i3 Verticals, Inc. — Institutional Ownership
Which tracked institutions hold IIIV, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
21
Funds holding
$79139031
Total value held
Buying
11 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $38502126 | 1802534 | +26578 | +1.50% |
| 2 | State Street Corp | $15359036 | 719056 | +25447 | +3.67% |
| 3 | Ubs Group Ag | $8798505 | 411915 | +411915 | NEW BUY |
| 4 | Northern Trust Corp | $5655059 | 264750 | +22987 | +9.51% |
| 5 | Goldman Sachs Group Inc | $3196566 | 149652 | +25433 | +20.47% |
| 6 | Bank Of New York Mellon Corp | $1692620 | 79243 | +2182 | +2.83% |
| 7 | Morgan Stanley | $1361695 | 63749 | -12150 | -16.01% |
| 8 | Bank Of America Corp /De/ | $1032116 | 48320 | -49673 | -50.69% |
| 9 | Raymond James Financial Inc | $920488 | 43094 | -455156 | -91.35% |
| 10 | Invesco Ltd. | $718379 | 33632 | +33632 | NEW BUY |
| 11 | Wells Fargo & Company/Mn | $400906 | 18769 | -7857 | -29.51% |
| 12 | Citigroup Inc | $374377 | 17527 | +9316 | +113.46% |
| 13 | Sei Investments Co | $292321 | 13686 | -1216 | -8.16% |
| 14 | Janus Henderson Group Plc | $215136 | 9615 | +9615 | NEW BUY |
| 15 | Franklin Resources Inc | $212468 | 9947 | +270 | +2.79% |
| 16 | Jpmorgan Chase & Co | $201315 | 9541 | -1091 | -10.26% |
| 17 | Pnc Financial Services Group, Inc. | $95736 | 4482 | -33 | -0.73% |
| 18 | Barclays Plc | $75892 | 3553 | -3753 | -51.37% |
| 19 | Fifth Third Bancorp | $19055 | 892 | -374 | -29.54% |
| 20 | Royal Bank Of Canada | $15000 | 732 | +517 | +240.47% |
| 21 | Us Bancorp \De\ | $235 | 11 | -53 | -82.81% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.