Doubleverify HoldingsDV

13F holders, Q3 2025 (September 30)
326holders +10
54new positions
40sold out
8famous investors
$12.07avg. 13F price*

At the end of Q3 2025, 326 institutions reported holding Doubleverify Holdings Inc. (DV) in their 13F filings, up 10 from Q2 2025. 54 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($232.9M), Providence Equity Partners L.L.C. ($219.1M) and Vanguard Group Inc. ($172.7M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions54$86.2M
Exits40$119.9M

All 13F filers, Q2 2025 → Q3 2025: 25,465,854 shares bought and 27,816,030 shares sold, net −2,350,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 326 holders

BlackRock, Inc. 0.00% Reduce -0.3% 19,443,430 $232.9M
Providence Equity Partners L.L.C. 37.55% Reduce -30.4% 18,290,908 $219.1M
Vanguard Group Inc. 0.00% Reduce -2.8% 14,416,563 $172.7M
Mackenzie Financial Corp. 0.08% Reduce -0.4% 5,588,082 $66.9M
Burgundy Asset Management Ltd. 0.55% Reduce -0.5% 3,608,272 $58.7M
State Street Corp. 0.00% Reduce -0.2% 4,325,941 $51.8M
Van Berkom & Associates Inc. 1.30% Add +2.6% 3,739,071 $44.8M
Dimensional Fund Advisors LP 0.01% Add +24.9% 3,736,411 $44.8M
Assenagon Asset Management S.A. 0.06% Add +40.8% 3,622,449 $43.4M
Morgan Stanley 0.00% Reduce -12.8% 3,603,667 $43.2M
Disciplined Growth Investors Inc. 0.63% Add +42.5% 2,895,694 $34.7M
AQR Capital Management 0.02% Add +27.6% 2,352,396 $28.2M
Amundi 0.01% Add +48.9% 2,321,192 $26.3M
D. E. Shaw & Co. 0.02% Add +28.1% 2,124,179 $25.4M
Voloridge Investment Management, LLC 0.08% Add +18.9% 2,099,016 $25.1M
T. Rowe Price Associates Inc. 0.00% Add +3.9% 2,067,347 $24.8M
Riverbridge Partners LLC 0.41% Reduce -7.4% 2,044,188 $24.5M
Geode Capital Management, LLC 0.00% Reduce -14.4% 1,964,671 $23.5M
Brown Capital Management LLC 0.90% Reduce -14.4% 1,821,754 $21.8M
Invenomic Capital Management LP 1.13% New 1,808,905 $21.7M
Rockefeller Capital Management L.P. 0.04% Add +61.5% 1,761,501 $21.1M
Arohi Asset Management PTE Ltd. 5.21% Add +49.4% 1,717,770 $20.6M
Bank of America Corp. 0.00% Add +31.5% 1,687,109 $20.2M
Fort Washington Investment Advisors Inc. 0.11% Add +10.4% 1,653,132 $19.8M
Ameriprise Financial Inc. 0.00% Reduce -6.8% 1,608,778 $19.3M
Federated Hermes, Inc. 0.03% Reduce -4.3% 1,578,053 $18.9M
Sunriver Management LLC 1.98% Reduce -9.9% 1,523,175 $18.2M
Citadel Advisors 0.01% Add +286.8% 1,460,751 $17.5M
ZWJ Investment Counsel Inc. 0.60% Add +26.4% 1,406,814 $16.9M
Jane Street Group, LLC 0.02% New 1,374,227 $16.5M
BNP Paribas Financial Markets 0.01% Add +0.9% 1,346,711 $16.1M
Renaissance Technologies 0.02% Add +1697.9% 1,296,300 $15.5M
Alta Fox Capital Management, LLC 3.29% Add +233.5% 1,231,900 $14.8M
Crestwood Capital Management, L.P. 9.50% Add +18.8% 1,139,157 $13.6M
Algert Global LLC 0.22% Add +71.3% 1,119,179 $13.4M
Goldman Sachs Group Inc. 0.00% Add +3.4% 1,082,477 $13.0M
Northern Trust Corp. 0.00% Reduce -3.1% 1,037,700 $12.4M
UBS Group AG 0.00% Add +18.5% 1,033,045 $12.4M
JPMorgan Chase & Co. 0.00% Add +28.7% 988,869 $11.8M
Tudor Investment Corporation 0.08% Add +114.0% 940,773 $11.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.5% 931,252 $11.2M
