Virtus Artific Intel & TechAIO
13F holders, Q3 2024 (September 30)51holders −2
7new positions
8sold out
$22.00avg. 13F price*
At the end of Q3 2024, 51 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings, down 2 from Q2 2024. 7 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($25.1M), Wells Fargo & Company ($13.3M) and Bank of America Corp. ($12.3M).
- Company
- Virtus Artific Intel & Tech
- CUSIP
- 92838Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 8 | $2.3M |
All 13F filers, Q2 2024 → Q3 2024: 490,385 shares bought and 133,725 shares sold, net +356,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Morgan Stanley | 0.00% | Reduce -0.5% | 1,144,589 | $25.1M |
| Wells Fargo & Company | 0.00% | Add +43.0% | 605,994 | $13.3M |
| Bank of America Corp. | 0.00% | Add +3.3% | 558,896 | $12.3M |
| Advisors Asset Management, Inc. | 0.22% | Add +3.8% | 534,702 | $11.7M |
| UBS Group AG | 0.00% | Add +6.1% | 428,843 | $9.4M |
| Royal Bank of Canada | 0.00% | Add +11.9% | 314,747 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +6.5% | 246,077 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.5% | 116,087 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 103,768 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -12.7% | 88,779 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.3% | 76,997 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +0.8% | 76,694 | $1.7M |
| Raymond James & Associates | 0.00% | Add +2.3% | 61,413 | $1.3M |
| LPL Financial LLC | 0.00% | Add +17.6% | 56,651 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.0% | 48,370 | $1.1M |
| Sykon Capital LLC | 0.33% | Reduce -2.0% | 42,175 | $927K |
| First Trust Advisors LP | 0.00% | Reduce -1.5% | 39,417 | $866K |
| Shaker Financial Services, LLC | 0.30% | New | 36,297 | $797K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.7% | 33,429 | $734K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +221.9% | 30,899 | $679K |
| Janney Montgomery Scott LLC | 0.00% | New | 27,229 | $598K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +45.9% | 24,150 | $531K |
| Certuity, LLC | 0.05% | No change | 22,119 | $486K |
| Moors & Cabot, Inc. | 0.02% | No change | 19,503 | $428K |
| &partners | 0.01% | Add +4.4% | 18,938 | $416K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +8.8% | 18,290 | $402K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +0.6% | 17,951 | $394K |
| Chapin Davis, Inc. | 0.13% | No change | 17,900 | $393K |
| Prospera Financial Services Inc | 0.01% | Add +4.5% | 17,890 | $393K |
| Rockefeller Capital Management L.P. | 0.00% | New | 17,813 | $391K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -10.1% | 15,176 | $333K |
| Truist Financial Corp. | 0.00% | New | 14,825 | $326K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.2% | 14,170 | $310K |
| Raymond James Trust N.A. | 0.01% | No change | 13,610 | $299K |
| IHT Wealth Management, LLC | 0.01% | New | 13,022 | $285K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,625 | $277K |
| David J Yvars Group | 0.16% | New | 11,672 | $256K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.0% | 11,661 | $256K |
| Lanark Financial, Inc. | 0.02% | Reduce -27.1% | 8,756 | $192K |
| Comerica Bank | 0.00% | Add +226.9% | 4,449 | $98K |
| US Bancorp \de | 0.00% | Reduce -19.5% | 2,156 | $47K |
| Cwm, LLC | 0.00% | No change | 1,855 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,570 | $34K |
| NewEdge Advisors, LLC | 0.00% | Add +1.0% | 1,407 | $31K |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 1,234 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 1,190 | $26K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +8.5% | 947 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +386.2% | 705 | $15K |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.9% | 234 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -97.8% | 19 | $419 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.