13% | Add +6.2% | 17,900 | $389K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +32.8% | 17,846 | $387K |
| Prospera Financial Services Inc | 0.01% | New | 17,115 | $372K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -30.0% | 16,873 | $366K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +1.9% | 16,817 | $365K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +65.5% | 16,550 | $359K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +10.2% | 14,345 | $311K |
| Raymond James Trust N.A. | 0.01% | New | 13,610 | $295K |
| Osaic Holdings, Inc. | 0.00% | Reduce -58.2% | 12,148 | $264K |
| Lanark Financial, Inc. | 0.02% | Add +6.0% | 12,005 | $260K |
| Gratus Capital, LLC | 0.01% | New | 11,500 | $250K |
| Mariner, LLC | 0.00% | New | 11,227 | $244K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 9,600 | $208K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,462 | $205K |
| Thomas J. Herzfeld Advisors, Inc. | 0.05% | New | 7,094 | $154K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -66.0% | 4,042 | $88K |
| US Bancorp \de | 0.00% | Add +67.9% | 2,679 | $58K |
| Cwm, LLC | 0.00% | No change | 1,855 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -91.2% | 1,570 | $34K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 1,393 | $30K |
| Comerica Bank | 0.00% | No change | 1,361 | $30K |
| Parallel Advisors, LLC | 0.00% | Add +2.2% | 1,209 | $26K |
| Harbour Investments, Inc. | 0.00% | No change | 1,190 | $26K |
| Great Lakes Retirement, Inc. | 0.00% | New | 925 | $20K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 873 | $19K |
| Creekmur Asset Management LLC | 0.00% | Reduce -64.0% | 853 | $19K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.1% | 320 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -51.7% | 145 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $2K |
| FMR LLC | 0.00% | No change | 1 | $22 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.