Skip to content
Disclosery

AIO VIRTUS ARTIFICIAL INTELLIGEN

Follow

COM (fund), issuer CIK 1778114

64 managers (64 13F filers) reported a position in AIO shares at 2025-06-30, 5,412,873 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
64
13F filers
64
New
11
Added
28
Reduced
13
Sold out
9
Shares held by filers
5,412,873

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,186,537$29.4M<0.01%+9,38513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/755,627$18.8M<0.01%+38,45813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN628,648$15.6M<0.01%+2,25113F-HRTimelineGroup
Advisors Asset Management, Inc.514,514$12.8M0.23%+23,69513F-HR/ATimeline
UBS Group AGin group UBS Group AG448,218$11.1M<0.01%+2,39713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA333,652$8.28M<0.01%+19,35213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC290,542$7.21M<0.01%+24,00913F-HRTimelineGroup
Steward Partners Investment Advisory, L…141,197$3.5M0.03%+7,49713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC107,535$2.67M<0.01%+8,77613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.101,432$2.52M0.1%+36,74813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,967$2.13M<0.01%+13,47113F-HRTimelineGroup
LPL Financial LLC74,560$1.85M<0.01%+15,88413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …61,897$1.54M0.02%+40113F-HRTimelineGroup
WEDBUSH SECURITIES INC54,265$1.35M0.05%-2,09813F-HRTimeline
Strategic Advocates LLC45,425$1.13M0.33%+3,42513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,777$1.11M<0.01%+87513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP39,719$986K<0.01%-55913F-HRTimelineGroup
SeaCrest Wealth Management, LLC35,600$884K0.1%+15,70013F-HRTimeline
Janney Montgomery Scott LLC33,975$843K<0.01%+6,01913F-HRTimeline
SYKON CAPITAL LLC33,906$842K0.31%-7,39413F-HRTimeline
DAVENPORT & Co LLC33,800$839K<0.01%-9,50013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,250$825K0.02%-3,72713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC29,530$733K0.06%+5,79613F-HRTimeline
Cetera Investment Advisers27,511$683K<0.01%new13F-HRTimeline
Serenus Wealth Advisors, LLC22,119$549K0.09%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,808$516K<0.01%+3,07413F-HRTimeline
Moors & Cabot, Inc.19,503$484K0.02%013F-HRTimeline
Prospera Financial Services Inc19,249$478K0.01%-2,46213F-HRTimeline
CHAPIN DAVIS, INC.18,400$457K0.13%+50013F-HRTimeline
Alteri Wealth LLC15,795$392K0.15%+1,75013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,685$389K<0.01%+30213F-HRTimelineGroup
&PARTNERS14,966$371K<0.01%+30813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,801$367K<0.01%+2,61413F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.12,462$309K<0.01%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC12,436$309K0.2%new13F-HRTimeline
David J Yvars Group11,885$295K0.17%-1,40813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,065$275K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.9,774$242K0.02%+80913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,744$242K0.03%-8,66513F-HRTimeline
Stockman Wealth Management, Inc.8,131$202K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.8,079$201K<0.01%new13F-HRTimeline
NFSG Corp5,974$148K0.02%new13F-HRTimeline
COMERICA BANK4,139$103K<0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,125$52.7K<0.01%013F-HRTimelineGroup
Elequin Capital, LP1,879$46.6K0.01%-5,77413F-HRTimeline
CWM, LLCin group CWM, LLC1,726$43K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,570$39K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,308$32.5K<0.01%+2613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,300$32.3K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,190$29.5K<0.01%013F-HRTimeline
MAI Capital Management1,089$27K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,000$24.8K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC768$19.1K<0.01%-66313F-HRTimeline
Boreal Capital Management LLC483$12K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC389$9.65K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC275$6.83K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC213$5.29K<0.01%-4213F-HRTimeline
Tidemark, LLC205$5.09K<0.01%+3013F-HRTimeline
Cornerstone Planning Group LLC102$2.5K<0.01%-2113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$2.48K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC45$1.12K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC6$149<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$25<0.01%-413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.