Skip to content
Disclosery

IIIV I3 VERTICALS INC

Follow

COM CL A (common), issuer CIK 1728688

138 managers (145 13F filers) reported a position in IIIV shares at 2026-03-31, 24,757,164 shares in all. 17 filers opened a position and 29 filers sold out during the quarter.

Managers
138
13F filers
145
New
17
Added
50
Reduced
51
Sold out
29
Shares held by filers
24,757,164

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
VANGUARD GROUP INCgroup of 6 filers holding1,809,597$40.5MnewTimeline
BlackRock, Inc.in group BlackRock, Inc.1,775,956$39.7M<0.01%-34,99913F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC1,555,904$34.8M0.74%-126,57713F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,176,960$26.3M0.09%+790,57513F-HRTimeline
AltraVue Capital, LLC1,170,146$26.2M2.25%+6,28013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…1,032,606$23.1M1.33%+255,07913F-HRTimeline
North Reef Capital Management LP1,025,000$22.9M0.79%+949,28913F-HRTimeline
CROSSLINK CAPITAL INC966,001$21.6M2.11%+14,78513F-HRTimeline
Ranger Investment Management, L.P.925,888$20.7M1.5%-4,67013F-HRTimeline
JENNISON ASSOCIATES LLC870,051$19.5M0.01%-223,71113F-HRTimeline
Long Path Partners LP819,625$18.3M8.32%-273,79313F-HRTimeline
T. Rowe Price Investment Management, In…703,623$15.7M0.01%-2,440,95713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP693,609$15.5M<0.01%-13,73513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP616,851$13.8M<0.01%+68,57313F-HRTimelineGroup
HEARTLAND ADVISORS INC606,950$13.6M0.69%+60,40013F-HRTimeline
ROYCE & ASSOCIATES LP583,425$13M0.13%+78,69313F-HRTimeline
Forager Capital Management, LLCin group Forager Capital Management, L…579,401$13M6.45%+30,00013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC538,711$12M<0.01%-7,22913F-HRTimelineGroup
12th Street Asset Management Company, L…522,821$11.7M1.91%-72,28813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC498,250$11.4M<0.01%-16,14513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…456,077$10.2M0.02%-272,42813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding452,022$10.1M+38,311Timeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…382,137$8.54M0.01%new13F-HR/ATimelineGroup
WASATCH ADVISORS LP351,804$7.87M0.05%+108,91713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…314,580$7.03M0.01%+7,59713F-HRTimelineGroup
NICHOLAS COMPANY, INC.293,827$6.57M0.13%-37,52113F-HRTimeline
Legato Capital Management LLC247,394$5.53M0.5%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP241,763$5.41M<0.01%-2,70713F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND230,873$5.16M0.01%-2,30013F-HRTimeline
Portolan Capital Management, LLCin group Portolan Capital Management, …207,274$4.63M0.25%-464,71313F-HRTimelineGroup
ArrowMark Colorado Holdings LLC201,987$4.52M0.12%-35,97813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co165,326$3.7M<0.01%-16,62313F-HRTimelineGroup
Nuveen, LLCin group TIAA159,050$3.56M<0.01%-50513F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC138,284$3.09M0.07%+1,88413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC124,219$2.78M<0.01%+70,43913F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC120,314$2.69M0.04%+38,21913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC119,340$2.67M<0.01%+74,43513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.112,559$2.52M0.2%-4,02213F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…103,905$2.32M0.03%-75713F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …98,851$2.21M0.03%+7,36713F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC98,277$2.2M0.12%+1,29213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/97,993$2.19M<0.01%-8,83513F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding97,341$2.18M+7,158Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC97,264$2.17M<0.01%+6,62413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp77,061$1.72M<0.01%-6,45913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY75,899$1.7M<0.01%-41,99313F-HRTimelineGroup
Atria Investments, Inc72,035$1.61M0.02%+19813F-HRTimeline
WESBANCO BANK INC64,947$1.45M0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,704$1.18M<0.01%+13,26713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,626$1.06M0.03%+13,09513F-HR/ATimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS46,826$1.05M0.02%-1,58013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd45,123$1.01M0.02%-3,90713F-HRTimelineGroup
Swiss National Bank45,000$1.01M<0.01%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…36,626$819K<0.01%-13,08613F-HRTimeline
HRT FINANCIAL LP35,874$802K<0.01%new13F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC33,386$747K0.02%+11,91813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.32,929$736K<0.01%+1,30113F-HRTimelineGroup
EQUITABLE TRUST CO32,386$724K0.03%013F-HRTimeline
Mariner, LLCin group Mariner, LLC32,126$718K<0.01%-11,58513F-HRTimelineGroup
Teton Advisors, LLC30,000$671K0.47%013F-HRTimeline
Quantinno Capital Management LP29,884$668K<0.01%+11,87913F-HRTimeline
RHUMBLINE ADVISERS29,171$652K<0.01%-1,20413F-HRTimeline
