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i3 Verticals

150 hedge funds and large institutions have $795M invested in i3 Verticals in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 27 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.01%
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
59
Reduced
39
Closed
27
Calls
$3.67M
Puts
Net Calls
+$3.67M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
126
Mount Yale Investment Advisors
Colorado
$26.4K +$26.4K +960 New
AB
127
Amalgamated Bank
New York
$22K
SCM
128
Sterling Capital Management
North Carolina
$15.9K +$5.69K +207 +56%
UB
129
UMB Bank
Missouri
$15.6K +$687 +25 +5%
EWA
130
EverSource Wealth Advisors
Alabama
$14.9K -$125K -4,550 -89%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$11K -$1.85K -69 -14%
VCM
132
Versant Capital Management
Arizona
$6.38K
CA
133
Clearstead Advisors
Ohio
$5.58K
SWM
134
Spire Wealth Management
Virginia
$5.33K +$5.33K +194 New
IA
135
IFP Advisors
Florida
$4.92K -$296
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$3.57K +$302 +11 +9%
AAM
137
Advisors Asset Management
Colorado
$3.27K +$2.34K +85 +250%
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$2.28K -$54K -1,965 -96%
SS
139
SBI Securities
Japan
$1.81K
ACM
140
Aster Capital Management
United Arab Emirates
$1.59K +$1.59K +58 New
BCMLT
141
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.43K
FFO
142
Fortitude Family Office
Arizona
$1.13K +$1.13K +41 New
RIL
143
Rothschild Investment LLC
Illinois
$824 -$824 -30 -50%
Osaic Holdings
144
Osaic Holdings
Arizona
$803 +$681 +28 +560%
AAP
145
Arax Advisory Partners
Colorado
$797
PFBT
146
Parkside Financial Bank & Trust
Missouri
$687
GRP
147
Global Retirement Partners
California
$605 +$605 +22 New
LFG
148
Larson Financial Group
Missouri
$577 +$577 +21 New
GI
149
GAMMA Investing
California
$165 +$165 +6 New
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$110 +$110 +4 New