AIO
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund Common Shares
Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Kevin Hern OK-1 | Joint | Hern Family Foundation ⇒ Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund Common Shares (AIO) ST | $50,001 - $100,000 | June 25, 2026 filing 10075834, p. 10 |
| Kevin Hern OK-1 | Dependent child | Gabrielle Ashtyn Hern Trust ⇒ Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) ST | $1,001 - $15,000 | June 25, 2026 filing 10075834, p. 3 |
How the count is made: see Most held.