Doubleverify HoldingsDV

13F holders, Q4 2024 (December 31)
318holders +3
39new positions
45sold out
7famous investors
$19.21avg. 13F price*

At the end of Q4 2024, 318 institutions reported holding Doubleverify Holdings Inc. (DV) in their 13F filings, up 3 from Q3 2024. 39 opened new positions and 45 sold out. The largest holders were Providence Equity Partners L.L.C. ($505.1M), BlackRock, Inc. ($454.3M) and Vanguard Group Inc. ($335.8M). 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 (0.1% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions39$138.6M
Exits45$165.1M

All 13F filers, Q3 2024 → Q4 2024: 20,789,663 shares bought and 20,928,712 shares sold, net −139,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 318 holders

Providence Equity Partners L.L.C. 51.54% No change 26,290,908 $505.1M
BlackRock, Inc. 0.01% Add +3.1% 23,647,658 $454.3M
Vanguard Group Inc. 0.01% Add +0.8% 17,481,297 $335.8M
Mackenzie Financial Corp. 0.15% Add +20.1% 5,661,283 $108.8M
Burgundy Asset Management Ltd. 0.95% Add +73.2% 4,906,913 $94.3M
State Street Corp. 0.00% Add +4.1% 4,752,297 $91.3M
Van Berkom & Associates Inc. 2.00% Reduce -9.6% 3,504,441 $67.3M
Morgan Stanley 0.00% Add +29.7% 2,943,886 $56.6M
Riverbridge Partners LLC 0.70% Reduce -8.2% 2,683,561 $51.6M
AQR Capital Management 0.06% Add +29.5% 2,602,929 $50.0M
Geneva Capital Management LLC 0.86% Add +0.8% 2,574,161 $49.4M
Assenagon Asset Management S.A. 0.09% Reduce -37.6% 2,572,755 $49.4M
Geode Capital Management, LLC 0.00% Reduce -1.0% 2,277,081 $43.8M
Dimensional Fund Advisors LP 0.01% Add +0.5% 2,121,416 $40.8M
Millennium Management 0.04% Reduce -27.3% 2,081,568 $40.0M
Principal Financial Group Inc. 0.02% Reduce -2.8% 1,978,542 $38.0M
Man Group plc 0.11% Reduce -2.9% 1,908,724 $36.7M
Peregrine Capital Management LLC 1.06% Reduce -3.6% 1,860,914 $35.7M
Voloridge Investment Management, LLC 0.12% Reduce -18.8% 1,786,940 $34.3M
Norges Bank 0.00% No change 1,767,652 $34.0M
D. E. Shaw & Co. 0.04% Add +1.6% 1,754,514 $33.7M
Goldman Sachs Group Inc. 0.01% Add +1298.8% 1,746,512 $33.6M
T. Rowe Price Associates Inc. 0.00% Reduce -0.2% 1,731,653 $33.3M
Squarepoint Ops LLC 0.08% Add +19.0% 1,695,170 $32.6M
Brown Capital Management LLC 0.75% Reduce -4.2% 1,688,073 $32.4M
BNP Paribas Financial Markets 0.02% New 1,643,908 $31.6M
Qube Research & Technologies Ltd 0.04% Add +104.3% 1,331,638 $25.6M
Alta Fox Capital Management, LLC 8.64% New 1,263,234 $24.3M
Bank of New York Mellon Corp 0.00% Reduce -8.9% 1,232,214 $23.7M
Bank of America Corp. 0.00% Reduce -24.2% 1,207,550 $23.2M
Disciplined Growth Investors Inc. 0.43% Add +3.0% 1,190,599 $22.9M
Northern Trust Corp. 0.00% Add +16.8% 1,117,830 $21.5M
UBS Group AG 0.00% Add +144.7% 1,087,302 $20.9M
Trexquant Investment LP 0.24% Add +43.4% 1,066,059 $20.5M
Two Sigma Investments, LP 0.05% Reduce -1.5% 1,031,018 $19.8M
Fort Washington Investment Advisors Inc. 0.12% Add +19.0% 1,010,596 $19.4M
Kornitzer Capital Management Inc. 0.37% Reduce -0.4% 986,813 $19.0M
Charles Schwab Investment Management Inc. 0.00% Add +7.9% 973,147 $18.7M
London Co. of Virginia 0.10% Add +10.3% 942,698 $18.1M
Acadian Asset Management LLC 0.05% Add +1724.0% 931,809 $17.9M
