AIO
Virtus Artificial Intelligence & Technology Opportunities Fund• Technology
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Hennion & Walsh Asset Management, Inc. | $2.3M | 93.3K | 0.07% | -21.9% |
Wedbush Securities Inc | $1.9M | 76.8K | 0.05% | +1.3% |
Oppenheimer & Co Inc | $1.8M | 73.0K | 0.02% | +0.3% |
Kingswood Wealth Advisors, Llc | $1.5M | 60.1K | 0.06% | +54.6% |
Pmg Family Office Llc | $954K | 38.4K | 0.88% | +3.3% |
Calamos Advisors Llc | $948K | 38.1K | 0.00% | +6.7% |
Seacrest Wealth Management, Llc | $671K | 27.0K | 0.08% | -10.7% |
Commonwealth Equity Services, Llc | $656K | 26.4K | 0.00% | +12.5% |
Wealth Enhancement Advisory Services, Llc | $549K | 21.6K | 0.00% | -0.9% |
Truist Financial Corp | $454K | 18.3K | 0.00% | +1.9% |
Chapin Davis, Inc. | $413K | 16.6K | 0.08% | -2.4% |
Decision Investments, Inc | $378K | 15.2K | 0.34% | Unchanged |
Shaker Financial Services, Llc | $279K | 11.2K | 0.09% | New Position |
Wealthcare Advisory Partners Llc | $260K | 10.5K | 0.00% | +0.5% |
Concurrent Investment Advisors, Llc | $236K | 9.5K | 0.00% | -1.9% |
Blue Bell Private Wealth Management, Llc | $223K | 9.0K | 0.03% | +3.7% |
B. Riley Wealth Advisors, Inc. | $220K | 8.8K | 0.01% | -5.6% |
David J Yvars Group | $216K | 8.7K | 0.10% | +0.9% |
Stockman Wealth Management, Inc. | $202K | 8.1K | 0.02% | Unchanged |
Lanark Financial, Inc. | $163K | 6.6K | 0.01% | +1.3% |
Corecap Advisors, Llc | $113K | 4.5K | 0.00% | New Position |
Assetmark, Inc | $36K | 1.5K | 0.00% | +151.6% |
Cassaday & Co Wealth Management Llc | $23K | 940 | 0.00% | New Position |
Farther Finance Advisors, Llc | $14K | 575 | 0.00% | Unchanged |
Highline Wealth Partners Llc | $3K | 110 | 0.00% | Unchanged |