$IIIV is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: Level Financial Advisors at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
I3 VERTICALS INC
13F holders
136
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 136 · Source: 13F-HR01
Pensioenfonds Rail & Ov
—
—
02
Immersion Capital LLP
—
—
03
Concorde Asset Management, LLC
—
—
04
Siemens Fonds Invest GmbH
—
—
05
BOK Financial Private Wealth, Inc.
—
—
06
BayBridge Capital Group, LLC
—
—
07
State Street
—
—
08
Roberts Capital Advisors, LLC
—
—
09
Axa S.a.
—
—
10
Loomis Sayles & Co. L P
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
4 holders · Q1 202601
Level Financial Advisors
0.00% held
α +30.9pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
03
Citigroup Inc.
0.00% held
α +26.3pts
04
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
12 transactions · 8 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IIIV in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IIIV lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IIIV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:37 UTC.