Who Owns VIRTUS ARTIFICIAL INTELLIGEN (AIO)? -- Institutional Holders (2026-06-30)

93 institutions reported holding $187.3M of VIRTUS ARTIFICIAL INTELLIGEN (AIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($30.9M), BANK OF AMERICA CORP /DE/ ($24.4M), WELLS FARGO & COMPANY/MN ($17.3M), UBS Group AG ($12.7M), AMERIPRISE FINANCIAL INC ($10.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$30.9M1.1MAdded
2BANK OF AMERICA CORP /DE/$24.4M869,826Added
3WELLS FARGO & COMPANY/MN$17.3M616,773Trimmed
4UBS Group AG$12.7M452,669Added
5AMERIPRISE FINANCIAL INC$10.7M380,282Added
6Royal Bank of Canada$10.0M354,982Trimmed
7Karpus Management, Inc.$9.1M324,291Added
8Allspring Global Investments Holdings, LLC$6.2M222,394New
9Saba Capital Management, L.P.$5.1M179,928Trimmed
10Advisors Asset Management, Inc.$4.7M168,611Trimmed
11RAYMOND JAMES FINANCIAL INC$4.5M160,042Added
12Steward Partners Investment Advisory, LLC$4.2M151,097Added
131607 Capital Partners, LLC$4.0M143,676Added
14Hennion & Walsh Asset Management, Inc.$3.4M119,516Trimmed
15LPL Financial LLC$3.3M117,085Added
16LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.2M114,093Trimmed
17Summit Financial, LLC$3.1M111,041Added
18STIFEL FINANCIAL CORP$2.3M82,791Added
19WEDBUSH SECURITIES INC$2.1M75,802Trimmed
20OPPENHEIMER & CO INC$2.0M72,744Trimmed
21&PARTNERS$1.8M64,370Added
22FIRST TRUST ADVISORS LP$1.4M50,556Trimmed
23WOLVERINE ASSET MANAGEMENT LLC$1.3M47,230Trimmed
24KINGSWOOD WEALTH ADVISORS, LLC$1.1M38,858Trimmed
25PMG Family Office LLC$1.0M37,136Added

Source: SEC Form 13F filings · as of 2026-06-30