i3 Verticals, Inc.(IIIV)

$18.88▲0.19 (1.02%)

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i3 Verticals, Inc.(IIIV)

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$18.88▲0.19 (1.02%)

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IIIV(IIIV)

IIIV

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 208 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	1.78M	Mar 31, 26	-35.00K	8.04%
GENEVA CAPITAL MANAGEMENT LLC	1.56M	Mar 31, 26	-126.58K	7.04%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.18M	Mar 31, 26	+790.58K	5.33%
AltraVue Capital, LLC	1.17M	Mar 31, 26	+6.28K	5.30%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.03M	Mar 31, 26	+255.08K	4.67%
North Reef Capital Management LP	1.02M	Mar 31, 26	+949.29K	4.64%
CROSSLINK CAPITAL INC	966.00K	Mar 31, 26	+14.79K	4.37%
Ranger Investment Management, L.P.	925.89K	Mar 31, 26	-4.67K	4.19%
JENNISON ASSOCIATES LLC	870.05K	Mar 31, 26	-223.71K	3.94%
Long Path Partners LP	819.63K	Mar 31, 26	-273.79K	3.71%
T. Rowe Price Investment Management, Inc.	703.62K	Mar 31, 26	-2.44M	3.18%
STATE STREET CORP	693.61K	Mar 31, 26	-13.73K	3.14%
DIMENSIONAL FUND ADVISORS LP	616.85K	Mar 31, 26	+68.57K	2.79%
HEARTLAND ADVISORS INC	606.95K	Mar 31, 26	+60.40K	2.75%
ROYCE & ASSOCIATES LP	583.42K	Mar 31, 26	+78.69K	2.64%
Forager Capital Management, LLC	579.40K	Mar 31, 26	+30.00K	2.62%
GEODE CAPITAL MANAGEMENT, LLC	538.71K	Mar 31, 26	-7.23K	2.44%
12th Street Asset Management Company, LLC	522.82K	Mar 31, 26	-72.29K	2.37%
RAYMOND JAMES FINANCIAL INC	498.25K	Mar 31, 26	-16.14K	2.26%
THRIVENT FINANCIAL FOR LUTHERANS	456.08K	Mar 31, 26	-272.43K	2.06%
UBS Group AG	420.19K	Mar 31, 26	+51.05K	1.90%
First Eagle Investment Management, LLC	382.14K	Mar 31, 26	+382.14K	1.73%
WASATCH ADVISORS LP	351.80K	Mar 31, 26	+108.92K	1.59%
Russell Investments Group, Ltd.	314.58K	Mar 31, 26	+7.60K	1.42%
NICHOLAS COMPANY, INC.	293.83K	Mar 31, 26	-37.52K	1.33%
Legato Capital Management LLC	247.39K	Mar 31, 26	--	1.12%
NORTHERN TRUST CORP	241.76K	Mar 31, 26	-2.71K	1.09%
NEW YORK STATE COMMON RETIREMENT FUND	230.87K	Mar 31, 26	-2.30K	1.04%
Portolan Capital Management, LLC	207.27K	Mar 31, 26	-464.71K	0.94%
ArrowMark Colorado Holdings LLC	201.99K	Mar 31, 26	-35.98K	0.91%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	165.33K	Mar 31, 26	-16.62K	0.75%
Nuveen, LLC	159.05K	Mar 31, 26	-505	0.72%
KENNEDY CAPITAL MANAGEMENT LLC	138.28K	Mar 31, 26	+1.88K	0.63%
VANGUARD FIDUCIARY TRUST CO	129.12K	Mar 31, 26	+129.12K	0.58%
GOLDMAN SACHS GROUP INC	124.22K	Mar 31, 26	+70.44K	0.56%
CONFLUENCE INVESTMENT MANAGEMENT LLC	120.31K	Mar 31, 26	+38.22K	0.54%
VICTORY CAPITAL MANAGEMENT INC	119.34K	Mar 31, 26	+74.44K	0.54%
HARBOR CAPITAL ADVISORS, INC.	112.56K	Mar 31, 26	-4.02K	0.51%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	103.91K	Mar 31, 26	-757	0.47%
OPPENHEIMER ASSET MANAGEMENT INC.	98.85K	Mar 31, 26	+7.37K	0.45%
TECTONIC ADVISORS LLC	98.28K	Mar 31, 26	+1.29K	0.44%
ENVESTNET ASSET MANAGEMENT INC	97.26K	Mar 31, 26	+6.62K	0.44%
GAMCO INVESTORS, INC. ET AL	77.34K	Mar 31, 26	+7.16K	0.35%