Laurus Global Equity Management Inc. 8.50% Add +39.0% 859,580 $16.5M
Rockefeller Capital Management L.P. 0.04% New 777,274 $14.9M
JPMorgan Chase & Co. 0.00% Add +9.8% 708,429 $13.6M
Goodman Financial Corp 2.82% New 687,107 $13.2M
Envestnet Asset Management Inc. 0.00% Add +6.5% 675,275 $13.0M
Algert Global LLC 0.30% Add +8.8% 669,397 $12.9M
Ranger Investment Management, L.P. 0.77% Reduce -1.8% 638,764 $12.3M
CI Investments Inc. 0.04% Reduce -4.3% 607,821 $11.7M
Tudor Investment Corporation 0.12% Reduce -3.4% 604,384 $11.6M
Deutsche Bank AG 0.00% Add +107.6% 578,202 $11.1M
Ashford Capital Management Inc. 1.26% Reduce -24.8% 557,530 $10.7M
Amundi 0.00% Add +72.3% 525,922 $10.5M
New York State Common Retirement Fund 0.01% Add +14.8% 506,427 $9.7M
First Trust Advisors LP 0.01% Add +132.0% 504,493 $9.7M
Invesco Ltd. 0.00% Reduce -7.3% 493,755 $9.5M
Janus Henderson Group PLC 0.00% Add +26.7% 465,293 $8.9M
Gotham Asset Management 0.08% Add +23.3% 436,769 $8.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.3% 418,471 $8.0M
Intech Investment Management LLC 0.08% Add +152.3% 417,551 $8.0M
Wellington Management Group LLP 0.00% Add +13.4% 415,337 $8.0M
Sei Investments Co. 0.01% Add +2.8% 412,668 $7.9M
Legal & General Group Plc 0.00% Reduce -1.8% 388,657 $7.5M
Nuveen Asset Management, LLC 0.00% Add +0.5% 380,005 $7.3M
ING Groep NV 0.05% Reduce -13.5% 379,100 $7.3M
Summit Creek Advisors LLC 0.93% Add +0.3% 368,578 $7.1M
Ameriprise Financial Inc. 0.00% Reduce -2.2% 366,659 $7.0M
Public Sector Pension Investment Board 0.03% Add +16.8% 349,804 $6.7M
Rhumbline Advisers 0.01% Reduce -0.6% 344,567 $6.6M
ZWJ Investment Counsel Inc. 0.27% New 341,904 $6.6M
Jefferies Financial Group Inc. 0.07% New 334,279 $6.4M
Crestwood Capital Management, L.P. 4.58% Reduce -13.4% 324,157 $6.2M
JSF Financial, LLC 1.64% Reduce -3.0% 319,831 $6.1M
Two Sigma Advisers, LP 0.01% Add +8.7% 317,875 $6.1M
Readystate Asset Management LP 0.46% New 312,942 $6.0M
Alberta Investment Management Corp 0.04% New 304,240 $5.8M
WINTON GROUP Ltd 0.38% New 296,805 $5.7M
Swiss National Bank 0.00% Reduce -0.7% 284,300 $5.5M
Arrowstreet Capital, Limited Partnership 0.00% New 282,091 $5.4M
HRT Financial LP 0.03% Reduce -21.7% 278,806 $5.4M
Citadel Advisors 0.01% Reduce -65.5% 275,724 $5.3M
Canada Pension Plan Investment Board 0.00% Add +71.9% 259,900 $5.0M
Cubist Systematic Strategies, LLC 0.08% Reduce -67.3% 242,958 $4.7M
Marshall Wace, LLP 0.01% New 234,913 $4.5M
Granahan Investment Management, LLC 0.18% Add +11.7% 221,881 $4.3M
Natixis 0.03% New 220,418 $4.2M
Holocene Advisors, LP 0.01% Reduce -32.0% 213,254 $4.1M
Victory Capital Management Inc. 0.00% Add +646.3% 207,203 $4.0M
Ieq Capital, LLC 0.04% Add +725.7% 191,683 $3.7M
Verition Fund Management LLC 0.02% Reduce -4.0% 189,843 $3.6M
Bank of Nova Scotia 0.01% Reduce -15.6% 189,300 $3.6M
Pacer Advisors, Inc. 0.01% Add +5838.6% 189,025 $3.6M
Inflection Point Investments LLP 4.79% New 183,000 $3.5M
California Public Employees Retirement System 0.00% Reduce -3.6% 180,060 $3.5M
Neo Ivy Capital Management 0.68% Add +271.0% 174,897 $3.4M
Townsend Asset Management Corp. /NC/ 1.16% Add +51.3% 165,858 $3.2M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -84.0% 162,112 $3.1M
