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Virtus Artificial Intelligence & Technology Opportunities Fund

AIONYSE
$25.48+0.32 (+1.27%)as of Oct 2, 2026
Legend
Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.
Company share activityNet buybacksNo changeNet dilution
Marker size reflects transaction size.
  • Insider buy
  • Insider sell
  • Congress buy
  • Congress sell
  • Hedge Funds bought vs sold
Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

  • Insider Buy
  • Insider Sell
  • Congress Buy
  • Congress Sell
  • Hedge funds bought vs sold
  • BuybackNo changeNet dilution

Virtus Artificial Intelligence & Technology Opportunities Fund price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+5.3%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding

Largest institutional holders

13F · Q2 2026
Fund% of company heldValue% of portfolioQuarterly activity
Morgan StanleyNot reported$30.9M0.00%Not reported
Bank of America CorpNot reported$24.4M0.00%Not reported
Wells Fargo & CompanyNot reported$17.3M0.00%Not reported
UBS Group AGNot reported$12.7M0.00%Not reported
Ameriprise Financial IncNot reported$10.7M0.00%Not reported
Royal Bank of CanadaNot reported$9.96M0.00%Not reported
Karpus Management, Inc.Not reported$9.1M0.26%Not reported
Saba Capital Management, L.P.Not reported$5.05M0.13%Not reported
Advisors Asset Management, Inc.Not reported$4.73M0.07%Not reported
Raymond James Financial IncNot reported$4.49M0.00%Not reported
Steward Partners Investment Advisory, LLCNot reported$4.24M0.02%Not reported
1607 Capital Partners, LLCNot reported$4.03M0.35%Add 614.45%
Hennion & Walsh Asset Management, Inc.Not reported$3.35M0.10%Reduce 9.94%
LPL Financial LLCNot reported$3.29M0.00%Not reported
Landscape Capital Management, L.L.C.Not reported$3.2M0.21%Not reported
Summit Financial, LLCNot reported$3.12M0.03%Add 2.20%
Stifel Financial CorpNot reported$2.32M0.00%Not reported
Wedbush Securities IncNot reported$2.13M0.05%Reduce 1.30%
Oppenheimer & Co IncNot reported$2.04M0.02%Reduce 0.46%
&PartnersNot reported$1.81M0.01%Add 10.94%
First Trust Advisors LPNot reported$1.42M0.00%Reduce 0.89%
Wolverine Asset Management LLCNot reported$1.33M0.01%Not reported
Kingswood Wealth Advisors, LLCNot reported$1.09M0.04%Reduce 1.43%
PMG Family Office LLCNot reported$1.04M0.96%Add 0.86%
Calamos Advisors LLCNot reported$1M0.00%Add 7.14%
SeaCrest Wealth Management, LLCNot reported$849K0.09%Reduce 0.66%
CreativeOne Wealth, LLCNot reported$727K0.02%Not reported
Commonwealth Equity Services, LLCNot reported$658K0.00%Not reported
Serenus Wealth Advisors, LLCNot reported$621K0.11%Not reported
Wealth Enhancement Advisory Services, LLCNot reported$587K0.00%Not reported
NewEdge Advisors, LLCNot reported$556K0.00%Not reported
Sykon Capital LLCNot reported$494K0.15%Not reported
Osaic Holdings, Inc.Not reported$494K0.00%Not reported
Alteri Wealth LLCNot reported$486K0.13%Add 0.06%
Chapin Davis, Inc.Not reported$477K0.08%Reduce 2.86%
Cetera Investment AdvisersNot reported$441K0.00%Not reported
Decision Investments, IncNot reported$426K0.39%Reduce 21.24%
Moors & Cabot, Inc.Not reported$413K0.02%Reduce 11.97%
Prospera Financial Services IncNot reported$401K0.01%Not reported
Jane Street Group, LLCNot reported$399K0.00%Not reported
XTX Topco LtdNot reported$398K0.01%Not reported
Spirepoint Private Client, LLCNot reported$391K0.03%Add 9.93%
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNot reported$358K0.04%Add 7.68%
Level Four Advisory Services, LLCNot reported$320K0.01%New Not reported
Evolve Private Wealth, LLCNot reported$315K0.02%Reduce 2.71%
Mariner, LLCNot reported$305K0.00%Not reported
Focus Partners WealthNot reported$304K0.00%Not reported
Ameriflex Group, Inc.Not reported$303K0.12%Not reported
Wealthcare Advisory Partners LLCNot reported$292K0.01%Not reported
Concurrent Investment Advisors, LLCNot reported$272K0.00%Add 1.84%
50 of 78 holders

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