Doubleverify HoldingsDV

13F holders, Q3 2024 (September 30)
315holders +8
67new positions
62sold out
7famous investors
$16.86avg. 13F price*

At the end of Q3 2024, 315 institutions reported holding Doubleverify Holdings Inc. (DV) in their 13F filings, up 8 from Q2 2024. 67 opened new positions and 62 sold out. The largest holders were Providence Equity Partners L.L.C. ($442.7M), BlackRock, Inc. ($386.4M) and Vanguard Group Inc. ($292.0M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions67$120.9M
Exits62$372.9M

All 13F filers, Q2 2024 → Q3 2024: 26,956,436 shares bought and 30,975,207 shares sold, net −4,018,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 315 holders

Providence Equity Partners L.L.C. 44.50% No change 26,290,908 $442.7M
BlackRock, Inc. 0.01% — 22,945,448 $386.4M
Vanguard Group Inc. 0.01% Add +3.1% 17,337,524 $292.0M
T. Rowe Price Investment Management, Inc. 0.06% Add +1.4% 6,234,929 $105.0M
Mackenzie Financial Corp. 0.11% Add +73.1% 4,712,754 $79.4M
State Street Corp. 0.00% Add +0.2% 4,563,758 $76.9M
Assenagon Asset Management S.A. 0.14% Add +9.6% 4,123,545 $69.4M
Van Berkom & Associates Inc. 1.79% Add +27.2% 3,875,346 $65.3M
Riverbridge Partners LLC 0.66% Reduce -6.5% 2,924,227 $49.2M
Millennium Management 0.04% Add +135.3% 2,863,967 $48.2M
Burgundy Asset Management Ltd. 0.47% Add +2.0% 2,833,634 $47.7M
Geneva Capital Management LLC 0.72% Add +2.8% 2,554,477 $43.0M
Geode Capital Management, LLC 0.00% Add +0.5% 2,299,192 $38.7M
Morgan Stanley 0.00% Add +50.2% 2,269,420 $38.2M
Voloridge Investment Management, LLC 0.13% Add +16.2% 2,201,082 $37.1M
Dimensional Fund Advisors LP 0.01% Reduce -12.9% 2,110,613 $35.5M
Principal Financial Group Inc. 0.02% Add +4.8% 2,034,655 $34.3M
AQR Capital Management 0.05% Add +1307.6% 2,010,494 $33.9M
Man Group plc 0.10% Add +47.4% 1,965,882 $33.1M
Peregrine Capital Management LLC 0.98% Add +7.3% 1,931,286 $32.5M
Norges Bank 0.00% Add +1.4% 1,767,652 $29.8M
Brown Capital Management LLC 0.64% Add +0.5% 1,762,674 $29.7M
T. Rowe Price Associates Inc. 0.00% Add +31.3% 1,735,344 $29.2M
D. E. Shaw & Co. 0.04% Add +2955.2% 1,726,209 $29.1M
Bank of America Corp. 0.00% Add +63.6% 1,593,812 $26.8M
Squarepoint Ops LLC 0.08% Add +1013.6% 1,424,063 $24.0M
Bank of New York Mellon Corp 0.00% Reduce -7.6% 1,352,425 $22.8M
Disciplined Growth Investors Inc. 0.37% New 1,155,384 $19.5M
Two Sigma Investments, LP 0.04% Add +92.6% 1,046,583 $17.6M
Jacobs Levy Equity Management, Inc. 0.07% Add +0.7% 1,014,038 $17.1M
Kornitzer Capital Management Inc. 0.31% Reduce -8.8% 990,963 $16.7M
Northern Trust Corp. 0.00% Reduce -6.2% 957,424 $16.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -33.4% 902,147 $15.2M
London Co. of Virginia 0.08% Reduce -8.7% 854,695 $14.4M
Fort Washington Investment Advisors Inc. 0.09% Add +27.2% 849,426 $14.3M
Laurus Global Equity Management Inc. 5.45% Add +31.4% 618,285 $14.1M
Citadel Advisors 0.01% Reduce -54.1% 799,028 $13.5M
Trexquant Investment LP 0.16% Add +89.8% 743,444 $12.5M
Cubist Systematic Strategies, LLC 0.19% Add +294.9% 742,020 $12.5M
