Virtus Artific Intel & TechAIO
13F holders, Q4 2024 (December 31)63holders +12
13new positions
4sold out
$24.66avg. 13F price*
At the end of Q4 2024, 63 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings, up 12 from Q3 2024. 13 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($30.3M), Bank of America Corp. ($15.1M) and Wells Fargo & Company ($14.9M).
- Company
- Virtus Artific Intel & Tech
- CUSIP
- 92838Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.2M |
| Exits | 4 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 391,623 shares bought and 166,561 shares sold, net +225,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Morgan Stanley | 0.00% | Add +7.4% | 1,228,926 | $30.3M |
| Bank of America Corp. | 0.00% | Add +9.6% | 612,345 | $15.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 604,143 | $14.9M |
| Advisors Asset Management, Inc. | 0.25% | Add +2.6% | 548,499 | $13.5M |
| UBS Group AG | 0.00% | Add +1.0% | 433,247 | $10.7M |
| Royal Bank of Canada | 0.00% | Add +5.5% | 332,035 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Add +2.8% | 253,052 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +9.9% | 127,600 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +27.1% | 97,836 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -10.1% | 93,272 | $2.3M |
| Raymond James Financial Inc. | 0.00% | — | 92,139 | $2.3M |
| LPL Financial LLC | 0.00% | Add +1.6% | 57,571 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -25.9% | 56,794 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +72.4% | 53,266 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.1% | 52,786 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | New | 45,093 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +24.9% | 41,771 | $1.0M |
| Sykon Capital LLC | 0.35% | Reduce -2.1% | 41,300 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -54.6% | 40,329 | $1.0M |
| First Trust Advisors LP | 0.00% | Add +2.4% | 40,342 | $995K |
| DAVENPORT & Co LLC | 0.00% | New | 32,700 | $806K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.3% | 28,409 | $701K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +25.1% | 22,455 | $554K |
| Serenus Wealth Advisors, LLC | 0.09% | — | 22,119 | $545K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -11.6% | 21,350 | $526K |
| Moors & Cabot, Inc. | 0.02% | No change | 19,503 | $481K |
| Virtu Financial LLC | 0.03% | New | 19,205 | $474K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +5.0% | 19,197 | $473K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.5% | 18,964 | $468K |
| Ameriflex Group, Inc. | 0.20% | — | 17,750 | $444K |
| Prospera Financial Services Inc | 0.01% | Add +0.2% | 17,925 | $442K |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.7% | 17,389 | $429K |
| Chapin Davis, Inc. | 0.13% | No change | 17,900 | $393K |
| Truist Financial Corp. | 0.00% | Add +1.9% | 15,100 | $372K |
| &partners | 0.00% | Reduce -25.4% | 14,118 | $343K |
| Alteri Wealth LLC | 0.09% | — | 12,810 | $316K |
| Osaic Holdings, Inc. | 0.00% | Add +5.4% | 12,287 | $303K |
| David J Yvars Group | 0.18% | Add +4.1% | 12,154 | $300K |
| GWN Securities Inc. | 0.07% | — | 10,412 | $264K |
| World Equity Group, Inc. | 0.06% | New | 10,500 | $259K |
| Shaker Financial Services, LLC | 0.09% | Reduce -74.7% | 9,193 | $227K |
| Stockman Wealth Management, Inc. | 0.03% | New | 8,431 | $208K |
| Level Four Advisory Services, LLC | 0.01% | New | 8,250 | $203K |
| Comerica Bank | 0.00% | Reduce -3.0% | 4,315 | $106K |
| US Bancorp \de | 0.00% | No change | 2,156 | $53K |
| Cwm, LLC | 0.00% | Reduce -2.4% | 1,811 | $45K |
| Kestra Investment Management, LLC | 0.00% | New | 1,658 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,570 | $39K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 1,419 | $35K |
| Parallel Advisors, LLC | 0.00% | Add +1.9% | 1,257 | $31K |
| Harbour Investments, Inc. | 0.00% | No change | 1,190 | $29K |
| MAI Capital Management | 0.00% | New | 1,089 | $27K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +4.0% | 985 | $25K |
| Synergy Asset Management, LLC | 0.00% | New | 626 | $14K |
| Park Square Financial Group, LLC | 0.01% | — | 302 | $7K |
| St Germain D J Co. Inc. | 0.00% | New | 275 | $7K |
| Tidemark, LLC | 0.00% | New | 175 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.2% | 168 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | New | 50 | $1K |
| Creekmur Asset Management LLC | 0.00% | Reduce -26.3% | 14 | $334 |
| Lanark Financial, Inc. | 0.02% | — | 8 | $220 |
| FMR LLC | 0.00% | New | 2 | $49 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.