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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
Optiver Holding
126
Optiver Holding
Netherlands
$4.2K
Jones Financial Companies
127
Jones Financial Companies
Missouri
$4.09K +$4.28K +184 New
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$4K -$26.2K -1,128 -84%
AAM
129
Advisors Asset Management
Colorado
$2.5K
AF
130
Allworth Financial
California
$2.48K +$2.47K +106 +2,120%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$1.97K -$8.63K -371 -81%
Osaic Holdings
132
Osaic Holdings
Arizona
$1.9K -$233 -10 -11%
MCM
133
MAI Capital Management
Ohio
$1.52K +$1.58K +68 New
US Bancorp
134
US Bancorp
Minnesota
$1.43K +$1.49K +64 New
RIL
135
Rothschild Investment LLC
Illinois
$1.05K +$512 +22 +88%
LFG
136
Larson Financial Group
Missouri
$894 -$1.96K -84 -68%
RFP
137
Root Financial Partners
California
$783 +$814 +35 New
MAM
138
Marquette Asset Management
Minnesota
$671 +$698 +30 New
CTC
139
Central Trust Company
Missouri
$604 +$628 +27 New
CIAM
140
Caitong International Asset Management
Hong Kong
$581 -$31.3K -1,345 -98%
FFA
141
Farther Finance Advisors
California
$562 +$465 +20 +400%
SAM
142
Smartleaf Asset Management
Massachusetts
$137
TPWA
143
Twin Peaks Wealth Advisors
California
$89 +$93 +4 New
EP
144
Essential Partners
California
$45 +$47 +2 New
Loomis, Sayles & Company
145
Loomis, Sayles & Company
Massachusetts
-$6.76M -268,245 Closed
CRM
146
Cramer Rosenthal McGlynn
Connecticut
-$2.5M -99,143 Closed
CCA
147
Conestoga Capital Advisors
Pennsylvania
-$1.84M -72,902 Closed
TD Asset Management
148
TD Asset Management
Ontario, Canada
-$1.72M -68,100 Closed
Stifel Financial
149
Stifel Financial
Missouri
-$1.66M -65,885 Closed
VC
150
VarCov Co
Connecticut
-$721K -28,627 Closed