Ashford Capital Management Inc. 1.56% Add +14.2% 740,880 $12.5M
Repertoire Partners LP 15.86% Add +1041.7% 685,000 $11.5M
Qube Research & Technologies Ltd 0.02% New 651,704 $11.0M
Ranger Investment Management, L.P. 0.70% Add +4.0% 650,745 $11.0M
JPMorgan Chase & Co. 0.00% Add +77.7% 645,233 $10.9M
CI Investments Inc. 0.04% Reduce -1.5% 635,204 $10.7M
Envestnet Asset Management Inc. 0.00% Reduce -33.5% 634,253 $10.7M
Tudor Investment Corporation 0.12% New 625,685 $10.5M
Schroder Investment Management Group 0.01% Reduce -5.3% 613,922 $10.5M
Algert Global LLC 0.28% Add +311.4% 615,275 $10.4M
FMR LLC 0.00% Reduce -70.4% 563,234 $9.5M
Invesco Ltd. 0.00% Reduce -29.5% 532,502 $9.0M
M&G PLC 0.05% Add +3.0% 501,171 $8.5M
Twinbeech Capital LP 0.15% New 462,609 $7.8M
Walleye Capital LLC 0.09% Add +791.2% 461,968 $7.8M
UBS Group AG 0.00% Add +53.3% 444,277 $7.5M
New York State Common Retirement Fund 0.01% Reduce -4.7% 441,157 $7.4M
ING Groep NV 0.04% New 438,100 $7.4M
Sei Investments Co. 0.01% Reduce -4.5% 401,326 $6.8M
Legal & General Group Plc 0.00% Add +1.5% 395,799 $6.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -53.0% 379,581 $6.4M
Nuveen Asset Management, LLC 0.00% Add +0.7% 378,226 $6.4M
Ameriprise Financial Inc. 0.00% Reduce -7.5% 374,742 $6.3M
Crestwood Capital Management, L.P. 4.86% Reduce -22.7% 374,157 $6.3M
Summit Creek Advisors LLC 0.84% Add +35.8% 367,425 $6.2M
Janus Henderson Group PLC 0.00% Add +0.3% 367,314 $6.2M
Wellington Management Group LLP 0.00% Reduce -74.1% 366,259 $6.2M
HRT Financial LP 0.03% Add +234.1% 356,269 $6.0M
Gotham Asset Management 0.06% Add +70.8% 354,300 $6.0M
Rhumbline Advisers 0.01% Reduce -0.7% 346,516 $5.8M
Edgestream Partners, L.P. 0.25% Add +163.3% 340,302 $5.7M
JSF Financial, LLC 1.62% No change 329,831 $5.6M
Engineers Gate Manager LP 0.10% New 314,646 $5.3M
Holocene Advisors, LP 0.02% New 313,744 $5.3M
Jump Financial, LLC 0.11% Add +1529.9% 312,933 $5.3M
Amundi 0.00% Add +283.0% 305,308 $5.1M
Public Sector Pension Investment Board 0.03% Reduce -3.4% 299,445 $5.0M
Two Sigma Advisers, LP 0.01% Add +61.3% 292,400 $4.9M
Swiss National Bank 0.00% No change 286,200 $4.8M
Russell Investments Group, Ltd. 0.01% Add +5.9% 283,872 $4.8M
Deutsche Bank AG 0.00% Reduce -14.6% 278,556 $4.7M
ExodusPoint Capital Management, LP 0.05% New 278,129 $4.7M
Jane Street Group, LLC 0.01% Reduce -31.1% 265,644 $4.5M
Quantbot Technologies LP 0.16% Add +32.9% 238,870 $4.0M
Bank of Nova Scotia 0.01% New 224,384 $3.8M
First Trust Advisors LP 0.00% Add +15.1% 217,447 $3.7M
Schonfeld Strategic Advisors LLC 0.03% Add +696.5% 210,382 $3.5M
Massachusetts Financial Services Co. 0.00% Reduce -89.3% 200,000 $3.4M
Granahan Investment Management, LLC 0.13% Add +11.0% 198,732 $3.3M
Verition Fund Management LLC 0.03% Add +22.8% 197,846 $3.3M
Gagnon Securities LLC 0.66% Reduce -0.2% 196,156 $3.3M
Renaissance Technologies 0.00% New 192,700 $3.2M
Seven Eight Capital, LP 0.29% Add +7.3% 189,820 $3.2M
California Public Employees Retirement System 0.00% Add +1.1% 186,885 $3.1M
Lumbard & Kellner, LLC 1.23% Add +1.3% 165,737 $2.8M
Intech Investment Management LLC 0.03% Add +128.0% 165,509 $2.8M
