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Disclosery

IIIV I3 VERTICALS INC

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COM CL A (common), issuer CIK 1728688

127 managers (134 13F filers) reported a position in IIIV shares at 2026-06-30, 21,572,782 shares in all. 16 filers opened a position and 27 filers sold out during the quarter.

Managers
127
13F filers
134
New
16
Added
38
Reduced
60
Sold out
27
Shares held by filers
21,572,782

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.1,802,534$38.5M<0.01%+26,57813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding1,668,758$35.6M-140,839Timeline
GENEVA CAPITAL MANAGEMENT LLC1,190,152$25.4M0.58%-365,75213F-HRTimeline
AltraVue Capital, LLC1,120,046$23.9M1.72%-50,10013F-HRTimeline
CROSSLINK CAPITAL INC1,117,986$23.9M1.76%+151,98513F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…1,099,486$23.5M1.16%+66,88013F-HRTimeline
North Reef Capital Management LP1,075,000$23M0.88%+50,00013F-HRTimeline
HEARTLAND ADVISORS INC965,250$20.6M0.92%+358,30013F-HRTimeline
Forager Capital Management, LLCin group Forager Capital Management, L…864,574$18.5M6.94%+285,17313F-HRTimelineGroup
JENNISON ASSOCIATES LLC856,628$18.3M0.01%-13,42313F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…723,009$15.4M0.03%+340,87213F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP719,056$15.4M<0.01%+25,44713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP679,679$14.5M<0.01%+62,82813F-HRTimelineGroup
ROYCE & ASSOCIATES LP651,201$13.9M0.11%+67,77613F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC533,827$11.4M<0.01%-4,88413F-HRTimelineGroup
T. Rowe Price Investment Management, In…461,786$9.86M0.01%-241,83713F-HRTimeline
UBS Group AGgroup of 2 filers holding442,961$9.46M-9,061Timeline
WASATCH ADVISORS LP377,435$8.06M0.05%+25,63113F-HRTimeline
NICHOLAS COMPANY, INC.293,717$6.27M0.11%-11013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC280,157$5.98M<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP264,750$5.66M<0.01%+22,98713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC261,523$5.59M<0.01%+208,81913F-HRTimelineGroup
Legato Capital Management LLC247,394$5.28M0.44%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND230,873$4.93M0.01%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC230,530$4.92M0.08%+110,21613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…224,612$4.8M<0.01%new13F-HRTimelineGroup
12th Street Asset Management Company, L…223,881$4.78M0.68%-298,94013F-HRTimeline
Long Path Partners LP215,319$4.6M1.96%-604,30613F-HRTimeline
Nuveen, LLCin group TIAA210,866$4.5M<0.01%+51,81613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC191,275$4.09M0.01%new13F-HRTimeline
HRT FINANCIAL LP164,005$3.5M0.01%+128,13113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co156,386$3.34M<0.01%-8,94013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC149,652$3.2M<0.01%+25,43313F-HRTimelineGroup
ArrowMark Colorado Holdings LLC139,590$2.98M0.12%-62,39713F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC135,634$2.9M0.05%-2,65013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.111,852$2.39M0.16%-70713F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…97,985$2.09M0.02%-5,92013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp79,243$1.69M<0.01%+2,18213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd74,047$1.58M0.02%+28,92413F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding67,880$1.45M-29,461Timeline
MORGAN STANLEYin group MORGAN STANLEY63,749$1.36M<0.01%-12,15013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC63,700$1.36M<0.01%-55,64013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,866$1.09M<0.01%-46,39813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP48,713$1.04M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/48,320$1.03M<0.01%-49,67313F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS45,298$968K0.02%-1,52813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,094$920K<0.01%-455,15613F-HRTimelineGroup
Swiss National Bank42,200$901K<0.01%-2,80013F-HRTimeline
Quantinno Capital Management LP39,242$838K<0.01%+9,35813F-HRTimeline
Atria Investments, Inc34,560$738K0.01%-37,47513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.33,632$718K<0.01%+70313F-HRTimelineGroup
EQUITABLE TRUST CO32,386$692K0.03%013F-HRTimeline
Teton Advisors, LLC30,000$641K0.37%013F-HRTimeline
RHUMBLINE ADVISERS28,946$618K<0.01%-22513F-HRTimeline
LPL Financial LLC26,075$557K<0.01%+74813F-HRTimeline
ALLIANCEBERNSTEIN L.P.24,531$549K<0.01%+5,69013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC25,100$536K<0.01%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\24,922$532K<0.01%+27913F-HRTimelineGroup
Engineers Gate Manager LP24,763$529K0.01%new13F-HRTimeline