Lumbard & Kellner, LLC 1.30% Reduce -4.9% 157,551 $3.0M
Alliancebernstein L.P. 0.00% Add +25.1% 154,160 $3.0M
Cresset Asset Management, LLC 0.01% Reduce -2.8% 153,818 $3.0M
Jump Financial, LLC 0.06% Reduce -52.1% 149,800 $2.9M
Motley Fool Wealth Management, LLC 0.15% Reduce -10.8% 147,343 $2.8M
HSBC Holdings PLC 0.00% Add +51.0% 146,552 $2.8M
California State Teachers Retirement System 0.00% Reduce -2.1% 135,278 $2.6M
Prudential Financial Inc. 0.00% Reduce -2.3% 135,474 $2.6M
Edgestream Partners, L.P. 0.11% Reduce -61.6% 130,815 $2.5M
Russell Investments Group, Ltd. 0.00% Reduce -55.9% 125,062 $2.4M
Gagnon Securities LLC 0.48% Reduce -36.8% 123,901 $2.4M
Capital Fund Management S.A. 0.02% Reduce -9.9% 122,755 $2.4M
Walleye Capital LLC 0.02% Reduce -74.9% 116,097 $2.2M
Advantage Alpha Capital Partners LP 0.52% Reduce -8.7% 115,013 $2.2M
Citigroup Inc. 0.00% Add +8.6% 114,298 $2.2M
PDT Partners, LLC 0.19% Reduce -24.4% 109,426 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +7.1% 108,878 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -2.1% 108,527 $2.1M
Royal Bank of Canada 0.00% Add +66.4% 107,992 $2.1M
Macquarie Group Ltd. 0.00% Reduce -1.3% 106,050 $2.0M
Lazard Asset Management LLC 0.00% Add +51.1% 105,046 $2.0M
AlphaQuest LLC 0.27% Add +233.2% 104,739 $2.0M
Repertoire Partners LP 4.33% Reduce -84.7% 104,664 $2.0M
Susquehanna Fundamental Investments, LLC 0.03% — 104,553 $2.0M
Engineers Gate Manager LP 0.03% Reduce -70.2% 93,695 $1.8M
Cetera Investment Advisers 0.00% Reduce -11.8% 92,945 $1.8M
Blair William & Co. 0.00% Reduce -20.4% 87,675 $1.7M
Beaconlight Capital, LLC 0.67% New 87,292 $1.7M
Walleye Trading LLC 0.03% Add +100.8% 85,742 $1.6M
Quantbot Technologies LP 0.06% Reduce -64.2% 85,447 $1.6M
New York State Teachers Retirement System 0.00% Reduce -1.1% 82,540 $1.6M
State Board of Administration of Florida Retirement System 0.00% Add +10.0% 81,876 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -0.9% 79,796 $1.5M
Bank of Montreal 0.00% Reduce -1.2% 75,892 $1.5M
Jane Street Group, LLC 0.00% Reduce -72.2% 73,972 $1.4M
South Dakota Investment Council 0.03% Add +6.8% 72,019 $1.4M
State of Tennessee, Department of Treasury 0.00% Add +15.1% 68,657 $1.3M
Cerity Partners LLC 0.00% Add +16.6% 68,811 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -0.4% 67,900 $1.3M
Gagnon Advisors, LLC 0.83% Reduce -50.0% 67,705 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -6.0% 65,400 $1.3M
Voya Investment Management LLC 0.00% Reduce -16.3% 64,506 $1.2M
State of Wisconsin Investment Board 0.00% Reduce -49.8% 63,906 $1.2M
Treasurer of the State of North Carolina 0.00% Add +0.6% 63,720 $1.2M
Bullseye Asset Management LLC 0.56% Add +0.4% 62,055 $1.2M
Qsemble Capital Management, LP 0.16% Reduce -45.7% 61,940 $1.2M
Comerica Bank 0.00% Reduce -2.1% 61,828 $1.2M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -34.5% 60,005 $1.2M
Oppenheimer Asset Management Inc. 0.01% Reduce -32.5% 59,843 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -26.1% 59,000 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +106.1% 57,772 $1.1M