Bank of New York Mellon Corp	77.06K	Mar 31, 26	-6.46K	0.35%
MORGAN STANLEY	75.90K	Mar 31, 26	-41.99K	0.34%
Atria Investments, Inc	72.03K	Mar 31, 26	+198	0.33%
WESBANCO BANK INC	64.95K	Mar 31, 26	--	0.29%
CITADEL ADVISORS LLC	52.70K	Mar 31, 26	+13.27K	0.24%
KORNITZER CAPITAL MANAGEMENT INC /KS	46.83K	Mar 31, 26	-1.58K	0.21%
XTX Topco Ltd	45.12K	Mar 31, 26	-3.91K	0.20%
Swiss National Bank	45.00K	Mar 31, 26	--	0.20%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	36.63K	Mar 31, 26	-13.09K	0.17%
HRT FINANCIAL LP	35.87K	Mar 31, 26	+35.87K	0.16%
Invesco Ltd.	32.93K	Mar 31, 26	+1.30K	0.15%
EQUITABLE TRUST CO	32.39K	Mar 31, 26	--	0.15%
Mariner, LLC	32.13K	Mar 31, 26	-11.59K	0.15%
UBS ASSET MANAGEMENT AMERICAS INC	31.84K	Mar 31, 26	-12.74K	0.14%
Quantinno Capital Management LP	29.88K	Mar 31, 26	+11.88K	0.14%
RHUMBLINE ADVISERS	29.17K	Mar 31, 26	-1.20K	0.13%
Cetera Investment Advisers	26.64K	Mar 31, 26	+613	0.12%
WELLS FARGO & COMPANY/MN	26.63K	Mar 31, 26	-19.16K	0.12%
LPL Financial LLC	25.33K	Mar 31, 26	+5.59K	0.11%
DEUTSCHE BANK AG\	24.64K	Mar 31, 26	+3.44K	0.11%
Legal & General Group Plc	24.58K	Mar 31, 26	+6.39K	0.11%
CULLEN INVESTMENT GROUP, LTD.	23.16K	Mar 31, 26	-1.50K	0.10%
GABELLI FUNDS LLC	20.00K	Mar 31, 26	--	0.09%
ALLIANCEBERNSTEIN L.P.	18.84K	Mar 31, 26	--	0.09%
Vident Advisory, LLC	16.53K	Mar 31, 26	-8.71K	0.07%
PRICE T ROWE ASSOCIATES INC /MD/	16.30K	Mar 31, 26	+3.15K	0.07%
VANGUARD ASSET MANAGEMENT, Ltd	15.48K	Mar 31, 26	+15.48K	0.07%
Assenagon Asset Management S.A.	15.02K	Mar 31, 26	--	0.07%
Simplicity Wealth,LLC	15.00K	Mar 31, 26	+157	0.07%
SEI INVESTMENTS CO	14.90K	Mar 31, 26	-400	0.07%
LBMC INVESTMENT ADVISORS, LLC	14.33K	Mar 31, 26	+3.88K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.60K	Mar 31, 26	+13.60K	0.06%
MetLife Investment Management, LLC	13.50K	Mar 31, 26	--	0.06%
Empowered Funds, LLC	12.56K	Mar 31, 26	+1.21K	0.06%
BENJAMIN EDWARDS INC	12.39K	Mar 31, 26	+2.09K	0.06%
Universal- Beteiligungs- und Servicegesellschaft mbH	12.30K	Mar 31, 26	--	0.06%
MCMORGAN & CO LLC	12.27K	Mar 31, 26	-4.11K	0.06%
Concurrent Investment Advisors, LLC	12.08K	Mar 31, 26	+347	0.05%
Coyle Financial Counsel LLC	11.55K	Mar 31, 26	-1.91K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	11.23K	Mar 31, 26	+949	0.05%
JPMORGAN CHASE & CO	10.63K	Mar 31, 26	-1.35K	0.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	10.43K	Mar 31, 26	-13.69K	0.05%
Zurcher Kantonalbank (Zurich Cantonalbank)	10.34K	Mar 31, 26	+2.49K	0.05%
CITIGROUP INC	9.81K	Mar 31, 26	+1.60K	0.04%
FRANKLIN RESOURCES INC	9.68K	Mar 31, 26	-6.74K	0.04%
JANUS HENDERSON GROUP PLC	9.62K	Mar 31, 26	--	0.04%
D.A. DAVIDSON & CO.	8.95K	Mar 31, 26	-2.85K	0.04%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	8.46K	Mar 31, 26	-154	0.04%
Vanguard Global Advisers, LLC	8.45K	Mar 31, 26	+8.45K	0.04%
BARCLAYS PLC	7.31K	Mar 31, 26	-29.35K	0.03%
Police & Firemen's Retirement System of New Jersey	6.37K	Mar 31, 26	--	0.03%
Vanguard Investments Australia, Ltd.	5.67K	Mar 31, 26	+5.67K	0.03%
SG Americas Securities, LLC	4.85K	Mar 31, 26	-11.34K	0.02%
BNP PARIBAS ARBITRAGE, SNC	4.81K	Mar 31, 26	-379	0.02%
