Doubleverify HoldingsDV

13F holders, Q1 2024 (March 31)
320holders
5famous investors
$35.15avg. 13F price*

At the end of Q1 2024, 320 institutions reported holding Doubleverify Holdings Inc. (DV) in their 13F filings. The largest holders were Providence Equity Partners L.L.C. ($924.4M), BlackRock Inc. ($784.0M) and Vanguard Group Inc. ($553.0M). 5 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Doubleverify Holdings Inc.
CUSIP
25862V105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 320Q1 2024Q2 2024: 307Q2 2024Q3 2024: 315Q3 2024Q4 2024: 318Q4 2024Q1 2025: 293Q1 2025Q2 2025: 316Q2 2025Q3 2025: 326Q3 2025Q4 2025: 294Q4 2025Q1 2026: 329Q1 2026Q2 2026: 317Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions77$247.0M
Exits39$136.9M

Ownership 320 holders

Providence Equity Partners L.L.C. 59.30% No change 26,290,908 $924.4M
BlackRock Inc. 0.02% Add +1.7% 22,298,787 $784.0M
Vanguard Group Inc. 0.01% Add +1.4% 15,727,359 $553.0M
T. Rowe Price Investment Management, Inc. 0.12% Reduce -4.8% 5,551,289 $195.2M
Capital World Investors 0.03% Reduce -11.4% 4,683,153 $164.7M
State Street Corp. 0.01% Add +3.8% 4,436,503 $156.0M
Macquarie Group Ltd. 0.18% Reduce -6.3% 4,393,885 $154.5M
Congress Asset Management Co. 1.01% Add +813.2% 4,017,499 $141.3M
Bank of New York Mellon Corp 0.03% Add +0.8% 3,713,684 $130.6M
Geneva Capital Management LLC 1.70% Add +44.9% 2,746,886 $96.6M
FMR LLC 0.01% Reduce -0.2% 2,689,981 $94.6M
Riverbridge Partners LLC 1.07% Reduce -2.5% 2,497,400 $87.8M
Wellington Management Group LLP 0.02% Reduce -8.3% 2,464,417 $86.6M
Van Berkom & Associates Inc. 2.42% Add +1.7% 2,419,614 $85.1M
Eventide Asset Management, LLC 1.29% Add +22.1% 2,346,010 $82.5M
Geode Capital Management, LLC 0.01% Add +5.0% 2,194,085 $77.2M
Massachusetts Financial Services Co. 0.02% Add +14.0% 2,101,796 $73.9M
Invesco Ltd. 0.02% Reduce -41.9% 2,092,918 $73.6M
Zevenbergen Capital Investments LLC 1.56% Reduce -3.9% 2,087,426 $73.4M
Principal Financial Group Inc. 0.04% Reduce -6.0% 2,003,272 $70.4M
Federated Hermes, Inc. 0.16% Add +73.9% 1,930,100 $67.9M
Chicago Capital, LLC 2.05% Add +3.0% 1,910,217 $67.2M
Brown Capital Management LLC 1.18% Reduce -15.3% 1,894,419 $66.6M
Dimensional Fund Advisors LP 0.02% Add +4.3% 1,778,382 $62.5M
Ameriprise Financial Inc. 0.02% Add +9.6% 1,734,896 $61.0M
Norges Bank 0.01% Add +6.0% 1,685,452 $59.3M
Capital International Investors 0.01% Add +104.7% 1,681,385 $59.1M
Jericho Capital Asset Management L.P. 1.43% New 1,524,000 $53.6M
T. Rowe Price Associates Inc. 0.01% Add +0.9% 1,506,834 $53.0M
Cooper Creek Partners Management LLC 2.13% New 1,468,579 $51.6M
Charles Schwab Investment Management Inc. 0.01% Add +2.5% 1,310,957 $46.1M
Peregrine Capital Management LLC 1.28% Add +18.7% 1,271,804 $44.7M
Goldman Sachs Group Inc. 0.01% Add +95.0% 1,264,088 $44.4M
Northern Trust Corp. 0.01% Reduce -0.6% 1,216,593 $42.8M
American Century Companies Inc. 0.03% Reduce -21.9% 1,209,250 $42.5M
Amundi 0.02% Add +45.3% 1,383,852 $41.7M
Morgan Stanley 0.00% Add +43.8% 1,090,250 $38.3M
Kornitzer Capital Management Inc. 0.70% Reduce -13.0% 1,086,813 $38.2M
Granahan Investment Management, LLC 1.33% Add +6.8% 1,073,840 $37.8M
