Funds holding I3 Verticals Inc
182 funds declare a position · 45 ETFs and 137 other funds · 207.9M $· 652.7K € · US46571Y1073
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,990 | 89.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 102 | Small Company Growth Portfolio Wilshire Mutual Funds Inc | 3,873 | 86.6K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 103 | AST Small-Cap Equity Portfolio Advanced Series Trust | 3,805 | 85.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 104 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 3,757 | 84K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 105 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,601 | 80.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 106 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,281 | 74K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 107 | iShares MSCI World Small-Cap ETF iShares Trust | 3,265 | 73.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 108 | iShares Morningstar Small-Cap Value ETF iShares Trust | 3,247 | 73.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 109 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,148 | 70.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 110 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,092 | 69.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 111 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,982 | 66.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 112 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,943 | 66.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 113 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,867 | 64.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 114 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,852 | 63.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 115 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,726 | 61.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 116 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,619 | 59.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 117 | ProShares Big Data Refiners ETF ProShares Trust | 2,520 | 56.4K $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| 118 | Small Cap Core Fund Northern Funds | 2,501 | 55.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 119 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,402 | 54.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 120 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,397 | 53.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 121 | Victory Extended Market Index Fund Victory Portfolios III | 2,396 | 54K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 122 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,962 | 44.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 123 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,928 | 43.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 124 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,794 | 40.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 125 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,786 | 39.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 126 | PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 1,756 | 39.6K $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 127 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,745 | 39.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 128 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,681 | 37.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 129 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,655 | 37K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 130 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,580 | 35.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 131 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,579 | 35.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 132 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,562 | 35.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 133 | Eventide Small Cap ETF Strategy Shares | 1,513 | 34.1K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 134 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,498 | 33.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 135 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,487 | 33.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 136 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,470 | 32.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 137 | ProShares Ultra Russell2000 ProShares Trust | 1,457 | 32.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 138 | ProShares UltraPro Russell2000 ProShares Trust | 1,448 | 32.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 139 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,342 | 30K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 140 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 1,239 | 27.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 141 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,229 | 27.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 142 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,114 | 25.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 143 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,101 | 24.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 144 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,078 | 24.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 145 | ProShares Russell 2000 High Income ETF ProShares Trust | 1,018 | 22.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 146 | iShares Morningstar Small-Cap ETF iShares Trust | 943 | 21.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 147 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 938 | 21K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 148 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 900 | 20.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 149 | American Century Small Cap Value Insights ETF American Century ETF Trust | 832 | 18.6K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 150 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 825 | 18.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 151 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 823 | 18.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 152 | SmallCap Value Fund II Principal Funds, Inc | 657 | 14.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 153 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 13.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 154 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 558 | 12.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 155 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 529 | 11.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 156 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 492 | 11K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 157 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 460 | 10.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 158 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 389 | 8.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 159 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 386 | 8.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 160 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 351 | 7.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 161 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 335 | 7.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 162 | Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 333 | 7.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 163 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 280 | 6.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 164 | ULTRA SMALL CAP PROFUND ProFunds | 251 | 5.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 165 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 222 | 5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 166 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 153 | 3.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 167 | Longview Advantage ETF RBB Fund Trust | 144 | 3.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 168 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 115 | 2.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 169 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 109 | 2.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 170 | SmallCap Growth Fund I Principal Funds, Inc | 85 | 1.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 171 | PROFUND VP ULTRA SMALL CAP ProFunds | 74 | 1.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 172 | Applied Finance IVS US SMID ETF ETF Opportunities Trust | 72 | 1.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 173 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 66 | 1.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 174 | PROFUND VP SMALL CAP ProFunds | 56 | 1.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 175 | Russell 2000 Fund Rydex Series Funds | 54 | 1.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 176 | SMALL-CAP PROFUND ProFunds | 41 | 924.6 $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 177 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 32 | 715.5 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 178 | ProShares Hedge Replication ETF ProShares Trust | 24 | 537.1 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 179 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 14 | 315.7 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 180 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 9 | 201.4 $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 181 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 134.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 182 | ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 652.7K € | 0.69 % | as of Dec 31, 2025 · Original filing |
Institutional managers
137 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,775,956 | 39.7M $ | as of Mar 31, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | 1,555,904 | 34.8M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,176,960 | 26.3M $ | as of Mar 31, 2026 |
| AltraVue Capital, LLC | 1,170,146 | 26.2M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1,032,606 | 23.1M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 1,025,000 | 22.9M $ | as of Mar 31, 2026 |
| CROSSLINK CAPITAL INC | 966,001 | 21.6M $ | as of Mar 31, 2026 |
| Ranger Investment Management, L.P. | 925,888 | 20.7M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 870,051 | 19.5M $ | as of Mar 31, 2026 |
| Long Path Partners LP | 819,625 | 18.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 693,609 | 15.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 616,851 | 13.8M $ | as of Mar 31, 2026 |
| HEARTLAND ADVISORS INC | 606,950 | 13.6M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 583,425 | 13M $ | as of Mar 31, 2026 |
| Forager Capital Management, LLC | 579,401 | 13M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 538,711 | 12M $ | as of Mar 31, 2026 |
| 12th Street Asset Management Company, LLC | 522,821 | 11.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 498,250 | 11.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 420,187 | 9.4M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 382,137 | 8.5M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 351,804 | 7.9M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 314,580 | 7M $ | as of Mar 31, 2026 |
| NICHOLAS COMPANY, INC. | 293,827 | 6.6M $ | as of Mar 31, 2026 |
| Legato Capital Management LLC | 247,394 | 5.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 241,763 | 5.4M $ | as of Mar 31, 2026 |