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Disclosery

AIO VIRTUS ARTIFICIAL INTELLIGEN

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COM (fund), issuer CIK 1778114

77 managers (78 13F filers) reported a position in AIO shares at 2026-03-31, 6,456,669 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
77
13F filers
78
New
12
Added
34
Reduced
22
Sold out
8
Shares held by filers
6,456,669

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,084,779$23.2M<0.01%+8,37313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/818,600$17.5M<0.01%-27,14513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN639,062$13.7M<0.01%+10,86113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding433,070$9.27M-19,728Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC378,044$8.08M<0.01%-83,17913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA364,064$7.79M<0.01%-63,53813F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.243,827$5.22M0.17%new13F-HRTimelineGroup
Advisors Asset Management, Inc.213,532$4.57M0.08%-136,25713F-HRTimeline
Karpus Management, Inc.193,632$4.15M0.13%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC164,699$3.53M0.05%-1,18213F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…162,634$3.48M0.22%+8,56113F-HRTimelineGroup
Steward Partners Investment Advisory, L…150,221$3.22M0.02%+9,41713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,770$2.91M<0.01%+11,85213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.132,703$2.84M0.1%-1,21513F-HRTimeline
Shaker Financial Services, LLC111,789$2.39M0.83%+80,89013F-HRTimeline
Summit Financial, LLC108,651$2.33M0.03%+8,49413F-HRTimeline
LPL Financial LLC105,400$2.26M<0.01%+6,35013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,146$1.69M<0.01%+42513F-HRTimelineGroup
WEDBUSH SECURITIES INC76,802$1.64M0.05%+19,40013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …73,081$1.56M0.02%+7,30113F-HRTimelineGroup
&PARTNERS58,022$1.24M0.01%+7,89113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP51,010$1.09M<0.01%+6,47713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC39,423$844K0.04%+1,83013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP36,872$789K0.05%-102,27613F-HRTimeline
PMG Family Office LLC36,820$788K0.88%+3,93613F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC33,363$714K<0.01%+3,97013F-HRTimelineGroup
SeaCrest Wealth Management, LLC30,450$652K0.07%-3,10013F-HRTimeline
Janney Montgomery Scott LLC27,384$586K<0.01%-1,03713F-HRTimeline
Cetera Investment Advisers26,579$569K<0.01%-25,06513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,485$567K0.01%+54213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,355$479K<0.01%+9,10413F-HRTimelineGroup
Serenus Wealth Advisors, LLC22,119$474K0.09%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,757$444K<0.01%+69213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,878$433K<0.01%-24,61913F-HRTimeline
1607 Capital Partners, LLC20,110$431K0.03%new13F-HRTimeline
DECISION INVESTMENTS, INC19,277$413K0.47%-2013F-HRTimeline
SYKON CAPITAL LLC17,606$377K0.13%-16,30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,599$377K<0.01%+1,23513F-HRTimelineGroup
CHAPIN DAVIS, INC.17,500$375K0.08%-90013F-HRTimeline
Alteri Wealth LLC17,303$370K0.12%-10213F-HRTimeline
Moors & Cabot, Inc.16,703$358K0.02%-2,50013F-HRTimeline
Prospera Financial Services Inc14,273$306K<0.01%+14913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,203$283K<0.01%new13F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC12,674$271K0.03%+2,94113F-HRTimeline
David J Yvars Group12,383$265K0.15%+23713F-HRTimeline
NewEdge Advisors, LLC12,377$265K<0.01%-22813F-HR/ATimeline
DAVENPORT & Co LLC12,000$257K<0.01%-11,20013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,876$254K<0.01%+96613F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…11,829$253K0.03%+57513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,556$247K<0.01%new13F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC11,521$247K0.01%+36413F-HRTimeline
AMERIFLEX GROUP, INC.10,800$231K0.12%+2,40013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,379$222K<0.01%+14813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,938$213K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,504$203K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,099$173K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,232$155K0.02%+7,21213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,190$154K<0.01%+5,29513F-HRTimelineGroup
LANARK FINANCIAL, INC.6,394$137K0.01%-75913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,976$85.1K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,319$71.1K<0.01%+5413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,500$53.5K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,790$38.3K<0.01%013F-HRTimeline
MAI Capital Management1,089$23.3K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,070$22.9K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC575$12.6K<0.01%new13F-HRTimeline
Tidemark, LLC409$8.76K<0.01%+3813F-HRTimeline
HARBOUR INVESTMENTS, INC.360$7.71K<0.01%-90013F-HRTimeline
Strategic Advocates LLC323$6.92K0.03%-21,61213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC275$5.89K<0.01%013F-HRTimelineGroup
GoalVest Advisory LLC201$4.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC105$2.63K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$2.14K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC100$2.14K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$2.14K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC26$549<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2$43<0.01%013F-HRTimelineGroup