Motley Fool Wealth Management, LLC 0.14% Reduce -2.5% 165,231 $2.8M
Aquatic Capital Management LLC 0.07% New 159,000 $2.7M
Cresset Asset Management, LLC 0.01% Add +1.8% 158,263 $2.7M
Dynamic Technology Lab Private Ltd 0.27% New 153,268 $2.6M
Stadium Capital Management LLC 1.93% Reduce -62.0% 152,200 $2.6M
Canada Pension Plan Investment Board 0.00% New 151,200 $2.5M
Centiva Capital, LP 0.11% Add +162.7% 146,094 $2.5M
PDT Partners, LLC 0.22% New 144,737 $2.4M
TD Asset Management Inc 0.00% Add +8.2% 141,820 $2.4M
272 Capital LP 1.36% Reduce -7.3% 141,039 $2.4M
Prudential Financial Inc. 0.00% Reduce -4.8% 138,670 $2.3M
California State Teachers Retirement System 0.00% Reduce -2.8% 138,132 $2.3M
Capital Fund Management S.A. 0.03% Add +115.1% 136,291 $2.3M
Gagnon Advisors, LLC 1.47% No change 135,410 $2.3M
State of Wisconsin Investment Board 0.01% Add +13.6% 127,275 $2.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 126,342 $2.1M
Advantage Alpha Capital Partners LP 0.48% Reduce -54.6% 126,011 $2.1M
Goldman Sachs Group Inc. 0.00% Reduce -60.4% 124,853 $2.1M
Alliancebernstein L.P. 0.00% Reduce -39.6% 123,212 $2.1M
Qsemble Capital Management, LP 0.35% New 114,061 $1.9M
Boothbay Fund Management, LLC 0.06% Add +24.0% 112,337 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -5.2% 110,833 $1.9M
XTX Topco Ltd 0.14% Add +193.3% 110,668 $1.9M
Blair William & Co. 0.01% Reduce -17.9% 110,092 $1.9M
Townsend Asset Management Corp. /NC/ 0.69% Add +259.8% 109,610 $1.8M
Mariner, LLC 0.00% Reduce -5.8% 108,062 $1.8M
Macquarie Group Ltd. 0.00% Reduce -84.9% 107,417 $1.8M
Cetera Investment Advisers 0.00% Reduce -29.0% 105,340 $1.8M
Citigroup Inc. 0.00% Add +9.2% 105,280 $1.8M
Weiss Asset Management LP 0.06% New 103,100 $1.7M
State of New Jersey Common Pension Fund D 0.01% Add +4.1% 101,670 $1.7M
Bayesian Capital Management, LP 0.20% New 99,600 $1.7M
HSBC Holdings PLC 0.00% New 97,024 $1.6M
Entropy Technologies, LP 0.17% Add +137.7% 94,131 $1.6M
Y-Intercept (Hong Kong) Ltd 0.09% Add +70.4% 91,604 $1.5M
Knights of Columbus Asset Advisors LLC 0.10% Add +24.9% 90,406 $1.5M
Axq Capital, LP 0.46% New 89,762 $1.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -37.8% 88,634 $1.5M
New York State Teachers Retirement System 0.00% No change 83,440 $1.4M
State of Alaska, Department of Revenue 0.01% Reduce -2.6% 80,541 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 79,888 $1.3M
Robeco Institutional Asset Management B.V. 0.00% New 78,558 $1.3M
Bank of Montreal 0.00% Add +16.4% 76,832 $1.3M
Voya Investment Management LLC 0.00% Add +32.3% 77,072 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 74,426 $1.3M
Aigen Investment Management, LP 0.24% New 72,578 $1.2M
Gsa Capital Partners LLP 0.09% Add +280.9% 72,309 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +0.9% 69,560 $1.2M
Lazard Asset Management LLC 0.00% Reduce -79.1% 69,540 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -3.8% 68,200 $1.1M
South Dakota Investment Council 0.02% New 67,400 $1.1M
US Bancorp \de 0.00% Reduce -38.2% 65,717 $1.1M
