I3 VERTICALS INC shareholder history

Current and past I3 VERTICALS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 1830.00%0.00%0.00%Q2 2018Q3 202340
SUSQUEHANNA INTERNATIONAL GROUP, LLP 17170.00%0.00%0.00%Q3 2019Q3 202336
MILLENNIUM MANAGEMENT LLC 1640.00%0.01%0.03%Q2 2018Q3 202323
BlackRock Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
VICTORY CAPITAL MANAGEMENT INC 22220.00%0.00%0.00%Q2 2018Q3 202322
NORTHERN TRUST CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.00%0.01%Q2 2018Q3 202322
CROSSLINK CAPITAL INC 22220.97%2.82%6.07%Q2 2018Q3 202322
VANGUARD GROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Mesirow Financial Investment Management, Inc. 22220.79%1.56%3.24%Q2 2018Q3 202322
KORNITZER CAPITAL MANAGEMENT INC /KS 22220.02%0.04%0.05%Q2 2018Q3 202322
UBS Group AG 22220.00%0.00%0.00%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.00%0.00%Q2 2018Q3 202322
WASATCH ADVISORS LP 22220.03%0.05%0.09%Q2 2018Q3 202322
GOLDMAN SACHS GROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Grandeur Peak Global Advisors, LLC 22220.02%0.06%0.26%Q2 2018Q3 202322
Teton Advisors, Inc. 22220.04%0.42%0.66%Q2 2018Q3 202322
NICHOLAS COMPANY, INC. 21210.12%0.16%0.22%Q3 2018Q3 202321
Ameritas Investment Partners, Inc. 21210.00%0.00%0.00%Q3 2018Q3 202321
GABELLI FUNDS LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
JPMORGAN CHASE & CO 21210.00%0.00%0.01%Q3 2018Q3 202321
Legal & General Group Plc 21210.00%0.00%0.00%Q3 2018Q3 202321
CITIGROUP INC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Bank of New York Mellon Corp 21210.00%0.00%0.00%Q3 2018Q3 202321
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 21210.00%0.00%0.00%Q3 2018Q3 202321
STATE STREET CORP 21210.00%0.00%0.00%Q3 2018Q3 202321
CONFLUENCE INVESTMENT MANAGEMENT LLC 21210.06%0.09%0.12%Q3 2018Q3 202321
DEUTSCHE BANK AG\ 21210.00%0.00%0.00%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 21210.00%0.00%0.00%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 21210.00%0.00%0.00%Q3 2018Q3 202321
GEODE CAPITAL MANAGEMENT, LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 21210.00%0.00%0.00%Q3 2018Q3 202321
AMERICAN INTERNATIONAL GROUP, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
BARCLAYS PLC 1910.00%0.00%0.00%Q3 2018Q3 202320
RHUMBLINE ADVISERS 20200.00%0.00%0.00%Q4 2018Q3 202320
BNP PARIBAS FINANCIAL MARKETS 20200.00%0.00%0.00%Q4 2018Q3 202320
Russell Investments Group, Ltd. 1910.00%0.01%0.02%Q2 2018Q3 202320
NEW YORK STATE COMMON RETIREMENT FUND 20200.00%0.00%0.00%Q4 2018Q3 202320
HARBERT FUND ADVISORS, INC. 20200.47%12.25%43.26%Q4 2018Q3 202320
Ranger Investment Management 20200.25%1.00%1.89%Q4 2018Q3 202320
RAYMOND JAMES & ASSOCIATES 1370.00%0.00%0.00%Q2 2018Q3 202320
ROYAL BANK OF CANADA 1820.00%0.00%0.01%Q3 2018Q3 202320
BANK OF MONTREAL /CAN/ 1820.00%0.00%0.01%Q3 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 19190.00%0.01%0.03%Q2 2018Q4 202219
WESBANCO BANK INC 940.04%0.08%0.13%Q3 2018Q3 202319
ETF MANAGERS GROUP, LLC 19190.05%0.11%0.27%Q3 2018Q1 202319
DIMENSIONAL FUND ADVISORS LP 19190.00%0.00%0.00%Q1 2019Q3 202319
Nuveen Asset Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
