Institutional Ownership Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO)
This table provides information about the institutional ownership of Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund (AIO). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $876 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
29,530
shares
|
$709,605
0.06% of portfolio
|
Q1 2025
Reduced 19.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
27,511
shares
|
$661,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
22,119
shares
|
$531,519
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
20,808
shares
|
$500,016
0.0% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
19,503
shares
|
$468,657
0.02% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
19,249
shares
|
$462,553
0.01% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
18,400
shares
|
$442,152
0.13% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
15,795
shares
|
$379,553
0.15% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
15,685
shares
|
$376,910
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,176
shares
|
$364,679
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,966
shares
|
$359,632
0.0% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
14,801
shares
|
$355,668
0.0% of portfolio
|
Q2 2025
Added 33.62%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,610
shares
|
$327,048
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,462
shares
|
$299,461
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
12,436
shares
|
$298,837
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
11,885
shares
|
$285,596
0.17% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
11,500
shares
|
$276,345
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,065
shares
|
$265,891
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,774
shares
|
$234,869
0.02% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
9,744
shares
|
$234,148
0.04% of portfolio
|
Q2 2025
Reduced 47.07%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
8,131
shares
|
$195,387
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,079
shares
|
$194,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
5,974
shares
|
$143,555
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,139
shares
|
$99,460
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,437
shares
|
$82,591
0.0% of portfolio
|
Q2 2022
New holding
|