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i3 Verticals

144 hedge funds and large institutions have $553M 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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $671M → $553M (-$117M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$4.09K
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$4K
AAM
128
Advisors Asset Management
Colorado
$2.5K
AF
129
Allworth Financial
California
$2.48K
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$1.97K
Osaic Holdings
131
Osaic Holdings
Arizona
$1.9K
MCM
132
MAI Capital Management
Ohio
$1.52K
US Bancorp
133
US Bancorp
Minnesota
$1.43K
RIL
134
Rothschild Investment LLC
Illinois
$1.05K
LFG
135
Larson Financial Group
Missouri
$894
RFP
136
Root Financial Partners
California
$783
MAM
137
Marquette Asset Management
Minnesota
$671
CTC
138
Central Trust Company
Missouri
$604
CIAM
139
Caitong International Asset Management
Hong Kong
$581
FFA
140
Farther Finance Advisors
California
$562
SAM
141
Smartleaf Asset Management
Massachusetts
$137
TPWA
142
Twin Peaks Wealth Advisors
California
$89
EP
143
Essential Partners
California
$45
Loomis, Sayles & Company
144
Loomis, Sayles & Company
Massachusetts
CRM
145
Cramer Rosenthal McGlynn
Connecticut
CCA
146
Conestoga Capital Advisors
Pennsylvania
TD Asset Management
147
TD Asset Management
Ontario, Canada
Stifel Financial
148
Stifel Financial
Missouri
VC
149
VarCov Co
Connecticut
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania