Doubleverify HoldingsDV

13F holders, Q2 2024 (June 30)
307holders −13
75new positions
87sold out
6famous investors
$19.49avg. 13F price*

At the end of Q2 2024, 307 institutions reported holding Doubleverify Holdings Inc. (DV) in their 13F filings, down 13 from Q1 2024. 75 opened new positions and 87 sold out. The largest holders were Providence Equity Partners L.L.C. ($511.9M), BlackRock Inc. ($435.4M) and Vanguard Group Inc. ($327.5M). 6 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 Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions75$342.5M
Exits87$401.4M

All 13F filers, Q1 2024 → Q2 2024: 32,922,068 shares bought and 37,293,385 shares sold, net −4,371,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 307 holders

Providence Equity Partners L.L.C. 47.20% No change 26,290,908 $511.9M
BlackRock Inc. 0.01% Add +0.3% 22,364,276 $435.4M
Vanguard Group Inc. 0.01% Add +6.9% 16,819,260 $327.5M
T. Rowe Price Investment Management, Inc. 0.08% Add +10.8% 6,151,496 $119.8M
State Street Corp. 0.00% Add +2.6% 4,553,020 $88.6M
Assenagon Asset Management S.A. 0.18% New 3,763,100 $73.3M
Capital World Investors 0.01% Reduce -25.5% 3,487,143 $67.9M
Congress Asset Management Co. 0.44% Reduce -21.3% 3,160,425 $61.5M
Riverbridge Partners LLC 0.83% Add +25.2% 3,125,851 $60.9M
Jericho Capital Asset Management L.P. 1.79% Add +100.5% 3,056,000 $59.5M
Van Berkom & Associates Inc. 1.77% Add +25.9% 3,046,200 $59.3M
Burgundy Asset Management Ltd. 0.57% New 2,778,586 $54.1M
Mackenzie Financial Corp. 0.08% New 2,722,926 $53.0M
Geneva Capital Management LLC 0.88% Reduce -9.5% 2,484,697 $48.4M
Dimensional Fund Advisors LP 0.01% Add +36.2% 2,422,061 $47.2M
Geode Capital Management, LLC 0.00% Add +4.3% 2,288,496 $44.6M
Principal Financial Group Inc. 0.02% Reduce -3.1% 1,940,560 $37.8M
FMR LLC 0.00% Reduce -29.2% 1,903,758 $37.1M
Voloridge Investment Management, LLC 0.14% New 1,893,714 $36.9M
Capital International Investors 0.01% Add +11.3% 1,871,385 $36.4M
Massachusetts Financial Services Co. 0.01% Reduce -11.4% 1,863,058 $36.3M
Peregrine Capital Management LLC 1.02% Add +41.5% 1,799,786 $35.0M
Brown Capital Management LLC 0.69% Reduce -7.4% 1,754,699 $34.2M
Norges Bank 0.01% Add +3.4% 1,743,446 $33.9M
Citadel Advisors 0.03% Add +55882.6% 1,740,498 $33.9M
Morgan Stanley 0.00% Add +38.6% 1,511,128 $29.4M
Bank of New York Mellon Corp 0.01% Reduce -60.6% 1,463,359 $28.5M
Wellington Management Group LLP 0.00% Reduce -42.7% 1,411,871 $27.5M
Charles Schwab Investment Management Inc. 0.01% Add +3.3% 1,354,418 $26.4M
Man Group plc 0.07% Add +1771.0% 1,333,990 $26.0M
T. Rowe Price Associates Inc. 0.00% Reduce -12.3% 1,321,540 $25.7M
Eventide Asset Management, LLC 0.44% Reduce -44.2% 1,309,820 $25.5M
Federated Hermes, Inc. 0.06% Reduce -33.3% 1,288,400 $25.1M
Millennium Management 0.02% Add +173.6% 1,217,145 $23.7M
DAVENPORT & Co LLC 0.14% Add +62.2% 1,095,830 $21.3M
Kornitzer Capital Management Inc. 0.40% No change 1,086,813 $21.2M
Northern Trust Corp. 0.00% Reduce -16.1% 1,020,545 $19.9M
