Doubleverify HoldingsDV

13F holders, Q2 2025 (June 30)
316holders +23
70new positions
47sold out
8famous investors
$14.98avg. 13F price*

At the end of Q2 2025, 316 institutions reported holding Doubleverify Holdings Inc. (DV) in their 13F filings, up 23 from Q1 2025. 70 opened new positions and 47 sold out. The largest holders were Providence Equity Partners L.L.C. ($393.6M), BlackRock, Inc. ($291.9M) and Vanguard Group Inc. ($221.9M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions70$175.7M
Exits47$61.0M

All 13F filers, Q1 2025 → Q2 2025: 26,326,552 shares bought and 22,189,127 shares sold, net +4,137,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 316 holders

Providence Equity Partners L.L.C. 46.49% No change 26,290,908 $393.6M
BlackRock, Inc. 0.01% Reduce -15.1% 19,499,313 $291.9M
Vanguard Group Inc. 0.00% Reduce -19.7% 14,825,203 $221.9M
Mackenzie Financial Corp. 0.11% Reduce -2.5% 5,611,246 $84.0M
State Street Corp. 0.00% Reduce -6.8% 4,335,371 $64.9M
Morgan Stanley 0.00% Add +36.3% 4,132,597 $61.9M
Van Berkom & Associates Inc. 1.62% Add +4.5% 3,643,836 $54.5M
Burgundy Asset Management Ltd. 0.53% Reduce -30.6% 3,624,876 $54.3M
Dimensional Fund Advisors LP 0.01% Add +23.7% 2,992,586 $44.8M
Assenagon Asset Management S.A. 0.06% No change 2,572,723 $38.5M
Cooper Creek Partners Management LLC 1.28% New 2,560,153 $38.3M
Geode Capital Management, LLC 0.00% Reduce -3.8% 2,296,000 $34.4M
SG Capital Management LLC 2.86% New 2,247,262 $33.6M
Riverbridge Partners LLC 0.53% Reduce -11.0% 2,208,048 $33.1M
Brown Capital Management LLC 0.93% Reduce -5.1% 2,127,337 $31.8M
Disciplined Growth Investors Inc. 0.58% Reduce -0.9% 2,031,795 $30.4M
T. Rowe Price Associates Inc. 0.00% Reduce -3.4% 1,990,370 $29.8M
Millennium Management 0.03% Add +132.2% 1,861,177 $27.9M
AQR Capital Management 0.02% Reduce -13.1% 1,844,192 $27.6M
Voloridge Investment Management, LLC 0.10% Reduce -25.8% 1,764,960 $26.4M
Ameriprise Financial Inc. 0.01% Add +45.1% 1,726,357 $25.8M
Sunriver Management LLC 2.71% Add +0.5% 1,689,893 $25.3M
D. E. Shaw & Co. 0.03% Add +85.4% 1,658,058 $24.8M
Federated Hermes, Inc. 0.05% Reduce -0.9% 1,648,952 $24.7M
Norges Bank 0.00% Reduce -10.7% 1,579,187 $23.6M
Amundi 0.01% Add +67.7% 1,558,798 $23.6M
Fort Washington Investment Advisors Inc. 0.13% Add +99.6% 1,497,444 $22.4M
BNP Paribas Financial Markets 0.02% Reduce -14.1% 1,334,974 $20.0M
Bank of America Corp. 0.00% Add +16.4% 1,283,074 $19.2M
Arohi Asset Management PTE Ltd. 4.62% New 1,149,890 $17.2M
Balyasny Asset Management L.P. 0.04% Add +291.3% 1,136,257 $17.0M
ZWJ Investment Counsel Inc. 0.62% Add +0.4% 1,112,908 $16.7M
Rockefeller Capital Management L.P. 0.04% Add +44.4% 1,090,860 $16.3M
Northern Trust Corp. 0.00% Reduce -7.2% 1,071,184 $16.0M
Goldman Sachs Group Inc. 0.00% Reduce -16.5% 1,047,399 $15.7M
Kornitzer Capital Management Inc. 0.29% No change 961,813 $14.4M
Crestwood Capital Management, L.P. 9.78% Add +102.3% 959,157 $14.4M
Charles Schwab Investment Management Inc. 0.00% Add +8.0% 954,737 $14.3M
Bank of Nova Scotia 0.03% Add +226.3% 954,543 $14.3M