Acadian Asset Management LLC 0.02% Add +143.4% 905,089 $10.8M
London Co. of Virginia 0.06% Reduce -4.3% 891,672 $10.7M
Laurus Global Equity Management Inc. 6.66% No change 812,840 $9.7M
Trexquant Investment LP 0.10% New 782,458 $9.4M
Cooper Creek Partners Management LLC 0.35% Reduce -69.5% 780,741 $9.4M
Bank of New York Mellon Corp 0.00% Reduce -3.7% 776,271 $9.3M
Two Sigma Investments, LP 0.01% Add +105.2% 726,673 $8.7M
Man Group plc 0.02% Add +555.7% 688,947 $8.3M
Gagnon Securities LLC 1.63% Add +86.3% 679,917 $8.1M
Principal Financial Group Inc. 0.00% Reduce -2.2% 651,216 $7.8M
Millennium Management 0.01% Reduce -65.2% 648,358 $7.8M
Gagnon Advisors, LLC 4.63% Add +100.0% 625,770 $7.5M
Cubist Systematic Strategies, LLC 0.10% Reduce -7.5% 603,381 $7.2M
CI Investments Inc. 0.02% Reduce -4.6% 560,712 $6.7M
Pacer Advisors, Inc. 0.02% Add +11171.7% 532,024 $6.4M
Public Sector Pension Investment Board 0.02% Add +15.2% 529,775 $6.3M
Invesco Ltd. 0.00% Add +39.4% 512,939 $6.1M
Two Sigma Advisers, LP 0.01% Add +65.3% 511,800 $6.1M
Susquehanna Portfolio Strategies, LLC 0.10% New 507,046 $6.1M
G2 Investment Partners Management LLC 1.23% Reduce -16.9% 500,000 $6.0M
Fortress Investment Group LLC 0.77% New 473,152 $5.7M
First Trust Advisors LP 0.00% Reduce -25.1% 441,302 $5.3M
Nuveen, LLC 0.00% Add +34.0% 440,636 $5.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -30.5% 439,413 $5.3M
Walleye Capital LLC 0.05% Add +18.5% 437,947 $5.2M
Summit Creek Advisors LLC 0.74% Add +98.7% 425,310 $5.1M
Kornitzer Capital Management Inc. 0.10% Reduce -56.4% 419,814 $5.0M
Edgestream Partners, L.P. 0.14% Add +138.4% 409,316 $4.9M
Sei Investments Co. 0.01% Reduce -2.8% 388,354 $4.7M
Envestnet Asset Management Inc. 0.00% Add +15.4% 366,702 $4.4M
Legal & General Group Plc 0.00% Reduce -3.6% 361,290 $4.3M
Canada Pension Plan Investment Board 0.00% Reduce -0.5% 359,700 $4.3M
Jump Financial, LLC 0.06% Reduce -12.2% 345,475 $4.1M
First Eagle Investment Management, LLC 0.01% New 337,500 $4.0M
Capital Fund Management S.A. 0.04% Add +61.3% 328,395 $3.9M
JSF Financial, LLC 0.85% No change 319,831 $3.8M
Rhumbline Advisers 0.00% Reduce -1.1% 311,333 $3.7M
Crossmark Global Holdings, Inc. 0.06% Add +2633.8% 307,031 $3.7M
American Century Companies Inc. 0.00% Add +15.8% 287,965 $3.4M
Ieq Capital, LLC 0.01% Add +29.1% 285,924 $3.4M
Susquehanna International Group, LLP 0.00% Add +727.8% 272,536 $3.3M
Swiss National Bank 0.00% Add +1.4% 267,700 $3.2M
Dark Forest Capital Management LP 0.12% Add +49.2% 263,126 $3.2M
Deutsche Bank AG 0.00% Reduce -27.3% 242,862 $2.9M
Tocqueville Asset Management L.P. 0.04% Add +21.1% 220,500 $2.6M
Holocene Advisors, LP 0.01% Add +38.9% 218,093 $2.6M
Engineers Gate Manager LP 0.03% Add +1187.2% 217,879 $2.6M
Hussman Strategic Advisors, Inc. 0.54% New 210,000 $2.5M
Twinbeech Capital LP 0.10% Add +237.7% 206,634 $2.5M
Weiss Asset Management LP 0.04% New 192,660 $2.3M
Point72 Asset Management 0.01% Reduce -74.7% 185,666 $2.2M
HRT Financial LP 0.01% Reduce -76.5% 180,618 $2.2M
Magnetar Financial LLC 0.01% New 179,557 $2.2M
Barclays PLC 0.00% Add +38.0% 172,014 $2.1M
Bank of Montreal 0.00% Add +108.6% 171,453 $2.1M