Dynamic Technology Lab Private Ltd 0.17% Reduce -63.6% 55,706 $1.1M
Nebula Research & Development LLC 0.12% Add +69.7% 55,372 $1.1M
Maryland State Retirement & Pension System 0.02% Reduce -3.7% 55,304 $1.1M
Advisors Preferred, LLC 0.17% New 54,504 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -2.9% 53,285 $1.0M
Cwm, LLC 0.00% Add +132.6% 52,941 $1.0M
Point72 Hong Kong Ltd 0.06% Add +482.9% 52,592 $1.0M
Aigen Investment Management, LP 0.18% Reduce -27.7% 52,501 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% — 52,428 $1.0M
Entropy Technologies, LP 0.10% Reduce -45.8% 51,052 $981K
Public Employees Retirement System of Ohio 0.00% Reduce -5.4% 49,779 $956K
Robeco Institutional Asset Management B.V. 0.00% Reduce -37.5% 49,113 $943K
Fox Run Management, L.L.C. 0.16% Reduce -8.9% 47,161 $906K
Amalgamated Bank 0.01% Reduce -0.8% 45,162 $868K
Teachers Retirement System of the State of Kentucky 0.01% No change 45,131 $867K
Ensign Peak Advisors, Inc 0.00% No change 45,076 $866K
MML Investors Services, LLC 0.00% Reduce -19.8% 44,311 $851K
XTX Topco Ltd 0.07% Reduce -60.0% 44,274 $851K
Prelude Capital Management, LLC 0.07% Add +81.7% 44,005 $845K
Impact Investors, Inc 0.65% — 43,900 $843K
Schonfeld Strategic Advisors LLC 0.01% Reduce -79.5% 43,230 $830K
Arizona State Retirement System 0.00% Reduce -0.2% 41,948 $806K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +10.2% 40,312 $774K
Fieldview Capital Management, LLC 0.12% — 39,378 $756K
Barclays PLC 0.00% Reduce -30.8% 38,352 $737K
Susquehanna International Group, LLP 0.00% Reduce -41.6% 38,343 $737K
Lecap Asset Management Ltd. 0.20% Reduce -20.5% 38,270 $735K
Allianz Asset Management GmbH 0.00% Reduce -12.9% 37,000 $711K
US Bancorp \de 0.00% Reduce -45.3% 35,947 $691K
Renaissance Technologies 0.00% Reduce -81.4% 35,800 $688K
Factor Wealth Management LTD 0.22% — 35,202 $676K
Aquatic Capital Management LLC 0.02% Reduce -78.1% 34,798 $668K
Stifel Financial Corp. 0.00% Reduce -0.9% 34,577 $664K
Impax Asset Management Group plc 0.00% New 34,222 $657K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.6% 33,001 $634K
Captrust Financial Advisors 0.00% Reduce -22.4% 32,080 $616K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 31,187 $612K
Washington Capital Management, Inc. 0.48% No change 31,700 $609K
Handelsbanken Fonder AB 0.00% Add +24.9% 31,600 $607K
LPL Financial LLC 0.00% Add +15.3% 31,123 $598K
Occudo Quantitative Strategies LP 0.11% New 30,790 $591K
Woodline Partners LP 0.00% Reduce -28.4% 30,063 $578K
KLP Kapitalforvaltning As 0.00% — 30,000 $576K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.6% 29,975 $576K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.5% 28,718 $552K
Trust Point Inc. 0.04% Reduce -23.1% 27,613 $530K
Bridges Investment Management Inc. 0.01% Add +163.3% 26,974 $518K
Diversified Trust Co. 0.01% New 26,217 $504K
Graham Capital Management, L.P. 0.02% Reduce -7.7% 25,827 $496K
Janney Montgomery Scott LLC 0.00% New 24,744 $475K
Bridgefront Capital, LLC 0.15% Reduce -6.1% 23,834 $458K
Gsa Capital Partners LLP 0.03% Reduce -67.5% 23,501 $451K
Unison Asset Management LLC 0.22% Reduce -32.9% 23,366 $449K
Olympiad Research LP 0.47% Add +14.6% 23,292 $447K
