Virtus Artific Intel & Tech (AIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Allspring Global Investments Holdings, LLC

INCREASED

Shares243,100 from 222,394

Change+20,706 (+9%)

Value$6.0M (-$196.7K)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares121,892 from 117,085

Change+4,807 (+4%)

Value$3.0M (-$255.1K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares93,344 from 119,516

Change-26,172 (-22%)

Value$2.3M (-$1.0M)

Filed 2026-10-13

Wedbush Securities Inc

INCREASED

Shares76,817 from 75,802

Change+1,015 (+1%)

Value$1.9K (-$2.1M)

Filed 2026-10-22

Oppenheimer & Co Inc

INCREASED

Shares72,963 from 72,744

Change+219 (+0%)

Value$1.8M (-$227.3K)

Filed 2026-10-26

Kingswood Wealth Advisors, LLC

INCREASED

Shares60,070 from 38,858

Change+21,212 (+55%)

Value$1.5M (+$403.2K)

Filed 2026-10-23

PMG Family Office LLC

INCREASED

Shares38,376 from 37,136

Change+1,240 (+3%)

Value$954.4K (-$88.0K)

Filed 2026-10-19

Calamos Advisors LLC

INCREASED

Shares38,127 from 35,745

Change+2,382 (+7%)

Value$948.2K (-$55.1K)

Filed 2026-11-02

SeaCrest Wealth Management, LLC

DECREASED

Shares27,000 from 30,250

Change-3,250 (-11%)

Value$671.5K (-$177.6K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

INCREASED

Shares26,359 from 23,424

Change+2,935 (+13%)

Value$655.6K (-$2.0K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares21,642 from 21,836

Change-194 (-1%)

Value$548.6K (-$38.3K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares18,253 from 17,915

Change+338 (+2%)

Value$454.0K (-$48.9K)

Filed 2026-10-30

Chapin Davis, Inc.

DECREASED

Shares16,600 from 17,000

Change-400 (-2%)

Value$412.8K (-$64.3K)

Filed 2026-10-09

Decision Investments, Inc

UNCHANGED

Shares15,183 from 15,183

Change0 (0%)

Value$377.6K (-$48.6K)

Filed 2026-10-07

Prospera Financial Services Inc

INCREASED

Shares14,340 from 14,273

Change+67 (+0%)

Value$341.9K (-$58.8K)

Filed 2026-11-04

Moors & Cabot, Inc.

DECREASED

Shares12,703 from 14,703

Change-2,000 (-14%)

Value$315.9K (-$96.8K)

Filed 2026-11-06

Shaker Financial Services, LLC

NEW

Shares11,213

Change+11,213

Value$278.9K

Filed 2026-10-14

Wealthcare Advisory Partners LLC

INCREASED

Shares10,466 from 10,419

Change+47 (+0%)

Value$260.3K (-$32.2K)

Filed 2026-10-21

Concurrent Investment Advisors, LLC

DECREASED

Shares9,495 from 9,679

Change-184 (-2%)

Value$236.1K (-$35.5K)

Filed 2026-10-16

HighTower Advisors, LLC

UNCHANGED

Shares9,315 from 9,315

Change0 (0%)

Value$231.7K (-$29.8K)

Filed 2026-11-10

Blue Bell Private Wealth Management, LLC

INCREASED

Shares8,986 from 8,669

Change+317 (+4%)

Value$223.5K (-$19.9K)

Filed 2026-10-29

B. Riley Wealth Advisors, Inc.

DECREASED

Shares8,838 from 9,359

Change-521 (-6%)

Value$219.8K (-$40.2K)

Filed 2026-10-13

David J Yvars Group

INCREASED

Shares8,695 from 8,617

Change+78 (+1%)

Value$216.2K (-$25.6K)

Filed 2026-10-09

PNC Financial Services Group, Inc.

INCREASED

Shares8,690 from 7,190

Change+1,500 (+21%)

Value$216.1K (+$14.3K)

Filed 2026-11-06

J.W. Cole Advisors, Inc.

DECREASED

Shares8,402 from 9,818

Change-1,416 (-14%)

Value$209.0K (-$66.6K)

Filed 2026-11-05

Stockman Wealth Management, Inc.

UNCHANGED

Shares8,131 from 8,131

Change0 (0%)

Value$202.2K (-$26.0K)

Filed 2026-10-27

Lanark Financial, Inc.

INCREASED

Shares6,552 from 6,466

Change+86 (+1%)

Value$162.9K (-$18.6K)

Filed 2026-10-26

CoreCap Advisors, LLC

NEW

Shares4,549

Change+4,549

Value$113.1K

Filed 2026-10-08

Fifth Third Bancorp

INCREASED

Shares3,764 from 3,481

Change+283 (+8%)

Value$93.6K (-$4.1K)

Filed 2026-11-05

Geneos Wealth Management Inc.

