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 164 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $568 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
32,386
shares
|
$800,258
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,976
shares
|
$790,126
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
30,605
shares
|
$756,249
0.0% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
29,700
shares
|
$733,887
0.0% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
29,594
shares
|
$731,267
0.0% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
27,566
shares
|
$681,155
0.0% of portfolio
|
Q4 2024
Added 43.28%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
27,052
shares
|
$668,454
0.0% of portfolio
|
Q4 2024
Added 79.27%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
27,027
shares
|
$667,837
0.0% of portfolio
|
Q4 2023
Added 22.44%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
26,642
shares
|
$658,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
25,292
shares
|
$624,965
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,534
shares
|
$606,235
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
23,665
shares
|
$584,762
0.0% of portfolio
|
Q4 2024
Added 42.54%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
23,339
shares
|
$576,706
0.13% of portfolio
|
Q3 2020
Reduced 2.51%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
22,418
shares
|
$553,948
0.01% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
22,140
shares
|
$547,079
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
19,189
shares
|
$474,160
0.0% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
19,140
shares
|
$472,949
0.0% of portfolio
|
Q4 2024
Reduced 45.86%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
17,183
shares
|
$424,591
0.02% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Feb 12, 2025 Q4 2024 |
16,871
shares
|
$416,882
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
16,631
shares
|
$410,952
0.0% of portfolio
|
Q4 2024
Added 25.32%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,105
shares
|
$397,954
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
15,911
shares
|
$393,160
0.0% of portfolio
|
Q4 2024
Added 38.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
15,877
shares
|
$392,320
0.0% of portfolio
|
Q4 2024
Added 61.32%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
15,629
shares
|
$386,192
0.0% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
15,317
shares
|
$378,483
0.03% of portfolio
|
Q4 2024
New holding
|