Virtus Artific Intel & TechAIO
13F holders, Q2 2025 (June 30)63holders +3
11new positions
8sold out
$24.82avg. 13F price*
At the end of Q2 2025, 63 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings, up 3 from Q1 2025. 11 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($29.4M), Bank of America Corp. ($18.8M) and Wells Fargo & Company ($15.6M).
- Company
- Virtus Artific Intel & Tech
- CUSIP
- 92838Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.2M |
| Exits | 8 | $3.3M |
All 13F filers, Q1 2025 → Q2 2025: 331,945 shares bought and 203,070 shares sold, net +128,875 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Morgan Stanley | 0.00% | Add +0.8% | 1,186,537 | $29.4M |
| Bank of America Corp. | 0.00% | Add +5.4% | 755,627 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +0.4% | 628,648 | $15.6M |
| Advisors Asset Management, Inc. | 0.23% | Add +4.8% | 514,514 | $12.8M |
| UBS Group AG | 0.00% | Add +0.5% | 448,218 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +6.2% | 333,652 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Add +9.0% | 290,542 | $7.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +5.6% | 141,197 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +8.9% | 107,535 | $2.7M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +56.8% | 101,432 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +18.6% | 85,967 | $2.1M |
| LPL Financial LLC | 0.00% | Add +27.1% | 74,560 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.7% | 61,897 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Reduce -3.7% | 54,265 | $1.3M |
| Strategic Advocates LLC | 0.33% | Add +8.2% | 45,425 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.0% | 44,777 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -1.4% | 39,719 | $986K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +78.9% | 35,600 | $884K |
| Janney Montgomery Scott LLC | 0.00% | Add +21.5% | 33,975 | $843K |
| Sykon Capital LLC | 0.31% | Reduce -17.9% | 33,906 | $842K |
| DAVENPORT & Co LLC | 0.00% | Reduce -21.9% | 33,800 | $839K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -10.1% | 33,250 | $825K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +24.4% | 29,530 | $733K |
| Cetera Investment Advisers | 0.00% | New | 27,511 | $683K |
| Serenus Wealth Advisors, LLC | 0.09% | No change | 22,119 | $549K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.3% | 20,808 | $516K |
| Moors & Cabot, Inc. | 0.02% | No change | 19,503 | $484K |
| Prospera Financial Services Inc | 0.01% | Reduce -11.3% | 19,249 | $478K |
| Chapin Davis, Inc. | 0.13% | Add +2.8% | 18,400 | $457K |
| Alteri Wealth LLC | 0.15% | Add +12.5% | 15,795 | $392K |
| Truist Financial Corp. | 0.00% | Add +2.0% | 15,685 | $389K |
| &partners | 0.00% | Add +2.1% | 14,966 | $371K |
| Osaic Holdings, Inc. | 0.00% | Add +21.4% | 14,801 | $367K |
| Avantax Advisory Services, Inc. | 0.00% | New | 12,462 | $309K |
| Leigh Baldwin & Co., LLC | 0.20% | New | 12,436 | $309K |
| David J Yvars Group | 0.17% | Reduce -10.6% | 11,885 | $295K |
| Jane Street Group, LLC | 0.00% | New | 11,065 | $275K |
| Lanark Financial, Inc. | 0.02% | Add +9.0% | 9,774 | $242K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -47.1% | 9,744 | $242K |
| Stockman Wealth Management, Inc. | 0.03% | New | 8,131 | $202K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 8,079 | $201K |
| NFSG Corp | 0.02% | New | 5,974 | $148K |
| Comerica Bank | 0.00% | Add +0.0% | 4,139 | $103K |
| US Bancorp \de | 0.00% | No change | 2,125 | $53K |
| Elequin Capital, LP | 0.01% | Reduce -75.5% | 1,879 | $47K |
| Cwm, LLC | 0.00% | No change | 1,726 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,570 | $39K |
| Parallel Advisors, LLC | 0.00% | Add +2.0% | 1,308 | $32K |
| Spire Wealth Management | 0.00% | New | 1,300 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 1,190 | $30K |
| MAI Capital Management | 0.00% | No change | 1,089 | $27K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,000 | $25K |
| NewEdge Advisors, LLC | 0.00% | Reduce -46.3% | 768 | $19K |
| Boreal Capital Management LLC | 0.01% | — | 483 | $12K |
| Principal Securities, Inc. | 0.00% | New | 389 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 275 | $7K |
| Park Square Financial Group, LLC | 0.00% | Reduce -16.5% | 213 | $5K |
| Tidemark, LLC | 0.00% | Add +17.1% | 205 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -17.1% | 102 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $2K |
| Assetmark, Inc. | 0.00% | New | 45 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 6 | $149 |
| FMR LLC | 0.00% | Reduce -80.0% | 1 | $25 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.