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Virtus Artific Intel & Tech (AIO)

CUSIP: 92838Y100 | US | Financial Services · Asset Management | Small Cap | 188 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC243,100
0.0% of portfolio›$6.0M
LPL Financial LLC121,892
0.0% of portfolio›$3.0M
Hennion & Walsh Asset Management, Inc.93,344
0.1% of portfolio›$2.3M
Wedbush Securities Inc76,817
0.0% of portfolio›$1.9K
Oppenheimer & Co Inc72,963
0.0% of portfolio›$1.8M
Kingswood Wealth Advisors, LLC60,070
0.1% of portfolio›$1.5M
PMG Family Office LLC38,376
0.9% of portfolio›$954.4K
Calamos Advisors LLC38,127
0.0% of portfolio›$948.2K
SeaCrest Wealth Management, LLC27,000
0.1% of portfolio›$671.5K
Commonwealth Equity Services, LLC26,359
0.0% of portfolio›$655.6K
Wealth Enhancement Advisory Services, LLC21,642
0.0% of portfolio›$548.6K
Truist Financial Corp18,253
0.0% of portfolio›$454.0K
Chapin Davis, Inc.16,600
0.1% of portfolio›$412.8K
Decision Investments, Inc15,183
0.3% of portfolio›$377.6K
Prospera Financial Services Inc14,340
0.0% of portfolio›$341.9K
Moors & Cabot, Inc.12,703
0.0% of portfolio›$315.9K
Shaker Financial Services, LLC11,213
0.1% of portfolio›$278.9K
Wealthcare Advisory Partners LLC10,466
0.0% of portfolio›$260.3K
Concurrent Investment Advisors, LLC9,495
0.0% of portfolio›$236.1K
Blue Bell Private Wealth Management, LLC8,986
0.0% of portfolio›$223.5K
B. Riley Wealth Advisors, Inc.8,838
0.0% of portfolio›$219.8K
David J Yvars Group8,695
0.1% of portfolio›$216.2K
PNC Financial Services Group, Inc.8,690
0.0% of portfolio›$216.1K
J.W. Cole Advisors, Inc.8,402
0.0% of portfolio›$209.0K
Stockman Wealth Management, Inc.8,131
0.0% of portfolio›$202.2K
Lanark Financial, Inc.6,552
0.0% of portfolio›$162.9K
CoreCap Advisors, LLC4,549
0.0% of portfolio›$113.1K
Fifth Third Bancorp3,764
0.0% of portfolio›$93.6K
Assetmark, Inc1,459
0.0% of portfolio›$36.3K
US Bancorp \de\1,200
0.0% of portfolio›$29.8K
Cassaday & Co Wealth Management LLC940
0.0% of portfolio›$23.4K
EverSource Wealth Advisors, LLC675
0.0% of portfolio›$16.8K
Farther Finance Advisors, LLC575
0.0% of portfolio›$14.3K
Strategic Advocates LLC254
0.0% of portfolio›$6.3K
Highline Wealth Partners LLC110
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
243,100$6.0M0.0%CoreMediumCharlotte, NC2026-11-04
LPL Financial LLC
121,892$3.0M0.0%IndexVery LowFort Mill, SC2026-11-06
Hennion & Walsh Asset Management, Inc.
93,344$2.3M0.1%ValueMediumParsippany, NJ2026-10-13
Wedbush Securities Inc
76,817$1.9K0.0%CoreLowPasadena, CA2026-10-22
Oppenheimer & Co Inc
72,963$1.8M0.0%CoreLowNew York, NY2026-10-26
Kingswood Wealth Advisors, LLC
60,070$1.5M0.1%GrowthLowSan Diego, CA2026-10-23
PMG Family Office LLC
38,376$954.4K0.9%YieldVery LowPlano, TX2026-10-19
Calamos Advisors LLC
38,127$948.2K0.0%GrowthMediumNaperville, IL2026-11-02
SeaCrest Wealth Management, LLC
27,000$671.5K0.1%GrowthLowPurchase, NY2026-10-21
Commonwealth Equity Services, LLC
26,359$655.6K0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
21,642$548.6K0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
18,253$454.0K0.0%CoreLowCharlotte, NC2026-10-30
Chapin Davis, Inc.
16,600$412.8K0.1%GrowthHighBaltimore, MD2026-10-09
Decision Investments, Inc
15,183$377.6K0.3%GrowthLowSan Diego, CA2026-10-07
Prospera Financial Services Inc
14,340$341.9K0.0%CoreMediumDallas, TX2026-11-04
Moors & Cabot, Inc.
12,703$315.9K0.0%CoreLowBoston, MA2026-11-06
Shaker Financial Services, LLC
11,213$278.9K0.1%YieldHighArlington, VA2026-10-14
Wealthcare Advisory Partners LLC
10,466$260.3K0.0%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
9,495$236.1K0.0%GrowthMediumTampa, FL2026-10-16
Blue Bell Private Wealth Management, LLC
8,986$223.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
B. Riley Wealth Advisors, Inc.
8,838$219.8K0.0%GrowthLowMemphis, TN2026-10-13
David J Yvars Group
8,695$216.2K0.1%GrowthLowUniversity Park, FL2026-10-09
PNC Financial Services Group, Inc.
8,690$216.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
J.W. Cole Advisors, Inc.
8,402$209.0K0.0%IndexLowTampa, FL2026-11-05
Stockman Wealth Management, Inc.
8,131$202.2K0.0%CoreLowBillings, MT2026-10-27
Lanark Financial, Inc.
6,552$162.9K0.0%CoreMediumBirmingham, AL2026-10-26
CoreCap Advisors, LLC
4,549$113.1K0.0%ETFMediumSouthfield, MI2026-10-08
Fifth Third Bancorp
3,764$93.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Assetmark, Inc
1,459$36.3K0.0%ETFLowConcord, CA2026-10-21
US Bancorp \de\
1,200$29.8K0.0%IndexLowMinneapolis, MN2026-11-05
Cassaday & Co Wealth Management LLC
940$23.4K0.0%ETFVery LowMclean, VA2026-10-27
EverSource Wealth Advisors, LLC
675$16.8K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
575$14.3K0.0%IndexLowSan Francisco, CA2026-10-08
Strategic Advocates LLC
254$6.3K0.0%GrowthLowSacramento, CA2026-11-03
Highline Wealth Partners LLC
110$2.7K0.0%ETFMediumSherman Oaks, CA2026-10-19