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IIIV Institutional Ownership & 13F Holders | SmartMoneyDB

IIIVI3 VERTICALS INC

COM CL A · CUSIP 46571Y107

Smart Money Ownership

Of the 8 tracked institutions holding IIIV, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +5.5pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$387.0K

+3.5pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

IIIV (I3 VERTICALS INC) Institutional Ownership Summary

Among the 8 tracked institutional investors we monitor, IIIV (I3 VERTICALS INC) is held with a combined value of $114.88M across 5,049,821 shares. The largest holder is VANGUARD GROUP INC with a position worth $46.14M. 2 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$114.88M

Total Shares Held

5,049,821

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

WELLINGTON MANAGEMENT GROUP LLPNew position~$4.8M CITADEL ADVISORS LLC+396% shares~$4.5M RENAISSANCE TECHNOLOGIES LLCNew position~$4.1M BlackRock, Inc.+2% shares~$569.0K STATE STREET CORP+4% shares~$548.0K

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

0.00% of bookNew

$4.80M

RENAISSANCE TECHNOLOGIES LLC

0.01% of bookNew

$4.09M

PRICE T ROWE ASSOCIATES INC /MD/

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$46.14M	1,831,573	0.00%	+0.1%
2	BlackRock, Inc.	$38.50M	1,802,534	0.00%	+1.5%
3	STATE STREET CORP	$15.36M	719,056	0.00%	+3.7%
4	CITADEL ADVISORS LLC	$5.59M	261,523	0.00%	+396.2%
5	WELLINGTON MANAGEMENT GROUP LLP	$4.80M	224,612	0.00%	New
6	RENAISSANCE TECHNOLOGIES LLC	$4.09M	191,275	0.01%	New
7	PRICE T ROWE ASSOCIATES INC /MD/	$387.00K	18,114	0.00%	+11.1%
8	FMR LLC	$24.22K	1,134	0.00%	-71.2%

Activist & Large Holders (13D/13G)

Investor	Ownership	Type	Filed
Forager Capital Management, LLC	6.1%	13G	2026-09-30
North Reef Capital Management LP	5.5%

Frequently Asked Questions

Which institutional investors own the most IIIV stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of IIIV with a position worth $46.14M, representing 0.00% of their portfolio. In total, 8 institutional investors hold IIIV with a combined value of $114.88M.

Are hedge funds buying or selling IIIV?

In the most recent quarter, 2 funds opened a new position in IIIV. Additionally, 5 increased their holdings and 1 reduced their positions.

What percentage of IIIV is owned by institutional investors?

Institutional investors hold $114.88M worth of IIIV stock across 8 positions. The largest institutional holder is VANGUARD GROUP INC with $46.14M in holdings.

What is a 13F filing and why does it matter for IIIV?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IIIV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track IIIV institutional moves

Get notified when hedge funds change their IIIV positions.