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Institutional Holders of IIIV

There is a long list of 152 institutional holders of IIIV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IIIV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IIIV table below, the initial column indicates the name of each top institutional holder of IIIV, with a link to that fund's top holdings. The next columns indicate the amount of IIIV stock held by each of the institutional holders of IIIV, followed by the IIIV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Geneva Capital Management LLC1,887,826$39,965 12/31/2023
     IIIV1,887,826$39,965 12/31/2023
BlackRock Inc.1,770,416$37,480 12/31/2023
     IIIV1,770,416$37,480 12/31/2023
Vanguard Group Inc.1,295,340$27,422 12/31/2023
     IIIV1,295,340$27,422 12/31/2023
Crosslink Capital Inc.1,289,426$27,297 12/31/2023
     IIIV1,289,426$27,297 12/31/2023
Ranger Investment Management L.P.1,047,985$22,186 12/31/2023
     IIIV1,047,985$22,186 12/31/2023
Millennium Management LLC994,364$21,051 12/31/2023
     IIIV994,364$21,051 12/31/2023
Lazard Asset Management LLC $19,295 12/31/2023
     Bond 30 360P2 U20,000,000$18,762 12/31/2023
     IIIV25,186$533 12/31/2023
Hood River Capital Management LLC782,355$16,562 12/31/2023
     IIIV782,355$16,562 12/31/2023
Voss Capital LLC765,000$16,195 12/31/2023
     IIIV765,000$16,195 12/31/2023
Royal Bank of Canada654,539$13,857 12/31/2023
     IIIV654,539$13,857 12/31/2023
Ameriprise Financial Inc.579,302$12,264 12/31/2023
     IIIV579,302$12,264 12/31/2023
Heartland Advisors Inc.540,750$11,448 12/31/2023
     IIIV540,750$11,448 12/31/2023
Geode Capital Management LLC497,692$10,537 12/31/2023
     IIIV497,692$10,537 12/31/2023
Dimensional Fund Advisors LP475,173$10,060 12/31/2023
     IIIV475,173$10,060 12/31/2023
State Street Corp473,131$10,016 12/31/2023
     IIIV473,131$10,016 12/31/2023
Bank of Montreal Can401,084$8,772 12/31/2023
     IIIV401,084$8,772 12/31/2023
Nicholas Company Inc.333,325$7,056 12/31/2023
     IIIV333,325$7,056 12/31/2023
Assenagon Asset Management S.A.322,011$6,817 12/31/2023
     IIIV322,011$6,817 12/31/2023
Scout Investments Inc.318,293$6,738 12/31/2023
     IIIV318,293$6,738 12/31/2023
Russell Investments Group Ltd. $6,654 12/31/2023
     IIIV284,295$6,019 12/31/2023
     Sovereign Corporate671,000$635 12/31/2023
EverSource Wealth Advisors LLC298,235$6,314 12/31/2023
     IIIV298,235$6,314 12/31/2023
Portolan Capital Management LLC286,016$6,055 12/31/2023
     IIIV286,016$6,055 12/31/2023
Covenant Partners LLC260,984$5,525 12/31/2023
     IIIV260,984$5,525 12/31/2023
CIBC Private Wealth Group LLC245,440$5,196 12/31/2023
     IIIV245,440$5,196 12/31/2023
B. Riley Asset Management LLC245,221$5,145 12/31/2023
     IIIV245,221$5,145 12/31/2023
Northern Trust Corp219,656$4,650 12/31/2023
     IIIV219,656$4,650 12/31/2023
Goldman Sachs Group Inc.175,824$3,722 12/31/2023
     IIIV175,824$3,722 12/31/2023
Confluence Investment Management LLC151,202$3,461 03/31/2024
     IIIV151,202$3,461 03/31/2024
Kennedy Capital Management Inc.150,869$3,194 12/31/2023
     IIIV150,869$3,194 12/31/2023
Morgan Stanley139,640$2,956 12/31/2023
     IIIV139,640$2,956 12/31/2023
Oaktree Capital Management LP $2,701 12/31/2023
     CONVERTIBLE BOND2,879,000$2,701 12/31/2023
Nuveen Asset Management LLC124,742$2,641 12/31/2023
     IIIV124,742$2,641 12/31/2023
D. E. Shaw & Co. Inc.121,239$2,567 12/31/2023
     IIIV121,239$2,567 12/31/2023
Palogic Value Management L.P.120,000$2,540 12/31/2023
     IIIV120,000$2,540 12/31/2023
Boothbay Fund Management LLC118,368$2,506 12/31/2023
     IIIV118,368$2,506 12/31/2023
Two Sigma Investments LP116,891$2,475 12/31/2023
     IIIV116,891$2,475 12/31/2023
Bank of New York Mellon Corp111,989$2,371 12/31/2023
     IIIV111,989$2,371 12/31/2023
Gamco Investors INC. ET AL109,138$2,310 12/31/2023
     IIIV109,138$2,310 12/31/2023
GSA Capital Partners LLP98,567$2,087 12/31/2023
     IIIV98,567$2,087 12/31/2023
Renaissance Technologies LLC95,800$2,028 12/31/2023
     IIIV95,800$2,028 12/31/2023
Citadel Advisors LLC $1,974 12/31/2023
     IIIV95,655$2,025 12/31/2023
     Put4,400$93 12/31/2023
     Call2,000$42 12/31/2023
Raymond James Financial Services Advisors Inc.90,276$1,911 12/31/2023
     IIIV90,276$1,911 12/31/2023
Envestnet Asset Management Inc.86,961$1,841 12/31/2023
     IIIV86,961$1,841 12/31/2023
Stifel Financial Corp86,124$1,823 12/31/2023
     IIIV86,124$1,823 12/31/2023
Harbert Fund Advisors Inc.81,606$1,728 12/31/2023
     IIIV81,606$1,728 12/31/2023
Wells Fargo & Company MN81,428$1,724 12/31/2023
     IIIV81,428$1,724 12/31/2023
Raymond James & Associates79,927$1,692 12/31/2023
     IIIV79,927$1,692 12/31/2023
Teton Advisors Inc.79,791$1,689 12/31/2023
     IIIV79,791$1,689 12/31/2023
Great Lakes Advisors LLC78,284$1,657 12/31/2023
     IIIV78,284$1,657 12/31/2023
Cullen Investment Group LTD.71,037$1,593 03/31/2024
     IIIV71,037$1,593 03/31/2024

See All: Funds Holding IIIV
See Details: Top 10 Hedge Funds Holding IIIV
Also See: IIIV Insider Buying
Also See: IIIV Holdings Changes

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