Virtus Artificial Intelligence & Technology Opportunities Fund
AIO- Exchange
- NYSE
- SEC CIK
- 0001778114
In the last 90 days, Virtus Artificial Intelligence & Technology Opportunities Fund insiders filed 0 open-market purchases and 3 sales; 83 institutions reported holding it in 13F filings for Q2 2026, worth $187.3M in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $1.34M in total
- 3
- 13F holdersQ2 2026, +6 vs. previous quarter
- 83
- 13F valueReported value at the end of Q2 2026
- $187.3M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding AIO, Q2 2026
No superinvestor reported holding AIO at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Virtus Artificial Intelligence & Technology Opportunities Fund insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 26, 2026 (view filing)3:36 PM ET | Aug 10 | 16 days | Jue Stephen BOther: PM | SSaleVirtus Artificial Intelligence Opportunities Fund | −10.0K | $26.31 | −$263.1K | −100.0%0 after | Amended2 lots |
| Aug 26, 2026 (view filing)3:13 PM ET | Aug 10 | 16 days | Chen James C. K.Other: PM | SSaleVirtus Artificial Intelligence Opportunities Fund | −11.5K | $26.14 | −$300.3K | −100.0%0 after | Amended3 lots |
| Aug 26, 2026 (view filing)2:51 PM ET | Aug 10 | 16 days | Kass JustinOther: PM | SSaleVirtus Artificial Intelligence Opportunities Fund | −29.5K | $26.27 | −$774.4K | −100.0%0 after | Amended |
| Mar 23, 2026 (view filing) | Mar 20 | 3 days | Bradley William Patrick IIIEVP, CFO and Treasurer | SSale | −2.00K | $21.56 | −$43.1K | −100.0%0 after | |
| Jul 29, 2025 (view filing) | Jul 29 | Same day | Bradley William Patrick IIIEVP, CFO and Treasurer | PPurchase | +2.00K | $24.79 | +$49.6K | New position2.00K after | |
| Dec 12, 2023 (view filing) | Dec 11 | 1 day | McDaniel Connie DDirector | PPurchase | +2.92K | $17.10 | +$50.0K | New position2.92K after | |
| Jun 30, 2023 (view filing) | Jun 28 | 2 days | Burke Donald CDirector | PPurchase | +831.54 | $18.04 | +$15.0K | New position831.54 after | |
| Mar 4, 2022 (view filing) | Mar 3 | 1 day | DeCotis Deborah ADirector | PPurchase | +1.12K | $21.87 | +$24.4K | New position1.12K after | |
| Mar 1, 2022 (view filing) | Feb 25 | 4 days | McLoughlin Philip RDirector | PPurchase | +500 | $21.60 | +$10.8K | New position500 after | |
| Jan 14, 2022 (view filing) | Jan 13 | 1 day | Cogan Sarah EDirector | PPurchase | +1.00K | $25.37 | +$25.4K | New position1.00K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,102,313 | $30.9M | 0.00% | +17,534+1.6% | Added |
| Bank of America Corp | 869,826 | $24.4M | 0.00% | +51,226+6.3% | Added |
| Wells Fargo & Company | 616,773 | $17.3M | 0.00% | −22,289−3.5% | Reduced |
| UBS Group AG | 452,669 | $12.7M | 0.00% | +20,427+4.7% | Added |
| Ameriprise Financial Inc | 380,282 | $10.7M | 0.00% | +2,238+0.6% | Added |
| Royal Bank of Canada | 354,982 | $9.96M | 0.00% | −9,082−2.5% | Reduced |
| Karpus Management, Inc. | 324,291 | $9.10M | 0.26% | +130,659+67.5% | Added |
| Allspring Global Investments Holdings, LLC | 222,394 | $6.24M | 0.01% | +222,394 | New |
| Saba Capital Management, L.P. | 179,928 | $5.05M | 0.15% | −63,899−26.2% | Reduced |
| Advisors Asset Management, Inc. | 168,611 | $4.73M | 0.07% | −44,921−21.0% | Reduced |