London Co. of Virginia 0.08% Add +14.9% 931,848 $13.9M
UBS Group AG 0.00% Reduce -35.4% 871,642 $13.0M
Goodman Financial Corp 2.59% Add +7.2% 859,394 $12.9M
Laurus Global Equity Management Inc. 7.95% Reduce -5.4% 812,840 $12.2M
Bank of New York Mellon Corp 0.00% Reduce -32.3% 806,369 $12.1M
HRT Financial LP 0.05% Add +171.0% 768,469 $11.5M
JPMorgan Chase & Co. 0.00% Add +18.0% 768,230 $11.5M
Point72 Asset Management 0.03% New 733,300 $11.0M
M&G PLC 0.06% New 712,772 $10.7M
Newtyn Management, LLC 1.59% Reduce -21.7% 700,000 $10.5M
New York State Common Retirement Fund 0.01% Reduce -2.0% 685,119 $10.3M
Principal Financial Group Inc. 0.01% Reduce -65.2% 665,868 $10.0M
Algert Global LLC 0.20% New 653,266 $9.8M
Cubist Systematic Strategies, LLC 0.11% New 651,936 $9.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +36.9% 632,203 $9.5M
G2 Investment Partners Management LLC 1.97% New 602,000 $9.0M
First Trust Advisors LP 0.01% Add +76.3% 589,600 $8.8M
CI Investments Inc. 0.03% Reduce -1.6% 587,850 $8.8M
ING Groep NV 0.05% No change 503,900 $7.5M
Gotham Asset Management 0.04% Add +1660.4% 502,177 $7.5M
Public Sector Pension Investment Board 0.03% Add +3.3% 459,803 $6.9M
Tudor Investment Corporation 0.05% Add +588.8% 439,723 $6.6M
Polar Asset Management Partners Inc. 0.20% New 400,000 $6.0M
Sei Investments Co. 0.01% Add +8.0% 399,624 $6.0M
Jump Financial, LLC 0.07% Add +599.9% 393,649 $5.9M
Beaconlight Capital, LLC 3.39% Add +104.8% 387,222 $5.8M
Citadel Advisors 0.01% Add +1969.2% 377,650 $5.7M
Legal & General Group Plc 0.00% Reduce -1.9% 374,640 $5.6M
Acadian Asset Management LLC 0.01% Add +69.5% 371,893 $5.6M
Walleye Capital LLC 0.06% Add +2724.0% 369,544 $5.5M
Alta Fox Capital Management, LLC 1.50% Add +10.8% 369,400 $5.5M
Invesco Ltd. 0.00% Reduce -28.7% 368,097 $5.5M
Gagnon Securities LLC 1.11% Add +280.9% 365,000 $5.5M
Canada Pension Plan Investment Board 0.00% Add +5.7% 361,400 $5.4M
Quantbot Technologies LP 0.14% Add +21.4% 355,839 $5.3M
Two Sigma Investments, LP 0.01% Add +93.8% 354,072 $5.3M
Deutsche Bank AG 0.00% Reduce -0.4% 334,011 $5.0M
Nuveen, LLC 0.00% Reduce -14.6% 328,709 $4.9M
JSF Financial, LLC 1.14% No change 319,831 $4.8M
Envestnet Asset Management Inc. 0.00% Reduce -10.2% 317,719 $4.8M
Rhumbline Advisers 0.00% Reduce -7.1% 314,679 $4.7M
Gagnon Advisors, LLC 3.15% Add +362.1% 312,885 $4.7M
Two Sigma Advisers, LP 0.01% New 309,700 $4.6M
Verition Fund Management LLC 0.02% Reduce -52.9% 271,550 $4.1M
Swiss National Bank 0.00% Reduce -5.3% 263,900 $4.0M
Marshall Wace, LLP 0.00% Add +284.5% 256,669 $3.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +334.1% 256,100 $3.8M
American Century Companies Inc. 0.00% Add +29.9% 248,769 $3.7M
California Public Employees Retirement System 0.00% Add +14.8% 234,575 $3.5M
Clearline Capital LP 0.30% New 224,056 $3.4M
Ieq Capital, LLC 0.02% Add +70.1% 221,541 $3.3M
Squarepoint Ops LLC 0.01% Reduce -71.1% 220,294 $3.3M
Summit Creek Advisors LLC 0.45% Reduce -41.9% 214,082 $3.2M
Intech Investment Management LLC 0.03% Reduce -43.0% 203,640 $3.0M
Capital Fund Management S.A. 0.03% Add +764.5% 203,580 $3.0M
