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Disclosery

IIIV I3 VERTICALS INC

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COM CL A (common), issuer CIK 1728688

162 managers (165 13F filers) reported a position in IIIV shares at 2025-09-30, 27,291,755 shares in all. 33 filers opened a position and 18 filers sold out during the quarter.

Managers
162
13F filers
165
New
33
Added
54
Reduced
51
Sold out
18
Shares held by filers
27,291,755

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
T. Rowe Price Investment Management, In…3,153,411$102M0.06%-22,49413F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC1,881,539$61.1M1.05%-6,16213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,830,500$59.4M<0.01%-23,31513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,799,802$58.4M<0.01%+17,63213F-HRTimelineGroup
AltraVue Capital, LLC1,168,056$37.9M3.14%+23,68013F-HRTimeline
Long Path Partners LP1,039,847$33.8M12.2%013F-HRTimeline
Ranger Investment Management, L.P.956,195$31M2.16%-190,00513F-HRTimeline
JENNISON ASSOCIATES LLC938,875$30.5M0.02%+778,61613F-HRTimeline
CROSSLINK CAPITAL INC938,134$30.5M2.21%-314,29613F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…777,477$25.2M1.46%+10,83413F-HRTimeline
Portolan Capital Management, LLCin group Portolan Capital Management, …747,656$24.3M1.31%-213,95913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP677,862$22M<0.01%-30,00713F-HRTimelineGroup
Forager Capital Management, LLCin group Forager Capital Management, L…665,000$21.6M9.52%013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC658,475$21.4M<0.01%+10,27413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…655,085$21.3M0.04%+107,48713F-HRTimelineGroup
12th Street Asset Management Company, L…609,942$19.8M3.35%+375,24013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP566,086$18.4M<0.01%+11,43313F-HRTimelineGroup
HEARTLAND ADVISORS INC545,200$17.7M0.93%-101,39213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC536,940$17.4M0.01%-43,43313F-HRTimelineGroup
ROYCE & ASSOCIATES LP469,342$15.2M0.15%+45,94013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/401,849$13M0.01%-20413F-HRTimelineGroup
NICHOLAS COMPANY, INC.331,168$10.7M0.18%-13,77013F-HRTimeline
WASATCH ADVISORS LP301,192$9.78M0.05%+19813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…294,289$9.55M0.01%-91,26813F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P267,009$8.67M0.01%+41,00913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP257,010$8.34M<0.01%+47,54013F-HRTimelineGroup
ArrowMark Colorado Holdings LLC254,725$8.27M0.15%+94,92413F-HRTimeline
Legato Capital Management LLC247,394$8.03M0.87%013F-HRTimeline
UBS Group AGgroup of 2 filers holding234,149$7.6M-35,777Timeline
NEW YORK STATE COMMON RETIREMENT FUND233,173$7.57M0.01%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co180,712$5.87M<0.01%+111,92313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC148,922$4.83M<0.01%+53,61113F-HRTimelineGroup
Nuveen, LLCin group TIAA143,873$4.67M<0.01%+28,89513F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC137,245$4.45M0.1%-48113F-HRTimeline
Manatuck Hill Partners, LLC130,000$4.22M1.43%+90,00013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.127,628$4.14M0.32%-327,11513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY127,024$4.12M<0.01%-32,00313F-HR/ATimelineGroup
CRAMER ROSENTHAL MCGLYNN LLC117,436$3.81M0.24%-166,96713F-HRTimeline
MCMORGAN & CO LLC109,016$3.54M0.54%-23,78313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/108,114$3.51M<0.01%+4,70313F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC104,573$3.39M<0.01%+34,69313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …101,747$3.3M0.04%new13F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC98,583$3.2M0.05%-154,10413F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…96,884$3.14M0.03%new13F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding96,192$3.12M-11,829Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp91,528$2.97M<0.01%+2,41013F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC88,819$2.88M0.16%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,345$2.61M<0.01%-55313F-HRTimelineGroup
Conestoga Capital Advisors, LLC69,552$2.26M0.04%-22013F-HRTimeline
Atria Investments, Inc68,341$2.22M0.03%new13F-HRTimeline
TD Asset Management Inc66,330$2.15M<0.01%+80213F-HRTimeline
WESBANCO BANK INC64,947$2.11M0.06%013F-HRTimeline
Cove Street Capital, LLC60,222$1.95M2.55%+1,86013F-HRTimeline
Dana Investment Advisors, Inc.57,764$1.88M0.05%-1,05813F-HRTimeline
Mariner, LLCin group Mariner, LLC55,820$1.81M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,466$1.74M<0.01%-17,53713F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS48,200$1.56M0.03%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC47,126$1.53M<0.01%-13,37013F-HRTimelineGroup
Swiss National Bank45,000$1.46M<0.01%+2,50013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.44,113$1.43M<0.01%-26,47413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,549$1.41M<0.01%-6,66013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,557$1.22M<0.01%+2,06013F-HRTimelineGroup
RHUMBLINE ADVISERS36,114$1.17M<0.01%-31813F-HRTimeline
Teton Advisors, LLC35,000$1.14M0.7%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC32,485$1.05M<0.01%-10,80713F-HR/ATimelineGroup
EQUITABLE TRUST CO32,386$1.05M0.05%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.31,219$1.01M<0.01%+4,89113F-HRTimelineGroup
Cetera Investment Advisers31,187$1.01M<0.01%new13F-HRTimeline
Ellsworth Advisors, LLC30,111$966K0.21%-64313F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.26,833$887K0.12%-4,23213F-HRTimeline
Verition Fund Management LLC26,731$868K<0.01%+15,07413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC24,660$800K0.01%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding24,467$794K-3,100Timeline