ExodusPoint Capital Management, LP 0.03% Reduce -15.8% 163,549 $2.0M
Cerity Partners LLC 0.00% Add +93.2% 159,531 $1.9M
Brevan Howard Capital Management LP 0.03% Reduce -5.0% 157,893 $1.9M
Andra AP-fonden 0.02% New 157,720 $1.9M
Prudential Financial Inc. 0.00% Add +15.4% 152,189 $1.8M
Victory Capital Management Inc. 0.00% Add +129.0% 149,911 $1.8M
Cresset Asset Management, LLC 0.01% Add +0.9% 145,203 $1.7M
FMR LLC 0.00% Add +21.9% 145,039 $1.7M
Elo Mutual Pension Insurance Co 0.03% Add +378.0% 141,027 $1.7M
State of New Jersey Common Pension Fund D 0.01% Add +0.1% 137,141 $1.6M
California State Teachers Retirement System 0.00% Add +0.0% 133,127 $1.6M
Boothbay Fund Management, LLC 0.04% Add +11.4% 128,599 $1.5M
State of Wisconsin Investment Board 0.00% Add +22.2% 122,865 $1.5M
Russell Investments Group, Ltd. 0.00% Add +141.1% 122,371 $1.5M
New Age Alpha Advisors, LLC 0.06% Reduce -2.3% 120,101 $1.4M
Franklin Resources Inc. 0.00% New 119,893 $1.4M
Marshall Wace, LLP 0.00% Reduce -53.4% 119,640 $1.4M
Dynamic Technology Lab Private Ltd 0.24% New 118,475 $1.4M
Jupiter Asset Management Ltd. 0.01% Reduce -12.0% 117,877 $1.4M
South Dakota Investment Council 0.03% Add +5.0% 116,219 $1.4M
HSBC Holdings PLC 0.00% Add +70.0% 114,474 $1.4M
AlphaQuest LLC 0.09% Add +438.2% 112,241 $1.3M
Cwm, LLC 0.00% Add +58.9% 111,447 $1.3M
Intech Investment Management LLC 0.01% Reduce -46.1% 109,676 $1.3M
Bullseye Asset Management LLC 0.67% No change 107,055 $1.3M
Bank of Nova Scotia 0.00% Reduce -89.0% 105,443 $1.3M
Nisa Investment Advisors, LLC 0.00% Add +7387.9% 101,087 $1.2M
Wellington Management Group LLP 0.00% Add +31.9% 99,879 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -1.2% 97,979 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +4.7% 95,185 $1.1M
Quantinno Capital Management LP 0.00% Add +124.8% 94,179 $1.1M
Beaconlight Capital, LLC 0.55% Reduce -75.9% 93,163 $1.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -27.7% 86,932 $1.0M
Los Angeles Capital Management LLC 0.00% New 86,568 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -51.4% 85,509 $1.0M
Bridgefront Capital, LLC 0.30% Add +179.2% 85,280 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -25.5% 83,518 $1.0M
ING Groep NV 0.01% Reduce -83.5% 83,300 $998K
Illinois Municipal Retirement Fund 0.01% New 83,291 $998K
New York State Teachers Retirement System 0.00% No change 82,540 $989K
Citigroup Inc. 0.00% Reduce -21.9% 82,357 $987K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -67.9% 82,100 $984K
Lazard Asset Management LLC 0.00% Reduce -59.1% 80,329 $962K
Graham Capital Management, L.P. 0.05% Add +448.5% 80,054 $959K
Robeco Institutional Asset Management B.V. 0.00% Add +54.5% 75,871 $909K
State of Alaska, Department of Revenue 0.01% Reduce -7.2% 74,535 $892K
Jefferies Financial Group Inc. 0.01% New 73,627 $882K
Blair William & Co. 0.00% Reduce -0.7% 72,071 $863K
Oppenheimer Asset Management Inc. 0.01% Reduce -4.0% 71,575 $857K
Bridges Investment Management Inc. 0.01% Add +6.4% 70,017 $839K
LPL Financial LLC 0.00% Reduce -8.8% 69,179 $829K
Daiwa Securities Group Inc. 0.00% New 68,280 $818K