Lazard Asset Management LLC 0.00% Add +52.1% 196,477 $2.9M
ExodusPoint Capital Management, LP 0.04% Reduce -51.5% 194,319 $2.9M
Jain Global LLC 0.04% Add +727.9% 182,257 $2.7M
Tocqueville Asset Management L.P. 0.04% Add +91.6% 182,000 $2.7M
Dark Forest Capital Management LP 0.11% Add +110.5% 176,328 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Add +270.0% 175,963 $2.6M
Edgestream Partners, L.P. 0.07% Add +17.4% 171,660 $2.6M
Prudential Financial Inc. 0.00% Reduce -0.9% 131,889 $2.5M
Brevan Howard Capital Management LP 0.03% Add +982.0% 166,155 $2.5M
Holocene Advisors, LP 0.01% Add +96.3% 157,024 $2.4M
Natixis 0.01% Reduce -30.6% 152,625 $2.3M
Cresset Asset Management, LLC 0.01% Reduce -2.7% 143,951 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +58.0% 136,978 $2.1M
Jupiter Asset Management Ltd. 0.02% New 133,924 $2.0M
California State Teachers Retirement System 0.00% Add +0.6% 133,120 $2.0M
National Bank of Canada 0.00% New 128,036 $1.9M
Barclays PLC 0.00% Add +27.4% 124,614 $1.9M
New Age Alpha Advisors, LLC 0.08% Reduce -8.4% 122,890 $1.8M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -66.4% 120,251 $1.8M
FMR LLC 0.00% Add +64.0% 118,937 $1.8M
Boothbay Fund Management, LLC 0.06% New 115,485 $1.7M
State of Tennessee, Department of Treasury 0.01% Add +63.2% 112,054 $1.7M
South Dakota Investment Council 0.03% No change 110,719 $1.7M
Bullseye Asset Management LLC 0.80% Add +72.5% 107,055 $1.6M
Citigroup Inc. 0.00% Reduce -47.4% 105,426 $1.6M
Man Group plc 0.00% New 105,074 $1.6M
State of Wisconsin Investment Board 0.00% Add +77.2% 100,524 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -3.8% 99,177 $1.5M
Axq Capital, LP 0.46% New 94,179 $1.4M
State Board of Administration of Florida Retirement System 0.00% Reduce -1.7% 90,896 $1.4M
Caxton Associates LLP 0.03% New 86,719 $1.3M
J. Goldman & Co LP 0.04% New 85,077 $1.3M
Cerity Partners LLC 0.00% Add +47.5% 82,589 $1.2M
New York State Teachers Retirement System 0.00% No change 82,540 $1.2M
Bank of Montreal 0.00% Add +16.6% 82,194 $1.2M
Voya Investment Management LLC 0.00% Add +91.5% 80,975 $1.2M
State of Alaska, Department of Revenue 0.01% Add +3.3% 80,356 $1.2M
LPL Financial LLC 0.00% Reduce -6.9% 75,842 $1.1M
Wellington Management Group LLP 0.00% Reduce -79.5% 75,724 $1.1M
Oppenheimer Asset Management Inc. 0.01% Reduce -8.8% 74,515 $1.1M
Blair William & Co. 0.00% Reduce -1.4% 72,604 $1.1M
Renaissance Technologies 0.00% New 72,100 $1.1M
Cwm, LLC 0.00% Add +35.0% 70,129 $1.1M
Manatuck Hill Partners, LLC 0.39% New 70,000 $1.0M
HSBC Holdings PLC 0.00% Reduce -51.5% 67,317 $1.0M
Bridges Investment Management Inc. 0.01% Add +15.4% 65,788 $985K
Victory Capital Management Inc. 0.00% Reduce -75.5% 65,451 $980K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -36.0% 62,136 $958K
Treasurer of the State of North Carolina 0.00% Reduce -3.2% 63,239 $947K
Louisiana State Employees Retirement System 0.02% Reduce -4.7% 63,000 $943K
Janus Henderson Group PLC 0.00% Reduce -79.8% 62,326 $933K
Twinbeech Capital LP 0.02% Reduce -78.4% 61,194 $916K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.7% 59,746 $894K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +188.2% 58,500 $876K