KLP KAPITALFORVALTNING AS	4.80K	Mar 31, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	4.51K	Mar 31, 26	-806	0.02%
Harbor Asset Planning, Inc.	4.00K	Mar 31, 26	--	0.02%
FMR LLC	3.93K	Mar 31, 26	+1.77K	0.02%
State of Wyoming	3.13K	Mar 31, 26	+3.13K	0.01%
Advisory Services Network, LLC	2.10K	Mar 31, 26	+2.10K	0.01%
SALEM INVESTMENT COUNSELORS INC	1.95K	Mar 31, 26	+1.95K	0.01%
Ameritas Investment Partners, Inc.	1.93K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	1.70K	Mar 31, 26	+636	0.01%
CWM, LLC	1.51K	Mar 31, 26	+122	0.01%
FIFTH THIRD BANCORP	1.27K	Mar 31, 26	+1.27K	0.01%
EverSource Wealth Advisors, LLC	1.03K	Mar 31, 26	-33.50K	0.00%
Steward Partners Investment Advisory, LLC	914	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	720	Mar 31, 26	+319	0.00%
Versant Capital Management, Inc	711	Mar 31, 26	+442	0.00%
Sterling Capital Management LLC	696	Mar 31, 26	-575	0.00%
SIGNATUREFD, LLC	496	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	489	Mar 31, 26	+37	0.00%
GAMMA Investing LLC	437	Mar 31, 26	+437	0.00%
CoreCap Advisors, LLC	250	Mar 31, 26	+35	0.00%
MATHER GROUP, LLC.	240	Mar 31, 26	+240	0.00%
ROYAL BANK OF CANADA	215	Mar 31, 26	-1.13K	0.00%
Optiver Holding B.V.	188	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	184	Mar 31, 26	+184	0.00%
Advisors Asset Management, Inc.	112	Mar 31, 26	--	0.00%
Allworth Financial LP	111	Mar 31, 26	+106	0.00%
NISA INVESTMENT ADVISORS, LLC	88	Mar 31, 26	-371	0.00%
ADVISOR GROUP HOLDINGS, INC.	85	Mar 31, 26	-10	0.00%
MAI Capital Management	68	Mar 31, 26	+68	0.00%
US BANCORP \DE\	64	Mar 31, 26	+64	0.00%
ROTHSCHILD INVESTMENT LLC	47	Mar 31, 26	+22	0.00%
Larson Financial Group LLC	40	Mar 31, 26	-84	0.00%
Root Financial Partners, LLC	35	Mar 31, 26	+35	0.00%
Marquette Asset Management, LLC	30	Mar 31, 26	+30	0.00%
CENTRAL TRUST Co	27	Mar 31, 26	+27	0.00%
Caitong International Asset Management Co., Ltd	26	Mar 31, 26	-1.34K	0.00%
Farther Finance Advisors, LLC	25	Mar 31, 26	+20	0.00%
Smartleaf Asset Management LLC	6	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	4	Mar 31, 26	+4	0.00%
Ashton Thomas Private Wealth, LLC	--	Mar 31, 26	-8.52K	--
Gotham Asset Management, LLC	--	Mar 31, 26	-13.69K	--
UMB Bank, n.a.	--	Mar 31, 26	-216	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-14.73K	--
INTECH INVESTMENT MANAGEMENT LLC	--	Mar 31, 26	-10.95K	--
Conestoga Capital Advisors, LLC	--	Mar 31, 26	-72.90K	--
Aster Capital Management (DIFC) Ltd	--	Mar 31, 26	-146	--
AMALGAMATED BANK	--	Mar 31, 26	-739	--
Mirae Asset Global Investments Co., Ltd.	--	Mar 31, 26	-85	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-29	--
WILEY BROS.-AINTREE CAPITAL, LLC	--	Mar 31, 26	-12.00K	--
Parkside Financial Bank & Trust	--	Mar 31, 26	-25	--
TD ASSET MANAGEMENT INC	--	Mar 31, 26	-68.10K	--
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	--	Mar 31, 26	-400	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-355	--
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	--	Mar 31, 26	-10.90K	--
CRAMER ROSENTHAL MCGLYNN LLC	--	Mar 31, 26	-99.14K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-12.35K	--