METROPOLITAN LIFE INSURANCE CO/NY 18180.00%0.00%0.00%Q2 2019Q3 202318
MetLife Investment Management, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
WELLINGTON MANAGEMENT GROUP LLP 1510.00%0.00%0.01%Q2 2018Q3 202317
Covenant Partners, LLC 17172.64%3.73%4.88%Q3 2019Q3 202317
PRICE T ROWE ASSOCIATES INC /MD/ 17170.00%0.00%0.01%Q2 2018Q2 202217
Tower Research Capital LLC (TRC) 1410.00%0.00%0.01%Q3 2018Q3 202317
IFP Advisors, Inc 1420.00%0.00%0.00%Q2 2018Q4 202216
TWO SIGMA ADVISERS, LP 1220.00%0.00%0.00%Q3 2018Q3 202316
D. E. Shaw & Co., Inc. 1330.00%0.00%0.00%Q2 2019Q3 202316
AMERIPRISE FINANCIAL INC 1510.00%0.00%0.00%Q2 2018Q3 202316
Mitsubishi UFJ Asset Management Co., Ltd. 16160.00%0.00%0.00%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16160.10%0.16%0.29%Q4 2019Q3 202316
DRIEHAUS CAPITAL MANAGEMENT LLC 1050.03%0.32%0.52%Q2 2018Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
US BANCORP \DE\ 15150.00%0.00%0.00%Q3 2019Q1 202315
MARSHALL WACE, LLP 1310.00%0.01%0.04%Q3 2018Q3 202315
Raymond James Financial Services Advisors, Inc. 1210.00%0.00%0.01%Q2 2018Q3 202315
Engineers Gate Manager LP 920.01%0.03%0.05%Q3 2018Q3 202215
GENEVA CAPITAL MANAGEMENT LLC 15150.28%0.83%1.04%Q1 2020Q3 202315
GAMCO INVESTORS, INC. ET AL 14140.00%0.03%0.05%Q2 2020Q3 202314
Squarepoint Ops LLC 710.00%0.01%0.04%Q3 2018Q1 202314
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.00%Q2 2020Q3 202314
SILVERCREST ASSET MANAGEMENT GROUP LLC 14140.02%0.04%0.06%Q2 2020Q3 202314
TWO SIGMA INVESTMENTS, LP 710.00%0.00%0.01%Q3 2018Q3 202314
Hood River Capital Management LLC 1210.12%0.48%0.64%Q2 2018Q3 202314
FMR LLC 730.00%0.00%0.00%Q2 2019Q3 202314
ALLIANCEBERNSTEIN L.P. 770.00%0.00%0.00%Q2 2019Q3 202314
CREDIT SUISSE AG/ 1030.00%0.00%0.00%Q2 2018Q3 202313
Steward Partners Investment Advisory, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
MANUFACTURERS LIFE INSURANCE COMPANY, THE 910.00%0.00%0.00%Q4 2019Q2 202313
Invesco Ltd. 1210.00%0.00%0.00%Q2 2019Q3 202313
SCOUT INVESTMENTS, INC. 13130.10%0.15%0.19%Q3 2020Q3 202313
FRANKLIN RESOURCES INC 13130.00%0.00%0.01%Q2 2018Q2 202113
SEI INVESTMENTS CO 12120.00%0.00%0.01%Q4 2020Q3 202312
Renaissance Technologies 410.00%0.00%0.00%Q2 2019Q3 202312
SIMPLEX TRADING, LLC 520.00%0.00%0.00%Q3 2019Q3 202312
Advisory Services Network, LLC 710.00%0.00%0.00%Q3 2018Q1 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.00%0.00%0.00%Q2 2019Q1 202212
LAZARD ASSET MANAGEMENT LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
GSA CAPITAL PARTNERS LLP 410.02%0.07%0.15%Q2 2019Q3 202311
Conestoga Capital Advisors, LLC 11110.02%0.03%0.03%Q1 2021Q3 202311
PNC FINANCIAL SERVICES GROUP, INC. 650.00%0.00%0.00%Q3 2019Q3 202311
Cubist Systematic Strategies, LLC 710.00%0.00%0.01%Q3 2018Q4 202211
Monarch Partners Asset Management LLC 740.09%0.38%0.84%Q2 2019Q4 202211
TIEDEMANN ADVISORS, LLC 550.02%0.06%0.09%Q4 2020Q2 202310
Sargent Bickham Lagudis LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
LOS ANGELES CAPITAL MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
ClariVest Asset Management LLC 730.00%0.08%0.12%Q2 2019Q3 202310
TimesSquare Capital Management, LLC 10100.22%0.30%0.38%Q2 2019Q3 202110