Alliancebernstein L.P. 0.00% Reduce -48.9% 57,726 $864K
Comerica Bank 0.00% Reduce -7.9% 54,238 $812K
Exchange Traded Concepts, LLC 0.01% Add +2.0% 53,710 $804K
Counterpoint Mutual Funds LLC 0.07% Reduce -5.5% 53,457 $800K
Police & Firemen's Retirement System of New Jersey 0.01% Add +0.4% 52,653 $788K
Factor Wealth Management LTD 0.21% Reduce -5.6% 51,728 $774K
Russell Investments Group, Ltd. 0.00% Reduce -55.4% 50,755 $760K
Impact Investors, Inc 0.53% Add +15.7% 50,477 $756K
Yousif Capital Management, LLC 0.01% Reduce -3.1% 50,339 $754K
Robeco Institutional Asset Management B.V. 0.00% No change 49,113 $735K
Maryland State Retirement & Pension System 0.02% Reduce -2.8% 47,658 $713K
XTX Topco Ltd 0.03% New 45,253 $677K
Ensign Peak Advisors, Inc 0.00% No change 45,076 $675K
Caption Management, LLC 0.06% Reduce -32.2% 44,798 $671K
Royal Bank of Canada 0.00% Reduce -8.9% 44,305 $663K
Washington Capital Management, Inc. 0.49% Add +10.4% 43,500 $651K
Mariner, LLC 0.00% Add +53.5% 43,241 $647K
Amalgamated Bank 0.00% Reduce -3.8% 42,593 $638K
Public Employees Retirement System of Ohio 0.00% Reduce -3.8% 42,448 $635K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.9% 42,022 $629K
Quantinno Capital Management LP 0.00% Add +23.5% 41,885 $627K
Petrus Trust Company, LTA 0.07% New 41,878 $627K
TradeLink Capital LLC 2.15% New 40,517 $607K
Arizona State Retirement System 0.00% Reduce -2.3% 40,305 $603K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -18.1% 40,035 $599K
Nebula Research & Development LLC 0.05% New 37,227 $557K
Captrust Financial Advisors 0.00% Add +46.1% 35,529 $532K
Washington Harbour Partners LP 1.54% Reduce -29.6% 34,788 $521K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +3.1% 34,628 $518K
Horizon Investments, LLC 0.01% New 34,092 $510K
Stifel Financial Corp. 0.00% Reduce -23.8% 33,732 $505K
SG Americas Securities, LLC 0.00% Reduce -27.2% 32,906 $493K
Susquehanna International Group, LLP 0.00% Reduce -91.3% 32,922 $493K
Oregon Public Employees Retirement Fund 0.01% Reduce -4.7% 30,701 $460K
Bridgefront Capital, LLC 0.12% Add +185.3% 30,543 $457K
111 Capital 0.08% New 29,636 $444K
Elo Mutual Pension Insurance Co 0.01% Add +8.7% 29,505 $442K
Handelsbanken Fonder AB 0.00% Reduce -7.9% 29,100 $436K
Harbor Capital Advisors, Inc. 0.02% Add +13.0% 28,406 $425K
Point72 Asia (Singapore) Pte. Ltd. 0.07% New 28,054 $420K
KLP Kapitalforvaltning As 0.00% No change 27,300 $409K
Manufacturers Life Insurance Company, The 0.00% Reduce -17.8% 26,066 $390K
Brooklyn Investment Group 0.05% Add +3875.4% 26,039 $390K
Creative Planning 0.00% Add +17.8% 25,827 $387K
DC Investments Management, LLC 0.16% No change 25,093 $376K
DRW Securities, LLC 0.03% New 24,526 $369K
Diversified Trust Co. 0.01% Add +1.5% 23,434 $351K
Entropy Technologies, LP 0.03% Reduce -39.0% 22,043 $330K
HighTower Advisors, LLC 0.00% Reduce -7.9% 21,032 $315K
Teacher Retirement System of Texas 0.00% Reduce -0.1% 21,017 $315K
AlphaQuest LLC 0.03% Add +268.3% 20,855 $312K
