Virtus Artific Intel & TechAIO
13F holders, Q1 2025 (March 31)60holders −3
7new positions
8sold out
$20.63avg. 13F price*
At the end of Q1 2025, 60 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings, down 3 from Q4 2024. 7 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($24.3M), Bank of America Corp. ($14.8M) and Wells Fargo & Company ($12.9M).
- Company
- Virtus Artific Intel & Tech
- CUSIP
- 92838Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.6M |
| Exits | 8 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 303,667 shares bought and 274,412 shares sold, net +29,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Morgan Stanley | 0.00% | Reduce -4.2% | 1,177,152 | $24.3M |
| Bank of America Corp. | 0.00% | Add +17.1% | 717,169 | $14.8M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 626,397 | $12.9M |
| Advisors Asset Management, Inc. | 0.19% | Reduce -10.5% | 490,819 | $10.1M |
| UBS Group AG | 0.00% | Add +2.9% | 445,821 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 314,300 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Add +5.3% | 266,533 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.8% | 133,700 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Add +7.2% | 98,759 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 97,615 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -22.3% | 72,496 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +21.4% | 64,684 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +47.2% | 61,496 | $1.3M |
| LPL Financial LLC | 0.00% | Add +1.9% | 58,676 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.8% | 56,363 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.8% | 43,902 | $906K |
| DAVENPORT & Co LLC | 0.01% | Add +32.4% | 43,300 | $893K |
| Strategic Advocates LLC | 0.30% | New | 42,000 | $866K |
| Sykon Capital LLC | 0.32% | No change | 41,300 | $852K |
| First Trust Advisors LP | 0.00% | Reduce -0.2% | 40,278 | $831K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -18.0% | 36,977 | $763K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 27,956 | $577K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +5.7% | 23,734 | $490K |
| Serenus Wealth Advisors, LLC | 0.08% | No change | 22,119 | $456K |
| Prospera Financial Services Inc | 0.01% | Add +21.1% | 21,711 | $448K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -6.8% | 19,900 | $411K |
| Moors & Cabot, Inc. | 0.02% | No change | 19,503 | $402K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -4.1% | 18,409 | $388K |
| Chapin Davis, Inc. | 0.13% | No change | 17,900 | $369K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.0% | 17,734 | $366K |
| Ameriflex Group, Inc. | 0.14% | Reduce -6.8% | 16,550 | $341K |
| Shaker Financial Services, LLC | 0.13% | Add +77.3% | 16,301 | $336K |
| Truist Financial Corp. | 0.00% | Add +1.9% | 15,383 | $317K |
| Susquehanna International Group, LLP | 0.00% | New | 15,157 | $313K |
| &partners | 0.00% | Add +3.8% | 14,658 | $309K |
| Alteri Wealth LLC | 0.13% | Add +9.6% | 14,045 | $290K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -26.2% | 14,001 | $289K |
| Aveo Capital Partners, LLC | 0.05% | New | 13,299 | $284K |
| David J Yvars Group | 0.22% | Add +9.4% | 13,293 | $274K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 12,187 | $251K |
| Lanark Financial, Inc. | 0.02% | — | 8,965 | $184K |
| Elequin Capital, LP | 0.04% | New | 7,653 | $158K |
| Comerica Bank | 0.00% | Reduce -4.1% | 4,138 | $85K |
| US Bancorp \de | 0.00% | Reduce -1.4% | 2,125 | $44K |
| Cwm, LLC | 0.00% | Reduce -4.7% | 1,726 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,570 | $32K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 1,431 | $30K |
| Parallel Advisors, LLC | 0.00% | Add +2.0% | 1,282 | $26K |
| Harbour Investments, Inc. | 0.00% | No change | 1,190 | $25K |
| MAI Capital Management | 0.00% | No change | 1,089 | $22K |
| Wolverine Asset Management LLC | 0.00% | New | 579 | $12K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 400 | $8K |
| St Germain D J Co. Inc. | 0.00% | No change | 275 | $6K |
| Park Square Financial Group, LLC | 0.00% | Reduce -15.6% | 255 | $5K |
| Tidemark, LLC | 0.00% | No change | 175 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 150 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 123 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -57.1% | 6 | $121 |
| FMR LLC | 0.00% | Add +150.0% | 5 | $103 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.