Cetera Investment Advisers26,636$596K<0.01%+61313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,626$595K<0.01%-19,15613F-HR/ATimelineGroup
LPL Financial LLC25,327$566K<0.01%+5,59113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\24,643$551K<0.01%+3,44513F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc24,579$550K<0.01%+6,39113F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.23,156$518K0.07%-1,50013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…21,670$485K<0.01%-22213F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,841$475K<0.01%013F-HRTimeline
Kings Path Partners LLC20,275$453K0.16%013F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC16,533$370K<0.01%-8,70713F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/16,304$365K<0.01%+3,15413F-HRTimeline
Assenagon Asset Management S.A.15,019$336K<0.01%013F-HRTimeline
Simplicity Wealth,LLC14,998$335K0.02%+15713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,902$333K<0.01%-40013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC14,326$320K0.02%+3,87613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,600$304K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…13,503$302K<0.01%013F-HRTimelineGroup
Empowered Funds, LLC12,556$281K<0.01%+1,20813F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,395$277K<0.01%+2,08913F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …12,302$275K<0.01%013F-HRTimelineGroup
MCMORGAN & CO LLC12,271$274K0.04%-4,11013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,079$270K<0.01%+34713F-HRTimelineGroup
Coyle Financial Counsel LLC11,552$258K0.05%-1,91013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,226$251K<0.01%+94913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,632$243K<0.01%-1,35013F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding10,430$233K-13,773Timeline
Zurcher Kantonalbank (Zurich Cantonalba…10,343$231K<0.01%+2,49213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,815$219K<0.01%+1,60413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources9,677$216K<0.01%-6,73613F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson9,615$215K<0.01%013F-HR/ATimelineGroup
D.A. DAVIDSON & CO.8,950$200K<0.01%-2,85013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…8,459$189K<0.01%-15413F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC7,306$163K<0.01%-29,34913F-HRTimelineGroup
Police & Firemen's Retirement System of…6,368$142K<0.01%013F-HRTimeline
SG Americas Securities, LLC4,852$108K<0.01%-11,34213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,806$107K<0.01%-37913F-HRTimelineGroup
KLP KAPITALFORVALTNING AS4,800$107K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,515$101K<0.01%-80613F-HRTimelineGroup
Harbor Asset Planning, Inc.4,000$89.4K0.08%013F-HRTimeline
FMR LLCin group FMR LLC3,933$87.9K<0.01%+1,77413F-HRTimelineGroup
State of Wyoming3,128$69.9K0.01%new13F-HRTimeline
Advisory Services Network, LLC2,103$47K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,950$43.6K<0.01%new13F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,928$43.1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,699$38K<0.01%+63613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,515$33.9K<0.01%+12213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,266$28.3K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…914$20.4K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK720$16.1K<0.01%+31913F-HRTimelineGroup
Versant Capital Management, Inc711$15.9K<0.01%+44213F-HRTimeline
Sterling Capital Management LLC696$15.6K<0.01%-57513F-HRTimeline
SIGNATUREFD, LLC496$11.1K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…489$10.9K<0.01%+3713F-HRTimelineGroup
GAMMA Investing LLC437$9.77K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC250$5.59K<0.01%+3513F-HRTimeline
MATHER GROUP, LLC.240$5.37K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.188$4.2K<0.01%013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP184$4.09K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA215$4K<0.01%-1,12813F-HRTimelineGroup
Advisors Asset Management, Inc.112$2.5K<0.01%013F-HRTimeline
Allworth Financial LP111$2.48K<0.01%+10613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC88$1.97K<0.01%-37113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85$1.9K<0.01%-1013F-HRTimelineGroup
MAI Capital Management68$1.52K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\64$1.43K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC47$1.05K<0.01%+2213F-HRTimeline
Larson Financial Group LLC40$894<0.01%-8413F-HRTimeline
Root Financial Partners, LLC35$783<0.01%new13F-HRTimeline
Marquette Asset Management, LLC30$671<0.01%new13F-HRTimeline
CENTRAL TRUST Co27$604<0.01%new13F-HRTimeline
Caitong International Asset Management …26$581<0.01%-1,34513F-HRTimeline
Farther Finance Advisors, LLC25$562<0.01%+2013F-HRTimeline
Smartleaf Asset Management LLC6$137<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4$89<0.01%new13F-HRTimeline
Essential Partners LLC2$45<0.01%new13F-HRTimeline
Covestor Ltd6$00%+313F-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