Pictet Asset Management Holding SA 0.00% No change 20,676 $310K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 19,487 $292K
Aster Capital Management (DIFC) Ltd 0.07% Add +187.7% 19,358 $290K
Pallas Capital Advisors LLC 0.01% New 19,152 $287K
Simplex Trading, LLC 0.01% New 18,697 $279K
World Investment Advisors 0.01% New 18,055 $270K
RBF Capital, LLC 0.01% No change 18,000 $269K
Gsa Capital Partners LLP 0.02% Add +24.3% 17,587 $263K
Teza Capital Management LLC 0.20% Reduce -34.7% 17,514 $262K
Mutual of America Capital Management LLC 0.00% Reduce -15.3% 17,326 $259K
Sanctuary Advisors, LLC 0.00% New 17,129 $256K
Engineers Gate Manager LP 0.00% Reduce -77.7% 16,926 $253K
Fred Alger Management, LLC 0.00% Reduce -4.8% 16,686 $250K
Headlands Technologies LLC 0.03% Add +258.8% 16,672 $250K
Brighton Jones LLC 0.01% New 16,331 $244K
Fox Run Management, L.L.C. 0.04% New 16,189 $242K
Woodline Partners LP 0.00% Reduce -47.9% 16,069 $241K
Leonteq Securities AG 0.01% Reduce -19.8% 15,905 $238K
Claret Asset Management Corp 0.03% New 15,673 $235K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +5.4% 15,362 $230K
Corton Capital Inc. 0.26% New 14,899 $223K
Graham Capital Management, L.P. 0.01% New 14,594 $218K
Natixis Advisors, LLC 0.00% New 13,984 $209K
Inceptionr LLC 0.05% New 13,934 $209K
Sequoia Financial Advisors, LLC 0.00% New 13,904 $208K
Merit Financial Group, LLC 0.00% Add +5.1% 13,898 $208K
Focus Partners Wealth 0.00% New 13,284 $199K
Neo Ivy Capital Management 0.06% New 13,054 $195K
Central Pacific Bank - Trust Division 0.03% Add +91.1% 13,047 $195K
Trust Point Inc. 0.02% Reduce -33.3% 12,725 $190K
Avantax Advisory Services, Inc. 0.00% Reduce -51.3% 12,639 $189K
Xponance LLC 0.00% Reduce -6.7% 12,605 $189K
Corient Private Wealth LP 0.00% New 12,277 $184K
Vanguard Personalized Indexing Management, LLC 0.00% New 12,158 $182K
Cetera Investment Advisers 0.00% Reduce -19.8% 12,025 $180K
Mercer Global Advisors Inc. 0.00% New 12,014 $180K
Shell Asset Management Co. 0.01% Add +2.6% 11,275 $169K
Focus Partners Advisor Solutions, LLC 0.00% New 11,276 $169K
Crossmark Global Holdings, Inc. 0.00% Add +0.3% 11,231 $168K
Wells Fargo & Company 0.00% Reduce -24.6% 11,047 $165K
PNC Financial Services Group, Inc. 0.00% Add +184.7% 10,971 $164K
US Bancorp \de 0.00% Reduce -9.9% 10,463 $157K
PharVision Advisers, LLC 0.22% New 10,009 $150K
Catalyst Funds Management Pty Ltd 0.04% New 10,005 $150K
Public Employees Retirement Association of Colorado 0.00% No change 9,686 $145K
Parkside Financial Bank & Trust 0.01% Add +0.1% 7,628 $114K
State of Wyoming 0.01% Reduce -63.2% 7,329 $110K
Walleye Trading LLC 0.00% Reduce -59.6% 7,149 $107K
SouthState Bank Corp 0.00% Reduce -39.8% 6,187 $93K
DekaBank Deutsche Girozentrale 0.00% No change 2,404 $79K
MetLife Investment Management, LLC 0.00% Reduce -13.8% 5,230 $78K
Pacer Advisors, Inc. 0.00% Reduce -7.1% 4,720 $71K
EverSource Wealth Advisors, LLC 0.00% Add +624.2% 4,635 $69K
KBC Group NV 0.00% Reduce -29.6% 4,586 $69K
Sterling Capital Management LLC 0.00% Add +12.3% 4,324 $65K
Fifth Third Bancorp 0.00% Reduce -5.4% 4,256 $64K
Bessemer Group Inc. 0.00% Add +223.1% 3,741 $56K