Susquehanna International Group, LLP 0.00% New 65,707 $1.1M
Point72 (DIFC) Ltd 0.08% Add +716.5% 64,947 $1.1M
Royal Bank of Canada 0.00% Reduce -75.3% 64,893 $1.1M
Treasurer of the State of North Carolina 0.00% Add +0.4% 63,320 $1.1M
Comerica Bank 0.00% Reduce -3.3% 63,141 $1.1M
Bullseye Asset Management LLC 0.48% No change 61,800 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -7.6% 59,657 $1.0M
Cerity Partners LLC 0.00% Reduce -78.7% 59,007 $994K
Maryland State Retirement & Pension System 0.02% Reduce -2.5% 57,437 $967K
Barclays PLC 0.00% Reduce -49.1% 55,448 $934K
MML Investors Services, LLC 0.00% Reduce -24.5% 55,276 $931K
Yousif Capital Management, LLC 0.01% Reduce -2.5% 54,860 $924K
Petrus Trust Company, LTA 0.09% New 53,231 $896K
Public Employees Retirement System of Ohio 0.00% Reduce -4.8% 52,628 $886K
Motley Fool Asset Management LLC 0.05% Reduce -58.1% 52,897 $886K
Fox Run Management, L.L.C. 0.19% New 51,785 $872K
Acadian Asset Management LLC 0.00% New 51,086 $857K
Lecap Asset Management Ltd. 0.18% Reduce -43.0% 48,165 $811K
Neo Ivy Capital Management 0.26% New 47,146 $794K
Amalgamated Bank 0.01% Reduce -3.1% 45,548 $767K
Teachers Retirement System of the State of Kentucky 0.01% No change 45,131 $760K
Versor Investments LP 0.12% New 45,122 $760K
Ensign Peak Advisors, Inc 0.00% Reduce -2.9% 45,076 $759K
Walleye Trading LLC 0.02% New 42,703 $719K
Allianz Asset Management GmbH 0.00% New 42,500 $716K
Arizona State Retirement System 0.00% Add +3.2% 42,048 $708K
Woodline Partners LP 0.01% New 42,012 $707K
Captrust Financial Advisors 0.00% Add +61.3% 41,362 $697K
Teza Capital Management LLC 0.08% Reduce -49.8% 40,703 $685K
Sciencast Management LP 0.20% New 40,016 $674K
Numerai GP LLC 0.18% New 39,203 $660K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 36,572 $616K
Oak Thistle LLC 0.20% New 36,356 $612K
Trust Point Inc. 0.05% Add +10.2% 35,911 $605K
Stifel Financial Corp. 0.00% Reduce -5.8% 34,894 $588K
Unison Asset Management LLC 0.28% Reduce -14.4% 34,833 $587K
Avantax Advisory Services, Inc. 0.00% Reduce -7.0% 33,348 $562K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.9% 33,201 $559K
Nebula Research & Development LLC 0.07% New 32,625 $549K
Washington Capital Management, Inc. 0.41% Add +32.1% 31,700 $534K
AlphaQuest LLC 0.05% Add +209440.0% 31,431 $529K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 31,187 $525K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.6% 30,168 $508K
Caption Management, LLC 0.05% New 30,000 $505K
Manufacturers Life Insurance Company, The 0.00% Reduce -12.6% 29,768 $501K
Wealth Enhancement Advisory Services, LLC 0.00% New 28,027 $472K
Graham Capital Management, L.P. 0.03% New 27,972 $471K
Magnetar Financial LLC 0.01% New 27,810 $468K
Victory Capital Management Inc. 0.00% Reduce -3.6% 27,764 $468K
Harvey Capital Management Inc. 0.12% New 27,450 $462K
LPL Financial LLC 0.00% Reduce -16.7% 27,000 $455K
Bridgefront Capital, LLC 0.16% New 25,378 $427K
Handelsbanken Fonder AB 0.00% No change 25,300 $426K
Prelude Capital Management, LLC 0.03% New 24,221 $408K
Allianz SE 0.01% Reduce -48.4% 23,532 $396K
