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Disclosery

AIO VIRTUS ARTIFICIAL INTELLIGEN

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COM (fund), issuer CIK 1778114

75 managers (76 13F filers) reported a position in AIO shares at 2025-12-31, 6,289,907 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
75
13F filers
76
New
11
Added
27
Reduced
22
Sold out
6
Shares held by filers
6,289,907

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,076,406$23.4M<0.01%-87,91013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/845,745$18.4M<0.01%+6,10313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN628,201$13.7M<0.01%-10,82313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC461,223$10M<0.01%+91,30313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding452,798$9.85M-24,828Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA427,602$9.3M<0.01%+88,08013F-HRTimelineGroup
Advisors Asset Management, Inc.349,789$7.61M0.13%-68,30513F-HR/ATimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC165,881$3.61M0.05%+99,63013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…154,073$3.35M0.22%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…140,804$3.06M0.02%+1,64413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP139,148$3.03M0.13%+123,22413F-HRTimeline
Hennion & Walsh Asset Management, Inc.133,918$2.91M0.1%+12,27613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC123,918$2.7M<0.01%-10,70613F-HRTimelineGroup
Summit Financial, LLC100,157$2.3M0.03%+2,49413F-HRTimeline
LPL Financial LLC99,050$2.15M<0.01%+8,14213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,721$1.71M<0.01%-6,25113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …65,780$1.43M0.02%-77113F-HRTimelineGroup
WEDBUSH SECURITIES INC57,402$1.25M0.04%+5,16513F-HRTimeline
Cetera Investment Advisers51,644$1.12M<0.01%+10,64113F-HRTimeline
&PARTNERS50,131$1.09M0.01%+35,66213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,497$997K<0.01%+72413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP44,533$969K<0.01%+27513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC37,593$818K0.04%+4,90713F-HRTimeline
SeaCrest Wealth Management, LLC33,550$754K0.08%-81013F-HRTimeline
SYKON CAPITAL LLC33,906$737K0.24%013F-HRTimeline
PMG Family Office LLC32,884$715K0.83%+1,94013F-HRTimeline
Shaker Financial Services, LLC30,899$708K0.22%+18,22913F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC29,393$639K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC28,421$618K<0.01%-3,31513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,943$564K0.01%-2,24213F-HRTimelineGroup
DAVENPORT & Co LLC23,200$505K<0.01%-8,60013F-HRTimeline
Strategic Advocates LLC21,935$482K0.12%-4,25513F-HRTimeline
Serenus Wealth Advisors, LLC22,119$481K0.09%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,065$436K<0.01%+84713F-HRTimeline
DECISION INVESTMENTS, INC19,297$420K0.46%13F-HRTimeline
Moors & Cabot, Inc.19,203$418K0.02%-25013F-HRTimeline
CHAPIN DAVIS, INC.18,400$400K0.09%013F-HRTimeline
Alteri Wealth LLC17,405$379K0.12%+1013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,364$356K<0.01%+44613F-HRTimelineGroup
Prospera Financial Services Inc14,124$307K0.01%-1,21113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,251$288K<0.01%-3,95113F-HRTimelineGroup
NewEdge Advisors, LLC12,605$274K<0.01%-16813F-HRTimeline
David J Yvars Group12,146$264K0.14%+17413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC11,157$254K0.02%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,254$245K0.03%+27113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,910$237K<0.01%+1,77813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,231$223K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.9,761$212K0.01%+14313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC9,733$212K0.02%new13F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC9,246$201K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.8,400$183K0.09%-11,40013F-HRTimeline
CWM, LLCin group CWM, LLC8,099$176K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.7,153$156K0.01%+56113F-HRTimeline
COMERICA BANK4,053$88.2K<0.01%-6713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,265$71K<0.01%-35713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,500$54.4K<0.01%013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,895$41.2K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,790$38.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,260$27.4K<0.01%+7013F-HRTimeline
MAI Capital Management1,089$23.7K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,036$22.5K<0.01%new13F-HRTimelineGroup
Boreal Capital Management LLC483$11.1K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$10.9K<0.01%-1,62513F-HRTimelineGroup
Tidemark, LLC371$8.07K<0.01%+5013F-HRTimeline
Motiv8 Investments LLC339$7K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC300$6.53K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC275$5.98K<0.01%013F-HRTimelineGroup
GoalVest Advisory LLC201$4.37K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC104$2.38K<0.01%-1,01213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$2.17K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC100$2.17K<0.01%013F-HRTimeline
IFP Advisors, Inc97$2.11K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management59$1.28K<0.01%-1,40013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20$435<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2$44<0.01%013F-HRTimelineGroup