Kayne Anderson Rudnick Investment Management LLC 0.09% Reduce -2.4% 1,055,526 $37.1M
Jennison Associates LLC 0.02% Reduce -2.5% 1,015,057 $35.7M
Envestnet Asset Management Inc. 0.01% Add +46.6% 921,638 $32.4M
Employees Retirement System of Texas 0.35% Reduce -10.6% 914,000 $32.1M
Summit Partners Public Asset Management, LLC 1.51% Reduce -38.0% 900,000 $31.6M
Fullerton Fund Management Co Ltd. 1.50% Add +59.3% 898,754 $31.6M
Neuberger Berman Group LLC 0.03% Add +95.2% 868,272 $30.5M
Ranger Investment Management, L.P. 1.77% Reduce -13.6% 784,116 $27.6M
Granite Investment Partners, LLC 1.00% Reduce -3.6% 750,715 $26.4M
Allspring Global Investments Holdings, LLC 0.04% Reduce -4.2% 700,066 $24.6M
DAVENPORT & Co LLC 0.15% Add +33.5% 675,532 $23.8M
Point72 Asset Management 0.07% Reduce -33.3% 668,803 $23.5M
CI Investments Inc. 0.09% Add +382017.1% 668,705 $23.5M
Nuveen Asset Management, LLC 0.01% Reduce -23.0% 651,415 $22.9M
Laurus Global Equity Management Inc. 7.86% No change 470,485 $22.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +14.4% 620,155 $21.8M
Adage Capital Partners Gp, L.L.C. 0.04% Add +166.7% 600,000 $21.1M
Jacobs Levy Equity Management, Inc. 0.09% New 592,032 $20.8M
Bank of America Corp. 0.00% Add +97.0% 590,747 $20.8M
New York State Common Retirement Fund 0.03% Reduce -18.4% 550,773 $19.4M
Aperture Investors, LLC 2.33% Reduce -3.2% 518,514 $18.2M
Lord, Abbett & Co. LLC 0.06% Reduce -50.7% 506,564 $17.8M
Ashford Capital Management Inc. 2.38% Reduce -12.0% 499,920 $17.6M
First Trust Advisors LP 0.02% New 476,269 $16.7M
Hodges Capital Management Inc. 1.06% New 472,826 $16.6M
Sei Investments Co. 0.02% Add +3.1% 459,850 $16.2M
CW Advisors, LLC 0.28% Add +3974.6% 457,779 $16.1M
Millennium Management 0.01% Reduce -65.1% 444,901 $15.6M
Blair William & Co. 0.05% Reduce -54.7% 433,689 $15.2M
Fred Alger Management, LLC 0.07% New 414,237 $14.6M
Janus Henderson Group PLC 0.01% Add +550.3% 396,111 $13.9M
Legal & General Group Plc 0.00% Add +4.8% 390,427 $13.7M
Crestwood Capital Management, L.P. 8.04% Add +5.6% 370,180 $13.0M
Rhumbline Advisers 0.01% Reduce -4.7% 355,147 $12.5M
JSF Financial, LLC 3.60% Reduce -3.0% 326,831 $11.5M
Polar Asset Management Partners Inc. 0.41% New 326,500 $11.5M
Summit Creek Advisors LLC 1.32% Reduce -42.8% 297,327 $10.5M
JPMorgan Chase & Co. 0.00% Reduce -11.6% 286,867 $10.1M
Swiss National Bank 0.01% Add +15.4% 286,200 $10.1M
Public Sector Pension Investment Board 0.07% Reduce -1.2% 285,712 $10.0M
Jane Street Group, LLC 0.01% Add +709.3% 282,890 $9.9M
Caisse de depot et placement du Quebec 0.02% Add +103.6% 268,000 $9.4M
Pier Capital, LLC 1.21% Reduce -1.6% 250,999 $8.8M
California Public Employees Retirement System 0.01% Add +11.9% 248,722 $8.7M
Credit Suisse AG/ 0.01% Add +10.8% 246,755 $8.7M
Hantz Financial Services, Inc. 0.16% New 237,484 $8.3M
Stadium Capital Management LLC 6.60% Add +53.6% 236,658 $8.3M
Lazard Asset Management LLC 0.01% Add +9669.6% 234,862 $8.3M
Osterweis Capital Management Inc. 0.50% Reduce -5.8% 213,085 $7.5M
Deutsche Bank AG 0.00% Add +46.7% 197,764 $7.0M
Russell Investments Group, Ltd. 0.01% Add +22.0% 183,243 $6.4M