Jacobs Levy Equity Management, Inc. 0.08% Add +70.1% 1,007,246 $19.6M
Bank of America Corp. 0.00% Add +64.9% 974,403 $19.0M
Envestnet Asset Management Inc. 0.01% Add +3.6% 954,521 $18.6M
London Co. of Virginia 0.10% New 935,894 $18.2M
Employees Retirement System of Texas 0.20% No change 914,000 $17.8M
Point72 Asset Management 0.06% Add +30.3% 871,490 $17.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +30.2% 807,592 $15.7M
Invesco Ltd. 0.00% Reduce -63.9% 755,081 $14.7M
Macquarie Group Ltd. 0.02% Reduce -83.8% 711,854 $13.9M
Fort Washington Investment Advisors Inc. 0.08% New 667,686 $13.0M
Ashford Capital Management Inc. 1.71% Add +29.8% 648,860 $12.6M
Schroder Investment Management Group 0.01% New 647,955 $12.6M
CI Investments Inc. 0.05% Reduce -3.5% 645,057 $12.6M
Laurus Global Equity Management Inc. 5.18% No change 470,485 $12.5M
Ranger Investment Management, L.P. 0.83% Reduce -20.2% 625,989 $12.2M
Two Sigma Investments, LP 0.03% New 543,488 $10.6M
Crestwood Capital Management, L.P. 6.73% Add +30.8% 484,073 $9.4M
M&G PLC 0.06% New 486,779 $9.2M
New York State Common Retirement Fund 0.01% Reduce -16.0% 462,657 $9.0M
Sei Investments Co. 0.01% Reduce -8.6% 420,321 $8.2M
Ameriprise Financial Inc. 0.00% Reduce -76.6% 405,263 $7.9M
Stadium Capital Management LLC 8.58% Add +69.1% 400,258 $7.8M
Trexquant Investment LP 0.12% New 391,710 $7.6M
Legal & General Group Plc 0.00% Reduce -0.2% 389,788 $7.6M
Jane Street Group, LLC 0.01% Add +36.4% 385,734 $7.5M
CW Advisors, LLC 0.12% Reduce -16.0% 384,611 $7.5M
Nuveen Asset Management, LLC 0.00% Reduce -42.3% 375,783 $7.3M
Janus Henderson Group PLC 0.00% Reduce -7.6% 366,035 $7.1M
JPMorgan Chase & Co. 0.00% Add +26.6% 363,182 $7.1M
Aperture Investors, LLC 1.00% Reduce -32.4% 350,381 $6.8M
Rhumbline Advisers 0.01% Reduce -1.8% 348,843 $6.8M
Lazard Asset Management LLC 0.01% Add +41.7% 332,696 $6.5M
JSF Financial, LLC 1.97% Add +0.9% 329,831 $6.4M
Deutsche Bank AG 0.00% Add +64.9% 326,107 $6.3M
Goldman Sachs Group Inc. 0.00% Reduce -75.1% 315,044 $6.1M
Pier Capital, LLC 0.90% Add +23.6% 310,098 $6.0M
Public Sector Pension Investment Board 0.04% Add +8.5% 309,945 $6.0M
Dnca Finance 0.53% — 309,000 $6.0M
Neuberger Berman Group LLC 0.00% Reduce -66.3% 292,491 $5.7M
UBS Group AG 0.00% Add +951.1% 289,905 $5.6M
Swiss National Bank 0.00% No change 286,200 $5.6M
Advantage Alpha Capital Partners LP 1.18% Add +164.2% 277,734 $5.4M
Cerity Partners LLC 0.01% New 277,266 $5.4M
Summit Creek Advisors LLC 0.72% Reduce -9.0% 270,500 $5.3M
Hodges Capital Management Inc. 0.35% Reduce -42.8% 270,425 $5.3M
Russell Investments Group, Ltd. 0.01% Add +46.2% 267,954 $5.2M
Royal Bank of Canada 0.00% Add +260.8% 262,350 $5.1M
Hantz Financial Services, Inc. 0.09% Add +3.9% 246,715 $4.8M
Gotham Asset Management 0.05% Add +95.9% 207,501 $4.0M
Alliancebernstein L.P. 0.00% Add +115.3% 203,893 $4.0M
Gagnon Securities LLC 0.86% Add +128.6% 196,590 $3.8M
First Trust Advisors LP 0.00% Reduce -60.3% 188,895 $3.7M