Atom Investors LP22,910$489K0.04%new13F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.22,031$471K0.06%-1,12513F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…20,956$448K<0.01%-71413F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc19,395$414K<0.01%-5,18413F-HRTimelineGroup
ARGENT CAPITAL MANAGEMENT LLC19,300$412K0.01%-14,08613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,769$401K<0.01%-7,85713F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/18,114$387K<0.01%+1,81013F-HRTimeline
Cetera Investment Advisers17,630$377K<0.01%-9,00613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,527$374K<0.01%+7,71213F-HRTimelineGroup
Assenagon Asset Management S.A.15,019$321K<0.01%013F-HR/ATimeline
Simplicity Wealth,LLC14,663$313K0.01%-33513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,326$306K0.02%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,686$292K<0.01%-1,21613F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…13,503$288K<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,277$262K<0.01%new13F-HR/ATimelineGroup
Empowered Funds, LLC12,254$262K<0.01%-30213F-HRTimeline
State of Wyoming12,214$261K0.03%+9,08613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…12,171$260K<0.01%-302,40913F-HRTimelineGroup
MCMORGAN & CO LLC12,151$260K0.04%-12013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,654$228K<0.01%-57213F-HR/ATimeline
CAXTON ASSOCIATES LLP10,380$222K<0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,343$221K<0.01%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…10,158$217K<0.01%-27213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources9,947$212K<0.01%+27013F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson9,615$205K<0.01%13F-HRTimelineGroup
Dynamic Technology Lab Private Ltd9,598$205K0.05%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,541$201K<0.01%-1,09113F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…8,471$181K<0.01%+1213F-HRTimelineGroup
Police & Firemen's Retirement System of…6,368$136K<0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS4,800$103K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,482$95.7K<0.01%-3313F-HRTimelineGroup
Harbor Asset Planning, Inc.4,000$85.4K0.06%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,553$75.9K<0.01%-3,75313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,083$65.9K<0.01%-1,72313F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,950$41.7K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,928$41.2K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,891$40.4K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,568$33.5K<0.01%-13113F-HRTimelineGroup
Global Retirement Partners, LLC1,332$28.5K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC1,134$24.2K<0.01%-2,79913F-HRTimelineGroup
Steward Partners Investment Advisory, L…916$19.6K<0.01%+213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…892$19.1K<0.01%-37413F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK714$15.3K<0.01%-613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA732$15K<0.01%+51713F-HRTimelineGroup
Arax Advisory Partners659$14.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC636$13.6K<0.01%+14013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …505$10.8K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC501$10.7K<0.01%+6413F-HRTimeline
Sterling Capital Management LLC445$9.51K<0.01%-25113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…384$8.2K<0.01%-10513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP325$6.92K<0.01%+14113F-HRTimelineGroup
Parallel Advisors, LLC302$6.45K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC302$6.43K<0.01%+27713F-HRTimeline
MATHER GROUP, LLC.240$5.13K<0.01%013F-HRTimeline
Versant Capital Management, Inc215$4.59K<0.01%-49613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…203$4.34K<0.01%-47,42313F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.92$1.97K<0.01%-9613F-HRTimelineGroup
Caitong International Asset Management …87$1.86K<0.01%+6113F-HRTimeline
Advisors Asset Management, Inc.82$1.75K<0.01%-3013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80$1.71K<0.01%-513F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC76$1.62K<0.01%-1213F-HRTimeline
Allworth Financial LP29$620<0.01%-8213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11$235<0.01%-5313F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$149<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC6$127<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC5$107<0.01%-4213F-HRTimeline
Clearstead Advisors, LLC3$65<0.01%new13F-HRTimeline
Covestor Ltd5$00%-113F-HRTimelineValue filed as zero, left out of ratios.

Events

  • Forager Capital Management, LLC and 3 other reporting persons reported 1,106,474 IIIV shares, 6.1% of the class, as of 2026-09-01, in a 13G filed 2026-09-30. 0001104659-26-112440

    Accepted , ingested