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i3 Verticals

145 hedge funds and large institutions have $554M invested in i3 Verticals in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 111.08%112.05% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

6% less funds holding

Funds holding: 155145 (-10)

17% less capital invested

Capital invested by funds: $671M → $554M (-$117M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
50
Reduced
51
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Vident Advisory
Georgia
$370K -$203K -8,707 -34%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$365K +$73.4K +3,154 +24%
VAM
78
Vanguard Asset Management
$346K +$360K +15,476 New
Assenagon Asset Management
79
Assenagon Asset Management
Luxembourg
$336K
SW
80
Simplicity Wealth
New Jersey
$335K +$3.65K +157 +1%
SEI Investments
81
SEI Investments
Pennsylvania
$333K -$9.31K -400 -3%
LIA
82
LBMC Investment Advisors
Tennessee
$320K +$90.2K +3,876 +37%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$304K +$316K +13,600 New
MIM
84
MetLife Investment Management
New Jersey
$302K
EF
85
Empowered Funds
Pennsylvania
$281K +$28.1K +1,208 +11%
BEI
86
Benjamin Edwards Inc
Missouri
$277K +$48.6K +2,089 +20%
Universal-Beteiligungs- und Servicegesellschaft
87
Universal-Beteiligungs- und Servicegesellschaft
Germany
$275K
MC
88
McMorgan & Co
California
$274K -$95.6K -4,110 -25%
CIA
89
Concurrent Investment Advisors
Florida
$270K +$8.07K +347 +3%
CFC
90
Coyle Financial Counsel
Illinois
$258K -$44.4K -1,910 -14%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$251K +$22.1K +949 +9%
JP Morgan Chase
92
JP Morgan Chase
New York
$243K -$31.4K -1,350 -11%
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$233K -$319K -13,688 -57%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$231K +$58K +2,492 +32%
Citigroup
95
Citigroup
New York
$219K +$37.3K +1,604 +20%
Franklin Resources
96
Franklin Resources
California
$216K -$157K -6,736 -41%
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$215K
DADC
98
D.A. Davidson & Co
Montana
$200K -$66.3K -2,850 -24%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$189K -$3.58K -154 -2%
VGA
100
Vanguard Global Advisers
Pennsylvania
$189K +$197K +8,451 New