Cubist Systematic Strategies, LLC 0.06% Add +751.9% 187,913 $3.7M
California Public Employees Retirement System 0.00% Reduce -25.7% 184,826 $3.6M
Two Sigma Advisers, LP 0.01% New 181,300 $3.5M
Quantbot Technologies LP 0.17% New 179,735 $3.5M
Granahan Investment Management, LLC 0.14% Reduce -83.3% 178,979 $3.5M
Seven Eight Capital, LP 0.36% Add +667.5% 176,858 $3.4M
Kennedy Capital Management LLC 0.07% Add +24.0% 170,556 $3.3M
Motley Fool Wealth Management, LLC 0.17% Add +2.9% 169,527 $3.3M
Lumbard & Kellner, LLC 1.50% New 163,569 $3.2M
Polar Asset Management Partners Inc. 0.12% Reduce -50.0% 163,163 $3.2M
Verition Fund Management LLC 0.03% New 161,100 $3.1M
Cresset Asset Management, LLC 0.01% Add +676.1% 155,475 $3.0M
272 Capital LP 1.49% New 152,200 $3.0M
Algert Global LLC 0.10% New 149,546 $2.9M
Cetera Investment Advisers 0.01% Add +17.6% 148,396 $2.9M
Prudential Financial Inc. 0.00% Reduce -7.5% 145,641 $2.8M
Oppenheimer Asset Management Inc. 0.04% Add +20.2% 142,377 $2.8M
California State Teachers Retirement System 0.00% Reduce -1.9% 142,066 $2.8M
AQR Capital Management 0.00% Add +1079.0% 142,835 $2.7M
Gagnon Advisors, LLC 2.01% Add +100.0% 135,410 $2.6M
Blair William & Co. 0.01% Reduce -69.1% 134,142 $2.6M
TD Asset Management Inc 0.00% Add +10.8% 131,020 $2.6M
Edgestream Partners, L.P. 0.12% New 129,238 $2.5M
Oak Ridge Investments LLC 0.24% Reduce -10.9% 128,216 $2.5M
Motley Fool Asset Management LLC 0.17% Add +5.9% 126,303 $2.5M
Squarepoint Ops LLC 0.01% Add +35.2% 127,883 $2.5M
Thrivent Financial for Lutherans 0.00% Reduce -3.3% 116,945 $2.3M
Mariner, LLC 0.00% Add +10.0% 114,654 $2.2M
State of Wisconsin Investment Board 0.01% Add +70.5% 112,082 $2.2M
Barclays PLC 0.00% Add +32.6% 108,895 $2.1M
HRT Financial LP 0.01% New 106,632 $2.1M
US Bancorp \de 0.00% Add +13.9% 106,321 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +22.5% 97,681 $1.9M
Natixis Advisors, LLC 0.00% Reduce -20.8% 96,848 $1.9M
Citigroup Inc. 0.00% Add +9.3% 96,413 $1.9M
Boothbay Fund Management, LLC 0.06% New 90,625 $1.8M
Illinois Municipal Retirement Fund 0.03% Reduce -9.0% 89,257 $1.7M
Lecap Asset Management Ltd. 0.36% New 84,505 $1.6M
New York State Teachers Retirement System 0.00% Reduce -14.5% 83,440 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -2.6% 82,709 $1.6M
Amundi 0.00% Reduce -94.2% 79,708 $1.6M
Teza Capital Management LLC 0.19% New 81,015 $1.6M
Scalar Gauge Management, LLC 0.85% New 75,000 $1.5M
State Board of Administration of Florida Retirement System 0.00% Add +370.4% 74,426 $1.4M
First Hawaiian Bank 0.05% Add +84.9% 73,966 $1.4M
MML Investors Services, LLC 0.01% Add +5.0% 73,247 $1.4M
Intech Investment Management LLC 0.02% New 72,609 $1.4M
Knights of Columbus Asset Advisors LLC 0.09% Add +10.4% 72,361 $1.4M
Louisiana State Employees Retirement System 0.03% Add +2.8% 70,900 $1.4M
Townsquare Capital LLC 0.02% Reduce -44.4% 70,809 $1.4M
Johnson Investment Counsel Inc. 0.01% New 68,930 $1.3M
Sherbrooke Park Advisers LLC 0.23% Add +732.9% 68,386 $1.3M
Bank of Montreal 0.00% Reduce -46.7% 66,027 $1.3M