Swiss National Bank 10100.00%0.00%0.00%Q2 2021Q3 202310
State of Wyoming 10100.01%0.04%0.09%Q2 2021Q3 202310
VOYA INVESTMENT MANAGEMENT LLC 730.00%0.01%0.04%Q1 2021Q3 202310
FEDERATED HERMES, INC. 510.00%0.01%0.02%Q2 2018Q3 20239
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 540.00%0.00%0.01%Q4 2018Q1 20219
SIGNATUREFD, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
ENDEAVOUR CAPITAL ADVISORS INC 410.13%0.35%0.84%Q3 2019Q2 20238
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 880.00%0.00%0.00%Q2 2019Q1 20218
EverSource Wealth Advisors, LLC 880.67%2.11%3.72%Q4 2021Q3 20238
BANC FUNDS CO LLC 880.05%0.08%0.10%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
Zurcher Kantonalbank (Zurich Cantonalbank) 880.00%0.00%0.00%Q4 2021Q3 20238
CONNORS INVESTOR SERVICES INC 310.02%0.03%0.03%Q4 2019Q2 20227
Sheaff Brock Investment Advisors, LLC 310.02%0.02%0.02%Q2 2019Q1 20227
Portolan Capital Management 770.60%1.25%1.96%Q1 2022Q3 20237
Assenagon Asset Management S.A. 310.00%0.01%0.04%Q4 2018Q3 20237
Pentwater Capital Management LP 320.00%0.01%0.01%Q2 2018Q1 20217
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2022Q3 20237
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2020Q3 20237
TOWNSQUARE CAPITAL LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Avalon Investment & Advisory 770.06%0.07%0.08%Q1 2020Q3 20217
AMALGAMATED BANK 770.00%0.00%0.00%Q1 2022Q3 20237
AMERICAN CENTURY COMPANIES INC 770.01%0.01%0.02%Q1 2020Q3 20217
CapWealth Advisors, LLC 770.03%0.03%0.03%Q1 2022Q3 20237
KENNEDY CAPITAL MANAGEMENT LLC 770.05%0.05%0.06%Q1 2022Q3 20237
LBMC INVESTMENT ADVISORS, LLC 410.02%0.02%0.03%Q2 2021Q3 20236
Jump Financial, LLC 310.01%0.02%0.04%Q3 2021Q3 20236
Dana Investment Advisors, Inc. 660.06%0.07%0.08%Q2 2022Q3 20236
GLOBEFLEX CAPITAL L P 660.14%0.24%0.43%Q3 2019Q4 20206
Campbell & CO Investment Adviser LLC 660.04%0.07%0.11%Q2 2022Q3 20236
Allspring Global Investments Holdings, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
G2 Investment Partners Management LLC 660.24%1.51%3.09%Q4 2021Q1 20236
UMB Bank, n.a. 660.00%0.00%0.00%Q2 2022Q3 20236
PITCAIRN CO 660.02%0.03%0.04%Q2 2022Q3 20236
Financial Management Professionals, Inc. 660.01%0.02%0.03%Q2 2020Q3 20216
HUNTINGTON NATIONAL BANK 660.00%0.00%0.00%Q2 2022Q3 20236
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
QUADRANT CAPITAL GROUP LLC 330.00%0.00%0.00%Q4 2020Q2 20226
NISA INVESTMENT ADVISORS, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
LORD, ABBETT & CO. LLC 320.00%0.02%0.03%Q2 2019Q3 20205
Spark Investment Management LLC 550.04%0.08%0.12%Q2 2018Q2 20195
ANCHOR CAPITAL ADVISORS LLC 550.01%0.01%0.02%Q4 2019Q4 20205
Mirae Asset Global Investments Co., Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q3 2018Q3 20195
EMERALD MUTUAL FUND ADVISERS TRUST 410.01%0.13%0.33%Q2 2020Q3 20235
Meros Investment Management, LP 550.76%1.98%2.40%Q3 2022Q3 20235
ExodusPoint Capital Management, LP 210.00%0.01%0.01%Q3 2020Q3 20235
GROUP ONE TRADING, L.P. 320.00%0.00%0.00%Q4 2019Q1 20225
Altshuler Shaham Ltd 210.00%0.00%0.00%Q1 2020Q3 20225
Marshall Wace North America L.P. 310.00%0.00%0.01%Q2 2018Q3 20215
THB ASSET MANAGEMENT 550.08%0.23%0.36%Q3 2019Q3 20205
