Institutional Ownership I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $819 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
31,219
shares
|
$900,668
0.0% of portfolio
|
Q3 2025
Added 18.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
31,187
shares
|
$899,744
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
30,111
shares
|
$868,702
0.23% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
29,925
shares
|
$863,336
0.33% of portfolio
|
Q1 2025
Reduced 38.61%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
27,027
shares
|
$779,728
0.0% of portfolio
|
Q4 2023
Added 22.44%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 07, 2025 Q3 2025 |
26,833
shares
|
$774,132
0.12% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
26,731
shares
|
$771,189
0.0% of portfolio
|
Q3 2025
Added 129.31%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
24,660
shares
|
$711,441
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
24,396
shares
|
$703,824
0.0% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
23,819
shares
|
$687,178
0.0% of portfolio
|
Q3 2025
Added 58.09%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,431
shares
|
$675,984
0.01% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Argent Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
22,965
shares
|
$662,540
0.02% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
22,500
shares
|
$649,125
0.01% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
22,480
shares
|
$648,548
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
21,882
shares
|
$631,295
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
20,776
shares
|
$599,387
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
20,254
shares
|
$584,327
0.0% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
19,982
shares
|
$576,480
0.0% of portfolio
|
Q3 2025
Added 116.87%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,841
shares
|
$543,562
0.0% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
18,069
shares
|
$521,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,577
shares
|
$507,096
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
17,077
shares
|
$492,671
0.03% of portfolio
|
Q3 2025
Added 3056.56%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
16,674
shares
|
$481,044
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
16,589
shares
|
$478,592
0.0% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
15,153
shares
|
$437,164
0.0% of portfolio
|
Q3 2025
New holding
|
|