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Disclosery

AIO VIRTUS ARTIFICIAL INTELLIGEN

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COM (fund), issuer CIK 1778114

61 managers (61 13F filers) reported a position in AIO shares at 2025-03-31, 5,296,814 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
61
13F filers
61
New
7
Added
22
Reduced
22
Sold out
8
Shares held by filers
5,296,814

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,177,152$24.3M<0.01%-51,77413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/717,169$14.8M<0.01%+104,82413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN626,397$12.9M<0.01%+22,25413F-HRTimelineGroup
Advisors Asset Management, Inc.490,819$10.1M0.19%-57,68013F-HR/ATimeline
UBS Group AGin group UBS Group AG445,821$9.2M<0.01%+12,57413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA314,300$6.49M<0.01%-17,73513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC266,533$5.5M<0.01%+13,48113F-HRTimelineGroup
Steward Partners Investment Advisory, L…133,700$2.76M0.02%+6,10013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,759$2.04M<0.01%+6,62013F-HRTimelineGroup
Cambridge Investment Research Advisors,…97,615$2.01M0.01%-22113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,496$1.5M<0.01%-20,77613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.64,684$1.33M0.06%+11,41813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …61,496$1.27M0.02%+19,72513F-HRTimelineGroup
LPL Financial LLC58,676$1.21M<0.01%+1,10513F-HRTimeline
WEDBUSH SECURITIES INC56,363$1.16M0.04%-43113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,902$906K<0.01%-8,88413F-HRTimeline
DAVENPORT & Co LLC43,300$893K0.01%+10,60013F-HRTimeline
Strategic Advocates LLC42,000$866K0.3%new13F-HRTimeline
SYKON CAPITAL LLC41,300$852K0.32%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP40,278$831K<0.01%-6413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,977$763K0.02%-8,11613F-HRTimelineGroup
Janney Montgomery Scott LLC27,956$577K<0.01%-45313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,734$490K0.04%+1,27913F-HR/ATimeline
Serenus Wealth Advisors, LLC22,119$456K0.08%013F-HRTimeline
Prospera Financial Services Inc21,711$448K0.01%+3,78613F-HRTimeline
SeaCrest Wealth Management, LLC19,900$411K0.05%-1,45013F-HRTimeline
Moors & Cabot, Inc.19,503$402K0.02%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,409$388K0.06%-78813F-HRTimeline
CHAPIN DAVIS, INC.17,900$369K0.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,734$366K<0.01%+34513F-HRTimeline
AMERIFLEX GROUP, INC.16,550$341K0.14%-1,20013F-HRTimeline
Shaker Financial Services, LLC16,301$336K0.13%+7,10813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,383$317K<0.01%+28313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,157$313K<0.01%new13F-HRTimelineGroup
&PARTNERS14,658$309K<0.01%+54013F-HRTimeline
Alteri Wealth LLC14,045$290K0.13%+1,23513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,001$289K<0.01%-4,96313F-HRTimelineGroup
Aveo Capital Partners, LLC13,299$284K0.05%new13F-HRTimeline
David J Yvars Group13,293$274K0.22%+1,13913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,187$251K<0.01%-10013F-HRTimelineGroup
LANARK FINANCIAL, INC.8,965$184K0.02%+8,95713F-HRTimeline
Elequin Capital, LP7,653$158K0.03%new13F-HRTimeline
COMERICA BANK4,138$85.4K<0.01%-17713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,125$43.8K<0.01%-3113F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,726$36K<0.01%-8513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,570$32.4K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,431$29.5K<0.01%+1213F-HRTimeline
Parallel Advisors, LLC1,282$26.5K<0.01%+2513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,190$24.6K<0.01%013F-HRTimeline
MAI Capital Management1,089$22.5K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC579$11.9K<0.01%new13F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…400$7.92K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC275$5.67K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC255$5.26K<0.01%-4713F-HRTimeline
Tidemark, LLC175$3.61K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO150$3.1K<0.01%-1813F-HRTimelineGroup
Cornerstone Planning Group LLC123$2.45K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$2.06K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC6$121<0.01%-813F-HRTimeline
FMR LLCin group FMR LLC5$103<0.01%+313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-98513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.