Motley Fool Wealth Management, LLC 0.30% New 164,798 $5.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +462.4% 161,249 $5.7M
Prudential Financial Inc. 0.01% Reduce -1.0% 157,483 $5.5M
California State Teachers Retirement System 0.01% Add +7.3% 144,794 $5.1M
Oak Ridge Investments LLC 0.51% Reduce -4.1% 143,938 $5.1M
Kennedy Capital Management LLC 0.10% New 137,521 $4.8M
Townsquare Capital LLC 0.07% New 127,312 $4.5M
Cetera Investment Advisers 0.01% Add +91.1% 126,152 $4.4M
Bank of Montreal 0.00% Add +236.5% 123,868 $4.4M
Natixis Advisors, LLC 0.01% Add +644.5% 122,304 $4.3M
Texas Permanent School Fund Corp. 0.03% Add +1.3% 121,991 $4.3M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 120,922 $4.3M
Motley Fool Asset Management LLC 0.27% Add +356.0% 119,312 $4.2M
Oppenheimer Asset Management Inc. 0.06% Add +62.8% 118,415 $4.2M
TD Asset Management Inc 0.00% Reduce -4.5% 118,220 $4.2M
Concentric Capital Strategies, LP 0.26% New 116,283 $4.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +3.0% 110,811 $3.9M
Metavasi Capital LP 2.40% New 110,000 $3.9M
Gotham Asset Management 0.06% Reduce -2.0% 105,914 $3.7M
Advantage Alpha Capital Partners LP 0.70% Reduce -1.1% 105,127 $3.7M
Mariner, LLC 0.01% Add +1340.8% 104,229 $3.7M
Polar Capital Holdings Plc 0.02% Reduce -67.7% 103,251 $3.6M
Illinois Municipal Retirement Fund 0.05% Add +2.8% 98,092 $3.4M
New York State Teachers Retirement System 0.01% Add +1.5% 97,602 $3.4M
Alliancebernstein L.P. 0.00% Add +7.5% 94,691 $3.3M
Squarepoint Ops LLC 0.01% Reduce -48.2% 94,580 $3.3M
US Bancorp \de 0.00% Add +186.8% 93,381 $3.3M
Renaissance Capital LLC 1.69% Add +5.4% 92,520 $3.3M
Citigroup Inc. 0.00% Reduce -11.2% 88,228 $3.1M
Gagnon Securities LLC 0.72% Add +1.2% 86,018 $3.0M
State of Alaska, Department of Revenue 0.03% Reduce -48.7% 84,914 $3.0M
AMJ Financial Wealth Management 0.97% Add +76.7% 82,487 $2.9M
Barclays PLC 0.00% Add +2.7% 82,127 $2.9M
State of New Jersey Common Pension Fund D 0.01% Add +7.8% 79,714 $2.8M
Shaker Investments LLC 1.16% Add +2.3% 77,699 $2.7M
Twin Tree Management, LP 0.06% New 75,436 $2.7M
Royal Bank of Canada 0.00% Add +85.5% 72,724 $2.6M
Comerica Bank 0.01% Reduce -11.3% 72,006 $2.5M
Man Group plc 0.01% Reduce -3.7% 71,299 $2.5M
Alberta Investment Management Corp 0.03% Reduce -9.8% 70,667 $2.5M
MML Investors Services, LLC 0.01% Add +300.8% 69,723 $2.5M
Louisiana State Employees Retirement System 0.05% Reduce -1.0% 69,000 $2.4M
Voya Investment Management LLC 0.00% Add +7.8% 68,440 $2.4M
Redwood Investments, LLC 0.70% Reduce -45.1% 68,995 $2.4M
Gagnon Advisors, LLC 2.07% No change 67,705 $2.4M
State of Wisconsin Investment Board 0.01% Add +12.7% 65,727 $2.3M
Knights of Columbus Asset Advisors LLC 0.17% Reduce -8.2% 65,554 $2.3M
Next Century Growth Investors LLC 0.20% New 64,193 $2.3M
Yousif Capital Management, LLC 0.02% Reduce -11.5% 62,811 $2.2M
Treasurer of the State of North Carolina 0.01% Add +3.0% 62,812 $2.2M
Insight Wealth Strategies, LLC 0.32% Add +1.3% 61,883 $2.2M
State of Tennessee, Department of Treasury 0.01% Reduce -9.7% 61,798 $2.2M
Bullseye Asset Management LLC 1.00% Add +62.1% 60,800 $2.1M
Ensign Peak Advisors, Inc 0.00% Reduce -3.9% 59,154 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -6.5% 53,830 $1.9M
