I3 VERTICALS INC

$IIIV
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Institutional coverage

136 13F filers hold $IIIV.

13F holders
136
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$IIIV is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: Level Financial Advisors at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Level Financial Advisors
0.00% held
α +30.9pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
03
Citigroup Inc.
0.00% held
α +26.3pts
04
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 136 · Source: 13F-HR
01
Pensioenfonds Rail & Ov
1.38% of portfolio
2,065,212 sh
02
Immersion Capital LLP
0.09% of portfolio
1,176,960 sh
03
Concorde Asset Management, LLC
2.03% of portfolio
1,045,642 sh
04
Siemens Fonds Invest GmbH
0.79% of portfolio
1,025,000 sh
05
BOK Financial Private Wealth, Inc.
1.50% of portfolio
925,888 sh
06
BayBridge Capital Group, LLC
8.32% of portfolio
819,625 sh
07
State Street
—
707,344 sh
08
Roberts Capital Advisors, LLC
0.01% of portfolio
703,623 sh
09
Axa S.a.
—
693,609 sh
10
Loomis Sayles & Co. L P
—
657,579 sh
See all 136 13F holders · Pro →

Insider activity · last 90 days

12 transactions · 8 filers
03 Dec 2025
Christians Paul —
▼ SOLD
9,000
$23.27
S
26 Nov 2025
Christians Paul —
▼ SOLD
3,292
$23.78
S
21 Nov 2025
Stanford Frederick —
▼ SOLD
11,347
$24.21
S
11 Sep 2025
Maple Paul —
▼ SOLD
2,500
$31.04
S
29 Aug 2025
Christians Paul —
▼ SOLD
1,890
$31.40
S
12 Aug 2025
Mckenna Timothy —
▼ SOLD
6,882
$31.81
S
15 May 2025
Smith Geoffrey C. —
▼ SOLD
8,404
$26.56
S
13 May 2025
Harrison John C. —
▼ SOLD
78,597
$24.81
S
13 May 2025
Harvey Robert Burton —
▼ SOLD
4,515
$24.76
S
13 May 2025
Harvey Robert Burton —
▼ SOLD
26,980
$24.82
S
13 May 2025
Harvey Robert Burton —
▼ SOLD
40,365
$24.81
S
13 May 2025
Wilds David M —
▼ SOLD
218,400
$24.81
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IIIV in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:34 UTC.