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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
15,137
shares
|
$436,702
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
15,127
shares
|
$436,413
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
15,019
shares
|
$433,298
0.0% of portfolio
|
Q1 2025
Reduced 54.45%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,914
shares
|
$430,268
0.0% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
14,282
shares
|
$412,035
0.04% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
13,503
shares
|
$389,561
0.0% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
12,509
shares
|
$360,884
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
12,093
shares
|
$348,883
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,364
shares
|
$327,851
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
11,200
shares
|
$323,120
0.1% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
11,028
shares
|
$318,157
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
10,952
shares
|
$315,965
0.0% of portfolio
|
Q3 2025
Reduced 33.76%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
10,800
shares
|
$311,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
10,450
shares
|
$301,482
0.02% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
10,226
shares
|
$295,020
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
9,718
shares
|
$280,364
0.03% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
9,631
shares
|
$277,854
0.0% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
9,615
shares
|
$277,392
0.0% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,172
shares
|
$264,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
8,845
shares
|
$255,178
0.0% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
8,749
shares
|
$252,408
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
8,400
shares
|
$242,340
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
8,400
shares
|
$242,340
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,307
shares
|
$239,656
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,940
shares
|
$229,069
0.0% of portfolio
|
Q3 2025
Reduced 7.88%
|
|