Royce & Associates LP 0.02% Add +41.9% 52,500 $1.8M
Maryland State Retirement & Pension System 0.04% Reduce -0.6% 60,003 $1.8M
Holocene Advisors, LP 0.01% New 50,501 $1.8M
Nwi Management LP 0.24% New 50,000 $1.8M
Alyeska Investment Group, L.P. 0.01% Reduce -94.3% 49,779 $1.8M
Amalgamated Bank 0.01% Reduce -37.8% 48,736 $1.7M
Silvant Capital Management LLC 0.08% No change 46,068 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Add +10.3% 45,131 $1.6M
Moody National Bank Trust Division 0.12% Add +1.5% 43,851 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +47.5% 42,158 $1.5M
Azzad Asset Management Inc. 0.17% Add +0.0% 41,282 $1.5M
Unison Asset Management LLC 0.75% No change 40,675 $1.4M
First Hawaiian Bank 0.04% New 40,000 $1.4M
Arizona State Retirement System 0.01% Add +13.2% 39,824 $1.4M
STRS Ohio 0.01% Add +35.7% 39,646 $1.4M
TCW Group Inc. 0.01% Reduce -4.8% 39,061 $1.4M
Park Avenue Securities LLC 0.02% Add +27.9% 39,024 $1.4M
Truist Financial Corp. 0.00% Add +20.7% 37,574 $1.3M
Oregon Public Employees Retirement Fund 0.03% Reduce -7.9% 37,501 $1.3M
HighTower Advisors, LLC 0.00% Add +84.8% 36,704 $1.3M
Victory Capital Management Inc. 0.00% Reduce -0.7% 34,729 $1.2M
Manufacturers Life Insurance Company, The 0.00% Add +45.6% 32,822 $1.2M
LPL Financial LLC 0.00% Add +46.1% 32,495 $1.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% New 32,000 $1.1M
Intrinsic Edge Capital Management LLC 0.09% Reduce -84.2% 31,724 $1.1M
Calamos Advisors LLC 0.01% Add +18.4% 31,480 $1.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +16577.5% 31,187 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 30,102 $1.1M
Stifel Financial Corp. 0.00% Reduce -26.8% 29,877 $1.1M
Norden Group LLC 0.21% New 28,871 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.7% 28,237 $993K
Cim, LLC 0.15% Reduce -0.6% 27,763 $976K
UBS Group AG 0.00% Add +667.0% 27,580 $970K
Trust Point Inc. 0.07% Add +46.5% 26,712 $939K
UniSuper Management Pty Ltd 0.01% New 26,660 $937K
Keybank National Association 0.00% New 26,628 $936K
Handelsbanken Fonder AB 0.00% Add +31.1% 25,300 $890K
Mutual of America Capital Management LLC 0.01% Reduce -1.6% 24,013 $844K
Pathstone Holdings, LLC 0.00% Add +6.4% 23,828 $838K
Elevation Point Wealth Partners, LLC 0.06% New 23,800 $837K
Walleye Capital LLC 0.01% Add +66.8% 23,300 $819K
Seven Eight Capital, LP 0.08% New 23,044 $810K
Alliance Wealth Advisors, LLC 0.24% New 22,589 $794K
Cubist Systematic Strategies, LLC 0.01% New 22,057 $776K
Aberdeen Group plc 0.00% New 21,565 $758K
Values First Advisors, Inc. 0.43% Reduce -12.7% 20,781 $731K
XTX Topco Ltd 0.10% New 20,490 $720K
Cresset Asset Management, LLC 0.00% Add +0.9% 20,034 $704K
Centiva Capital, LP 0.04% New 19,436 $683K
Wells Fargo & Company 0.00% Reduce -21.9% 18,174 $639K
Xponance LLC 0.01% Reduce -3.7% 17,719 $623K
Pictet Asset Management Holding SA 0.00% Add +14.7% 17,687 $621K
First Dallas Securities Inc. 0.29% New 17,640 $620K
Rockefeller Capital Management L.P. 0.00% New 17,615 $619K
PEAK6 Investments LLC 0.03% New 17,507 $616K
Captrust Financial Advisors 0.00% Reduce -21.3% 16,863 $593K
PNC Financial Services Group, Inc. 0.00% Add +3.8% 16,620 $584K