Aquatic Capital Management LLC	--	Mar 31, 26	-11.21K	--
Verition Fund Management LLC	--	Mar 31, 26	-11.40K	--
Gilliland Jeter Wealth Management LLC	--	Mar 31, 26	-8.40K	--
LOOMIS SAYLES & CO L P	--	Mar 31, 26	-268.25K	--
BNP Paribas Asset Management Holding S.A.	--	Mar 31, 26	-269	--
Squarepoint Ops LLC	--	Mar 31, 26	-13.19K	--
STIFEL FINANCIAL CORP	--	Mar 31, 26	-65.89K	--
VANGUARD GROUP INC	1.83M	Dec 31, 25	+1.07K	8.29%
BANK OF AMERICA CORP /DE/	106.83K	Dec 31, 25	-1.29K	0.48%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	21.89K	Dec 31, 25	+10	0.10%
ARGENT CAPITAL MANAGEMENT LLC	21.47K	Dec 31, 25	-1.50K	0.10%
Quest Partners LLC	7.04K	Dec 31, 25	+156	0.03%
CIBC Private Wealth Group, LLC	3.29K	Dec 31, 25	+28	0.01%
Global Retirement Partners, LLC	1.84K	Dec 31, 25	+1.82K	0.01%
COMERICA BANK	1.34K	Dec 31, 25	-620	0.01%
SageView Advisory Group, LLC	291	Dec 31, 25	+291	0.00%
Cove Street Capital, LLC	60.22K	Sep 30, 25	+1.86K	0.27%
PITCAIRN CO	14.28K	Sep 30, 25	-2.06K	0.06%
WOLVERINE TRADING, LLC	7.28K	Sep 30, 25	-2.53K	0.03%
Teton Advisors, Inc.	35.00K	Jun 30, 25	-2.00K	0.16%
Kings Path Partners LLC	29.93K	Jun 30, 25	--	0.14%
AVANTAX ADVISORY SERVICES, INC.	17.58K	Jun 30, 25	+104	0.08%
First Horizon Advisors, Inc.	--	Jun 30, 25	-79	--
Lindbrook Capital, LLC	23	Mar 31, 25	--	0.00%
Nuveen Asset Management, LLC	57.86K	Dec 31, 24	--	0.26%
SCOUT INVESTMENTS, INC.	235.07K	Sep 30, 24	-38.04K	1.06%
Raymond James Financial Services Advisors, Inc.	39.10K	Sep 30, 24	+8.03K	0.18%
RAYMOND JAMES & ASSOCIATES	31.98K	Sep 30, 24	-1.11K	0.14%
ClariVest Asset Management LLC	19	Sep 30, 24	--	0.00%
BlackRock Inc.	1.78M	Jun 30, 24	+46.04K	8.08%
CREDIT SUISSE AG/	27.03K	Mar 31, 24	--	0.12%
Weiss Multi-Strategy Advisers LLC	78.14K	Dec 31, 23	-63.44K	0.35%
Point72 Middle East FZE	521	Dec 31, 23	+521	0.00%
TIEDEMANN ADVISORS, LLC	--	Sep 30, 23	-18.75K	--
ETF MANAGERS GROUP, LLC	86.23K	Mar 31, 23	-6.56K	0.39%
ROTHSCHILD & CO ASSET MANAGEMENT US INC.	310.73K	Dec 31, 22	+133.10K	1.41%
Monarch Partners Asset Management LLC	107.07K	Dec 31, 22	-32.32K	0.48%
Sargent Bickham Lagudis LLC	500	Dec 31, 22	--	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	265	Dec 31, 22	--	0.00%
Farmer Steven Patrick	229.13K	Jun 30, 22	+229.13K	1.04%
Private Capital Group, LLC	1.23K	Jun 30, 22	+1.23K	0.01%
Full18 Capital LLC	392.15K	Mar 31, 22	+291.27K	1.77%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	120.61K	Mar 31, 22	+25.39K	0.55%
Amalgamated Financial Corp.	3.48K	Mar 31, 22	+3.48K	0.02%
SECOND CURVE CAPITAL LLC	60.00K	Dec 31, 21	--	0.27%
Marshall Wace North America L.P.	13.43K	Sep 30, 21	+13.43K	0.06%
Psagot Value Holdings Ltd.	10.45K	Sep 30, 21	--	0.05%
CARILLON TOWER ADVISERS, INC.	125.39K	Dec 31, 20	-6.10K	0.57%
THB ASSET MANAGEMENT	--	Dec 31, 20	-10.89K	--
Southside Capital, LLC	91.88K	Dec 31, 19	-90.78K	0.42%
Advisor Group, Inc.	700	Dec 31, 19	+700	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	400	Dec 31, 19	--	0.00%
TEACHERS ADVISORS, LLC	51.21K	Mar 31, 19	+40.74K	0.23%
TIAA CREF INVESTMENT MANAGEMENT LLC	10.57K	Mar 31, 19	-19.95K	0.05%