UNCHANGED

Shares1,790 from 1,790

Change0 (0%)

Value$44.5K (-$5.7K)

Filed 2026-11-09

Assetmark, Inc

INCREASED

Shares1,459 from 580

Change+879 (+152%)

Value$36.3K (+$20.0K)

Filed 2026-10-21

US Bancorp \de\

INCREASED

Shares1,200 from 1,000

Change+200 (+20%)

Value$29.8K (+$1.8K)

Filed 2026-11-05

Cassaday & Co Wealth Management LLC

NEW

Shares940

Change+940

Value$23.4K

Filed 2026-10-27

EverSource Wealth Advisors, LLC

NEW

Shares675

Change+675

Value$16.8K

Filed 2026-11-04

Farther Finance Advisors, LLC

UNCHANGED

Shares575 from 575

Change0 (0%)

Value$14.3K (-$1.8K)

Filed 2026-10-08

Tidemark, LLC

INCREASED

Shares424 from 409

Change+15 (+4%)

Value$10.5K (-$936)

Filed 2026-11-09

Harbour Investments, Inc.

UNCHANGED

Shares360 from 360

Change0 (0%)

Value$9.0K (-$1.2K)

Filed 2026-11-09

Strategic Advocates LLC

DECREASED

Shares254 from 323

Change-69 (-21%)

Value$6.3K (-$2.8K)

Filed 2026-11-03

Highline Wealth Partners LLC

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$2.7K (-$352)

Filed 2026-10-19

Wolverine Asset Management LLC

CLOSED

Shares0 from 47,230

Change-47,230 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-02

Level Four Advisory Services, LLC

CLOSED

Shares0 from 11,385

Change-11,385 (-100%)

Value$0 (-$319.6K)

Filed 2026-11-06

Clay Northam Wealth Management, LLC

CLOSED

Shares0 from 7,661

Change-7,661 (-100%)

Value$0 (-$215.0K)

Filed 2026-10-13

GoalVest Advisory LLC

CLOSED

Shares0 from 201

Change-201 (-100%)

Value$0 (-$5.6K)

Filed 2026-10-02

Cornerstone Planning Group LLC

CLOSED

Shares0 from 104

Change-104 (-100%)

Value$0 (-$2.7K)

Filed 2026-10-16

Morgan Stanley

N/A

Shares— from 1,102,313

Change-1,102,313 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 869,826

Change-869,826 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 616,773

Change-616,773 (-100%)

Value—

UBS Group AG

N/A

Shares— from 452,669

Change-452,669 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 380,282

Change-380,282 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 354,982

Change-354,982 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 324,291

Change-324,291 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 287,352

Change-287,352 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 179,928

Change-179,928 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 168,611

Change-168,611 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 160,042

Change-160,042 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 151,097

Change-151,097 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 114,093

Change-114,093 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 111,041

Change-111,041 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 82,791

Change-82,791 (-100%)

Value—

&partners

N/A

Shares— from 64,370

Change-64,370 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 50,556

Change-50,556 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 27,544

Change-27,544 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 25,897

Change-25,897 (-100%)

Value—

Serenus Wealth Advisors, LLC

N/A

Shares— from 22,119

Change-22,119 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 19,819

Change-19,819 (-100%)

Value—

Sykon Capital LLC

N/A

Shares— from 17,606

Change-17,606 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 17,581

Change-17,581 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 17,313

Change-17,313 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,718

Change-15,718 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 14,220

Change-14,220 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 14,172

Change-14,172 (-100%)

