i3 Verticals, Inc. (IIIV) — Institutional Holders, Q2 2026 (page 2)
134 institutional investment managers reported a IIIV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $460.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 134. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IIIV 13F holders ranked 101–134 of 134
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Ameritas Investment Partners#101 · 1,928 sh | 1,928 | $41.2K | <0.01% | 0.0% |
| 102 | Integrated Wealth Concepts#102 · 1,891 sh | 1,891 | $40.4K | <0.01% | New |
| 103 | Tower Research Capital (TRC)#103 · 1,568 sh | 1,568 | $33.5K | <0.01% | -7.7% |
| 104 | Global Retirement Partners#104 · 1,332 sh | 1,332 | $28.5K | <0.01% | — |
| 105 | FMR#105 · 1,134 sh | 1,134 | $24.2K | 0.00% | -71.2% |
| 106 | Steward Partners Investment Advisory#106 · 916 sh | 916 | $19.6K | <0.01% | +0.2% |
| 107 | FIFTH THIRD BANCORP#107 · 892 sh | 892 | $19.1K | 0.00% | -29.5% |
| 108 | HUNTINGTON NATIONAL BANK#108 · 714 sh | 714 | $15.3K | <0.01% | -0.8% |
| 109 | ROYAL BANK OF CANADA#109 · 732 sh | 732 | $15.0K | 0.00% | +240.5% |
| 110 | SRS Capital Advisors#110 · 659 sh | 659 | $14.1K | <0.01% | New |
| 111 | SIGNATUREFD#111 · 636 sh | 636 | $13.6K | — | +28.2% |
| 112 | BNP Paribas Asset Management Holding S.A.#112 · 505 sh | 505 | $10.8K | 0.00% | New |
| 113 | GAMMA Investing#113 · 501 sh | 501 | $10.7K | — | +14.6% |
| 114 | Sterling Capital Management#114 · 445 sh | 445 | $9.5K | — | -36.1% |
| 115 | Rockefeller Capital Management L.P.#115 · 384 sh | 384 | $8.2K | 0.00% | -21.5% |
| 116 | JONES FINANCIAL COMPANIES LLLP#116 · 325 sh | 325 | $6.9K | 0.00% | +76.6% |
| 117 | Parallel Advisors#117 · 302 sh | 302 | $6.5K | <0.01% | New |
| 118 | Farther Finance Advisors#118 · 302 sh | 302 | $6.4K | — | +1108.0% |
| 119 | MATHER GROUP#119 · 240 sh | 240 | $5.1K | — | 0.0% |
| 120 | Versant Capital Management#120 · 215 sh | 215 | $4.6K | — | -69.8% |
| 121 | EverSource Wealth Advisors#121 · 203 sh | 203 | $4.3K | <0.01% | -80.3% |
| 122 | Optiver Holding B.V.#122 · 92 sh | 92 | $2.0K | 0.00% | -51.1% |
| 123 | Caitong International Asset Management , Ltd#123 · 87 sh | 87 | $1.9K | <0.01% | +234.6% |
| 124 | Advisors Asset Management#124 · 82 sh | 82 | $1.8K | 0.00% | -26.8% |
| 125 | OSAIC#125 · 80 sh | 80 | $1.7K | 0.00% | -5.9% |
| 126 | NISA INVESTMENT ADVISORS#126 · 76 sh | 76 | $1.6K | — | -13.6% |
| 127 | Allworth Financial#127 · 29 sh | 29 | $620.00 | 0.00% | -73.9% |
| 128 | US BANCORP \DE\#128 · 11 sh | 11 | $235.00 | 0.00% | -82.8% |
| 129 | Transamerica Financial Advisors#129 · 7 sh | 7 | $149.00 | 0.00% | New |
| 130 | Smartleaf Asset Management#130 · 6 sh | 6 | $127.00 | 0.00% | 0.0% |
| 131 | ROTHSCHILD INVESTMENT#131 · 5 sh | 5 | $107.00 | 0.00% | -89.4% |
| 132 | Clearstead Advisors#132 · 3 sh | 3 | $65.00 | 0.00% | New |
| 133 | Covestor Ltd#133 · 5 sh | 5 | $0.00 | 0.00% | -16.7% |
| 134 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#134 · 20,956 sh | 20,956 | — | — | -3.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.