Virtus Artific Intel & TechAIO
13F holders, Q1 2026 (March 31)78holders +2
12new positions
8sold out
$21.41avg. 13F price*
At the end of Q1 2026, 78 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings, up 2 from Q4 2025. 12 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($23.2M), Bank of America Corp. ($17.5M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.9M |
| Exits | 8 | $468K |
All 13F filers, Q4 2025 → Q1 2026: 736,007 shares bought and 564,853 shares sold, net +171,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Morgan Stanley | 0.00% | Add +0.8% | 1,084,779 | $23.2M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 818,600 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +1.7% | 639,062 | $13.7M |
| UBS Group AG | 0.00% | Reduce -4.5% | 432,242 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.0% | 378,044 | $8.1M |
| Royal Bank of Canada | 0.00% | Reduce -14.9% | 364,064 | $7.8M |
| Saba Capital Management, L.P. | 0.17% | New | 243,827 | $5.2M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -39.0% | 213,532 | $4.6M |
| Karpus Management, Inc. | 0.13% | New | 193,632 | $4.1M |
| Wolverine Asset Management LLC | 0.19% | Reduce -0.7% | 164,699 | $3.5M |
| Landscape Capital Management, L.L.C. | 0.22% | Add +5.6% | 162,634 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.7% | 150,221 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +9.6% | 135,770 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -0.9% | 132,703 | $2.8M |
| Shaker Financial Services, LLC | 0.83% | Add +261.8% | 111,789 | $2.4M |
| Summit Financial, LLC | 0.03% | Add +8.5% | 108,651 | $2.3M |
| LPL Financial LLC | 0.00% | Add +6.4% | 105,400 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 79,146 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +33.8% | 76,802 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +11.1% | 73,081 | $1.6M |
| &partners | 0.01% | Add +15.7% | 58,022 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +14.5% | 51,010 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +4.9% | 39,423 | $844K |
| Readystate Asset Management LP | 0.08% | Reduce -73.5% | 36,872 | $789K |
| PMG Family Office LLC | 0.88% | Add +12.0% | 36,820 | $788K |
| Calamos Advisors LLC | 0.00% | Add +13.5% | 33,363 | $714K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -9.2% | 30,450 | $652K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 27,384 | $586K |
| Cetera Investment Advisers | 0.00% | Reduce -48.5% | 26,579 | $569K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.1% | 26,485 | $567K |
| Osaic Holdings, Inc. | 0.00% | Add +68.7% | 22,355 | $479K |
| Serenus Wealth Advisors, LLC | 0.09% | No change | 22,119 | $474K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.5% | 20,757 | $444K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -55.3% | 19,878 | $433K |
| 1607 Capital Partners, LLC | 0.03% | New | 20,110 | $431K |
| Decision Investments, Inc. | 0.47% | Reduce -0.1% | 19,277 | $413K |
| Sykon Capital LLC | 0.13% | Reduce -48.1% | 17,606 | $377K |
| Truist Financial Corp. | 0.00% | Add +7.5% | 17,599 | $377K |
| Chapin Davis, Inc. | 0.08% | Reduce -4.9% | 17,500 | $375K |
| Alteri Wealth LLC | 0.12% | Reduce -0.6% | 17,303 | $370K |
| Moors & Cabot, Inc. | 0.02% | Reduce -13.0% | 16,703 | $358K |
| Prospera Financial Services Inc | 0.00% | Add +1.1% | 14,273 | $306K |
| Susquehanna International Group, LLP | 0.00% | New | 13,203 | $283K |
| Spirepoint Private Client, LLC | 0.03% | Add +30.2% | 12,674 | $271K |
| David J Yvars Group | 0.15% | Add +1.9% | 12,383 | $265K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.8% | 12,377 | $265K |
| DAVENPORT & Co LLC | 0.00% | Reduce -48.3% | 12,000 | $257K |
| Jane Street Group, LLC | 0.00% | Add +8.8% | 11,876 | $254K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +5.1% | 11,829 | $253K |
| XTX Topco Ltd | 0.00% | New | 11,556 | $247K |
| Evolve Private Wealth, LLC | 0.01% | Add +3.3% | 11,521 | $247K |
| Ameriflex Group, Inc. | 0.12% | Add +28.6% | 10,800 | $231K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +1.4% | 10,379 | $222K |
| Mercer Global Advisors Inc. | 0.00% | New | 9,938 | $213K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 9,504 | $203K |
| Cwm, LLC | 0.00% | No change | 8,099 | $173K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +36060.0% | 7,232 | $155K |
| PNC Financial Services Group, Inc. | 0.00% | Add +279.4% | 7,190 | $154K |
| Lanark Financial, Inc. | 0.01% | Reduce -10.6% | 6,394 | $137K |
| Fifth Third Bancorp | 0.00% | New | 3,976 | $85K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 3,319 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,500 | $54K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,790 | $38K |
| MAI Capital Management | 0.00% | No change | 1,089 | $23K |
| Chesapeake Asset Management LLC | 0.02% | New | 1,070 | $23K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +159.6% | 828 | $18K |
| Farther Finance Advisors, LLC | 0.00% | New | 575 | $13K |
| Tidemark, LLC | 0.00% | Add +10.2% | 409 | $9K |
| Harbour Investments, Inc. | 0.00% | Reduce -71.4% | 360 | $8K |
| Strategic Advocates LLC | 0.03% | Reduce -98.5% | 323 | $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% | Add +1.0% | 105 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 100 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 100 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 26 | $549 |
| FMR LLC | 0.00% | No change | 2 | $43 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.