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Disclosery

IIIV I3 VERTICALS INC

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COM CL A (common), issuer CIK 1728688

152 managers (155 13F filers) reported a position in IIIV shares at 2025-03-31, 22,970,029 shares in all. 23 filers opened a position and 23 filers sold out during the quarter.

Managers
152
13F filers
155
New
23
Added
43
Reduced
58
Sold out
23
Shares held by filers
22,970,029

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GENEVA CAPITAL MANAGEMENT LLC1,786,370$44.1M0.82%+1,21013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,767,485$43.6M<0.01%-11,29313F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,297,937$32M<0.01%-27,75313F-HRTimelineGroup
CROSSLINK CAPITAL INC1,242,600$30.7M4.77%+161,01913F-HRTimeline
Ranger Investment Management, L.P.1,142,695$28.2M2.01%-11,24013F-HRTimeline
AltraVue Capital, LLC1,108,536$27.3M2.74%+197,39013F-HRTimeline
Long Path Partners LP997,996$24.6M9.52%+18,21913F-HRTimeline
Portolan Capital Management, LLCin group Portolan Capital Management, …789,156$19.5M1.48%+113,02113F-HRTimelineGroup
Forager Capital Management, LLCin group Forager Capital Management, L…765,000$18.9M9.34%013F-HRTimelineGroup
HEARTLAND ADVISORS INC759,200$18.7M1.08%-52,35013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP652,742$16.1M<0.01%+135,95413F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC645,871$15.9M<0.01%+107,81413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC558,805$13.8M0.01%-19,02713F-HRTimelineGroup
ROYCE & ASSOCIATES LP521,920$12.9M0.14%-19,43013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP515,042$12.7M<0.01%+16,11913F-HRTimelineGroup
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…454,272$11.2M0.73%new13F-HRTimeline
T. Rowe Price Investment Management, In…406,076$10M0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/401,045$9.89M0.01%-11713F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…390,724$9.64M0.01%+85,38013F-HRTimelineGroup
NICHOLAS COMPANY, INC.345,128$8.51M0.15%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC339,681$8.38M<0.01%-5,82613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP332,828$8.21M0.01%+157,53213F-HRTimelineGroup
Visualize Group LP284,287$7.01M2.31%new13F-HR/ATimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC278,147$6.86M0.1%-14,48213F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC275,323$6.79M0.49%-1,20713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.272,044$6.71M0.31%new13F-HRTimeline
Legato Capital Management LLC246,184$6.07M0.82%+62,46013F-HRTimeline
AYAL Capital Advisors Ltd243,707$6.01M3.99%-16,13713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/242,800$5.99M<0.01%+205,70713F-HRTimelineGroup
Kent Lake PR LLC239,642$5.91M2.73%+89,64213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND232,153$5.73M0.01%+56,32013F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP214,482$5.29M<0.01%-6,11513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding161,835$3.99M+75,971Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…146,105$3.6M0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY142,729$3.52M<0.01%+4,73013F-HRTimelineGroup
MCMORGAN & CO LLC133,424$3.29M0.53%-40013F-HRTimeline
Palogic Value Management, L.P.130,000$3.21M1.41%-19,78913F-HR/ATimeline
KENNEDY CAPITAL MANAGEMENT LLC127,756$3.15M0.08%-3,08413F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding117,563$2.9M-11,953Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,430$2.3M<0.01%+8,27713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp88,296$2.18M<0.01%-89613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,201$1.98M<0.01%-6,61413F-HRTimelineGroup
HARBERT FUND ADVISORS, LLC78,597$1.94M2.25%-3,00913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC71,373$1.76M<0.01%-1,27913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC70,441$1.74M<0.01%-225,88713F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC70,433$1.74M<0.01%+45,89913F-HRTimelineGroup
Conestoga Capital Advisors, LLC69,772$1.72M0.03%013F-HRTimeline
Dana Investment Advisors, Inc.67,456$1.66M0.06%-3,47413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co66,383$1.64M<0.01%+3313F-HR/ATimelineGroup
WESBANCO BANK INC64,947$1.6M0.06%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,505$1.42M<0.01%+13,72913F-HR/ATimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.56,292$1.39M<0.01%-19,31113F-HRTimelineGroup
Nuveen, LLCin group TIAA54,178$1.34M<0.01%13F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC50,796$1.25M<0.01%new13F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS48,200$1.19M0.02%013F-HRTimeline
Swiss National Bank45,400$1.12M<0.01%-1,30013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP44,353$1.09M0.05%+31,08813F-HRTimeline
Teton Advisors, Inc.37,000$913K0.57%-29,79113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,921$911K<0.01%-301,34713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN36,632$904K<0.01%+20,72113F-HRTimelineGroup
RHUMBLINE ADVISERS36,331$896K<0.01%+78613F-HR/ATimeline
Man Group plcin group Man Group plc36,020$889K<0.01%new13F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC35,133$867K<0.01%+8,08113F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.35,044$865K0.13%-16,00113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC34,041$840K<0.01%-22,43213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,923$837K<0.01%+21,31513F-HRTimelineGroup
EQUITABLE TRUST CO32,386$799K0.04%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc31,472$776K<0.01%-2,71013F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC30,019$741K0.01%new13F-HRTimeline