Comerica Bank 0.01% Reduce -9.3% 65,326 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +4.5% 64,550 $1.3M
Capital Fund Management S.A. 0.01% New 63,357 $1.2M
Treasurer of the State of North Carolina 0.01% Add +0.4% 63,060 $1.2M
Bullseye Asset Management LLC 0.59% Add +1.6% 61,800 $1.2M
Repertoire Partners LP 2.21% New 60,000 $1.2M
Maryland State Retirement & Pension System 0.02% Reduce -1.9% 58,893 $1.1M
Voya Investment Management LLC 0.00% Reduce -14.8% 58,277 $1.1M
D. E. Shaw & Co. 0.00% New 56,500 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -10.4% 56,280 $1.1M
Centiva Capital, LP 0.05% Add +186.1% 55,607 $1.1M
Public Employees Retirement System of Ohio 0.00% Add +2.6% 55,250 $1.1M
Redwood Investments, LLC 0.36% Reduce -21.4% 54,218 $1.0M
Y-Intercept (Hong Kong) Ltd 0.06% New 53,763 $1.0M
Walleye Capital LLC 0.01% Add +122.5% 51,839 $1.0M
Cim, LLC 0.14% Add +74.8% 48,533 $926K
Amalgamated Bank 0.01% Reduce -3.5% 47,010 $915K
Ensign Peak Advisors, Inc 0.00% Reduce -21.5% 46,420 $904K
Allianz SE 0.03% New 45,560 $887K
Teachers Retirement System of the State of Kentucky 0.01% No change 45,131 $878K
Arizona State Retirement System 0.01% Add +2.3% 40,751 $793K
Unison Asset Management LLC 0.40% No change 40,675 $792K
Nomura Holdings Inc. 0.01% New 39,800 $775K
Entropy Technologies, LP 0.08% New 39,603 $771K
XTX Topco Ltd 0.06% Add +84.1% 37,725 $735K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -11.7% 37,216 $725K
Stifel Financial Corp. 0.00% Add +24.0% 37,047 $721K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +29.5% 36,572 $712K
Avantax Advisory Services, Inc. 0.01% New 35,843 $698K
Shaker Investments LLC 0.29% Reduce -55.8% 34,354 $669K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.8% 34,201 $666K
Manufacturers Life Insurance Company, The 0.00% Add +3.7% 34,040 $663K
Trust Point Inc. 0.05% Add +22.1% 32,601 $635K
UniSuper Management Pty Ltd 0.01% Add +22.1% 32,560 $634K
LPL Financial LLC 0.00% Reduce -0.2% 32,421 $631K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 31,187 $607K
Wolverine Trading, LLC 0.01% New 31,176 $607K
Townsend Asset Management Corp. /NC/ 0.23% Add +174.2% 30,465 $593K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.8% 30,355 $591K
HighTower Advisors, LLC 0.00% Reduce -15.9% 30,858 $590K
Park Avenue Securities LLC 0.01% Reduce -24.1% 29,614 $577K
III Capital Management 0.27% New 29,294 $570K
Victory Capital Management Inc. 0.00% Reduce -17.1% 28,801 $561K
SG Americas Securities, LLC 0.00% New 28,642 $558K
Truist Financial Corp. 0.00% Reduce -26.0% 27,794 $541K
Elevation Point Wealth Partners, LLC 0.04% Add +14.2% 27,189 $529K
Paloma Partners Management Co 0.06% New 27,021 $526K
Schonfeld Strategic Advisors LLC 0.00% New 26,415 $514K
Captrust Financial Advisors 0.00% Add +52.1% 25,648 $499K
Handelsbanken Fonder AB 0.00% No change 25,300 $493K
Chicago Capital, LLC 0.01% Reduce -98.7% 24,586 $479K
Washington Capital Management, Inc. 0.40% Add +122.2% 24,000 $467K
