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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 2025-12-31, 26,628,379 shares in all. 14 filers opened a position and 24 filers sold out during the quarter.

Managers
152
13F filers
155
New
14
Added
57
Reduced
60
Sold out
24
Shares held by filers
26,628,379

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
T. Rowe Price Investment Management, In…3,144,580$79.2M0.05%-8,83113F-HR/ATimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,831,573$46.1M<0.01%+1,07313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,810,955$45.6M<0.01%+11,15313F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC1,682,481$42.4M0.8%-199,05813F-HRTimeline
AltraVue Capital, LLC1,163,866$29.3M2.42%-4,19013F-HRTimeline
JENNISON ASSOCIATES LLC1,093,762$27.6M0.02%+154,88713F-HRTimeline
Long Path Partners LP1,093,418$27.5M9.42%+53,57113F-HRTimeline
CROSSLINK CAPITAL INC951,216$24M1.86%+13,08213F-HRTimeline
Ranger Investment Management, L.P.930,558$23.4M1.61%-25,63713F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…777,527$19.6M1.14%+5013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…728,505$18.4M0.03%+73,42013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP707,344$17.8M<0.01%+29,48213F-HRTimelineGroup
Portolan Capital Management, LLCin group Portolan Capital Management, …671,987$16.9M0.91%-75,66913F-HRTimelineGroup
12th Street Asset Management Company, L…595,109$15M2.47%-14,83313F-HRTimeline
Forager Capital Management, LLCin group Forager Capital Management, L…549,401$13.8M6.27%-115,59913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP548,278$13.8M<0.01%-17,80813F-HRTimelineGroup
HEARTLAND ADVISORS INC546,550$13.8M0.74%+1,35013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC545,940$13.8M<0.01%-112,53513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC514,395$13.3M<0.01%-22,54513F-HRTimelineGroup
ROYCE & ASSOCIATES LP504,732$12.7M0.13%+35,39013F-HRTimeline
UBS Group AGgroup of 2 filers holding413,711$10.4M+179,562Timeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC386,385$9.73M0.03%new13F-HRTimeline
NICHOLAS COMPANY, INC.331,348$8.35M0.15%+18013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…306,983$7.73M0.01%+12,69413F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P268,245$6.76M0.01%+1,23613F-HRTimelineGroup
Legato Capital Management LLC247,394$6.23M0.54%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP244,470$6.16M<0.01%-12,54013F-HRTimelineGroup
WASATCH ADVISORS LP242,887$6.12M0.04%-58,30513F-HRTimeline
ArrowMark Colorado Holdings LLC237,965$5.99M0.13%-16,76013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND233,173$5.87M0.01%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co181,949$4.58M<0.01%+1,23713F-HRTimelineGroup
Nuveen, LLCin group TIAA159,555$4.02M<0.01%+15,68213F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC136,400$3.44M0.07%-84513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY117,892$2.97M<0.01%-9,13213F-HR/ATimelineGroup
HARBOR CAPITAL ADVISORS, INC.116,581$2.94M0.23%-11,04713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/106,828$2.69M<0.01%-1,28613F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…104,662$2.64M0.03%+7,77813F-HRTimelineGroup
CRAMER ROSENTHAL MCGLYNN LLC99,143$2.5M0.16%-18,29313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC96,985$2.44M0.13%+8,16613F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …91,484$2.3M0.03%-10,26313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC90,640$2.28M<0.01%-58,28213F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding90,183$2.27M-6,009Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp83,520$2.1M<0.01%-8,00813F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC82,095$2.07M0.03%-16,48813F-HRTimeline
North Reef Capital Management LP75,711$1.91M0.08%new13F-HRTimeline
Conestoga Capital Advisors, LLC72,902$1.84M0.03%+3,35013F-HRTimeline
Atria Investments, Inc71,837$1.81M0.02%+3,49613F-HRTimeline
TD Asset Management Inc68,100$1.72M<0.01%+1,77013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,885$1.66M<0.01%-14,46013F-HRTimelineGroup
WESBANCO BANK INC64,947$1.64M0.05%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,780$1.35M<0.01%+31413F-HR/ATimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…49,712$1.25M<0.01%+34,55913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd49,030$1.24M0.03%new13F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS48,406$1.22M0.03%+20613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,782$1.15M<0.01%+8,22513F-HRTimelineGroup
Swiss National Bank45,000$1.13M<0.01%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC44,905$1.13M<0.01%-59,66813F-HRTimeline
Mariner, LLCin group Mariner, LLC43,711$1.1M<0.01%-12,10913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,437$993K<0.01%-4,11213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC36,655$923K<0.01%+4,17013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34,531$870K0.03%+17,45413F-HRTimelineGroup
EQUITABLE TRUST CO32,386$816K0.04%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.31,628$797K<0.01%+40913F-HRTimelineGroup
RHUMBLINE ADVISERS30,375$765K<0.01%-5,73913F-HRTimeline
Teton Advisors, LLC30,000$756K0.52%-5,00013F-HRTimeline
VARCOV Co.28,627$721K0.28%13F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.24,656$677K0.09%-2,17713F-HRTimeline
