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 181 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $818 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
500
shares
|
$14,425
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
433
shares
|
$12,492
0.0% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
287
shares
|
$8,279
0.0% of portfolio
|
Q3 2025
Reduced 87.07%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
285
shares
|
$8,222
0.0% of portfolio
|
Q3 2025
Added 22.84%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
270
shares
|
$7,789
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
265
shares
|
$7,645
0.0% of portfolio
|
Q3 2020
Reduced 88.09%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
240
shares
|
$6,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
215
shares
|
$6,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
211
shares
|
$6,087
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
194
shares
|
$5,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
166
shares
|
$4,789
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
130
shares
|
$3,750
0.0% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
115
shares
|
$3,317
0.0% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
114
shares
|
$3,288
0.0% of portfolio
|
Q3 2025
Reduced 27.39%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
98
shares
|
$2,827
0.0% of portfolio
|
Q3 2025
Added 4800.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
71
shares
|
$2,048
0.0% of portfolio
|
Q3 2025
Added 238.1%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
71
shares
|
$2,048
0.0% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
60
shares
|
$1,731
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
41
shares
|
$1,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
30
shares
|
$865
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
25
shares
|
$721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
23
shares
|
$663
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
22
shares
|
$634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
19
shares
|
$548
0.0% of portfolio
|
Q2 2024
Reduced 62.75%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
9
shares
|
$259
0.0% of portfolio
|
Q3 2025
New holding
|
|