Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w i3 Verticals, Inc., to m.in 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, i Essential Partners LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