Praxis Investment Management Inc. 0.03% No change 15,840 $464K
Mutual of America Capital Management LLC 0.00% Reduce -3.6% 23,155 $451K
Landscape Capital Management, L.L.C. 0.04% New 22,719 $442K
Fullerton Fund Management Co Ltd. 0.02% Reduce -97.6% 21,845 $425K
Pathstone Holdings, LLC 0.00% Reduce -8.7% 21,748 $423K
Keybank National Association 0.00% Reduce -18.5% 21,699 $422K
Aberdeen Group plc 0.00% Reduce -7.5% 19,939 $388K
Jump Financial, LLC 0.01% New 19,200 $374K
Gsa Capital Partners LLP 0.03% New 18,983 $370K
Pictet Asset Management Holding SA 0.00% Add +6.6% 18,855 $367K
State of Wyoming 0.06% Add +73.1% 17,664 $344K
Kestra Advisory Services, LLC 0.00% Add +33.9% 16,591 $323K
Concourse Financial Group Securities, Inc. 0.02% Add +22.4% 16,500 $321K
Lombard Odier Asset Management (USA) Corp 0.14% New 16,120 $314K
Two Sigma Securities, LLC 0.01% New 15,739 $306K
Y.D. More Investments Ltd 0.03% Add +40.3% 15,676 $305K
Scientech Research LLC 0.06% New 15,159 $295K
Atom Investors LP 0.03% New 14,811 $288K
Group One Trading LLC 0.01% New 14,720 $287K
IMC-Chicago, LLC 0.01% New 14,195 $276K
First Dallas Securities Inc. 0.11% Reduce -25.9% 13,075 $255K
Xponance LLC 0.00% Reduce -26.3% 13,060 $254K
Simplex Trading, LLC 0.01% New 12,702 $247K
Vanguard Personalized Indexing Management, LLC 0.00% Add +15.6% 12,453 $242K
B. Riley Wealth Advisors, Inc. 0.01% New 11,829 $230K
Values First Advisors, Inc. 0.14% Reduce -43.4% 11,771 $229K
Mgo One Seven LLC 0.01% Add +0.7% 11,592 $226K
Osaic Holdings, Inc. 0.00% Reduce -21.0% 11,400 $222K
Yarbrough Capital, LLC 0.01% No change 11,395 $222K
OMERS ADMINISTRATION Corp 0.00% New 11,200 $218K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.1% 11,095 $216K
United Services Automobile Association 0.01% Add +7.4% 10,798 $210K
Rockefeller Capital Management L.P. 0.00% Reduce -38.9% 10,761 $210K
Commerce Bank 0.00% No change 10,778 $210K
Claret Asset Management Corp 0.04% New 10,688 $208K
Atria Investments, Inc 0.00% New 10,530 $205K
Private Capital Management LLC 0.04% New 10,368 $202K
Bridges Investment Management Inc. 0.00% New 10,243 $199K
Public Employees Retirement Association of Colorado 0.00% No change 9,686 $189K
Wells Fargo & Company 0.00% Reduce -48.0% 9,446 $184K
Icon Wealth Advisors, LLC 0.02% Reduce -16.6% 8,381 $177K
Harbor Capital Advisors, Inc. 0.01% Add +119.7% 8,944 $174K
nVerses Capital, LLC 0.10% New 8,400 $164K
Principal Securities, Inc. 0.00% Add +7.8% 8,386 $163K
Corebridge Financial, Inc. 0.00% — 8,037 $156K
Point72 (DIFC) Ltd 0.01% New 7,954 $155K
CoreCap Advisors, LLC 0.02% New 7,465 $145K
PNC Financial Services Group, Inc. 0.00% Reduce -57.4% 7,083 $138K
Parkside Financial Bank & Trust 0.02% Add +37.6% 6,604 $129K
Tower Research Capital LLC (TRC) 0.00% Add +131.5% 6,477 $126K
MetLife Investment Management, LLC 0.00% Reduce -25.4% 6,383 $124K
Central Pacific Bank - Trust Division 0.01% New 6,157 $120K
Covestor Ltd 0.07% Add +79.1% 5,408 $105K
Fifth Third Bancorp 0.00% Add +72.3% 4,151 $81K