Avantax Advisory Services, Inc. 0.00% Reduce -30.2% 23,267 $447K
Motley Fool Asset Management LLC 0.02% Reduce -57.5% 22,510 $432K
Wolverine Trading, LLC 0.01% Add +6.0% 22,314 $432K
Teza Capital Management LLC 0.06% Reduce -45.6% 22,154 $426K
Mutual of America Capital Management LLC 0.00% Add +0.2% 21,269 $409K
First Hawaiian Bank 0.01% No change 19,866 $382K
PharVision Advisers, LLC 0.31% — 19,270 $370K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -15.4% 18,900 $363K
Pictet Asset Management Holding SA 0.00% No change 18,855 $362K
Tower Research Capital LLC (TRC) 0.01% Reduce -6.2% 18,101 $348K
Kolinsky Wealth Management, LLC 0.21% New 18,055 $347K
Truist Financial Corp. 0.00% Reduce -13.7% 17,240 $331K
Balyasny Asset Management L.P. 0.00% Reduce -27.1% 16,796 $323K
Yorktown Management & Research Co Inc 0.28% New 15,100 $290K
Mariner, LLC 0.00% Reduce -86.7% 14,350 $276K
Militia Capital Partners, LP 0.26% — 14,000 $269K
Values First Advisors, Inc. 0.15% Add +0.9% 13,936 $268K
State of Wyoming 0.03% Reduce -17.3% 13,241 $254K
Cornercap Investment Counsel Inc. 0.08% No change 13,190 $253K
Leonteq Securities AG 0.02% Add +113.9% 13,133 $252K
Xponance LLC 0.00% Add +2.8% 12,964 $249K
HighTower Advisors, LLC 0.00% Reduce -15.8% 12,371 $238K
PEAK6 LLC 0.01% — 12,242 $235K
Versor Investments LP 0.04% Reduce -73.8% 11,822 $227K
Yarbrough Capital, LLC 0.01% No change 11,395 $219K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.1% 11,085 $212K
Concourse Financial Group Securities, Inc. 0.01% Reduce -9.8% 10,649 $212K
272 Capital LP 0.20% Reduce -92.3% 10,900 $209K
Shell Asset Management Co. 0.01% No change 10,872 $209K
Claret Asset Management Corp 0.03% Add +0.7% 10,819 $208K
Private Capital Management LLC 0.04% Add +1.3% 10,478 $201K
Focus Partners Wealth 0.00% New 10,202 $196K
Pallas Capital Advisors LLC 0.01% New 10,045 $193K
Public Employees Retirement Association of Colorado 0.00% No change 9,686 $186K
Federated Hermes, Inc. 0.00% Add +6.3% 9,571 $184K
Harbor Capital Advisors, Inc. 0.01% Add +1.7% 9,394 $180K
Central Pacific Bank - Trust Division 0.02% Add +18.5% 9,287 $178K
Caption Management, LLC 0.01% Reduce -70.0% 9,000 $173K
Wells Fargo & Company 0.00% Reduce -29.5% 8,177 $157K
Point72 (DIFC) Ltd 0.01% Reduce -88.2% 7,669 $147K
Parkside Financial Bank & Trust 0.02% Reduce -10.3% 7,162 $138K
Corebridge Financial, Inc. 0.00% Reduce -9.1% 6,896 $132K
PNC Financial Services Group, Inc. 0.00% Add +1.4% 6,708 $129K
KBC Group NV 0.00% Add +29.8% 6,516 $125K
Covestor Ltd 0.08% Reduce -3.6% 6,402 $123K
MetLife Investment Management, LLC 0.00% Reduce -1.8% 6,146 $118K
SG Americas Securities, LLC 0.00% New 5,876 $113K
Icon Wealth Advisors, LLC 0.01% New 5,312 $102K
Sterling Capital Management LLC 0.00% Add +31.2% 5,108 $98K
Redwood Investments, LLC 0.03% New 4,883 $94K
Quarry LP 0.02% Reduce -63.8% 4,550 $87K
Group One Trading LLC 0.00% Add +286.3% 4,481 $86K
FMR LLC 0.00% Reduce -99.2% 4,407 $85K
Assetmark, Inc. 0.00% Reduce -7.5% 4,290 $82K
Fifth Third Bancorp 0.00% Add +4.1% 4,249 $82K
Aster Capital Management (DIFC) Ltd 0.03% Add +50.8% 3,912 $75K
DekaBank Deutsche Girozentrale 0.00% No change 2,404 $69K