Ieq Capital, LLC 0.00% New 23,215 $391K
Balyasny Asset Management L.P. 0.00% New 23,023 $388K
M&T Bank Corp 0.00% New 22,790 $384K
Cwm, LLC 0.00% Add +714.5% 22,758 $383K
IMC-Chicago, LLC 0.01% Add +59.3% 22,617 $381K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -40.0% 22,347 $376K
Wolverine Trading, LLC 0.01% Reduce -32.4% 21,061 $361K
Mutual of America Capital Management LLC 0.00% Reduce -8.3% 21,228 $357K
Olympiad Research LP 0.22% New 20,321 $342K
Truist Financial Corp. 0.00% Reduce -28.2% 19,966 $336K
First Hawaiian Bank 0.01% Reduce -73.1% 19,866 $335K
Tower Research Capital LLC (TRC) 0.01% Add +197.9% 19,293 $325K
Park Avenue Securities LLC 0.00% Reduce -36.1% 18,924 $319K
Pictet Asset Management Holding SA 0.00% No change 18,855 $318K
Praxis Investment Management Inc. 0.02% Add +17.5% 18,610 $313K
FORA Capital, LLC 0.04% New 18,226 $307K
SpiderRock Advisors, LLC 0.01% New 18,055 $304K
Paloma Partners Management Co 0.02% Reduce -39.1% 16,443 $277K
State of Wyoming 0.04% Reduce -9.4% 16,005 $270K
Capstone Investment Advisors, LLC 0.01% New 15,904 $268K
nVerses Capital, LLC 0.11% Add +76.2% 14,800 $249K
HighTower Advisors, LLC 0.00% Reduce -52.4% 14,693 $249K
Values First Advisors, Inc. 0.13% Add +17.3% 13,806 $232K
Cornercap Investment Counsel Inc. 0.07% New 13,190 $222K
Xponance LLC 0.00% Reduce -3.5% 12,609 $212K
Quarry LP 0.07% Add +908.0% 12,560 $212K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.01% New 12,500 $211K
Concourse Financial Group Securities, Inc. 0.01% Reduce -28.4% 11,811 $199K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -1.8% 11,620 $195K
Wells Fargo & Company 0.00% Add +22.7% 11,594 $195K
Yarbrough Capital, LLC 0.01% No change 11,395 $192K
Crossmark Global Holdings, Inc. 0.00% No change 11,095 $187K
Kestra Advisory Services, LLC 0.00% Reduce -33.5% 11,024 $186K
Simplex Trading, LLC 0.01% Reduce -13.3% 11,010 $185K
Shell Asset Management Co. 0.01% — 10,872 $183K
Claret Asset Management Corp 0.03% Add +0.5% 10,744 $181K
Dark Forest Capital Management LP 0.02% New 10,399 $175K
Private Capital Management LLC 0.03% Reduce -0.2% 10,348 $174K
Bridges Investment Management Inc. 0.00% No change 10,243 $172K
Commerce Bank 0.00% Reduce -6.8% 10,045 $169K
Public Employees Retirement Association of Colorado 0.00% No change 9,686 $163K
Harbor Capital Advisors, Inc. 0.01% Add +3.3% 9,236 $156K
Point72 Hong Kong Ltd 0.01% New 9,022 $152K
Federated Hermes, Inc. 0.00% Reduce -99.3% 9,000 $152K
Parkside Financial Bank & Trust 0.02% Add +21.0% 7,988 $135K
Central Pacific Bank - Trust Division 0.02% Add +27.3% 7,837 $132K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 7,825 $132K
Corebridge Financial, Inc. 0.00% Reduce -5.6% 7,585 $128K
Covestor Ltd 0.07% Add +22.8% 6,643 $112K
PNC Financial Services Group, Inc. 0.00% Reduce -6.7% 6,612 $111K
MetLife Investment Management, LLC 0.00% Reduce -2.0% 6,257 $105K
Leonteq Securities AG 0.01% Add +48.8% 6,141 $103K
KBC Group NV 0.00% Add +35.8% 5,022 $85K
Principal Securities, Inc. 0.00% Reduce -43.7% 4,723 $80K
Assetmark, Inc. 0.00% Add +13.7% 4,637 $78K