PANAGORA ASSET MANAGEMENT INC 410.00%0.00%0.00%Q4 2018Q2 20215
Full18 Capital LLC 320.34%1.39%2.31%Q4 2020Q1 20225
SHAKER INVESTMENTS LLC/OH 550.12%0.13%0.15%Q3 2022Q3 20235
AlphaOne Investment Services, LLC 550.39%1.30%2.22%Q2 2018Q2 20195
HEARTLAND ADVISORS INC 550.30%0.57%0.67%Q3 2022Q3 20235
Weiss Multi-Strategy Advisers LLC 410.04%0.07%0.13%Q4 2021Q3 20235
Penn Capital Management Company, LLC 410.12%0.19%0.25%Q2 2018Q4 20215
HM PAYSON & CO 440.00%0.00%0.00%Q4 2020Q3 20214
MYDA Advisors LLC 310.27%0.58%1.00%Q2 2018Q2 20194
FRIESS ASSOCIATES LLC 220.06%0.58%1.51%Q1 2019Q2 20214
Aquatic Capital Management LLC 220.00%0.00%0.01%Q4 2021Q2 20234
SECOND CURVE CAPITAL LLC 441.47%2.05%2.63%Q1 2021Q4 20214
PEAK6 Investments LLC 110.00%0.00%0.00%Q4 2019Q4 20224
EAM Investors, LLC 310.07%0.19%0.32%Q4 2018Q1 20204
Palogic Value Management, L.P. 440.76%0.83%0.92%Q4 2022Q3 20234
AQR Capital Management 310.00%0.00%0.00%Q3 2020Q3 20224
Quantbot Technologies LP 210.00%0.00%0.01%Q4 2021Q2 20234
Point72 Hong Kong Ltd 110.00%0.01%0.03%Q2 2018Q3 20224
EAM Global Investors LLC 310.16%0.46%0.83%Q4 2018Q1 20204
Select Equity Group, L.P. 440.00%0.00%0.01%Q4 2022Q3 20234
Parallel Advisors, LLC 210.00%0.00%0.00%Q1 2021Q1 20223
Quantitative Systematic Strategies LLC 210.05%0.08%0.13%Q4 2019Q4 20203
Lindbrook Capital, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Point72 Asset Management, L.P. 210.00%0.00%0.01%Q2 2018Q3 20203
Walleye Trading LLC 110.00%0.00%0.00%Q3 2020Q2 20213
Caption Management, LLC 110.04%0.05%0.05%Q1 2020Q1 20203
CAAS CAPITAL MANAGEMENT LP 210.02%0.03%0.04%Q3 2020Q3 20233
Monashee Investment Management LLC 110.19%0.28%0.46%Q2 2018Q3 20203
Manchester Capital Management LLC 330.00%0.00%0.00%Q3 2022Q1 20233
PALISADE CAPITAL MANAGEMENT, LP 330.01%0.01%0.01%Q1 2020Q3 20203
Rock Creek Group, LP 330.08%0.14%0.20%Q1 2023Q3 20233
Maven Securities LTD 110.02%0.25%0.38%Q2 2018Q3 20203
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.00%0.01%0.01%Q1 2021Q3 20223
Pendal Group Ltd 330.01%0.01%0.02%Q4 2018Q2 20193
Voss Capital, LLC 331.36%1.91%2.49%Q1 2023Q3 20233
Cresset Asset Management, LLC 210.00%0.00%0.00%Q2 2021Q3 20233
TIAA CREF INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q3 2018Q1 20193
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.00%0.01%Q3 2020Q4 20213
ACK Asset Management 210.18%2.36%4.43%Q2 2018Q3 20193
TEACHERS ADVISORS, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
RICE HALL JAMES & ASSOCIATES, LLC 330.03%0.04%0.04%Q2 2019Q4 20193
Jackson Creek Investment Advisors LLC 330.36%0.40%0.42%Q1 2022Q3 20223
GREAT LAKES ADVISORS, LLC 330.03%0.05%0.06%Q1 2023Q3 20233
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.00%0.00%Q4 2020Q2 20213
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 330.05%0.08%0.12%Q2 2022Q4 20223
SYMMETRY PEAK MANAGEMENT LLC 110.05%0.12%0.22%Q3 2018Q4 20193
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.00%Q2 2019Q4 20193
Alyeska Investment Group, L.P. 210.02%0.03%0.03%Q2 2018Q2 20193
Virtus Investment Advisers, Inc. 330.22%0.24%0.26%Q1 2023Q3 20233
Catalyst Capital Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
OXFORD ASSET MANAGEMENT LLP 330.01%0.02%0.04%Q2 2019Q4 20193