Osaic Holdings, Inc. 0.00% Reduce -1.5% 3,647 $67K
Bayforest Capital Ltd 0.08% — 3,467 $67K
Caitong International Asset Management Co., Ltd 0.07% — 3,466 $67K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +105.2% 2,380 $46K
Archer Investment Corp 0.01% No change 2,360 $45K
Allianz SE 0.00% Reduce -91.0% 2,112 $41K
True Wealth Design, LLC 0.02% Add +20.4% 2,087 $40K
GAMMA Investing LLC 0.00% Add +73.6% 2,036 $39K
Quadrant Capital Group LLC 0.00% Add +171.6% 2,034 $39K
Simplex Trading, LLC 0.00% Reduce -84.2% 1,737 $33K
Smartleaf Asset Management LLC 0.00% Add +168.0% 1,565 $30K
Van Hulzen Asset Management, LLC 0.00% New 1,500 $29K
Advisors Asset Management, Inc. 0.00% Reduce -29.0% 1,467 $28K
Hantz Financial Services, Inc. 0.00% Reduce -4.0% 1,375 $26K
First Horizon Advisors, Inc. 0.00% Reduce -46.6% 1,247 $24K
Park Place Capital Corp 0.01% Reduce -18.9% 1,114 $21K
Principal Securities, Inc. 0.00% Reduce -76.5% 1,110 $21K
EverSource Wealth Advisors, LLC 0.00% Add +215.1% 1,062 $20K
Huntington National Bank 0.00% Add +115.9% 950 $18K
Headlands Technologies LLC 0.00% Reduce -66.4% 733 $14K
Colonial Trust Co / SC 0.00% New 565 $11K
Bessemer Group Inc. 0.00% New 463 $9K
Rise Advisors, LLC 0.00% No change 461 $9K
Signaturefd, LLC 0.00% Reduce -25.9% 340 $7K
Venturi Wealth Management, LLC 0.00% No change 313 $6K
UMB Bank, n.a. 0.00% Reduce -6.5% 300 $6K
Parallel Advisors, LLC 0.00% Add +61.8% 288 $6K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -63.3% 250 $5K
Arax Advisory Partners 0.00% New 146 $3K
Avior Wealth Management, LLC 0.00% New 144 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +18.7% 108 $2K
Farther Finance Advisors, LLC 0.00% Add +84.3% 94 $2K
Farmers & Merchants Investments Inc. 0.00% No change 90 $2K
Bell Investment Advisors, Inc 0.00% Reduce -3.3% 87 $2K
Allworth Financial LP 0.00% Reduce -27.5% 79 $2K
Creative Planning 0.00% New 79 $2K
IFP Advisors, Inc 0.00% Reduce -6.1% 77 $1K
Jones Financial Companies LLLP 0.00% Reduce -1.5% 65 $1K
Global Retirement Partners, LLC 0.00% Add +1525.0% 65 $1K
Quent Capital, LLC 0.00% Reduce -74.0% 50 $961
Larson Financial Group LLC 0.00% Add +90.9% 42 $807
Tucker Asset Management LLC 0.00% New 38 $730
Lindbrook Capital, LLC 0.00% Reduce -90.4% 35 $672
Bruce G. Allen Investments, LLC 0.00% No change 33 $634
Steward Partners Investment Advisory, LLC 0.00% New 31 $596
Riverview Trust Co 0.00% New 30 $576
Federation des caisses Desjardins du Quebec 0.00% No change 25 $480
Rothschild Investment LLC 0.00% New 12 $231
Abound Wealth Management 0.00% No change 10 $193
SJS Investment Consulting Inc. 0.00% Reduce -25.0% 6 $116
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $116
Rakuten Securities, Inc. 0.00% No change 5 $96
Grove Bank & Trust 0.00% New 4 $77
MV Capital Management, Inc. 0.00% Reduce -62.5% 3 $58
Brooklyn Investment Group 0.00% Add +100.0% 2 $39
Global Financial Private Client, LLC 0.00% New 2 $38
JFS Wealth Advisors, LLC 0.00% Reduce -97.5% 1 $20
SBI Securities Co., Ltd. 0.00% — 1 $19
Parkworth Wealth Management, Inc. 0.00% — 1 $19
Hemington Wealth Management 0.00% Add +87.5% 15 $0

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