125 tracked 13F filers disclose a position in IIIV as of the latest SEC 13F filings, a combined $453.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $39.7M | 1.8M | ▼−1.9% Reduced · −35K sh | Q1 2026 | |
| 2 | GENEVA CAPITAL MANAGEMENT LLC | $25.4M | 1.2M | ▼−24% Reduced · −366K sh | Q2 2026 | |
| 3 | AltraVue Capital, LLC | $37.9M | 1.2M | ▲+2.1% Added · +24K sh | Q3 2025 | |
| 4 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $23.1M | 1.0M | ▲+33% Added · +255K sh | Q1 2026 | |
| 5 | North Reef Capital Management LP | $22.9M | 1.0M | ▲14× Added · +949K sh | Q1 2026 | |
| 6 | CROSSLINK CAPITAL INC | $21.6M | 966K | ▲+1.6% Added · +15K sh | Q1 2026 | |
| 7 | HEARTLAND ADVISORS INC | $20.6M | 965K | ▲+59% Added · +358K sh | Q2 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $21.5M | 963K | →First observed position No prior filed position | Q1 2026 | |
| 9 | JENNISON ASSOCIATES LLC | $19.5M | 870K | ▼−20% Reduced · −224K sh | Q1 2026 | |
| 10 | Forager Capital Management, LLC | $18.5M | 865K | ▲+49% Added · +285K sh | Q2 2026 | |
| 11 | First Eagle Investment Management, LLC | $15.4M | 723K | ▲+89% Added · +341K sh | Q2 2026 | |
| 12 | STATE STREET CORP | $15.4M | 719K | ▲+3.7% Added · +25K sh | Q2 2026 | |
| 13 | T. Rowe Price Investment Management, Inc. | Withheld | 704K | ▼−78% Reduced · −2.4M sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $15.4M | 688K | →First observed position No prior filed position | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $13.8M | 617K | ▲+13% Added · +69K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $11.4M | 534K | ▼−0.9% Reduced · −5K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $11.4M | 498K | ▼−3.1% Reduced · −16K sh | Q1 2026 | |
| 18 | UBS Group AG | $9.4M | 420K | ▲+14% Added · +51K sh | Q1 2026 | |
| 19 | WASATCH ADVISORS LP | $8.1M | 377K | ▲+7.3% Added · +26K sh | Q2 2026 | |
| 20 | Russell Investments Group, Ltd. | $7.0M | 315K | ▲+2.5% Added · +8K sh | Q1 2026 | |
| 21 | NICHOLAS COMPANY, INC. | $6.3M | 294K | ▼~0% Reduced · −110 sh | Q2 2026 | |
| 22 | Legato Capital Management LLC | $5.3M | 247K | —Held | Q2 2026 | |
| 23 | NORTHERN TRUST CORP | $5.4M | 242K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 24 | NEW YORK STATE COMMON RETIREMENT FUND | $5.2M | 231K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 25 | 12th Street Asset Management Company, LLC | $4.8M | 224K | ▼−57% Reduced · −299K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in IIIV and 19 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 55 funds | $152.5B |
| ALPHABET INC-CL CGOOG | 53 funds | $80.0B |
| JPMORGAN CHASE & COJPM | 53 funds | $32.0B |
| UNITEDHEALTH GROUP INCUNH | 53 funds | $15.7B |
| NVIDIA CORPNVDA | 52 funds | $222.9B |
| ALPHABET INC-CL AGOOGL | 52 funds | $80.8B |
| VISA INC-CLASS A SHARESV | 52 funds | $37.4B |
| AMAZON.COM INCAMZN | 51 funds | $110.6B |
| JOHNSON & JOHNSONJNJ | 51 funds | $23.0B |
| COSTCO WHOLESALE CORPCOST | 50 funds | $18.8B |
| CISCO SYSTEMS INCCSCO | 50 funds | $18.0B |
| HOME DEPOT INCHD | 50 funds | $15.8B |
Ranked by how many of IIIV's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 14, 2026 | DAILY GREGORY S | Chief Executive Officer, Director, 10% Owner | Buy (P) | 50K | $962K |
| Mar 6, 2026 | CHRISTIANS PAUL | Chief Revenue Officer | Sell (S) | 6K | $142K |
| Dec 3, 2025 | CHRISTIANS PAUL | Chief Revenue Officer | Sell (S) | 9K | $209K |
| Nov 26, 2025 | CHRISTIANS PAUL | Chief Revenue Officer | Sell (S) | 3K | $78K |
| Nov 21, 2025 | STANFORD FREDERICK | President | Sell (S) | 11K | $275K |
| Sep 11, 2025 | MAPLE PAUL | General Counsel and Secretary | Sell (S) | 3K | $78K |
| Aug 29, 2025 | CHRISTIANS PAUL | Chief Revenue Officer | Sell (S) | 2K | $59K |
| Aug 12, 2025 | MCKENNA TIMOTHY | Director | Sell (S) | 7K | $219K |
| May 15, 2025 | SMITH GEOFFREY C. | Chief Financial Officer | Sell (S) | 8K | $223K |
| May 13, 2025 | HARVEY ROBERT BURTON | Director | Sell (S) | 27K | $670K |
| May 13, 2025 | HARVEY ROBERT BURTON | Director | Sell (S) | 5K | $112K |
| May 13, 2025 | HARVEY ROBERT BURTON | Director | Sell (S) | 40K | $1.0M |
Connected entities for IIIV
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IIIV/capital-change-brief"
Use Arkolith's capital_change_brief for IIIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IIIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.