Value—

Spirepoint Private Client, LLC

N/A

Shares— from 13,933

Change-13,933 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 12,737

Change-12,737 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 11,450

Change-11,450 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 11,209

Change-11,209 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,850

Change-10,850 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 10,818

Change-10,818 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 10,800

Change-10,800 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 9,220

Change-9,220 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 8,250

Change-8,250 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,999

Change-7,999 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,925

Change-3,925 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,685

Change-2,685 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 828

Change-828 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 275

Change-275 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

	Status
Allspring Global Investments Holdings, LLC	INCREASED	243,100	222,394	+20,706	+9%	$6.2M	$6.0M	-$196.7K	2026-11-04
LPL Financial LLC	INCREASED	121,892	117,085	+4,807	+4%	$3.3M	$3.0M	-$255.1K	2026-11-06
Hennion & Walsh Asset Management, Inc.	DECREASED	93,344	119,516	-26,172	-22%	$3.4M	$2.3M	-$1.0M	2026-10-13
Wedbush Securities Inc	INCREASED	76,817	75,802	+1,015	+1%	$2.1M	$1.9K	-$2.1M	2026-10-22
Oppenheimer & Co Inc	INCREASED	72,963	72,744	+219	+0%	$2.0M	$1.8M	-$227.3K	2026-10-26
Kingswood Wealth Advisors, LLC	INCREASED	60,070	38,858	+21,212	+55%	$1.1M	$1.5M	+$403.2K	2026-10-23
PMG Family Office LLC	INCREASED	38,376	37,136	+1,240	+3%	$1.0M	$954.4K	-$88.0K	2026-10-19
Calamos Advisors LLC	INCREASED	38,127	35,745	+2,382	+7%	$1.0M	$948.2K	-$55.1K	2026-11-02
SeaCrest Wealth Management, LLC	DECREASED	27,000	30,250	-3,250	-11%	$849.1K	$671.5K	-$177.6K	2026-10-21
Commonwealth Equity Services, LLC	INCREASED	26,359	23,424	+2,935	+13%	$657.5K	$655.6K	-$2.0K	2026-11-02
Wealth Enhancement Advisory Services, LLC	DECREASED	21,642	21,836	-194	-1%	$587.0K	$548.6K	-$38.3K	2026-10-13
Truist Financial Corp	INCREASED	18,253	17,915	+338	+2%	$502.9K	$454.0K	-$48.9K	2026-10-30
Chapin Davis, Inc.	DECREASED	16,600	17,000	-400	-2%	$477.2K	$412.8K	-$64.3K	2026-10-09
Decision Investments, Inc	UNCHANGED	15,183	15,183	0	0%	$426.2K	$377.6K	-$48.6K	2026-10-07
Prospera Financial Services Inc	INCREASED	14,340	14,273	+67	+0%	$400.7K	$341.9K	-$58.8K	2026-11-04
Moors & Cabot, Inc.	DECREASED	12,703	14,703	-2,000	-14%	$412.7K	$315.9K	-$96.8K	2026-11-06
Shaker Financial Services, LLC	NEW	11,213	—	+11,213	—	—	$278.9K	—	2026-10-14
Wealthcare Advisory Partners LLC	INCREASED	10,466	10,419	+47	+0%	$292.5K	$260.3K	-$32.2K	2026-10-21
Concurrent Investment Advisors, LLC	DECREASED	9,495	9,679	-184	-2%	$271.7K	$236.1K	-$35.5K	2026-10-16
HighTower Advisors, LLC	UNCHANGED	9,315	9,315	0	0%	$261.5K	$231.7K	-$29.8K	2026-11-10
Blue Bell Private Wealth Management, LLC	INCREASED	8,986	8,669	+317	+4%	$243.3K	$223.5K	-$19.9K	2026-10-29
B. Riley Wealth Advisors, Inc.	DECREASED	8,838	9,359	-521	-6%	$260.0K	$219.8K	-$40.2K	2026-10-13
David J Yvars Group	INCREASED	8,695	8,617	+78	+1%	$241.9K	$216.2K	-$25.6K	2026-10-09
PNC Financial Services Group, Inc.	INCREASED	8,690	7,190	+1,500	+21%	$201.8K	$216.1K	+$14.3K	2026-11-06
J.W. Cole Advisors, Inc.	DECREASED	8,402	9,818	-1,416	-14%	$275.6K	$209.0K	-$66.6K	2026-11-05
Stockman Wealth Management, Inc.	UNCHANGED	8,131	8,131	0	0%	$228.2K	$202.2K	-$26.0K	2026-10-27
Lanark Financial, Inc.	INCREASED	6,552	6,466	+86	+1%	$181.5K	$162.9K	-$18.6K	2026-10-26
CoreCap Advisors, LLC	NEW	4,549	—	+4,549	—	—	$113.1K	—	2026-10-08
Fifth Third Bancorp	INCREASED	3,764	3,481	+283	+8%	$97.7K	$93.6K	-$4.1K	2026-11-05
Geneos Wealth Management Inc.	UNCHANGED	1,790	1,790	0	0%	$50.2K	$44.5K	-$5.7K	2026-11-09
Assetmark, Inc	INCREASED	1,459	580	+879	+152%	$16.3K	$36.3K	+$20.0K	2026-10-21