FRANKLIN RESOURCES INCin group Franklin Resources23,819$773K<0.01%+8,75213F-HRTimelineGroup
Aquatic Capital Management LLC23,431$761K0.01%+4,08513F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC22,965$745K0.02%+15813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc22,480$730K<0.01%-3313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…21,882$710K<0.01%-25813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,776$674K<0.01%-33,92213F-HRTimelineGroup
Kings Path Partners LLC20,275$658K0.24%-9,65013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,254$657K<0.01%+1,84013F-HRTimelineGroup
LPL Financial LLC19,982$649K<0.01%+10,76813F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,841$612K<0.01%013F-HRTimeline
Gotham Asset Management, LLC18,069$587K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,077$554K0.02%+16,53613F-HRTimelineGroup
Coyle Financial Counsel LLC16,674$541K0.12%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,589$538K<0.01%+92313F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…15,153$492K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC15,127$491K0.03%new13F-HRTimeline
SG Americas Securities, LLC15,137$491K<0.01%new13F-HRTimeline
Assenagon Asset Management S.A.15,019$488K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC14,914$484K<0.01%+33613F-HRTimeline
PITCAIRN COin group PITCAIRN CO14,282$464K0.04%-2,06313F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…13,503$438K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,509$406K<0.01%new13F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/12,093$393K<0.01%+66513F-HRTimeline
Integrated Quantitative Investments LLC11,200$364K0.1%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,028$358K<0.01%-1,35513F-HR/ATimelineGroup
INTECH INVESTMENT MANAGEMENT LLC10,952$356K<0.01%-5,58313F-HRTimeline
STRS OHIO10,800$351K<0.01%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC10,450$339K0.02%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …10,226$332K<0.01%new13F-HRTimelineGroup
INTRUST BANK NA9,718$315K0.03%+1,10313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,631$313K<0.01%+34013F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson9,615$312K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,172$298K<0.01%new13F-HRTimeline
Empowered Funds, LLC8,845$287K<0.01%+1,20013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,749$284K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.8,400$273K<0.01%-80013F-HRTimeline
Gilliland Jeter Wealth Management LLC8,400$273K0.08%013F-HRTimeline
&PARTNERS8,307$270K<0.01%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …7,940$258K<0.01%-67913F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…7,851$255K<0.01%013F-HRTimeline
WOLVERINE TRADING, LLC7,275$238K<0.01%-2,52913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,221$234K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…7,106$231K<0.01%+24013F-HRTimelineGroup
AlphaQuest LLC6,887$224K0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM6,852$222K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,721$218K0.03%new13F-HRTimeline
Police & Firemen's Retirement System of…6,368$207K<0.01%+1,46313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,331$206K<0.01%+1,80813F-HRTimelineGroup
SUMMITRY LLC6,209$202K0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,621$150K<0.01%+2,42313F-HRTimelineGroup
KLP KAPITALFORVALTNING AS4,300$140K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.4,000$130K0.12%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,265$106K<0.01%-1,83613F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,445$79.4K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC2,324$75.4K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,022$65.6K<0.01%+14313F-HRTimelineGroup
COMERICA BANK1,962$63.7K<0.01%+25213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,950$63.3K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,928$62.6K<0.01%-31113F-HRTimelineGroup
State of Wyoming1,880$61K0.01%+713F-HRTimeline
Sterling Capital Management LLC1,485$48.2K<0.01%+90813F-HRTimeline
LANARK FINANCIAL, INC.1,040$33.8K<0.01%+413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK980$31.8K<0.01%+1313F-HRTimelineGroup
Steward Partners Investment Advisory, L…914$29.7K<0.01%-79813F-HRTimeline
AMALGAMATED BANK785$25K<0.01%013F-HRTimeline
UMB Bank, n.a.508$16.5K<0.01%-5813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CWM, LLCin group CWM, LLC433$14K<0.01%+2313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…287$9.32K<0.01%-1,93313F-HRTimelineGroup
Versant Capital Management, Inc285$9.25K<0.01%+5313F-HRTimeline
QUADRANT CAPITAL GROUP LLC270$8.77K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.240$7.79K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC215$6.98K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC211$6.85K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management194$6.3K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.166$5.39K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC130$4.22K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.115$3.73K<0.01%-413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114$3.7K<0.01%-4313F-HRTimelineGroup
Caitong International Asset Management …98$3.18K<0.01%+9613F-HRTimeline
Larson Financial Group LLC71$2.31K<0.01%+5013F-HRTimeline
Clayton Financial Group LLC60$1.95K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC41$1.33K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$974<0.01%013F-HRTimeline
Parkside Financial Bank & Trust25$812<0.01%013F-HRTimeline
Global Retirement Partners, LLC22$714<0.01%013F-HRTimeline
GAMMA Investing LLC11$357<0.01%+513F-HRTimeline
Allworth Financial LP9$293<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC6$196<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5$162<0.01%new13F-HRTimeline

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