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Disclosery

AIO VIRTUS ARTIFICIAL INTELLIGEN

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COM (fund), issuer CIK 1778114

63 managers (63 13F filers) reported a position in AIO shares at 2024-12-31, 5,259,637 shares in all. 13 filers opened a position and 4 filers sold out during the quarter.

Managers
63
13F filers
63
New
13
Added
25
Reduced
13
Sold out
4
Shares held by filers
5,259,637

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY1,228,926$30.3M<0.01%+84,33713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/612,345$15.1M<0.01%+53,44913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN604,143$14.9M<0.01%-1,85113F-HRTimelineGroup
Advisors Asset Management, Inc.548,499$13.5M0.25%+13,79713F-HR/ATimeline
UBS Group AGin group UBS Group AG433,247$10.7M<0.01%+4,40413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA332,035$8.19M<0.01%+17,28813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC253,052$6.24M<0.01%+6,97513F-HRTimelineGroup
Steward Partners Investment Advisory, L…127,600$3.15M0.03%+11,51313F-HRTimeline
Cambridge Investment Research Advisors,…97,836$2.41M0.01%+20,83913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,272$2.3M<0.01%-10,49613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,139$2.27M<0.01%13F-HR/ATimelineGroup
LPL Financial LLC57,571$1.42M<0.01%+92013F-HRTimeline
WEDBUSH SECURITIES INC56,794$1.4M0.05%-19,90013F-HRTimeline
Hennion & Walsh Asset Management, Inc.53,266$1.31M0.06%+22,36713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,786$1.3M<0.01%+4,41613F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC45,093$1.11M0.03%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,771$1.03M0.02%+8,34213F-HRTimelineGroup
SYKON CAPITAL LLC41,300$1.02M0.35%-87513F-HRTimeline
Sanctuary Advisors, LLC40,329$1.01M0.01%-48,45013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP40,342$995K<0.01%+92513F-HRTimelineGroup
DAVENPORT & Co LLC32,700$806K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC28,409$701K<0.01%+1,18013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,455$554K0.04%+4,50413F-HRTimeline
Serenus Wealth Advisors, LLC22,119$545K0.09%13F-HRTimeline
SeaCrest Wealth Management, LLC21,350$526K0.06%-2,80013F-HRTimeline
Moors & Cabot, Inc.19,503$481K0.02%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC19,205$474K0.03%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…19,197$473K0.07%+90713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,964$468K<0.01%+1,15113F-HRTimelineGroup
AMERIFLEX GROUP, INC.17,750$444K0.2%13F-HRTimeline
Prospera Financial Services Inc17,925$442K0.01%+3513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,389$429K<0.01%+4,76413F-HRTimeline
CHAPIN DAVIS, INC.17,900$393K0.13%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,100$372K<0.01%+27513F-HRTimelineGroup
&PARTNERS14,118$343K<0.01%-4,82013F-HRTimeline
Alteri Wealth LLC12,810$316K0.09%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,287$303K<0.01%+62613F-HR/ATimelineGroup
David J Yvars Group12,154$300K0.18%+48213F-HRTimeline
GWN SECURITIES INC.10,412$264K0.07%13F-HRTimeline
WORLD EQUITY GROUP, INC.10,500$259K0.06%new13F-HRTimeline
Shaker Financial Services, LLC9,193$227K0.09%-27,10413F-HRTimeline
Stockman Wealth Management, Inc.8,431$208K0.03%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,250$203K0.01%new13F-HRTimelineGroup
COMERICA BANK4,315$106K<0.01%-13413F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\2,156$53.2K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,811$45K<0.01%-4413F-HRTimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC1,658$40.9K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,570$38.7K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,419$35K<0.01%+1213F-HRTimeline
Parallel Advisors, LLC1,257$31K<0.01%+2313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,190$29.3K<0.01%013F-HRTimeline
MAI Capital Management1,089$26.9K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…985$24.7K<0.01%+3813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC626$13.8K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC302$7.45K0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC275$6.78K<0.01%new13F-HRTimelineGroup
Tidemark, LLC175$4.32K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO168$4.14K<0.01%-6613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC100$2.47K<0.01%013F-HRTimelineGroup
Kiely Wealth Advisory Group, Inc.50$1.28K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC14$334<0.01%-513F-HRTimeline
LANARK FINANCIAL, INC.8$2200.02%-8,74813F-HRTimeline
FMR LLCin group FMR LLC2$49<0.01%new13F-HRTimelineGroup