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Disclosery

AIO VIRTUS ARTIFICIAL INTELLIGEN

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COM (fund), issuer CIK 1778114

70 managers (70 13F filers) reported a position in AIO shares at 2025-09-30, 5,842,746 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
70
13F filers
70
New
14
Added
27
Reduced
18
Sold out
7
Shares held by filers
5,842,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,164,316$28M<0.01%-22,22113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/839,642$20.2M<0.01%+84,01513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN639,024$15.4M<0.01%+10,37613F-HRTimelineGroup
UBS Group AGin group UBS Group AG477,626$11.5M<0.01%+29,40813F-HRTimelineGroup
Advisors Asset Management, Inc.418,094$10M0.17%-96,42013F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC369,920$8.89M<0.01%+79,37813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA339,522$8.16M<0.01%+5,87013F-HRTimelineGroup
Steward Partners Investment Advisory, L…139,160$3.34M0.02%-2,03713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC134,624$3.24M<0.01%+27,08913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.121,642$2.92M0.11%+20,21013F-HRTimeline
Summit Financial, LLC97,663$2.35M0.04%new13F-HRTimeline
LPL Financial LLC90,908$2.18M<0.01%+16,34813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP84,972$2.04M<0.01%-99513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …66,551$1.6M0.02%+4,65413F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC66,251$1.59M0.02%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC52,237$1.25M0.04%-2,02813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP44,258$1.06M<0.01%+4,53913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,773$1.05M<0.01%-1,00413F-HRTimeline
Cetera Investment Advisers41,003$985K<0.01%+13,49213F-HRTimeline
SeaCrest Wealth Management, LLC34,360$827K0.09%-1,24013F-HRTimeline
SYKON CAPITAL LLC33,906$815K0.27%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC32,686$785K0.05%+3,15613F-HRTimeline
DAVENPORT & Co LLC31,800$764K<0.01%-2,00013F-HRTimeline
Janney Montgomery Scott LLC31,736$763K<0.01%-2,23913F-HRTimeline
PMG Family Office LLC30,944$744K0.83%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,185$677K0.02%-5,06513F-HRTimelineGroup
Strategic Advocates LLC26,190$629K0.16%-19,23513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management23,026$553K<0.01%new13F-HRTimelineGroup
Serenus Wealth Advisors, LLC22,119$532K0.09%013F-HRTimeline
AMERIFLEX GROUP, INC.19,800$476K0.18%new13F-HRTimeline
Moors & Cabot, Inc.19,453$467K0.02%-5013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,218$462K<0.01%-1,59013F-HRTimeline
CHAPIN DAVIS, INC.18,400$442K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,202$420K<0.01%+2,40113F-HRTimelineGroup
Alteri Wealth LLC17,395$418K0.14%+1,60013F-HRTimeline
Cornerstone Planning Group LLC1,116$385K0.06%+1,01413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP15,924$383K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,918$383K<0.01%+23313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,709$377K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc15,335$369K0.01%-3,91413F-HRTimeline
&PARTNERS14,469$348K<0.01%-49713F-HRTimeline
NewEdge Advisors, LLC12,773$307K<0.01%+12,00513F-HRTimeline
Shaker Financial Services, LLC12,670$304K0.1%new13F-HRTimeline
David J Yvars Group11,972$288K0.15%+8713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,983$264K0.03%+1,23913F-HRTimeline
J.W. COLE ADVISORS, INC.9,618$231K<0.01%+1,53913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,132$219K<0.01%-1,93313F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.8,800$217K0.1%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,671$208K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC8,099$195K<0.01%+6,37313F-HRTimelineGroup
LANARK FINANCIAL, INC.6,592$158K0.01%-3,18213F-HRTimeline
NFSG Corp5,981$144K0.02%+713F-HRTimeline
COMERICA BANK4,120$99K<0.01%-1913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,622$87K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,500$60.1K<0.01%+1,50013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,125$51.1K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,895$45.5K<0.01%+32513F-HRTimelineGroup
Geneos Wealth Management Inc.1,790$43K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,459$35.1K<0.01%+15913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,190$28.6K<0.01%013F-HRTimeline
MAI Capital Management1,089$26.2K<0.01%013F-HRTimeline
Boreal Capital Management LLC483$11.6K0.01%013F-HRTimeline
Tidemark, LLC321$7.71K<0.01%+11613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC275$6.61K<0.01%013F-HRTimelineGroup
GoalVest Advisory LLC201$4.83K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$2.4K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC100$2.4K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$2.4K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC6$140<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2$48<0.01%+113F-HRTimelineGroup