AIO

Virtus Artificial Intelligence & Technology Opportunities Fund · NEW YORK STOCK EXCHANGE, INC. · N/A

$21.84$-0.05 (-0.23%)

Prices delayed up to 5 minutes

AC Intelligence

AC Intelligence for AIO is being prepared.

Key Stats

Open

$21.75

Day High

$21.86

Day Low

$21.54

Prev Close

$21.89

Volume

Avg Volume

98.5K

Day Change

$-0.05

Change %

-0.23%

Fundamentals

P/E

5.2

P/B

1.06

EPS (TTM)

$4.26

Market Cap

$751M

52-Wk Range

$16.18 — $25.47

What is P/E? →Stock fundamentals explained →

Earnings History

Insider Activity

Who Owns This Stock

Who Owns AIO

Dealer / Bank48.0%9 holders

Other43.7%62 holders

Quality / Compounder7.3%2 holders

Passive / Index0.7%1 holder

Based on Q4 2025 13F filings + AC behavioral model

75 institutional holders

Top Holders

1.★Morgan Stanley IMdealer_bank

$22993.9B

2.▲Bank of America Corpdealer_bank

$18394.9B

3.▼Wells Fargo & Companydealer_bank

-5.2%$10073.5B

4.▲AMERIPRISE FINANCIAL INCquality_compounder

+24.7%$10031.6B

5.▼UBS Group AGdealer_bank

-5.3%$9841.4B

6.★Royal Bank of Canadadealer_bank

$9132.0B

7.▼Advisors Asset Management, Inc.other_unclassified

-16.3%$7607.9B

8.▲WOLVERINE ASSET MANAGEMENT LLCother_unclassified

+150.4%$3607.9B

9.▼Wells Fargo & Companydealer_bank

-66.2%$3589.9B

10.▲Steward Partners Investment Advisory, LLCother_unclassified

+1.2%$3062.5B

11.▲READYSTATE ASSET MANAGEMENT LPother_unclassified

+773.8%$3026.5B

12.▲Hennion & Walsh Asset Management, Inc.other_unclassified

+10.1%$2912.7B

13.▲Summit Financial, LLCother_unclassified

+2.6%$2297.1B

14.▲LPL Financial LLCother_unclassified

+9.0%$2154.3B

15.★LANDSCAPE CAPITAL MANAGEMENT, L.L.C.other_unclassified

$1744.1B

16.▼STIFEL FINANCIAL CORPother_unclassified

-7.4%$1712.2B

17.▼OPPENHEIMER & CO INCother_unclassified

-1.2%$1430.7B

18.▼RAYMOND JAMES FINANCIAL INCother_unclassified

-13.9%$1226.1B

19.▼RAYMOND JAMES FINANCIAL INCother_unclassified

-15.7%$1199.6B

20.★Cetera Investment Advisersother_unclassified

$1123.3B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Neutral

Dealer / Bank(48.0%)

●

Facilitating

Other(43.7%)

●

—

Quality / Compounder(7.3%)

●

Holds through

Passive / Index(0.7%)

●

Holds

Income / Defensive(0.2%)

●

Inflows (flight to yield)

8% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Sentiment Signals

→Insider ActivityNo insider transactions in last 90 daysSEC Form 4

↑↑Inst. Flows56 increased/new, 19 decreased/exited (13F)AC 13F Analysis

Sources: SEC Form 4, AC 13F Analysis

On AcidCapitalist

No recent mentions of AIO on AcidCapitalist.

Data provided by Finnhub. Prices delayed up to 5 minutes.