Cetera Investment Advisers26,023$656K<0.01%-5,16413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC25,240$636K0.01%+58013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding24,203$610K-264Timeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…21,892$551K<0.01%+1013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC21,468$541K0.02%-1,49713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\21,198$534K<0.01%+94413F-HRTimelineGroup
Kings Path Partners LLC20,275$511K0.18%013F-HRTimeline
LPL Financial LLC19,736$497K<0.01%-24613F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,841$475K<0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc18,188$458K<0.01%-4,29213F-HRTimelineGroup
Quantinno Capital Management LP18,005$454K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,413$413K<0.01%-7,40613F-HRTimelineGroup
MCMORGAN & CO LLC16,381$413K0.07%-92,63513F-HRTimeline
SG Americas Securities, LLC16,194$408K<0.01%+1,05713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,302$385K<0.01%-1,28713F-HRTimelineGroup
Assenagon Asset Management S.A.15,019$378K<0.01%013F-HRTimeline
Simplicity Wealth,LLC14,841$374K0.02%-28613F-HRTimeline
Janney Montgomery Scott LLC14,733$371K<0.01%-18113F-HRTimeline
Gotham Asset Management, LLC13,688$345K<0.01%-4,38113F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…13,503$340K<0.01%013F-HRTimelineGroup
Coyle Financial Counsel LLC13,462$339K0.07%-3,21213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC13,191$332K<0.01%new13F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/13,150$332K<0.01%+1,05713F-HRTimeline
TWO SIGMA SECURITIES, LLC12,351$311K0.04%+5,63013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …12,302$310K<0.01%+2,07613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,982$302K<0.01%+95413F-HRTimelineGroup
&PARTNERS11,996$297K<0.01%+3,68913F-HRTimeline
D.A. DAVIDSON & CO.11,800$297K<0.01%+3,40013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,732$296K<0.01%new13F-HRTimelineGroup
Verition Fund Management LLC11,400$287K<0.01%-15,33113F-HRTimeline
Empowered Funds, LLC11,348$286K<0.01%+2,50313F-HR/ATimeline
Aquatic Capital Management LLC11,215$283K0.01%-12,21613F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC10,952$276K<0.01%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC10,901$275K<0.01%+3,68013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC10,450$263K0.02%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,306$260K<0.01%-2,20313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,277$259K<0.01%+1,10513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson9,615$242K<0.01%013F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…8,613$217K<0.01%+1,50713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC8,524$215K0.01%-22513F-HRTimeline
Gilliland Jeter Wealth Management LLC8,400$212K0.06%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,211$207K<0.01%-1,42013F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…7,851$198K<0.01%013F-HRTimeline
AlphaQuest LLC7,043$177K0.01%+15613F-HRTimeline
Police & Firemen's Retirement System of…6,368$160K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,321$134K<0.01%-1,01013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,185$131K<0.01%+56413F-HRTimelineGroup
KLP KAPITALFORVALTNING AS4,800$121K<0.01%+50013F-HRTimeline
Harbor Asset Planning, Inc.4,000$101K0.09%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,293$83K<0.01%+2813F-HRTimelineGroup
FMR LLCin group FMR LLC2,159$54.4K<0.01%+13713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,928$48.6K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,839$46.3K<0.01%+1,81713F-HRTimeline
CWM, LLCin group CWM, LLC1,393$35K<0.01%+96013F-HRTimelineGroup
Caitong International Asset Management …1,371$34.5K0.01%+1,27313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,343$34K<0.01%-19,43313F-HRTimelineGroup
COMERICA BANK1,342$33.8K<0.01%-62013F-HRTimeline
Sterling Capital Management LLC1,271$32K<0.01%-21413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,063$26.8K<0.01%+77613F-HRTimelineGroup
Steward Partners Investment Advisory, L…914$23K<0.01%013F-HRTimeline
AMALGAMATED BANK739$19K<0.01%-4613F-HRTimeline
Estate Planners Group, LLC591$14.9K0.01%13F-HRTimeline
SIGNATUREFD, LLC496$12.5K<0.01%+28513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC459$11.6K<0.01%+32913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…452$11.4K<0.01%new13F-HR/ATimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK401$10.1K<0.01%-57913F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…400$10.1K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC355$8.94K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC291$7.33K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …269$7K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc269$6.78K<0.01%-1613F-HRTimeline
UMB Bank, n.a.216$5.44K<0.01%-29213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC215$5.42K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.188$4.74K<0.01%+2213F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd146$3.68K<0.01%new13F-HRTimeline
Larson Financial Group LLC124$3.12K<0.01%+5313F-HRTimeline
Advisors Asset Management, Inc.112$2.82K<0.01%-313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.95$2.39K<0.01%-1913F-HRTimelineGroup
Arax Advisory Partners29$731<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC25$630<0.01%-513F-HRTimeline
Parkside Financial Bank & Trust25$630<0.01%013F-HRTimeline
Smartleaf Asset Management LLC6$155<0.01%013F-HRTimeline
Allworth Financial LP5$126<0.01%-413F-HRTimeline
Farther Finance Advisors, LLC5$126<0.01%013F-HRTimeline
Covestor Ltd3$00%new13F-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