IIIVI3 VERTICALS INC

COM CL A · CUSIP 46571Y107

Smart Money Ownership

Of the 6 tracked institutions holding IIIV, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +4.7pt. It's a gauge of who owns the name, not just how many.

Ken Griffin

$1.2M

+6.7pt

PRICE T ROWE ASSOCIATES INC /MD/

$365.0K

+2.7pt

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 6 tracked institutional investors we monitor, IIIV (I3 VERTICALS INC) is held with a combined value of $102.99M across 4,374,079 shares. The largest holder is VANGUARD GROUP INC with a position worth $46.14M. 4 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$102.99M

Total Shares Held

4,374,079

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

CITADEL ADVISORS LLC+34% shares~$296.4K PRICE T ROWE ASSOCIATES INC /MD/+24% shares~$70.6K VANGUARD GROUP INC+0% shares~$46.1K FMR LLC+82% shares~$39.7K

Biggest Sellers

13F Institutional Holders

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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.	$39.71M	1,775,956	0.00%	-1.9%
3	STATE STREET CORP	$15.51M	693,609	0.00%	-1.9%
4	CITADEL ADVISORS LLC	$1.18M	52,704	0.00%	+33.6%
5	PRICE T ROWE ASSOCIATES INC /MD/	$365.00K	16,304	0.00%	+24.0%
6	FMR LLC	$87.94K	3,933	0.00%	+82.2%

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, 6 institutional investors hold IIIV with a combined value of $102.99M.

What percentage of IIIV is owned by institutional investors?

Institutional investors hold $102.99M worth of IIIV stock across 6 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.