Position in IIIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$595,580
-$59,939 QoQ
Shares Held
26,636
+2.4% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Cetera Investment Advisers holds $1,682,920,183 across 71 Software - Infrastructure names. IIIV ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,878,640 | $1,065,586,168 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,666,699 | $243,804,729 | |
| 3 | ORCL |
Oracle Corp
|
787,215 | $115,807,198 | |
| 4 | PANW |
Palo Alto Networks Inc
|
431,878 | $69,238,680 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
218,699 | $21,345,569 | |
| 6 | FTNT |
Fortinet, Inc.
|
224,350 | $18,333,882 | |
| 7 | SNPS |
Synopsys Inc
|
46,216 | $18,323,719 | |
| 8 | NET |
Cloudflare, Inc.
|
79,056 | $16,312,415 |
All Filings in IIIV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,580 | 26,636 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $655,519 | 26,023 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,012,330 | 31,187 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||