Neuberger Berman Group LLC 210.00%0.00%0.01%Q2 2018Q2 20233
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2020Q3 20223
WealthShield Partners, LLC 210.04%0.07%0.10%Q4 2020Q3 20213
JANUS HENDERSON GROUP PLC 330.00%0.00%0.00%Q1 2023Q3 20233
Graham Capital Management, L.P. 330.01%0.02%0.02%Q2 2022Q4 20223
Southside Capital, LLC 330.68%1.05%1.47%Q2 2019Q4 20193
PATHSTONE FAMILY OFFICE, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
INTRUST BANK NA 210.03%0.03%0.03%Q2 2022Q1 20233
Mariner, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ACADIAN ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q1 2019Q4 20193
Dorsey Wright & Associates 330.00%0.00%0.00%Q1 2020Q3 20203
NATIONAL BANK OF CANADA /FI/ 220.00%0.00%0.00%Q2 2022Q3 20222
CREDIT AGRICOLE S A 220.01%0.02%0.02%Q2 2019Q3 20192
A.R.T. Advisors, LLC 110.01%0.02%0.02%Q1 2019Q3 20192
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q1 2022Q2 20222
EMERALD ADVISERS, LLC 220.00%0.01%0.03%Q4 2022Q1 20232
Psagot Value Holdings Ltd. / (Israel) 220.04%0.04%0.05%Q3 2021Q4 20212
AVIVA PLC 220.00%0.00%0.00%Q1 2021Q2 20212
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
CAHABA WEALTH MANAGEMENT, INC. 220.05%0.06%0.07%Q3 2019Q4 20192
Psagot Value Holdings Ltd. 220.01%0.03%0.04%Q2 2021Q3 20212
Petrus Trust Company, LTA 220.04%0.04%0.04%Q1 2023Q2 20232
BAMCO INC /NY/ 220.00%0.00%0.00%Q1 2020Q2 20202
Scissortail Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q2 20222
ESSEX INVESTMENT MANAGEMENT CO LLC 220.18%0.19%0.21%Q1 2021Q2 20212
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
STRS OHIO 110.00%0.00%0.00%Q3 2018Q2 20192
WINTON GROUP Ltd 220.00%0.00%0.01%Q3 2019Q4 20192
TUDOR INVESTMENT CORP ET AL 110.01%0.01%0.01%Q3 2020Q3 20222
Proficio Capital Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
CARILLON TOWER ADVISERS, INC. 220.02%0.03%0.04%Q3 2020Q4 20202
PINNACLE FINANCIAL PARTNERS INC 220.02%0.02%0.02%Q4 2022Q1 20232
OAK RIDGE INVESTMENTS LLC 220.41%0.41%0.41%Q4 2019Q1 20202
ZACKS INVESTMENT MANAGEMENT 220.01%0.01%0.01%Q4 2022Q1 20232
THOMPSON DAVIS & CO., INC. 220.06%0.14%0.22%Q2 2018Q3 20182
Channing Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Avior Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CASTLEARK MANAGEMENT LLC 220.18%0.21%0.24%Q2 2020Q3 20202
PDT Partners, LLC 220.02%0.04%0.05%Q1 2022Q2 20222
1492 Capital Management LLC 220.53%0.54%0.54%Q2 2023Q3 20232
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.00%0.01%Q1 2021Q2 20212
CADENCE CAPITAL MANAGEMENT LLC 220.22%0.22%0.22%Q3 2019Q4 20192
Quarry LP 110.00%0.00%0.00%Q1 2023Q1 20231
CM WEALTH ADVISORS LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Diversified Trust Co 110.01%0.01%0.01%Q3 2019Q3 20191
Allworth Financial LP 110.00%0.00%0.00%Q3 2022Q3 20221
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2020Q3 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
West Tower Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Paloma Partners Management Co 110.00%0.00%0.00%Q4 2021Q4 20211
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
LPL Financial LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Alpha DNA Investment Management LLC 110.83%0.83%0.83%Q2 2022Q2 20221