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Holder

Date

Change

% Held

BlackRock, Inc.

1.78M

Mar 31, 26

-35.00K

8.04%

GENEVA CAPITAL MANAGEMENT LLC

1.56M

Mar 31, 26

-126.58K

7.04%

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

1.18M

Mar 31, 26

+790.58K

5.33%

AltraVue Capital, LLC

1.17M

Mar 31, 26

+6.28K

5.30%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

1.03M

Mar 31, 26

+255.08K

4.67%

North Reef Capital Management LP

1.02M

Mar 31, 26

+949.29K

4.64%

CROSSLINK CAPITAL INC

966.00K

Mar 31, 26

+14.79K

4.37%

Ranger Investment Management, L.P.

925.89K

Mar 31, 26

-4.67K

4.19%

JENNISON ASSOCIATES LLC

870.05K

Mar 31, 26

-223.71K

3.94%

Long Path Partners LP

819.63K

Mar 31, 26

-273.79K

3.71%

T. Rowe Price Investment Management, Inc.

703.62K

Mar 31, 26

-2.44M

3.18%

STATE STREET CORP

693.61K

Mar 31, 26

-13.73K

3.14%

DIMENSIONAL FUND ADVISORS LP

616.85K

Mar 31, 26

+68.57K

2.79%

HEARTLAND ADVISORS INC

606.95K

Mar 31, 26

+60.40K

2.75%

ROYCE & ASSOCIATES LP

583.42K

Mar 31, 26

+78.69K

2.64%

Forager Capital Management, LLC

579.40K

Mar 31, 26

+30.00K

2.62%

GEODE CAPITAL MANAGEMENT, LLC

538.71K

Mar 31, 26

-7.23K

2.44%

12th Street Asset Management Company, LLC

522.82K

Mar 31, 26

-72.29K

2.37%

RAYMOND JAMES FINANCIAL INC

498.25K

Mar 31, 26

-16.14K

2.26%

THRIVENT FINANCIAL FOR LUTHERANS

456.08K

Mar 31, 26

-272.43K

2.06%

UBS Group AG

420.19K

Mar 31, 26

+51.05K

1.90%

First Eagle Investment Management, LLC

382.14K

Mar 31, 26

+382.14K

1.73%

WASATCH ADVISORS LP

351.80K

Mar 31, 26

+108.92K

1.59%

Russell Investments Group, Ltd.

314.58K

Mar 31, 26

+7.60K

1.42%

NICHOLAS COMPANY, INC.

293.83K

Mar 31, 26

-37.52K

1.33%

Legato Capital Management LLC

247.39K

Mar 31, 26

1.12%

NORTHERN TRUST CORP

241.76K

Mar 31, 26

-2.71K

1.09%

NEW YORK STATE COMMON RETIREMENT FUND

230.87K

Mar 31, 26

-2.30K

1.04%

Portolan Capital Management, LLC

207.27K

Mar 31, 26

-464.71K

0.94%

ArrowMark Colorado Holdings LLC

201.99K

Mar 31, 26

-35.98K

0.91%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

165.33K

Mar 31, 26

-16.62K

0.75%

Nuveen, LLC

159.05K

Mar 31, 26

-505

0.72%

KENNEDY CAPITAL MANAGEMENT LLC

138.28K

Mar 31, 26

+1.88K

0.63%

VANGUARD FIDUCIARY TRUST CO

129.12K

Mar 31, 26

+129.12K

0.58%

GOLDMAN SACHS GROUP INC

124.22K

Mar 31, 26

+70.44K

0.56%

CONFLUENCE INVESTMENT MANAGEMENT LLC

120.31K

Mar 31, 26

+38.22K

0.54%

VICTORY CAPITAL MANAGEMENT INC

119.34K

Mar 31, 26

+74.44K

0.54%

HARBOR CAPITAL ADVISORS, INC.

112.56K

Mar 31, 26

-4.02K

0.51%

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

103.91K

Mar 31, 26

-757

0.47%

OPPENHEIMER ASSET MANAGEMENT INC.

