IIIV · Company research
i3 Verticals, Inc. Class A Common Stock (IIIV): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 235 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 714 | 15251 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8451 | 180513 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MCMORGAN & CO LLC | 1162695 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12151 | 259545 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 987201 | 21086613 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HEARTLAND ADVISORS INC | 937394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 965250 | 20617740 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39242 | 838209 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AltraVue Capital, LLC | 1740837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 872652 | 18639847 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9947 | 212468 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50866 | 1086498 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8471 | 180941 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Long Path Partners LP | 1905112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215319 | 4599214 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13185 | 281620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30739 | 656585 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 408405 | 8723531 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CROSSLINK CAPITAL INC | 1104329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1117986 | 23880181 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2934 | 62670 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24531 | 548513 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211077 | 4508605 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1891 | 40392 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18114 | 387 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9146 | 192981 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Atom Investors LP | 1738902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22910 | 489358 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42200 | 901392 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 302 | 6433 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| First Eagle Investment Management, LLC | 1325447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 723009 | 15443472 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4800 | 102528 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76 | 1623 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26843 | 573366 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26075 | 556962 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24922 | 532334 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63700 | 1360632 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4322 | 92318 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 652975 | 13947546 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1568 | 33492 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 676 | 14000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 149 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6368 | 136020 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ArrowMark Colorado Holdings LLC | 1483859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139590 | 2981642 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legato Capital Management LLC | 1442641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 247394 | 5284336 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| State of Wyoming | 1821626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12214 | 260891 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 898358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45298 | 967565 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1134 | 24222 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9615 | 205280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3083 | 65853 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROYCE & ASSOCIATES LP | 906304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 651201 | 13909653 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135634 | 2897142 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Forager Capital Management, LLC | 1802986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 864574 | 18467301 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GENEVA CAPITAL MANAGEMENT LLC | 1009232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 818552 | 17484269 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 505 | 10787 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 65 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24763 | 528938 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 447620 | 20956 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15386 | 328645 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74047 | 1581644 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 127 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156386 | 3340405 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 293717 | 6273795 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87 | 1858 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21884 | 467442 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129 | 2755 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 501 | 10701 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 14951 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EQUITABLE TRUST CO | 33250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32386 | 691765 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 164005 | 3503 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230873 | 4931447 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17630 | 376577 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10380 | 221717 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Atria Investments, Inc | 1535865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34560 | 738202 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 325 | 6919 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 719056 | 15359036 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 1708 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Harbor Asset Planning, Inc. | 2077050 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 85440 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Teton Advisors, LLC | 2086025 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 640800 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279 | 5959 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 620 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11871 | 253565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40858 | 872727 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97985 | 2092960 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.