Virtus Artific Intel & TechAIO
13F holders, Q4 2025 (December 31)76holders +6
11new positions
6sold out
$21.79avg. 13F price*
At the end of Q4 2025, 76 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings, up 6 from Q3 2025. 11 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($23.4M), Bank of America Corp. ($18.4M) and Wells Fargo & Company ($13.7M).
- Company
- Virtus Artific Intel & Tech
- CUSIP
- 92838Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.7M |
| Exits | 6 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 729,576 shares bought and 312,863 shares sold, net +416,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Morgan Stanley | 0.00% | Reduce -7.5% | 1,076,406 | $23.4M |
| Bank of America Corp. | 0.00% | Add +0.7% | 845,745 | $18.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 628,201 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +24.7% | 461,223 | $10.0M |
| UBS Group AG | 0.00% | Reduce -5.3% | 452,479 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +25.9% | 427,602 | $9.3M |
| Advisors Asset Management, Inc. | 0.13% | Reduce -16.3% | 349,789 | $7.6M |
| Wolverine Asset Management LLC | 0.21% | Add +150.4% | 165,881 | $3.6M |
| Landscape Capital Management, L.L.C. | 0.22% | New | 154,073 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.2% | 140,804 | $3.1M |
| Readystate Asset Management LP | 0.23% | Add +773.8% | 139,148 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +10.1% | 133,918 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.0% | 123,918 | $2.7M |
| Summit Financial, LLC | 0.03% | Add +2.5% | 100,157 | $2.3M |
| LPL Financial LLC | 0.00% | Add +9.0% | 99,050 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -7.4% | 78,721 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.2% | 65,780 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +9.9% | 57,402 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +25.9% | 51,644 | $1.1M |
| &partners | 0.01% | Add +246.5% | 50,131 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.6% | 44,497 | $997K |
| First Trust Advisors LP | 0.00% | Add +0.6% | 44,533 | $969K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +15.0% | 37,593 | $818K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -2.4% | 33,550 | $754K |
| Sykon Capital LLC | 0.24% | No change | 33,906 | $737K |
| PMG Family Office LLC | 0.83% | Add +6.3% | 32,884 | $715K |
| Shaker Financial Services, LLC | 0.22% | Add +143.9% | 30,899 | $708K |
| Calamos Advisors LLC | 0.00% | New | 29,393 | $639K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.4% | 28,421 | $618K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -8.0% | 25,943 | $564K |
| DAVENPORT & Co LLC | 0.00% | Reduce -27.0% | 23,200 | $505K |
| Strategic Advocates LLC | 0.12% | Reduce -16.3% | 21,935 | $482K |
| Serenus Wealth Advisors, LLC | 0.09% | No change | 22,119 | $481K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.4% | 20,065 | $436K |
| Decision Investments, Inc. | 0.46% | — | 19,297 | $420K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.3% | 19,203 | $418K |
| Chapin Davis, Inc. | 0.09% | No change | 18,400 | $400K |
| Alteri Wealth LLC | 0.12% | Add +0.1% | 17,405 | $379K |
| Truist Financial Corp. | 0.00% | Add +2.8% | 16,364 | $356K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.9% | 14,124 | $307K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.0% | 13,251 | $288K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.3% | 12,605 | $274K |
| David J Yvars Group | 0.14% | Add +1.4% | 12,146 | $264K |
| Evolve Private Wealth, LLC | 0.02% | — | 11,157 | $254K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +2.5% | 11,254 | $245K |
| Jane Street Group, LLC | 0.00% | Add +19.5% | 10,910 | $237K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 10,231 | $223K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.5% | 9,761 | $212K |
| Spirepoint Private Client, LLC | 0.02% | New | 9,733 | $212K |
| Rivernorth Capital Management, LLC | 0.01% | New | 9,246 | $201K |
| Ameriflex Group, Inc. | 0.09% | Reduce -57.6% | 8,400 | $183K |
| Cwm, LLC | 0.00% | No change | 8,099 | $176K |
| Lanark Financial, Inc. | 0.01% | Add +8.5% | 7,153 | $156K |
| Comerica Bank | 0.00% | Reduce -1.6% | 4,053 | $88K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.9% | 3,265 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,500 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,895 | $41K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,790 | $39K |
| Harbour Investments, Inc. | 0.00% | Add +5.9% | 1,260 | $27K |
| MAI Capital Management | 0.00% | No change | 1,089 | $24K |
| Huntington National Bank | 0.00% | New | 1,036 | $23K |
| Boreal Capital Management LLC | 0.01% | No change | 483 | $11K |
| US Bancorp \de | 0.00% | Reduce -76.5% | 500 | $11K |
| Tidemark, LLC | 0.00% | Add +15.6% | 371 | $8K |
| Motiv8 Investments LLC | 0.00% | New | 339 | $7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 319 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 300 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 275 | $6K |
| GoalVest Advisory LLC | 0.00% | No change | 201 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -90.7% | 104 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 100 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $2K |
| IFP Advisors, Inc | 0.00% | New | 97 | $2K |
| Spire Wealth Management | 0.00% | Reduce -96.0% | 59 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 20 | $435 |
| FMR LLC | 0.00% | No change | 2 | $44 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.