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Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)

NYSE - NYSE Delayed Price. Currency in USD
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20.04+0.01 (+0.05%)
At close: 04:00PM EDT
20.10 +0.06 (+0.30%)
After hours: 06:36PM EDT
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Major Holders

Currency in USD
Breakdown
0.03%% of Shares Held by All Insider
15.65%% of Shares Held by Institutions
15.65%% of Float Held by Institutions
58Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Karpus Management, Inc.954,715Dec 30, 20232.78%19,132,489
Morgan Stanley685,608Dec 30, 20232.00%13,739,584
Wells Fargo & Company600,063Dec 30, 20231.75%12,025,263
Advisors Asset Management, Inc.478,707Dec 30, 20231.39%9,593,288
UBS Group AG384,440Dec 30, 20231.12%7,704,177
Bank of America Corporation336,365Dec 30, 20230.98%6,740,754
Royal Bank of Canada264,748Dec 30, 20230.77%5,305,550
Ameriprise Financial, Inc.246,545Dec 30, 20230.72%4,940,762
Wolverine Asset Management, LLC135,163Dec 30, 20230.39%2,708,666
Stifel Financial Corporation102,602Dec 30, 20230.30%2,056,144

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Cornerstone Total Return Fund18,900Dec 30, 20230.06%378,756
First Trust Income Opportunity ETF15,462Mar 30, 20240.05%309,858
Cornerstone Strategic Value Fund7,525Dec 30, 20230.02%150,801
Series Portfolios Tr-Unusual Whales Subversive Republican Trading ETF9Dec 30, 20230.00%180