Kings Path Partners LLC29,925$738K0.36%-18,82013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding31,081$716K+404Timeline1 member's value is left out of the sum: about 1,000 times or 1/1,000 of the price other filers imply.
BARCLAYS PLCin group BARCLAYS PLC28,240$697K<0.01%-11,59313F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.25,172$621K<0.01%-12013F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …24,019$593K<0.01%-12,09213F-HRTimelineGroup
Verition Fund Management LLC23,630$583K<0.01%-3,01213F-HRTimeline
TBH Global Asset Management, LLC23,339$576K0.11%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…22,140$546K<0.01%013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC21,627$534K0.02%-79113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\21,607$533K<0.01%-2,05813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.20,897$516K<0.01%+1,75713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC20,300$501K<0.01%-9,40013F-HRTimeline
PITCAIRN COin group PITCAIRN CO19,750$487K0.03%+2,56713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.18,841$465K<0.01%+2,21013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,473$431K<0.01%+1,36813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,292$427K<0.01%-1,89713F-HRTimelineGroup
STRS OHIO16,600$410K<0.01%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC16,535$408K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources15,067$372K<0.01%new13F-HRTimelineGroup
Assenagon Asset Management S.A.15,019$371K<0.01%-17,95113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,409$356K<0.01%+11513F-HR/ATimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…12,590$311K<0.01%-3,03913F-HRTimelineGroup
Kapitalo Investimentos Ltda11,873$293K0.06%new13F-HRTimeline
Integrated Quantitative Investments LLC11,242$277K0.14%-5,62913F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.11,156$275K<0.01%-31713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,117$274K<0.01%-4,76013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC10,450$258K0.02%-25013F-HRTimeline
SG Americas Securities, LLC10,392$256K<0.01%+1,74613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/9,967$246K<0.01%+87513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson9,615$236K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.9,400$232K<0.01%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,750$216K0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,467$209K<0.01%new13F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC8,400$207K0.07%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …8,217$203K<0.01%new13F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…7,926$196K<0.01%+79613F-HRTimelineGroup
AlphaQuest LLC6,887$170K0.02%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.6,122$151K0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,091$126K0.01%-179,02013F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…4,992$123K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…4,905$121K<0.01%013F-HRTimeline
Aquatic Capital Management LLC4,813$119K<0.01%-10,19313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,796$109K<0.01%-46413F-HRTimelineGroup
KLP KAPITALFORVALTNING AS4,300$106K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC4,289$105K<0.01%-1,50513F-HRTimeline
State of Wyoming4,041$99.7K0.01%-6,94613F-HRTimeline
GROUP ONE TRADING LLC3,000$74K<0.01%+2,08813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,912$71.8K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,239$55.2K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,976$48.7K<0.01%-35413F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,950$48.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,712$42.2K<0.01%-23813F-HRTimeline
FMR LLCin group FMR LLC1,506$37.2K<0.01%+62013F-HRTimelineGroup
COMERICA BANK1,486$36.7K<0.01%+11613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,328$32.8K<0.01%-3,78413F-HRTimelineGroup
LANARK FINANCIAL, INC.1,126$27K<0.01%+1,12513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,079$26.6K<0.01%+20113F-HRTimelineGroup
AMALGAMATED BANK785$19K<0.01%+4813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…673$16.6K<0.01%-3,62313F-HRTimelineGroup
UMB Bank, n.a.541$13.3K<0.01%+12413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CWM, LLCin group CWM, LLC479$12K<0.01%+14513F-HRTimelineGroup
Sterling Capital Management LLC370$9.13K<0.01%-31113F-HRTimeline
QUADRANT CAPITAL GROUP LLC270$6.66K<0.01%013F-HRTimeline
MATHER GROUP, LLC.240$5.92K<0.01%013F-HRTimeline
Cove Street Capital, LLC237$5.85K0.01%013F-HRTimeline
Versant Capital Management, Inc232$5.72K<0.01%013F-HRTimeline
Clearstead Advisors, LLC203$5.01K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC119$2.94K<0.01%+8213F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…100$2K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.79$1.95K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.66$1.63K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$1.48K<0.01%013F-HRTimeline
Beacon Capital Management, LLC52$1.28K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35$863<0.01%new13F-HRTimelineGroup
Advisors Asset Management, Inc.34$839<0.01%new13F-HR/ATimeline
Arax Advisory Partners29$716<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC26$642<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust25$618<0.01%new13F-HRTimeline
Lindbrook Capital, LLC23$567<0.01%013F-HRTimeline
IFP Advisors, Inc0$296<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Smartleaf Asset Management LLC6$147<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5$123<0.01%-16213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount 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