Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em i3 Verticals, Inc. incluem Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, First Eagle Investment Management, LLC, Vanguard Fiduciary Trust Co, VANGUARD ASSET MANAGEMENT, Ltd, Vanguard Global Advisers, LLC, Vanguard Investments Australia, Ltd., Mount Yale Investment Advisors, LLC, SageView Advisory Group, LLC, Jones Financial Companies Lllp, MAI Capital Management, Root Financial Partners, LLC, Marquette Asset Management, LLC, CENTRAL TRUST Co, Twin Peaks Wealth Advisors, LLC, e Essential Partners LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Forager Capital Management, LLC | 579,401 | 5.46 | 12,955 | -6.39 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,839 | 8,259.09 | 46 | |||||
| 2026-05-06 | 13F | Heartland Advisors Inc | 606,950 | 11.05 | 13,571 | -1.42 | ||||
| 2026-05-21 | 13F | Argent Capital Management Llc | 33,386 | 55.52 | 747 | 38.15 | ||||
| 2026-02-13 | 13F | Barclays Plc | 36,655 | 12.84 | 923 | -12.43 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1,950 | 44 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 25,327 | 28.33 | 566 | 13.88 | ||||
| 2026-04-21 | 13F | Wasatch Advisors Inc | 351,804 | 44.84 | 7,866 | 28.57 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 9,815 | 19.53 | 219 | 6.31 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 97,264 | 7.31 | 2,175 | -4.77 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 8,451 | 189 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 32,929 | 4.11 | 736 | -7.54 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 24,579 | 35.14 | 550 | 19.87 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 314,580 | 2.47 | 7,034 | -9.03 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 24,643 | 16.25 | 551 | 3.38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 11,226 | 9.23 | 251 | -2.71 | ||||
| 2026-05-13 | 13F | Kennedy Capital Management, Inc. | 138,284 | 1.38 | 3,092 | -9.99 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 963,150 | 21,536 | ||||||
| 2026-05-12 | 13F | Royce & Associates Lp | 583,425 | 15.59 | 13,045 | 2.60 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3,933 | 82.17 | 88 | 61.11 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 1,032,606 | 32.81 | 23,089 | 17.89 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1,515 | 8.76 | 34 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 72,035 | 0.28 | 1,611 | -11.00 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,118 | 2,887 | ||||||
| 2026-05-13 | 13F | State of Wyoming | 3,128 | 70 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 25 | 400.00 | 1 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 250 | 16.28 | 6 | 0.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 52,704 | 33.64 | 1,178 | 18.63 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 120,314 | 46.55 | 2,690 | 30.14 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 64 | 1 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 35 | 1 | ||||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 687,729 | 15,378 | ||||||
| 2026-05-15 | 13F | Crosslink Capital Inc | 966,001 | 1.55 | 21,600 | -9.86 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 5,673 | 127 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 711 | 164.31 | 16 | 150.00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 489 | 8.19 | 11 | -9.09 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 77,341 | 10.20 | 1,729 | -2.15 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 15,476 | 346 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 68 | 2 | ||||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 14,326 | 37.09 | 320 | 21.67 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 47,626 | 37.92 | 1,065 | 22.44 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 14,998 | 1.06 | 335 | -10.19 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 6 | 100.00 | 0 | |||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 16,304 | 23.98 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 420,187 | 13.83 | 9,395 | 1.04 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 2 | 0 | ||||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 960 | 26 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 26,636 | 2.36 | 596 | -9.16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 111 | 2,120.00 | 2 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 12,395 | 20.27 | 277 | 6.95 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 10,343 | 31.74 | 231 | 17.26 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 29,884 | 65.98 | 668 | 47.46 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 616,851 | 12.51 | 13,794 | -0.13 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35,874 | 1 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 240 | 5 | ||||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 98,851 | 8.05 | 2,210 | -4.08 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 119,340 | 165.76 | 2,668 | 135.90 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1,266 | 28 | ||||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 30 | 1 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 184 | 4 | ||||||
| 2026-05-08 | 13F | William Blair Investment Management, Llc | 1,176,960 | 204.61 | 26,317 | 170.38 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13,600 | 304 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1,831,573 | 0.06 | 46,137 | -22.35 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 437 | 10 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 98,277 | 1.33 | 2,197 | -10.07 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2,103 | 47 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 291 | 7 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 124,219 | 130.98 | 2,778 | 105.10 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 47 | 88.00 | 1 | |||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | 382,137 | 8,545 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3,293 | 0.86 | 83 | -21.90 | ||||
| 2026-05-15 | 13F | North Reef Capital Management LP | 1,025,000 | 1,253.83 | 22,919 | 1,101.84 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 12,556 | 10.65 | 281 | -1.75 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 27 | 1 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1,699 | 59.83 | 38 | 42.31 | ||||
| 2026-05-13 | 13F | AltraVue Capital, LLC | 1,170,146 | 0.54 | 26,164 | -10.75 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 720 | 79.55 | 16 | 60.00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 4 | 0 |