DekaBank Deutsche Girozentrale 0.00% No change 2,404 $72K
Fifth Third Bancorp 0.00% Reduce -1.7% 4,081 $69K
Sterling Capital Management LLC 0.00% — 3,894 $66K
Osaic Holdings, Inc. 0.00% Reduce -67.5% 3,703 $62K
ANTIPODES PARTNERS Ltd 0.00% New 3,237 $55K
Pacer Advisors, Inc. 0.00% Add +109.4% 3,183 $54K
Earned Wealth Advisors, LLC 0.01% New 2,883 $49K
Aster Capital Management (DIFC) Ltd 0.01% — 2,595 $44K
Archer Investment Corp 0.01% No change 2,360 $40K
First Horizon Advisors, Inc. 0.00% Reduce -7.5% 2,334 $39K
Headlands Technologies LLC 0.00% New 2,180 $37K
Advisors Asset Management, Inc. 0.00% Reduce -20.6% 2,065 $35K
Catalyst Funds Management Pty Ltd 0.01% New 1,800 $30K
True Wealth Design, LLC 0.01% New 1,733 $29K
Hantz Financial Services, Inc. 0.00% Reduce -99.4% 1,433 $24K
Park Place Capital Corp 0.01% Reduce -45.4% 1,373 $23K
GAMMA Investing LLC 0.00% Add +47.5% 1,173 $20K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 1,160 $20K
Group One Trading LLC 0.00% Reduce -92.1% 1,160 $20K
Guinness Atkinson Asset Management Inc 0.01% No change 760 $13K
Quadrant Capital Group LLC 0.00% Add +290.1% 749 $13K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.9% 682 $11K
Smartleaf Asset Management LLC 0.00% Add +416.8% 584 $10K
Rise Advisors, LLC 0.00% Reduce -33.3% 461 $8K
Signaturefd, LLC 0.00% Add +15.9% 459 $8K
Huntington National Bank 0.00% Reduce -58.3% 440 $7K
Lindbrook Capital, LLC 0.00% Reduce -6.2% 363 $6K
EverSource Wealth Advisors, LLC 0.00% Add +15.0% 337 $6K
UMB Bank, n.a. 0.00% Add +85.5% 321 $5K
Venturi Wealth Management, LLC 0.00% No change 313 $5K
Quent Capital, LLC 0.00% No change 192 $3K
Parallel Advisors, LLC 0.00% Reduce -48.5% 178 $3K
Allworth Financial LP 0.00% Reduce -88.1% 109 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +810.0% 91 $2K
Bell Investment Advisors, Inc 0.00% No change 90 $2K
Farmers & Merchants Investments Inc. 0.00% No change 90 $2K
IFP Advisors, Inc 0.00% Reduce -88.4% 82 $1K
Jones Financial Companies LLLP 0.00% Add +78.4% 66 $1K
AdvisorNet Financial, Inc 0.00% Reduce -15.4% 55 $926
Farther Finance Advisors, LLC 0.00% Reduce -25.0% 51 $859
Blue Trust, Inc. 0.00% Reduce -39.4% 43 $837
Allspring Global Investments Holdings, LLC 0.00% Reduce -98.3% 46 $774
Beacon Capital Management, LLC 0.00% No change 44 $741
JFS Wealth Advisors, LLC 0.00% Add +2.6% 40 $674
Bruce G. Allen Investments, LLC 0.00% No change 33 $556
CVA Family Office, LLC 0.00% No change 28 $472
Federation des caisses Desjardins du Quebec 0.00% New 25 $421
Larson Financial Group LLC 0.00% Add +22.2% 22 $370
Mendota Financial Group, LLC 0.00% New 13 $219
Abound Wealth Management 0.00% Reduce -41.2% 10 $169
MV Capital Management, Inc. 0.00% No change 8 $135
SJS Investment Consulting Inc. 0.00% Reduce -20.0% 8 $135
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $102
Rakuten Securities, Inc. 0.00% No change 5 $84
Global Retirement Partners, LLC 0.00% New 4 $67
Claris Advisors, LLC / Mo / 0.00% New 3 $51
Brooklyn Investment Group 0.00% New 1 $17
Hemington Wealth Management 0.00% New 8 $0

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