Tower Research Capital LLC (TRC) 0.00% Add +253.6% 3,709 $56K
GAMMA Investing LLC 0.00% Add +176.7% 3,414 $51K
Quarry LP 0.01% Reduce -25.7% 3,305 $49K
STRS Ohio 0.00% New 3,236 $48K
Farther Finance Advisors, LLC 0.00% Add +3035.6% 3,167 $47K
Elevation Point Wealth Partners, LLC 0.00% New 2,821 $42K
Osaic Holdings, Inc. 0.00% Add +2.0% 2,638 $39K
Point72 (DIFC) Ltd 0.00% New 2,573 $39K
Essential Partners LLC 0.01% — 2,477 $37K
Parallel Advisors, LLC 0.00% Add +572.1% 2,386 $36K
Signaturefd, LLC 0.00% Reduce -6.5% 2,171 $33K
Versant Capital Management, Inc 0.00% Reduce -31.5% 2,026 $30K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,749 $26K
Smartleaf Asset Management LLC 0.00% Add +78.4% 1,638 $24K
Jones Financial Companies LLLP 0.00% New 1,369 $20K
Nisa Investment Advisors, LLC 0.00% New 1,350 $20K
Park Place Capital Corp 0.00% No change 1,330 $20K
Hantz Financial Services, Inc. 0.00% Add +7.7% 1,236 $19K
Allworth Financial LP 0.00% Add +490.5% 1,246 $19K
True Wealth Design, LLC 0.01% Add +88.6% 1,156 $17K
First Horizon Advisors, Inc. 0.00% No change 967 $14K
IFP Advisors, Inc 0.00% Add +1031.2% 871 $13K
Point72 Hong Kong Ltd 0.00% New 825 $12K
Huntington National Bank 0.00% Add +55.0% 792 $12K
Clearstead Advisors, LLC 0.00% Reduce -35.9% 663 $10K
Covestor Ltd 0.00% Reduce -92.6% 542 $8K
UMB Bank, n.a. 0.00% Reduce -38.4% 443 $7K
Advisors Asset Management, Inc. 0.00% Reduce -60.8% 418 $6K
Twin Peaks Wealth Advisors, LLC 0.00% New 377 $6K
MAI Capital Management 0.00% Add +350.7% 320 $5K
Assetmark, Inc. 0.00% Reduce -92.5% 290 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -59.2% 283 $4K
Larson Financial Group LLC 0.00% Reduce -53.1% 282 $4K
Fortitude Family Office, LLC 0.00% New 259 $4K
Raymond James Financial Inc. 0.00% New 256 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -99.1% 187 $3K
Arax Advisory Partners 0.00% New 157 $2K
Clearstead Trust, LLC 0.00% Add +190.7% 125 $2K
Blue Trust, Inc. 0.00% New 119 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -96.5% 98 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 96 $1K
Farmers & Merchants Investments Inc. 0.00% No change 90 $1K
Kilter Group LLC 0.00% New 88 $1K
Bell Investment Advisors, Inc 0.00% Reduce -28.7% 62 $929
Geneos Wealth Management Inc. 0.00% New 54 $808
Ancora Advisors LLC 0.00% New 49 $734
Bruce G. Allen Investments, LLC 0.00% Add +27.3% 42 $629
Bare Financial Services, Inc 0.00% Reduce -54.4% 42 $629
TFC Financial Management, Inc. 0.00% New 34 $509
MV Capital Management, Inc. 0.00% Add +200.0% 30 $450
Principal Securities, Inc. 0.00% Reduce -99.1% 10 $150
SBI Securities Co., Ltd. 0.00% No change 10 $150
Abound Wealth Management 0.00% No change 8 $120
Global Retirement Partners, LLC 0.00% — 7 $105
JFS Wealth Advisors, LLC 0.00% New 3 $45
CIBC Private Wealth Group LLC 0.00% Reduce -94.4% 2 $30
Rialto Wealth Management, LLC 0.00% New 1 $15
HFM Investment Advisors, LLC 0.00% New 1 $15
Bay Harbor Wealth Management, LLC 0.00% New 1 $14
Hemington Wealth Management 0.00% Add +500.0% 12 $0

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