Oxford Asset Management LLP 0.27% New 68,083 $816K
New York State Common Retirement Fund 0.00% Reduce -90.3% 66,597 $798K
Picton Mahoney Asset Management 0.01% New 65,250 $782K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +6.2% 63,460 $760K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +8.4% 63,400 $760K
Louisiana State Employees Retirement System 0.01% Reduce -0.9% 62,400 $748K
Janus Henderson Group PLC 0.00% No change 62,326 $747K
Arax Advisory Partners 0.01% Add +39263.7% 61,801 $740K
Treasurer of the State of North Carolina 0.00% Reduce -3.8% 60,870 $729K
Police & Firemen's Retirement System of New Jersey 0.01% Add +13.2% 59,591 $714K
Alliancebernstein L.P. 0.00% Add +0.3% 57,874 $693K
Fox Run Management, L.L.C. 0.11% Add +256.8% 57,760 $692K
Verition Fund Management LLC 0.00% Reduce -78.8% 57,565 $690K
Voya Investment Management LLC 0.00% Reduce -32.5% 54,637 $655K
Lecap Asset Management Ltd. 0.22% New 52,249 $626K
Mariner, LLC 0.00% Add +20.3% 52,011 $623K
Comerica Bank 0.00% Reduce -4.9% 51,563 $618K
Hamilton Lane Advisors LLC 0.35% New 50,614 $606K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -15.9% 52,272 $586K
Impact Investors, Inc 0.39% Reduce -3.1% 48,911 $586K
Axq Capital, LP 0.21% Reduce -50.3% 46,840 $561K
Ensign Peak Advisors, Inc 0.00% No change 45,076 $540K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +130.6% 44,940 $538K
Natixis 0.00% Reduce -71.2% 43,910 $526K
Amalgamated Bank 0.00% Add +1.9% 43,400 $520K
Sender Co & Partners, Inc. 0.20% New 43,176 $517K
Public Employees Retirement System of Ohio 0.00% Add +1.1% 42,929 $514K
Stifel Financial Corp. 0.00% Add +26.5% 42,671 $511K
Factor Wealth Management LTD 0.13% Reduce -17.6% 42,617 $511K
Yousif Capital Management, LLC 0.01% Reduce -16.5% 42,035 $504K
Mercer Global Advisors Inc. 0.00% Add +244.9% 41,437 $496K
Arizona State Retirement System 0.00% Add +1.4% 40,873 $490K
Creative Planning 0.00% Add +56.3% 40,366 $484K
Sherbrooke Park Advisers LLC 0.22% New 39,671 $475K
Woodline Partners LP 0.00% Add +143.3% 39,103 $468K
Captrust Financial Advisors 0.00% Add +7.1% 38,058 $456K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -9.6% 38,003 $455K
111 Capital 0.09% Add +27.7% 37,858 $454K
Horizon Investments, LLC 0.01% Add +7.9% 36,773 $441K
Caxton Associates LLP 0.01% Reduce -58.0% 36,424 $436K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 34,587 $414K
XTX Topco Ltd 0.02% Reduce -24.3% 34,253 $410K
Diversified Trust Co. 0.01% Add +42.3% 33,352 $400K
PharVision Advisers, LLC 0.22% Add +227.0% 32,733 $392K
Harbor Capital Advisors, Inc. 0.03% Add +15.1% 32,693 $392K
Brooklyn Investment Group 0.05% No change 26,039 $386K
Point72 (DIFC) Ltd 0.03% Add +1145.6% 32,050 $384K
Oregon Public Employees Retirement Fund 0.00% Reduce -0.3% 30,601 $367K
Royal Bank of Canada 0.00% Reduce -32.3% 29,985 $360K
Gotham Asset Management 0.00% Reduce -94.1% 29,737 $356K
Handelsbanken Fonder AB 0.00% No change 29,100 $349K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 28,800 $345K
Alpine Global Management, LLC 0.09% New 28,316 $339K
Leonteq Securities AG 0.02% Add +76.8% 28,112 $337K