Praxis Investment Management Inc. 0.04% No change 15,840 $557K
Juncture Wealth Strategies, LLC 0.23% New 15,496 $545K
Osaic Holdings, Inc. 0.00% Reduce -25.9% 14,428 $507K
Danske Bank A/S 0.00% — 14,200 $499K
State Board of Administration of Florida Retirement System 0.00% Reduce -56.3% 15,823 $477K
Concourse Financial Group Securities, Inc. 0.03% Add +15.4% 13,476 $474K
Baker Tilly Wealth Management, LLC 0.09% New 13,458 $473K
Qube Research & Technologies Ltd 0.00% New 13,263 $466K
Portside Wealth Group, LLC 0.09% New 13,155 $463K
Kestra Advisory Services, LLC 0.00% Add +59.6% 12,395 $436K
Orion Porfolio Solutions, LLC 0.00% New 12,187 $428K
Orion Portfolio Solutions, LLC 0.00% New 12,187 $428K
AQR Capital Management 0.00% Add +101.7% 12,115 $410K
Mgo One Seven LLC 0.02% New 11,509 $405K
Yarbrough Capital, LLC 0.02% No change 11,395 $401K
Y.D. More Investments Ltd 0.07% New 11,176 $393K
Crossmark Global Holdings, Inc. 0.01% Add +2.2% 11,105 $391K
Townsend Asset Management Corp. /NC/ 0.16% New 11,110 $391K
Washington Capital Management, Inc. 0.31% New 10,800 $380K
Commerce Bank 0.00% Reduce -0.8% 10,778 $379K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.9% 10,769 $379K
Premier Fund Managers Ltd 0.01% Reduce -14.1% 11,453 $377K
Susquehanna Portfolio Strategies, LLC 0.01% No change 10,700 $376K
Annis Gardner Whiting Capital Advisors, LLC 0.13% No change 10,610 $373K
State of Wyoming 0.06% Add +10.2% 10,203 $359K
United Services Automobile Association 0.01% New 10,052 $353K
Icon Wealth Advisors, LLC 0.03% Reduce -7.8% 10,043 $353K
FDx Advisors, Inc. 0.05% Add +0.1% 10,043 $353K
Public Employees Retirement Association of Colorado 0.00% No change 9,686 $341K
Atria Wealth Solutions, Inc. 0.00% New 9,610 $338K
Diversify Advisory Services, LLC 0.02% — 9,544 $325K
BBR Partners, LLC 0.03% No change 8,916 $313K
Yorktown Management & Research Co Inc 0.30% No change 8,900 $313K
Connecticut Wealth Management, LLC 0.02% Add +3.3% 8,841 $311K
American International Group, Inc. 0.00% Reduce -0.7% 8,810 $310K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 8,797 $309K
Covenant Partners, LLC 0.09% New 8,746 $308K
Canandaigua National Bank & Trust Co. 0.04% New 8,560 $301K
MetLife Investment Management, LLC 0.00% Add +2.6% 8,554 $301K
West Tower Group, LLC 0.90% New 8,500 $299K
Legacy Wealth Asset Management, LLC 0.08% New 8,386 $295K
Wedbush Securities Inc. 0.01% New 8,363 $294K
Sherbrooke Park Advisers LLC 0.06% New 8,211 $289K
Utah Retirement Systems 0.00% Add +2.6% 7,800 $274K
Principal Securities, Inc. 0.01% Add +70.3% 7,776 $273K
Bridgefront Capital, LLC 0.21% New 7,772 $273K
Shay Capital LLC 0.08% New 7,500 $264K
Nicolet Advisory Services, LLC 0.03% New 7,749 $258K
Sheaff Brock Investment Advisors, LLC 0.02% New 7,122 $250K
Wedmont Private Capital 0.02% Add +1.3% 6,925 $230K
Teacher Retirement System of Texas 0.00% Reduce -20.1% 6,410 $225K
Shelton Capital Management 0.01% Reduce -5.3% 6,144 $216K
Liberty One Investment Management, LLC 0.02% New 5,351 $188K
Parkside Financial Bank & Trust 0.03% Add +5.0% 4,798 $169K
Assetmark, Inc. 0.00% Add +6.3% 4,462 $157K
Richelieu Gestion SA 0.16% New 4,370 $154K
Harbor Capital Advisors, Inc. 0.02% New 4,071 $143K
