$AIO

$23.41 +$0.36 (1.56%) Close

$AIO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 34.4M shares outstanding

Virtus Artificial Intelligence & Technology Opportunities Fund is not yet matched to a CUSIP, so institutional (13F) holdings cannot be attributed to it. The sections below that come from its own filings still apply.

Who owns AIO?

By type of holder

Institutions 0.0% Insiders 0.1% Everyone else 99.9%

Concentration Top 3 holders own 0.1%

Kass Justin 0.0% · Jue Stephen B 0.0%

Institutional ownership

0.0%

0.0 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

by institutions in Q2 2026

New / sold out

0 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

No 13F manager has reported this stock in the last 8 quarters.

Biggest buyers in Q2 2026

None.

Biggest sellers in Q2 2026

None.

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Virtus Artificial Intelligence & Technology Opportunities Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Virtus Artificial Intelligence & Technology Opportunities Fund.

How patient are the owners?

No 13F manager reports holding AIO.

Super Investors

Investment managers reporting AIO on Form 13F

No 13F manager reports holding AIO yet.

Institutional Funds

Mutual funds and ETFs reporting AIO on Form N-PORT; together they hold 0.0% of the company

No fund reports holding AIO yet.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KJ Kass Justin Insider	15.0K	0.04%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.040% Kass Justin's insider activity →
JS Jue Stephen B Insider	10.0K	0.03%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.030% Jue Stephen B's insider activity →

Kass Justin

Insider

15.0K

% of company

0.04%

Change vs last qtr

—

Held since

—

Jue Stephen B

Insider

10.0K

% of company

0.03%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Virtus Artificial Intelligence & Technology Opportunities Fund.

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