Virtus Artificial Intelligence & Technology Opportunities Fund
AIO · NYSE
Who owns AIO
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 13.5% of AIO’s shares.
- Morgan Stanley Smith Barney LLC3.2%
- BofA Global Research (US)2.5%
- Wells Fargo Advisors1.8%
- UBS Financial Services, Inc.1.3%
- Next 6 largest institutions4.7%
- All other shareholders86.5%
| Holder | Shares | % of shares |
|---|---|---|
| Morgan Stanley Smith Barney LLC | 1.10M | 3.19% |
| BofA Global Research (US) | 869.83K | 2.53% |
| Wells Fargo Advisors | 616.77K | 1.79% |
| UBS Financial Services, Inc. | 452.67K | 1.31% |
| Columbia Threadneedle Investments (US) | 380.28K | 1.10% |
| RBC Capital Markets Wealth Management | 347.26K | 1.01% |
| Karpus Investment Management | 324.29K | 0.94% |
| Allspring Global Investments, LLC | 222.39K | 0.65% |
| Saba Capital Management, L.P. | 179.93K | 0.52% |
| Advisors Asset Management, Inc. | 168.61K | 0.49% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Saba Opportunistic Hedged Closed-End Funds ETF | 82.33K | 0.24% |
| Modern Capital Tactical Opportunities Fund | 60.66K | 0.18% |
| Calamos CEF Income & Arbitrage ETF | 38.13K | 0.11% |
| First Trust Income Opportunities ETF | 32.40K | 0.09% |
| Guggenheim Variable Trust - Multi-Hedge Strategies Fund | 526 | 0.00% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $1.34M (6 trades) of AIO on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Chen James C. K. | Other | 250 | $6.55K |
| Chen James C. K. | Other | 7.38K | $193.08K |
| Chen James C. K. | Other | 3.85K | $100.64K |
| Jue Stephen B | Other | 4.68K | $122.90K |
| Jue Stephen B | Other | 5.32K | $140.19K |
| KASS JUSTIN | Other | 29.48K | $774.43K |
| Jue Stephen B | Sale | 4.68K | $122.90K |
| Jue Stephen B | Sale | 5.32K | $140.19K |
| Chen James C. K. | Sale | 250 | $6.55K |
| Chen James C. K. | Sale | 7.38K | $193.08K |
Congressional trades
Disclosed by members of Congress over the last 12 months
| Member | Type | Amount | Traded |
|---|---|---|---|
| Kevin HernHouse | Sale | $1K–$15K | Sep 3, 2026 |
| Kevin HernHouse | Sale | $15K–$50K | Aug 31, 2026 |
Short interest
Settled Sep 30, 2026
- Shares short
- 24.46K
- Days to cover
- 1.00
- % of shares outstanding
- 0.07%
- Average daily volume
- 73.92K
- Change since last report
- +22.1%
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