Leonteq Securities AG 0.01% Add +611.5% 4,127 $80K
Assetmark, Inc. 0.00% Reduce -8.6% 4,080 $79K
KBC Group NV 0.00% No change 3,697 $72K
Cwm, LLC 0.00% Add +212.5% 2,794 $54K
Allspring Global Investments Holdings, LLC 0.00% Reduce -99.6% 2,686 $52K
Advisors Asset Management, Inc. 0.00% Add +8.3% 2,602 $51K
First Horizon Advisors, Inc. 0.00% Reduce -2.4% 2,524 $49K
Park Place Capital Corp 0.02% Reduce -37.5% 2,515 $49K
DekaBank Deutsche Girozentrale 0.00% No change 2,404 $47K
Archer Investment Corp 0.01% No change 2,360 $46K
Twin Tree Management, LP 0.00% Reduce -97.8% 1,679 $33K
Exchange Traded Concepts, LLC 0.00% Add +13.4% 1,542 $30K
Pacer Advisors, Inc. 0.00% Add +22.2% 1,520 $30K
Quarry LP 0.01% New 1,246 $24K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 1,160 $23K
Huntington National Bank 0.00% Reduce -34.3% 1,055 $21K
Allworth Financial LP 0.00% Add +3055.2% 915 $18K
Lanark Financial, Inc. 0.00% Reduce -22.1% 882 $17K
Mather Group, Llc. 0.00% Reduce -3.0% 458 $16K
GAMMA Investing LLC 0.00% Reduce -34.3% 795 $15K
Guinness Atkinson Asset Management Inc 0.01% Reduce -16.7% 760 $15K
IFP Advisors, Inc 0.00% New 708 $14K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.3% 695 $14K
Rise Advisors, LLC 0.01% No change 691 $13K
Signaturefd, LLC 0.00% Reduce -77.2% 396 $8K
Lindbrook Capital, LLC 0.00% Add +33.0% 387 $8K
Parallel Advisors, LLC 0.00% Reduce -35.6% 346 $7K
Silicon Valley Capital Partners 0.00% No change 336 $7K
EverSource Wealth Advisors, LLC 0.00% Reduce -48.6% 293 $6K
Venturi Wealth Management, LLC 0.00% Add +40.4% 313 $6K
Quadrant Capital Group LLC 0.00% Reduce -88.2% 192 $4K
Quent Capital, LLC 0.00% No change 192 $4K
UMB Bank, n.a. 0.00% Add +179.0% 173 $3K
Crewe Advisors LLC 0.00% New 140 $3K
Clearstead Advisors, LLC 0.00% No change 140 $3K
Blue Trust, Inc. 0.00% New 71 $2K
Smartleaf Asset Management LLC 0.00% New 113 $2K
Innealta Capital, LLC 0.00% New 109 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -100.0% 104 $2K
Spire Wealth Management 0.00% Reduce -66.2% 98 $2K
Bell Investment Advisors, Inc 0.00% Add +16.9% 90 $2K
Farmers & Merchants Investments Inc. 0.00% No change 90 $2K
Farther Finance Advisors, LLC 0.00% Reduce -39.8% 68 $1K
Triad Wealth Partners, LLC 0.00% New 66 $1K
AdvisorNet Financial, Inc 0.00% New 65 $1K
Beacon Capital Management, LLC 0.00% No change 44 $857
JFS Wealth Advisors, LLC 0.00% New 39 $760
Jones Financial Companies LLLP 0.00% New 37 $720
Naples Money Management LLC 0.00% Reduce -34.6% 34 $671
Bruce G. Allen Investments, LLC 0.00% New 33 $643
CVA Family Office, LLC 0.00% New 28 $545
Larson Financial Group LLC 0.00% New 18 $350
Abound Wealth Management 0.00% No change 17 $331
AlphaQuest LLC 0.00% Reduce -62.5% 15 $292
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -93.2% 10 $195
SJS Investment Consulting Inc. 0.00% New 10 $195
MV Capital Management, Inc. 0.00% New 8 $156
DiNuzzo Private Wealth, Inc. 0.00% New 6 $117
Rakuten Securities, Inc. 0.00% New 5 $97

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