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Disclosery

AIO VIRTUS ARTIFICIAL INTELLIGEN

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COM (common), issuer CIK 1778114

83 managers (84 13F filers) reported a position in AIO shares at 2026-06-30, 6,673,271 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
83
13F filers
84
New
16
Added
30
Reduced
24
Sold out
9
Shares held by filers
6,673,271

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,102,313$30.9M<0.01%+17,53413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/869,826$24.4M<0.01%+51,22613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN616,773$17.3M<0.01%-22,28913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding453,497$12.7M+20,427Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC380,282$10.7M<0.01%+2,23813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA354,982$9.96M<0.01%-9,08213F-HRTimelineGroup
Karpus Management, Inc.324,291$9.1M0.26%+130,65913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …222,394$6.24M0.01%new13F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.179,928$5.05M0.15%-63,89913F-HRTimelineGroup
Advisors Asset Management, Inc.168,611$4.73M0.07%-44,92113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC160,042$4.49M<0.01%+24,27213F-HRTimelineGroup
Steward Partners Investment Advisory, L…151,097$4.24M0.02%+87613F-HRTimeline
1607 Capital Partners, LLC143,676$4.03M0.35%+123,56613F-HRTimeline
Hennion & Walsh Asset Management, Inc.119,516$3.35M0.1%-13,18713F-HRTimeline
LPL Financial LLC117,085$3.29M<0.01%+11,68513F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…114,093$3.2M0.21%-48,54113F-HRTimelineGroup
Summit Financial, LLC111,041$3.12M0.03%+2,39013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,791$2.32M<0.01%+3,64513F-HRTimelineGroup
WEDBUSH SECURITIES INC75,802$2.13M0.05%-1,00013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …72,744$2.04M0.02%-33713F-HRTimelineGroup
&PARTNERS64,370$1.81M0.01%+6,34813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP50,556$1.42M<0.01%-45413F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC47,230$1.33M0.02%-117,46913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC38,858$1.09M0.04%-56513F-HRTimeline
PMG Family Office LLC37,136$1.04M0.96%+31613F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC35,745$1M<0.01%+2,38213F-HRTimelineGroup
SeaCrest Wealth Management, LLC30,250$849K0.09%-20013F-HRTimeline
Janney Montgomery Scott LLC27,544$773K<0.01%+16013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,897$727K0.02%-58813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,424$658K<0.01%+2,66713F-HRTimeline
Serenus Wealth Advisors, LLC22,119$621K0.11%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,836$587K<0.01%+1,95813F-HRTimeline
NewEdge Advisors, LLC19,819$556K<0.01%+7,44213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,915$503K<0.01%+31613F-HRTimelineGroup
SYKON CAPITAL LLC17,606$494K0.15%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,581$494K<0.01%-4,77413F-HRTimelineGroup
Alteri Wealth LLC17,313$486K0.13%+1013F-HRTimeline
CHAPIN DAVIS, INC.17,000$477K0.08%-50013F-HRTimeline
Cetera Investment Advisers15,718$441K<0.01%-10,86113F-HRTimeline
DECISION INVESTMENTS, INC15,183$426K0.39%-4,09413F-HRTimeline
Moors & Cabot, Inc.14,703$413K0.02%-2,00013F-HRTimeline
Prospera Financial Services Inc14,273$401K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,220$399K<0.01%+2,34413F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd14,172$398K0.01%+2,61613F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC13,933$391K0.03%+1,25913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,737$358K0.04%+90813F-HRTimeline
Sanctuary Advisors, LLC11,450$321K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,385$320K0.01%new13F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC11,209$315K0.02%-31213F-HRTimeline
Mariner, LLCin group Mariner, LLC10,850$305K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth10,818$304K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.10,800$303K0.12%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,419$292K0.01%+4013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.9,818$276K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,679$272K<0.01%+17513F-HRTimelineGroup
HighTower Advisors, LLC9,315$261K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.9,359$260K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,220$259K<0.01%-71813F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,669$243K0.03%+1,43713F-HRTimeline
David J Yvars Group8,617$242K0.12%-3,76613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,250$232K<0.01%new13F-HRTimelineGroup
Stockman Wealth Management, Inc.8,131$228K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,999$225K<0.01%new13F-HRTimelineGroup
Clay Northam Wealth Management, LLC7,661$215K0.11%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,190$202K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.6,466$182K0.01%+7213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,925$110K<0.01%+1,42513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,481$97.7K<0.01%-49513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,685$75.4K<0.01%-63413F-HRTimelineGroup
Geneos Wealth Management Inc.1,790$50.2K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC1,200$33.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$28.1K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC1,000$28.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC580$16.3K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC575$16.1K<0.01%013F-HRTimeline
Tidemark, LLC409$11.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.360$10.1K<0.01%013F-HRTimeline
Strategic Advocates LLC323$9.07K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC275$7.72K<0.01%013F-HRTimelineGroup
GoalVest Advisory LLC201$5.64K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC110$3.09K<0.01%+1013F-HRTimeline
Cornerstone Planning Group LLC104$2.72K<0.01%-113F-HRTimeline
Smartleaf Asset Management LLC26$722<0.01%013F-HRTimeline