Who Owns VIRTUS (AIO)? -- Institutional Holders (2026-06-30)

Name: VIRTUS (AIO) Institutional Holders (2026-06-30)
Creator: ko.io

92 institutions reported holding $187.3M of VIRTUS (AIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($30.9M), BANK OF AMERICA CORP /DE/ ($24.4M), WELLS FARGO & COMPANY/MN ($17.3M), UBS Group AG ($12.7M), AMERIPRISE FINANCIAL INC ($10.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$30.9M	1.1M	Added
2	BANK OF AMERICA CORP /DE/	$24.4M	869,826	Added
3	WELLS FARGO & COMPANY/MN	$17.3M	616,773	Trimmed
4	UBS Group AG	$12.7M	452,669	Added
5	AMERIPRISE FINANCIAL INC	$10.7M	380,282	Added
6	Royal Bank of Canada	$10.0M	354,982	Trimmed
7	Karpus Management, Inc.	$9.1M	324,291	Added
8	Allspring Global Investments Holdings, LLC	$6.2M	222,394	New
9	Saba Capital Management, L.P.	$5.1M	179,928	Trimmed
10	Advisors Asset Management, Inc.	$4.7M	168,611	Trimmed
11	RAYMOND JAMES FINANCIAL INC	$4.5M	160,042	Added
12	Steward Partners Investment Advisory, LLC	$4.2M	151,097	Added
13	1607 Capital Partners, LLC	$4.0M	143,676	Added
14	Hennion & Walsh Asset Management, Inc.	$3.4M	119,516	Trimmed
15	LPL Financial LLC	$3.3M	117,085	Added
16	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.2M	114,093	Trimmed
17	Summit Financial, LLC	$3.1M	111,041	Added
18	STIFEL FINANCIAL CORP	$2.3M	82,791	Added
19	WEDBUSH SECURITIES INC	$2.1M	75,802	Trimmed
20	OPPENHEIMER & CO INC	$2.0M	72,744	Trimmed
21	&PARTNERS	$1.8M	64,370	Added
22	FIRST TRUST ADVISORS LP	$1.4M	50,556	Trimmed
23	WOLVERINE ASSET MANAGEMENT LLC	$1.3M	47,230	Trimmed
24	KINGSWOOD WEALTH ADVISORS, LLC	$1.1M	38,858	Trimmed
25	PMG Family Office LLC	$1.0M	37,136	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30