Position in IIIV
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$227,569
-$23,444 QoQ
Shares Held
10,654
-5.1% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 133 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $1,249,192,487 across 83 Software - Infrastructure names. IIIV ranks #71 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,166,180 | $808,028,463 | |
| 2 | ORCL |
Oracle Corp
|
580,555 | $85,080,335 | |
| 3 | PANW |
Palo Alto Networks Inc
|
225,680 | $76,961,393 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
385,533 | $44,980,135 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
152,248 | $29,046,634 | |
| 6 | FTNT |
Fortinet, Inc.
|
155,864 | $23,943,827 | |
| 7 | VRSN |
Verisign Inc/Ca
|
71,469 | $17,978,741 | |
| 8 | SNPS |
Synopsys Inc
|
31,444 | $14,026,225 |
All Filings in IIIV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,569 | 10,654 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||