Park Place Capital Corp 0.05% Add +153.5% 4,021 $141K
KBC Group NV 0.00% Add +46.6% 3,697 $130K
Citadel Advisors 0.00% Reduce -99.0% 3,109 $109K
Covestor Ltd 0.07% Reduce -6.5% 3,020 $106K
Tower Research Capital LLC (TRC) 0.00% Reduce -22.6% 2,798 $98K
First Horizon Advisors, Inc. 0.00% Add +8.5% 2,585 $91K
Fifth Third Bancorp 0.00% Add +0.2% 2,409 $85K
Advisors Asset Management, Inc. 0.00% Add +25.6% 2,402 $84K
DekaBank Deutsche Girozentrale 0.00% No change 2,404 $83K
Archer Investment Corp 0.03% New 2,360 $83K
Nisa Investment Advisors, LLC 0.00% Add +28.4% 2,055 $72K
Signaturefd, LLC 0.00% Add +59.9% 1,736 $61K
Quadrant Capital Group LLC 0.00% Add +9.0% 1,620 $57K
Huntington National Bank 0.00% Add +0.3% 1,605 $56K
RiverPark Advisors, LLC 0.04% New 1,529 $54K
Shell Asset Management Co. 0.00% Reduce -10.0% 2,467 $48K
Exchange Traded Concepts, LLC 0.00% New 1,360 $48K
Pacer Advisors, Inc. 0.00% Add +81.9% 1,244 $44K
GAMMA Investing LLC 0.01% Add +14.5% 1,210 $43K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +114.8% 1,160 $41K
Lanark Financial, Inc. 0.00% Add +28.3% 1,132 $39K
Guinness Atkinson Asset Management Inc 0.02% Reduce -25.0% 912 $32K
Cwm, LLC 0.00% Add +139.0% 894 $31K
Whittier Trust Co. 0.00% New 791 $28K
Rise Advisors, LLC 0.01% No change 691 $24K
Northwestern Mutual Wealth Management Co. 0.00% No change 642 $23K
Leonteq Securities AG 0.00% New 580 $20K
Parallel Advisors, LLC 0.00% Reduce -4.6% 537 $19K
Mather Group, Llc. 0.00% New 472 $17K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.8% 570 $17K
Steward Partners Investment Advisory, LLC 0.00% New 464 $16K
Avior Wealth Management, LLC 0.00% New 338 $12K
Silicon Valley Capital Partners 0.00% No change 336 $12K
Lindbrook Capital, LLC 0.00% Add +16.9% 291 $10K
Spire Wealth Management 0.00% Add +222.2% 290 $10K
Arcadia Investment Management Corp. 0.00% New 279 $10K
Venturi Wealth Management, LLC 0.00% No change 223 $8K
SYSTM Wealth Solutions LLC 0.00% Add +17.0% 200 $7K
Cutler Group LLC / CA 0.00% New 200 $7K
Quent Capital, LLC 0.00% No change 192 $7K
FinTrust Capital Advisors, LLC 0.00% New 158 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Add +9.0% 146 $5K
Global Retirement Partners, LLC 0.00% Add +202.3% 130 $5K
J.Safra Asset Management Corp 0.00% New 128 $5K
Bessemer Group Inc. 0.00% No change 101 $4K
Farther Finance Advisors, LLC 0.00% Add +101.8% 113 $4K
Farmers & Merchants Investments Inc. 0.00% No change 90 $3K
EntryPoint Capital, LLC 0.00% Reduce -87.7% 84 $3K
Bell Investment Advisors, Inc 0.00% No change 77 $3K
Clearstead Advisors, LLC 0.00% Reduce -25.5% 140 $3K
MCF Advisors LLC 0.00% New 72 $3K
Private Trust Co. NA 0.00% New 62 $2K
UMB Bank, n.a. 0.00% New 62 $2K
CIBC Private Wealth Group LLC 0.00% New 60 $2K
First PREMIER Bank 0.00% New 51 $2K
Naples Money Management LLC 0.00% No change 52 $2K
Beacon Capital Management, LLC 0.00% New 44 $2K
AlphaQuest LLC 0.00% New 40 $1K
Allworth Financial LP 0.00% Add +31.8% 29 $1K
Abound Wealth Management 0.00% Reduce -63.8% 17 $598
Bokf, NA 0.00% Reduce -82.7% 9 $307

"% of holder's portfolio" is DV's weight in each manager's 13F, not the share of Doubleverify Holdings Inc. the manager owns.