Industry n/a · SIC —
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
Latest revenue
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as of —
Latest net income
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Net margin
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as of —
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within industry (4096 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think AIO is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
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- Enterprise value
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- P/E (trailing)
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- Forward P/E
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- P/B
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- Dividend yield
- 11.4%
- 52-wk high
- $26.66
- 52-wk low
- $20.91
- Beta
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- Shares out
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5-year trend
About AIO
Business description and risk factors will appear here once AIO's latest filing is fully ingested.
Earnings tracker
Not enough quarterly history for AIO yet to draw an earnings tracker.
Industry trend
Industry · SIC —
Your notes
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Insider activity
Insider buying
$49.6K
Insider selling
$43.1K
Net activity
+$6.5K
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2026-03-20 | William Patrick Bradley III EVP, CFO and Treasurer | Sale | 2,000 | $21.56 | $43.1K | |
| 2025-07-29 | William Patrick Bradley III EVP, CFO and Treasurer | Purchase | 2,000 | $24.79 | $49.6K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AIO
Institutional value
$52.3M
Total shares held
2.5M
Distinct holders
49
-24 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 639.1K | $13.7M | +10.9K (+1.7%) | Added |
| 2 | UBS Group AG | 432.2K | $9.3M | -20.2K (-4.5%) | Trimmed |
| 3 | WOLVERINE ASSET MANAGEMENT LLC | 164.7K | $3.5M | -1.2K (-0.7%) | Trimmed |
| 4 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 162.6K | $3.5M | +8.6K (+5.6%) | Added |
| 5 | Steward Partners Investment Advisory, LLC | 150.2K | $3.2M | +9.4K (+6.7%) | Added |
| 6 | Shaker Financial Services, LLC | 111.8K | $2.4M | +80.9K (+261.8%) | Added |
| 7 | LPL Financial LLC | 105.4K | $2.3M | +6.3K (+6.4%) | Added |
| 8 | STIFEL FINANCIAL CORP | 79.1K | $1.7M | +425 (+0.5%) | Added |
| 9 | OPPENHEIMER & CO INC | 73.1K | $1.6M | +7.3K (+11.1%) | Added |
| 10 | FIRST TRUST ADVISORS LP | 51.0K | $1.1M | +6.5K (+14.5%) | Added |
| 11 | KINGSWOOD WEALTH ADVISORS, LLC | 39.4K | $844.0K | +1.8K (+4.9%) | Added |
| 12 | PMG Family Office LLC | 36.8K | $788.3K | +3.9K (+12.0%) | Added |
| 13 | Calamos Advisors LLC | 33.4K | $714.3K | +4.0K (+13.5%) | Added |
| 14 | SeaCrest Wealth Management, LLC | 30.4K | $651.9K | -3.1K (-9.2%) | Trimmed |
| 15 | Cetera Investment Advisers | 26.6K | $569.1K | -25.1K (-48.5%) | Trimmed |
| 16 | Serenus Wealth Advisors, LLC | 22.1K | $473.6K | +0 (+0.0%) | No change |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 20.8K | $444.4K | +692 (+3.4%) | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19.9K | $433.3K | -24.6K (-55.3%) | Trimmed |
| 19 | DECISION INVESTMENTS, INC | 19.3K | $412.7K | -20 (-0.1%) | Trimmed |
| 20 | SYKON CAPITAL LLC | 17.6K | $376.9K | -16.3K (-48.1%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AIO's latest filing finishes processing.
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