Penserra Capital Management LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SAWGRASS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Boston Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Engle Capital Management, L.P. 110.38%0.38%0.38%Q3 2018Q3 20181
OCCUDO QUANTITATIVE STRATEGIES LP 110.03%0.03%0.03%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
WHITEBOX ADVISORS LLC 110.01%0.01%0.01%Q1 2020Q1 20201
B. Riley Asset Management, LLC 110.99%0.99%0.99%Q3 2023Q3 20231
CIBC Private Wealth Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AIGEN INVESTMENT MANAGEMENT, LP 110.00%0.00%0.00%Q1 2020Q1 20201
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
COWA, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2023Q2 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MACROVIEW INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q2 2022Q2 20221
MARTINGALE ASSET MANAGEMENT L P 110.01%0.01%0.01%Q3 2019Q3 20191
Farmer Steven Patrick 110.09%0.09%0.09%Q2 2022Q2 20221
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TEACHER RETIREMENT SYSTEM OF TEXAS 110.00%0.00%0.00%Q4 2022Q4 20221
Cutler Group LLC / CA 110.00%0.00%0.00%Q4 2020Q4 20201
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
HRT FINANCIAL LP 110.01%0.01%0.01%Q3 2020Q3 20201
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Schonfeld Strategic Advisors LLC 110.12%0.12%0.12%Q2 2018Q2 20181
Y-Intercept (Hong Kong) Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
MACKAY SHIELDS LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CHICAGO EQUITY PARTNERS LLC 110.01%0.01%0.01%Q2 2019Q2 20191
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q3 2022Q3 20221
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2019Q3 20191
Laurion Capital Management LP 110.02%0.02%0.02%Q3 2020Q3 20201
BlueCrest Capital Management Ltd 110.04%0.04%0.04%Q1 2020Q1 20201
Blackstone Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
DC Investments Management, LLC 110.32%0.32%0.32%Q2 2018Q2 20181
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2022Q2 20221
AE Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
HBK INVESTMENTS L P 110.00%0.00%0.00%Q2 2018Q2 20181
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Polar Asset Management Partners Inc. 110.16%0.16%0.16%Q2 2019Q2 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Ensign Peak Advisors, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
Zimmer Partners, LP 110.00%0.00%0.00%Q2 2018Q2 20181
BOOTHBAY FUND MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
ROTHSCHILD INVESTMENT LLC /IL 110.02%0.02%0.02%Q4 2021Q4 20211
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 110.11%0.11%0.11%Q2 2018Q2 20181
Aristides Capital LLC 110.10%0.10%0.10%Q4 2021Q4 20211
PRELUDE CAPITAL MANAGEMENT, LLC 110.12%0.12%0.12%Q3 2020Q3 20201
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Private Capital Group, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
SYSTEMATIC FINANCIAL MANAGEMENT LP 110.00%0.00%0.00%Q1 2023Q1 20231
External links

This page lists all the filers that currently own I3 VERTICALS INC or have owned I3 VERTICALS INC in the past.