13F

Stock

Virtus Artificial Intelligen

Ticker not mapped · held by 77 managers

Reported value

$135.7M

Holders

77

+12 new · −9 exited

Holders’ est. mark

−$1.94M

Price effect on 65 books still in the name

Largest holder

$23.2M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY1.08M$23.2M−$366KCut−$186.7K
BANK OF AMERICA CORP /DE/818.6K$17.5M−$278.3KCut−$868.7K
WELLS FARGO & COMPANY/MN639.1K$13.7M−$213.6KAdded$18.9K
UBS Group AG432.2K$9.25M−$147KCut−$587.1K
AMERIPRISE FINANCIAL INC378K$8.08M−$140.6KCut−$1.95M
ROYAL BANK OF CANADA364.1K$7.79M−$124.1KCut−$1.51M
Saba Capital Management, L.P.243.8K$5.22MNew
Advisors Asset Management, Inc.213.5K$4.57M−$72.6KCut−$3.04M
Karpus Management, Inc.193.6K$4.15MNew
WOLVERINE ASSET MANAGEMENT LLC164.7K$3.53M−$56KCut−$81.7K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.162.6K$3.48M−$52.4KAdded$130.9K
Steward Partners Investment Advisory, LLC150.2K$3.22M−$47.9KAdded$153.7K
RAYMOND JAMES FINANCIAL INC135.8K$2.91M−$42.1KAdded$211.6K
Hennion & Walsh Asset Management, Inc.132.7K$2.84M−$45.1KCut−$71.5K
Shaker Financial Services, LLC111.8K$2.39M−$46.3KAdded$1.69M
Summit Financial, LLC108.7K$2.33M−$152.8KAdded$29.1K
LPL Financial LLC105.4K$2.26M−$33.7KAdded$102.3K
STIFEL FINANCIAL CORP79.1K$1.69M−$26.8KCut−$17.7K
OPPENHEIMER & CO INC73.1K$1.56M−$22.4KAdded$133.9K
&PARTNERS58K$1.24M−$17KAdded$151.9K
FIRST TRUST ADVISORS LP51K$1.09M−$15.1KAdded$123.5K
KINGSWOOD WEALTH ADVISORS, LLC39.4K$844K−$12.8KAdded$26.4K
READYSTATE ASSET MANAGEMENT LP36.9K$789.4K−$12.5KCut−$2.24M
PMG Family Office LLC36.8K$788.3K−$11.2KAdded$73.1K
Calamos Advisors LLC33.4K$714.3K−$9.99KAdded$75K
SeaCrest Wealth Management, LLC30.4K$651.9K−$32KCut−$101.6K
Cetera Investment Advisers26.6K$569.1K−$9.04KCut−$554.2K
CreativeOne Wealth, LLC26.5K$567K−$8.84KAdded$2.77K
OSAIC HOLDINGS, INC.22.4K$478.6K−$4.55KAdded$190.4K
Serenus Wealth Advisors, LLC22.1K$473.6K−$7.52KCut−$7.52K
COMMONWEALTH EQUITY SERVICES, LLC20.8K$444.4K−$6.82KAdded$8K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC19.9K$433.3K−$12.1KCut−$563.8K
1607 Capital Partners, LLC20.1K$430.6KNew
DECISION INVESTMENTS, INC19.3K$412.7K−$6.55KCut−$6.99K
SYKON CAPITAL LLC17.6K$376.9K−$5.99KCut−$360.5K
TRUIST FINANCIAL CORP17.6K$376.8K−$5.56KAdded$20.9K
CHAPIN DAVIS, INC.17.5K$374.7K−$5.95KCut−$25.5K
Alteri Wealth LLC17.3K$370.5K−$5.88KCut−$8.1K
Moors & Cabot, Inc.16.7K$357.6K−$5.68KCut−$60.1K
Prospera Financial Services Inc14.3K$305.6K−$4.8KCut−$1.61K
SUSQUEHANNA INTERNATIONAL GROUP, LLP13.2K$282.7KNew
SPIREPOINT PRIVATE CLIENT, LLC12.7K$271.3K−$3.31KAdded$59.7K
David J Yvars Group12.4K$265.1K−$4.13KAdded$946
DAVENPORT & Co LLC12K$256.9K−$4.08KCut−$247.7K
JANE STREET GROUP, LLC11.9K$254.3K−$3.71KAdded$17K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors11.8K$253.3K−$3.84KAdded$8.47K
XTX Topco Ltd11.6K$247.4KNew
EVOLVE PRIVATE WEALTH, LLC11.5K$246.7K−$14.9KCut−$7.08K
AMERIFLEX GROUP, INC.10.8K$231.2K−$2.86KAdded$48.5K
Wealthcare Advisory Partners LLC10.4K$222.2K−$3.46KCut−$293
MERCER GLOBAL ADVISORS INC /ADV9.94K$212.8KNew
Concurrent Investment Advisors, LLC9.5K$203.5KNew
CWM, LLC8.1K$173.4K$173.2KAdded$173.2K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7.23K$154.8K−$7Added$154.4K
PNC Financial Services Group, Inc.7.19K$153.9K−$644Added$112.7K
NBC SECURITIES, INC.6.39K$136.9K−$2.17KCut−$18.7K
FIFTH THIRD BANCORP3.98K$85.1KNew
Rockefeller Capital Management L.P.3.32K$71.1K−$1.1KAdded$54
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.5K$53.5K−$850Cut−$850
Geneos Wealth Management Inc.1.79K$38.3K−$609Cut−$609
MAI Capital Management1.09K$23.3K−$370Cut−$370
CHESAPEAKE ASSET MANAGEMENT LLC1.07K$22.9KNew
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC828$17.7K−$108Added$10.8K
Farther Finance Advisors, LLC575$12.6KNew
Tidemark, LLC409$8.76K−$126Added$688
HARBOUR INVESTMENTS, INC.360$7.71K−$122Cut−$19.7K
Strategic Advocates LLC323$6.92K−$185Cut−$475.2K
ST GERMAIN D J CO INC275$5.89K−$93Cut−$93
GoalVest Advisory LLC201$4.3K−$69Cut−$69
Cornerstone Planning Group LLC105$2.63K$225Added$250
Advisory Services Network, LLC100$2.14KNew
HIGHLINE WEALTH PARTNERS LLC100$2.14K−$34Cut−$34
Ancora Advisors LLC100$2.14K−$34Cut−$34
WEDBUSH SECURITIES INC76.8K$1.64K−$19Added$396
Janney Montgomery Scott LLC27.4K$586−$9Cut−$32
Smartleaf Asset Management LLC26$549New
Fidelity2$43−$1Cut−$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.