13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
AIO

VIRTUS ARTIFICIAL INTELLIGEN

82 institutions still hold VIRTUS ARTIFICIAL INTELLIGEN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92838Y100·82 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$123M
53.0% inst. owned
of float
Holders
82
+21 QoQ
filers reporting
Activity
+8 / −106
+944 added · −889 reduced
this quarter
Concentration
18.94%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

82 institutions reported AIO in Q1 2026. MORGAN STANLEY leads at 18.9% of the visible book. +21 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$23M1.1M0.00%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M819K0.00%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M639K0.00%Q1 202604
UBS Group AG
CIK 0001610520
$9M432K0.00%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M378K0.00%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$8M364K0.00%Q1 202607
Saba Capital Management, L.P.
CIK 0001510281
$5M244K0.14%Q1 202608
Advisors Asset Management, Inc.
CIK 0001297376
$5M214K0.08%Q1 202609
Karpus Management, Inc.
CIK 0001048703
$4M194K0.13%Q1 202610
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$4M165K0.03%Q1 202611
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
CIK 0001536186
$3M163K0.22%Q1 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M150K0.02%Q1 202613
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$3M139K0.12%Q4 202514
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M136K0.00%Q1 202615
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$3M133K0.10%Q1 202616
Shaker Financial Services, LLC
CIK 0001511794
$2M112K0.83%Q1 202617
Summit Financial, LLC
CIK 0001765536
$2M109K0.03%Q1 202618
LPL Financial LLC
CIK 0001403438
$2M105K0.00%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$2M79K0.00%Q1 202620
OPPENHEIMER & CO INC
CIK 0000822581
$1M66K0.02%Q4 2025
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