98.85K

Mar 31, 26

+7.37K

0.45%

TECTONIC ADVISORS LLC

98.28K

Mar 31, 26

+1.29K

0.44%

ENVESTNET ASSET MANAGEMENT INC

97.26K

Mar 31, 26

+6.62K

0.44%

GAMCO INVESTORS, INC. ET AL

77.34K

Mar 31, 26

+7.16K

0.35%

Bank of New York Mellon Corp

77.06K

Mar 31, 26

-6.46K

0.35%

MORGAN STANLEY

75.90K

Mar 31, 26

-41.99K

0.34%

Atria Investments, Inc

72.03K

Mar 31, 26

+198

0.33%

WESBANCO BANK INC

64.95K

Mar 31, 26

0.29%

CITADEL ADVISORS LLC

52.70K

Mar 31, 26

+13.27K

0.24%

KORNITZER CAPITAL MANAGEMENT INC /KS

46.83K

Mar 31, 26

-1.58K

0.21%

XTX Topco Ltd

45.12K

Mar 31, 26

-3.91K

0.20%

Swiss National Bank

45.00K

Mar 31, 26

0.20%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

36.63K

Mar 31, 26

-13.09K

0.17%

HRT FINANCIAL LP

35.87K

Mar 31, 26

+35.87K

0.16%

Invesco Ltd.

32.93K

Mar 31, 26

+1.30K

0.15%

EQUITABLE TRUST CO

32.39K

Mar 31, 26

0.15%

Mariner, LLC

32.13K

Mar 31, 26

-11.59K

0.15%

UBS ASSET MANAGEMENT AMERICAS INC

31.84K

Mar 31, 26

-12.74K

0.14%

Quantinno Capital Management LP

29.88K

Mar 31, 26

+11.88K

0.14%

RHUMBLINE ADVISERS

29.17K

Mar 31, 26

-1.20K

0.13%

Cetera Investment Advisers

26.64K

Mar 31, 26

+613

0.12%

WELLS FARGO & COMPANY/MN

26.63K

Mar 31, 26

-19.16K

0.12%

LPL Financial LLC

25.33K

Mar 31, 26

+5.59K

0.11%

DEUTSCHE BANK AG\

24.64K

Mar 31, 26

+3.44K

0.11%

Legal & General Group Plc

24.58K

Mar 31, 26

+6.39K

0.11%

CULLEN INVESTMENT GROUP, LTD.

23.16K

Mar 31, 26

-1.50K

0.10%

GABELLI FUNDS LLC

20.00K

Mar 31, 26

0.09%

ALLIANCEBERNSTEIN L.P.

18.84K

Mar 31, 26

0.09%

Vident Advisory, LLC

16.53K

Mar 31, 26

-8.71K

0.07%

PRICE T ROWE ASSOCIATES INC /MD/

16.30K

Mar 31, 26

+3.15K

0.07%

VANGUARD ASSET MANAGEMENT, Ltd

15.48K

Mar 31, 26

+15.48K

0.07%

Assenagon Asset Management S.A.

15.02K

Mar 31, 26

0.07%

Simplicity Wealth,LLC

15.00K

Mar 31, 26

+157

0.07%

SEI INVESTMENTS CO

14.90K

Mar 31, 26

-400

0.07%

LBMC INVESTMENT ADVISORS, LLC

14.33K

Mar 31, 26

+3.88K

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.60K

Mar 31, 26

+13.60K

0.06%

MetLife Investment Management, LLC

13.50K

Mar 31, 26

0.06%

Empowered Funds, LLC

12.56K

Mar 31, 26

+1.21K

0.06%

BENJAMIN EDWARDS INC

12.39K

Mar 31, 26

+2.09K

0.06%

Universal- Beteiligungs- und Servicegesellschaft mbH

12.30K

Mar 31, 26

0.06%

MCMORGAN & CO LLC

12.27K

Mar 31, 26

-4.11K

0.06%

Concurrent Investment Advisors, LLC

12.08K

Mar 31, 26

+347

0.05%

Coyle Financial Counsel LLC

11.55K

Mar 31, 26

-1.91K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

11.23K

Mar 31, 26

+949

0.05%

JPMORGAN CHASE & CO

10.63K

Mar 31, 26

-1.35K

0.05%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

10.43K

Mar 31, 26

-13.69K

0.05%

Zurcher Kantonalbank (Zurich Cantonalbank)

10.34K

Mar 31, 26

+2.49K

0.05%

CITIGROUP INC

9.81K

Mar 31, 26

+1.60K

0.04%

FRANKLIN RESOURCES INC

9.68K

Mar 31, 26

-6.74K

0.04%

JANUS HENDERSON GROUP PLC

9.62K

Mar 31, 26

0.04%

D.A. DAVIDSON & CO.

8.95K

Mar 31, 26

-2.85K

0.04%

Mitsubishi UFJ Kokusai Asset Management Co., Ltd.

