Position in IIIV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$251,013
-$7,864 QoQ
Shares Held
11,226
+9.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 5.077498663816141.ToString("F0")%
Shared 0.ToString("F0")%
None 94.92250133618386.ToString("F0")%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $1,021,776,881 across 83 Software - Infrastructure names. IIIV ranks #63 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,018,956 | $747,356,942 | |
| 2 | ORCL |
Oracle Corp
|
523,694 | $77,040,624 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
369,963 | $54,118,187 | |
| 4 | PANW |
Palo Alto Networks Inc
|
169,656 | $27,199,249 | |
| 5 | FTNT |
Fortinet, Inc.
|
133,977 | $10,948,600 | |
| 6 | VRSN |
Verisign Inc/Ca
|
43,425 | $10,785,033 | |
| 7 | NET |
Cloudflare, Inc.
|
31,892 | $6,580,595 | |
| 8 | RELY |
Remitly Global, Inc.
|
327,681 | $5,134,761 |
All Filings in IIIV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $251,013 | 11,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $258,877 | 10,277 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $297,723 | 9,172 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $321,497 | 15,208 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||