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i3 Verticals
IIIV

Overview Fund Activity

148 hedge funds and large institutions have $794M invested in i3 Verticals in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 27 closing their positions.

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
58
Reduced
38
Closed
27
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$258K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$87.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$21.1M
5
WA
5
Wasatch Advisors
Utah
$8.27M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
ACA
3
AYAL Capital Advisors
Ontario, Canada
$0
4
KLP
4
Kent Lake PR
Puerto Rico
$0
5
Bank of America
5
Bank of America
North Carolina
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$1.8M 65,528 +65,528 New
WB
52
WesBanco Bank
West Virginia
$1.78M 64,947 – –
Principal Financial Group
53
Principal Financial Group
Iowa
$1.66M 60,496 +9,700 +19%
DIA
54
Dana Investment Advisors
Wisconsin
$1.62M 58,822 -8,634 -13%
CSC
55
Cove Street Capital
California
$1.6M 58,362 +58,125 +24,525%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.5M 54,698 -2,807 -5%
Citadel Advisors
57
Citadel Advisors
Florida
$1.38M 50,209 +13,288 +36%
KCM
58
Kornitzer Capital Management
Kansas
$1.32M 48,200 – –
Barclays
59
Barclays
United Kingdom
$1.19M 43,292 +15,052 +53%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.17M 42,500 -2,900 -6%
MHP
61
Manatuck Hill Partners
Connecticut
$1.1M 40,000 +40,000 New
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1M 36,432 +101 +0.3%
Wells Fargo
63
Wells Fargo
California
$975K 35,497 -1,135 -3%
American Century Companies
64
American Century Companies
Missouri
$966K 35,139 +6 +0%
TA
65
Teton Advisors
New York
$962K 35,000 -2,000 -5%
ET
66
Equitable Trust
Tennessee
$890K 32,386 – –
CIG
67
Cullen Investment Group
Louisiana
$854K 31,065 -3,979 -11%
EA
68
Ellsworth Advisors
Ohio
$845K 30,754 +30,754 New
KPP
69
Kings Path Partners
Texas
$822K 29,925 – –
TSW
70
Thompson Siegel & Walmsley
Virginia
$822K 29,922 -97 -0.3%
Mirae Asset Global ETFs Holdings
71
Mirae Asset Global ETFs Holdings
Hong Kong
$755K 27,484 -1,549 -5%
Invesco
72
Invesco
Georgia
$723K 26,328 +1,156 +5%
GF
73
Gabelli Funds
New York
$687K 25,000 -5,000 -17%
ACM
74
Argent Capital Management
Missouri
$627K 22,807 +1,180 +5%
Legal & General Group
75
Legal & General Group
United Kingdom
$619K 22,513 -8,959 -28%
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