AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

NYSE · CIK 0001778114
$26.45 +0.69% $908.3M
Vol
Market Cap$908.3M
Cap SizeSmall Cap
Inst. Holders4 funds
Inst. Value$55.5M
Inst. Activity1 buys / 0 sells
Insider Activity0B / 1S
Insider Net $-$43.1K
Exchange NYSE·CIK 0001778114·Prev Close $26.27

Recent Activity

Mar 20, 2026 Insider
BRADLEY WILLIAM PATRICK III sold 2,000 shares
EVP, CFO and Treasurer @ $21.56 ($43.1K)
Inst.
FMR LLC — DOUBLED
2 shares ($48.00)
Inst.
FMR LLC — NEAR_EXIT
1 shares ($25.00)
Apr 30, 2026 short_interest
FTD: AIO — 35,114 shares ($0.8M) failed to deliver
Settlement: 20260430, Price: $24.07, FTD Value: $845,193.98, VIRTUS ARTIFICIAL INTELL & TEC

Top Institutional Holders

FundValueMove
MORGAN STANLEY$23.4M
BANK OF AMERICA CORP$18.4M
WELLS FARGO & COMPANY/MN$13.7M
FMR LLC$44.00DOUBLED

Recent Insider Trades

DateInsiderTypeValue
Mar 20, 2026BRADLEY WILLIAMSELL$43.1K
4 institutional holders with $55.5M total value (2,550,354 shares) as of 2025-Q4. Top holders: MORGAN, BANK, WELLS.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY1,076,406$23.4M42.2%
2BANK OF AMERICA CORP /DE/845,745$18.4M33.2%
3WELLS FARGO & COMPANY/MN628,201$13.7M24.6%
4FMR LLC2$44.000.0%DOUBLED +100.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED12+100.0%$48.002025-Q3
FMR LLCNEAR_EXIT51-80.0%$25.002025-Q2
FMR LLCDOUBLED25+150.0%$103.002025-Q1
1 unique insiders with 1 transactions. Net insider value: -$43.1K ($0.00 bought, $43.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 20, 2026BRADLEY WILLIAM PATRICK IIIEVP, CFO and TreasurerSELL2,000$21.56$43.1K

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
$0.00 $0.00 $0.00 $0.0B
Next Q
$0.00 $0.00 $0.00 $0.0B
Current FY
$0.00 $0.00 $0.00 $0.0B
Next FY
$0.00 $0.00 $0.00 $0.0B

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 30, 2026
short_interest
FTD: AIO — 35,114 shares ($0.8M) failed to deliver
Settlement: 20260430, Price: $24.07, FTD Value: $845,193.98, VIRTUS ARTIFICIAL INTELL & TEC
Apr 9, 2026
earnings_calendar
AIO Q4 2026 Earnings Scheduled — 2026-04-09