US Bancorp \de\	INCREASED	1,200	1,000	+200	+20%	$28.1K	$29.8K	+$1.8K	2026-11-05
Cassaday & Co Wealth Management LLC	NEW	940	—	+940	—	—	$23.4K	—	2026-10-27
EverSource Wealth Advisors, LLC	NEW	675	—	+675	—	—	$16.8K	—	2026-11-04
Farther Finance Advisors, LLC	UNCHANGED	575	575	0	0%	$16.1K	$14.3K	-$1.8K	2026-10-08
Tidemark, LLC	INCREASED	424	409	+15	+4%	$11.5K	$10.5K	-$936	2026-11-09
Harbour Investments, Inc.	UNCHANGED	360	360	0	0%	$10.1K	$9.0K	-$1.2K	2026-11-09
Strategic Advocates LLC	DECREASED	254	323	-69	-21%	$9.1K	$6.3K	-$2.8K	2026-11-03
Highline Wealth Partners LLC	UNCHANGED	110	110	0	0%	$3.1K	$2.7K	-$352	2026-10-19
Wolverine Asset Management LLC	CLOSED	0	47,230	-47,230	-100%	$1.3M	$0	-$1.3M	2026-11-02
Level Four Advisory Services, LLC	CLOSED	0	11,385	-11,385	-100%	$319.6K	$0	-$319.6K	2026-11-06
Clay Northam Wealth Management, LLC	CLOSED	0	7,661	-7,661	-100%	$215.0K	$0	-$215.0K	2026-10-13
GoalVest Advisory LLC	CLOSED	0	201	-201	-100%	$5.6K	$0	-$5.6K	2026-10-02
Cornerstone Planning Group LLC	CLOSED	0	104	-104	-100%	$2.7K	$0	-$2.7K	2026-10-16
Morgan Stanley	N/A	—	1,102,313	-1,102,313	-100%	$30.9M	—	—	—
Bank of America Corp	N/A	—	869,826	-869,826	-100%	$24.4M	—	—	—
Wells Fargo & Company	N/A	—	616,773	-616,773	-100%	$17.3M	—	—	—
UBS Group AG	N/A	—	452,669	-452,669	-100%	$12.7M	—	—	—
Ameriprise Financial Inc	N/A	—	380,282	-380,282	-100%	$10.7M	—	—	—
Royal Bank of Canada	N/A	—	354,982	-354,982	-100%	$10.0M	—	—	—
Karpus Management, Inc.	N/A	—	324,291	-324,291	-100%	$9.1M	—	—	—
1607 Capital Partners, LLC	N/A	—	287,352	-287,352	-100%	$8.1M	—	—	—
Saba Capital Management, L.P.A	N/A	—	179,928	-179,928	-100%	$5.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	168,611	-168,611	-100%	$4.7M	—	—	—
Raymond James Financial Inc	N/A	—	160,042	-160,042	-100%	$4.5M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	151,097	-151,097	-100%	$4.2M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	114,093	-114,093	-100%	$3.2M	—	—	—
Summit Financial, LLC	N/A	—	111,041	-111,041	-100%	$3.1M	—	—	—
Stifel Financial Corp	N/A	—	82,791	-82,791	-100%	$2.3M	—	—	—
&partners	N/A	—	64,370	-64,370	-100%	$1.8M	—	—	—
First Trust Advisors LP	N/A	—	50,556	-50,556	-100%	$1.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	27,544	-27,544	-100%	$773.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	25,897	-25,897	-100%	$726.9K	—	—	—
Serenus Wealth Advisors, LLC	N/A	—	22,119	-22,119	-100%	$620.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	19,819	-19,819	-100%	$556.3K	—	—	—
Sykon Capital LLC	N/A	—	17,606	-17,606	-100%	$494.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	17,581	-17,581	-100%	$493.6K	—	—	—
Alteri Wealth LLC	N/A	—	17,313	-17,313	-100%	$486.0K	—	—	—
Cetera Investment Advisers	N/A	—	15,718	-15,718	-100%	$441.2K	—	—	—
Jane Street Group, LLC	N/A	—	14,220	-14,220	-100%	$399.2K	—	—	—
XTX Topco Ltd	N/A	—	14,172	-14,172	-100%	$397.8K	—	—	—
Spirepoint Private Client, LLC	N/A	—	13,933	-13,933	-100%	$391.1K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	12,737	-12,737	-100%	$357.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	11,450	-11,450	-100%	$321.4K	—	—	—
Evolve Private Wealth, LLC	N/A	—	11,209	-11,209	-100%	$314.6K	—	—	—
Mariner, LLC	N/A	—	10,850	-10,850	-100%	$304.6K	—	—	—
Focus Partners Wealth	N/A	—	10,818	-10,818	-100%	$303.7K	—	—	—
Ameriflex Group, Inc.	N/A	—	10,800	-10,800	-100%	$303.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	9,220	-9,220	-100%	$258.8K	—	—	—
AQR Capital Management LLC	N/A	—	8,250	-8,250	-100%	$231.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,999	-7,999	-100%	$224.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,925	-3,925	-100%	$110.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,685	-2,685	-100%	$75.4K	—	—	—
Continuum Advisory, LLC	N/A	—	1,000	-1,000	-100%	$28.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	828	-828	-100%	$23.2K	—	—	—
ST Germain D J Co Inc	N/A	—	275	-275	-100%	$7.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	26	-26	-100%	$722	—	—	—

Showing 87 of 87 institutions