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 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
11,242
shares
|
$284,085
0.14% of portfolio
|
Q1 2025
Reduced 33.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
11,117
shares
|
$280,926
0.0% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
10,450
shares
|
$264,071
0.02% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
10,392
shares
|
$262,605
0.0% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
9,967
shares
|
$251,866
0.0% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
9,615
shares
|
$242,971
0.0% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
9,400
shares
|
$237,538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,750
shares
|
$221,112
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,467
shares
|
$213,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
8,400
shares
|
$212,268
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
8,217
shares
|
$207,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
7,926
shares
|
$200,290
0.0% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,887
shares
|
$174,034
0.02% of portfolio
|
Q4 2024
Added 688600.0%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
6,122
shares
|
$154,702
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,091
shares
|
$128,649
0.01% of portfolio
|
Q1 2025
Reduced 97.23%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
4,992
shares
|
$126,147
0.0% of portfolio
|
Q4 2023
Added 36.88%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
4,905
shares
|
$123,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,813
shares
|
$121,624
0.0% of portfolio
|
Q1 2025
Reduced 67.93%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,796
shares
|
$121,194
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
4,300
shares
|
$108,661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
4,289
shares
|
$108,383
0.0% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
4,041
shares
|
$102,116
0.01% of portfolio
|
Q1 2025
Reduced 63.22%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
3,000
shares
|
$75,810
0.0% of portfolio
|
Q1 2025
Added 228.95%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,912
shares
|
$73,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,239
shares
|
$56,579
0.0% of portfolio
|
Q3 2023
Added 44.27%
|