8.46K

Mar 31, 26

-154

0.04%

Vanguard Global Advisers, LLC

8.45K

Mar 31, 26

+8.45K

0.04%

BARCLAYS PLC

7.31K

Mar 31, 26

-29.35K

0.03%

Police & Firemen's Retirement System of New Jersey

6.37K

Mar 31, 26

0.03%

Vanguard Investments Australia, Ltd.

5.67K

Mar 31, 26

+5.67K

0.03%

SG Americas Securities, LLC

4.85K

Mar 31, 26

-11.34K

0.02%

BNP PARIBAS ARBITRAGE, SNC

4.81K

Mar 31, 26

-379

0.02%

KLP KAPITALFORVALTNING AS

4.80K

Mar 31, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

4.51K

Mar 31, 26

-806

0.02%

Harbor Asset Planning, Inc.

4.00K

Mar 31, 26

0.02%

FMR LLC

3.93K

Mar 31, 26

+1.77K

0.02%

State of Wyoming

3.13K

Mar 31, 26

+3.13K

0.01%

Advisory Services Network, LLC

2.10K

Mar 31, 26

+2.10K

0.01%

SALEM INVESTMENT COUNSELORS INC

1.95K

Mar 31, 26

+1.95K

0.01%

Ameritas Investment Partners, Inc.

1.93K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

1.70K

Mar 31, 26

+636

0.01%

CWM, LLC

1.51K

Mar 31, 26

+122

0.01%

FIFTH THIRD BANCORP

1.27K

Mar 31, 26

+1.27K

0.01%

EverSource Wealth Advisors, LLC

1.03K

Mar 31, 26

-33.50K

0.00%

Steward Partners Investment Advisory, LLC

914

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

720

Mar 31, 26

+319

0.00%

Versant Capital Management, Inc

711

Mar 31, 26

+442

0.00%

Sterling Capital Management LLC

696

Mar 31, 26

-575

0.00%

SIGNATUREFD, LLC

496

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

489

Mar 31, 26

+37

0.00%

GAMMA Investing LLC

437

Mar 31, 26

+437

0.00%

CoreCap Advisors, LLC

250

Mar 31, 26

+35

0.00%

MATHER GROUP, LLC.

240

Mar 31, 26

+240

0.00%

ROYAL BANK OF CANADA

215

Mar 31, 26

-1.13K

0.00%

Optiver Holding B.V.

188

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

184

Mar 31, 26

+184

0.00%

Advisors Asset Management, Inc.

112

Mar 31, 26

0.00%

Allworth Financial LP

111

Mar 31, 26

+106

0.00%

NISA INVESTMENT ADVISORS, LLC

Mar 31, 26

-371

0.00%

ADVISOR GROUP HOLDINGS, INC.

Mar 31, 26

-10

0.00%

MAI Capital Management

Mar 31, 26

+68

0.00%

US BANCORP \DE\

Mar 31, 26

+64

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

+22

0.00%

Larson Financial Group LLC

Mar 31, 26

-84

0.00%

Root Financial Partners, LLC

Mar 31, 26

+35

0.00%

Marquette Asset Management, LLC

Mar 31, 26

+30

0.00%

CENTRAL TRUST Co

Mar 31, 26

+27

0.00%

Caitong International Asset Management Co., Ltd

Mar 31, 26

-1.34K

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

+20

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

-8.52K

Gotham Asset Management, LLC

Mar 31, 26

-13.69K

UMB Bank, n.a.

Mar 31, 26

-216

Janney Montgomery Scott LLC

Mar 31, 26

-14.73K

INTECH INVESTMENT MANAGEMENT LLC

Mar 31, 26

-10.95K

Conestoga Capital Advisors, LLC

Mar 31, 26

-72.90K

Aster Capital Management (DIFC) Ltd

Mar 31, 26

-146

AMALGAMATED BANK

Mar 31, 26

-739

Mirae Asset Global Investments Co., Ltd.

Mar 31, 26

-85

SRS Capital Advisors, Inc.

Mar 31, 26

-29

WILEY BROS.-AINTREE CAPITAL, LLC

Mar 31, 26

-12.00K

Parkside Financial Bank & Trust

Mar 31, 26

-25

TD ASSET MANAGEMENT INC

Mar 31, 26

-68.10K

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Mar 31, 26

-400

Plante Moran Financial Advisors, LLC

Mar 31, 26

-355

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

Mar 31, 26

-10.90K

CRAMER ROSENTHAL MCGLYNN LLC

Mar 31, 26

-99.14K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-12.35K

Aquatic Capital Management LLC

Mar 31, 26

-11.21K

Verition Fund Management LLC

Mar 31, 26

-11.40K

Gilliland Jeter Wealth Management LLC

Mar 31, 26

-8.40K

LOOMIS SAYLES & CO L P

Mar 31, 26

-268.25K

BNP Paribas Asset Management Holding S.A.

