Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for AIO. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 80 institutions reported holding AIO, with 6.4 million shares worth $178.9 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Morgan Stanley | 1,102,313 | $31M | INCREASED |
| Bank of America | 869,826 | $24M | INCREASED |
| Wells Fargo & Company/MN | 616,773 | $17M | DECREASED |
| UBS Group | 453,497 | $13M | INCREASED |
| Ameriprise Financial | 380,282 | $11M | INCREASED |
Recent Congressional Trades
| Member | Type | Amount | Date |
|---|---|---|---|
| Kevin Hern (Republican) | SALE | $15,001 - $50,000 | 2026-09-23 |
| Kevin Hern (Republican) | SALE | $15,001 - $50,000 | 2026-09-14 |
| Kevin Hern (Republican) | SALE | $1,001 - $15,000 | 2026-09-03 |
Full institutional holdings, insider history, and congressional trades for Virtus Artificial Intelligence & Technology Opportunities Fund on SentiSense.