Mar 31, 26

-269

Squarepoint Ops LLC

Mar 31, 26

-13.19K

STIFEL FINANCIAL CORP

Mar 31, 26

-65.89K

VANGUARD GROUP INC

1.83M

Dec 31, 25

+1.07K

8.29%

BANK OF AMERICA CORP /DE/

106.83K

Dec 31, 25

-1.29K

0.48%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

21.89K

Dec 31, 25

+10

0.10%

ARGENT CAPITAL MANAGEMENT LLC

21.47K

Dec 31, 25

-1.50K

0.10%

Quest Partners LLC

7.04K

Dec 31, 25

+156

0.03%

CIBC Private Wealth Group, LLC

3.29K

Dec 31, 25

+28

0.01%

Global Retirement Partners, LLC

1.84K

Dec 31, 25

+1.82K

0.01%

COMERICA BANK

1.34K

Dec 31, 25

-620

0.01%

SageView Advisory Group, LLC

291

Dec 31, 25

+291

0.00%

Cove Street Capital, LLC

60.22K

Sep 30, 25

+1.86K

0.27%

PITCAIRN CO

14.28K

Sep 30, 25

-2.06K

0.06%

WOLVERINE TRADING, LLC

7.28K

Sep 30, 25

-2.53K

0.03%

Teton Advisors, Inc.

35.00K

Jun 30, 25

-2.00K

0.16%

Kings Path Partners LLC

29.93K

Jun 30, 25

0.14%

AVANTAX ADVISORY SERVICES, INC.

17.58K

Jun 30, 25

+104

0.08%

First Horizon Advisors, Inc.

Jun 30, 25

-79

Lindbrook Capital, LLC

Mar 31, 25

0.00%

Nuveen Asset Management, LLC

57.86K

Dec 31, 24

0.26%

SCOUT INVESTMENTS, INC.

235.07K

Sep 30, 24

-38.04K

1.06%

Raymond James Financial Services Advisors, Inc.

39.10K

Sep 30, 24

+8.03K

0.18%

RAYMOND JAMES & ASSOCIATES

31.98K

Sep 30, 24

-1.11K

0.14%

ClariVest Asset Management LLC

Sep 30, 24

0.00%

BlackRock Inc.

1.78M

Jun 30, 24

+46.04K

8.08%

CREDIT SUISSE AG/

27.03K

Mar 31, 24

0.12%

Weiss Multi-Strategy Advisers LLC

78.14K

Dec 31, 23

-63.44K

0.35%

Point72 Middle East FZE

521

Dec 31, 23

+521

0.00%

TIEDEMANN ADVISORS, LLC

Sep 30, 23

-18.75K

ETF MANAGERS GROUP, LLC

86.23K

Mar 31, 23

-6.56K

0.39%

ROTHSCHILD & CO ASSET MANAGEMENT US INC.

310.73K

Dec 31, 22

+133.10K

1.41%

Monarch Partners Asset Management LLC

107.07K

Dec 31, 22

-32.32K

0.48%

Sargent Bickham Lagudis LLC

500

Dec 31, 22

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

265

Dec 31, 22

0.00%

Farmer Steven Patrick

229.13K

Jun 30, 22

+229.13K

1.04%

Private Capital Group, LLC

1.23K

Jun 30, 22

+1.23K

0.01%

Full18 Capital LLC

392.15K

Mar 31, 22

+291.27K

1.77%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

120.61K

Mar 31, 22

+25.39K

0.55%

Amalgamated Financial Corp.

3.48K

Mar 31, 22

+3.48K

0.02%

SECOND CURVE CAPITAL LLC

60.00K

Dec 31, 21

0.27%

Marshall Wace North America L.P.

13.43K

Sep 30, 21

+13.43K

0.06%

Psagot Value Holdings Ltd.

10.45K

Sep 30, 21

0.05%

CARILLON TOWER ADVISERS, INC.

125.39K

Dec 31, 20

-6.10K

0.57%

THB ASSET MANAGEMENT

Dec 31, 20

-10.89K

Southside Capital, LLC

91.88K

Dec 31, 19

-90.78K

0.42%

Advisor Group, Inc.

700

Dec 31, 19

+700

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

400

Dec 31, 19

0.00%

TEACHERS ADVISORS, LLC

51.21K

Mar 31, 19

+40.74K

0.23%

TIAA CREF INVESTMENT MANAGEMENT LLC

10.57K

Mar 31, 19

-19.95K

0.05%