Maryland State Retirement & Pension System 0.01% Reduce -41.9% 27,672 $332K
Capstone Investment Advisors, LLC 0.00% New 27,578 $330K
KLP Kapitalforvaltning As 0.00% No change 27,300 $327K
Manufacturers Life Insurance Company, The 0.00% Add +2.0% 26,589 $319K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +72.1% 26,440 $317K
Petrus Trust Company, LTA 0.03% Reduce -39.9% 25,165 $301K
DC Investments Management, LLC 0.12% No change 25,093 $301K
Parkwood LLC 0.03% New 24,909 $298K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -43.2% 22,732 $272K
Cetera Investment Advisers 0.00% Add +88.8% 22,709 $272K
Summit Global Investments 0.02% New 22,581 $271K
Teacher Retirement System of Texas 0.00% Add +5.4% 22,151 $265K
Versor Investments LP 0.05% New 22,000 $264K
Corient Private Wealth LP 0.00% Add +77.0% 21,730 $260K
Summit Trail Advisors, LLC 0.00% New 21,567 $258K
Pictet Asset Management Holding SA 0.00% No change 20,676 $248K
Sequoia Financial Advisors, LLC 0.00% Add +44.5% 20,088 $241K
Landscape Capital Management, L.L.C. 0.01% New 19,493 $234K
SG Americas Securities, LLC 0.00% Reduce -42.6% 18,891 $226K
Fred Alger Management, LLC 0.00% Add +8.4% 18,086 $217K
World Investment Advisors 0.00% No change 18,055 $216K
RBF Capital, LLC 0.01% No change 18,000 $216K
Brighton Jones LLC 0.01% Add +9.5% 17,878 $214K
TradeLink Capital LLC 1.65% Reduce -99.6% 177 $212K
LSV Asset Management 0.00% New 17,500 $210K
Focus Partners Wealth 0.00% Add +28.9% 17,122 $206K
Claret Asset Management Corp 0.02% Reduce -1.4% 15,450 $185K
Mutual of America Capital Management LLC 0.00% Reduce -12.2% 15,213 $182K
Focus Partners Advisor Solutions, LLC 0.00% Add +42.4% 16,060 $175K
Point72 Hong Kong Ltd 0.01% Add +1660.2% 14,522 $174K
iSAM Funds (UK) Ltd 0.04% New 14,508 $174K
Vanguard Personalized Indexing Management, LLC 0.00% Add +11.5% 13,561 $162K
Xponance LLC 0.00% Add +2.1% 12,866 $154K
Values First Advisors, Inc. 0.08% New 12,754 $153K
Trust Point Inc. 0.01% Add +0.1% 12,743 $153K
Central Pacific Bank - Trust Division 0.02% Reduce -3.6% 12,577 $151K
Essential Partners LLC 0.05% Add +364.7% 11,511 $138K
Integrated Wealth Concepts LLC 0.00% New 11,508 $138K
Caerus Investment Advisors, LLC 0.06% New 11,383 $136K
Corton Capital Inc. 0.33% Reduce -24.1% 11,313 $136K
Bailard, Inc. 0.00% New 10,700 $128K
SummitTX Capital, L.P. 0.01% New 10,400 $125K
Public Employees Retirement Association of Colorado 0.00% No change 9,686 $116K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Reduce -67.4% 9,141 $110K
US Bancorp \de 0.00% Reduce -12.9% 9,112 $109K
PNC Financial Services Group, Inc. 0.00% Reduce -24.7% 8,264 $99K
State of Wyoming 0.01% Add +5.9% 7,761 $93K
Parkside Financial Bank & Trust 0.01% Add +1.3% 7,726 $93K
Shell Asset Management Co. 0.01% Reduce -39.1% 6,866 $82K
FNY Investment Advisers, LLC 0.03% New 6,825 $81K
DekaBank Deutsche Girozentrale 0.00% No change 2,404 $78K
Tower Research Capital LLC (TRC) 0.00% Add +69.3% 6,280 $75K
Quarry LP 0.02% Add +65.6% 5,472 $66K
MetLife Investment Management, LLC 0.00% Add +2.3% 5,352 $64K
Aster Capital Management (DIFC) Ltd 0.03% Reduce -72.5% 5,324 $64K
KBC Group NV 0.00% No change 4,586 $55K
Sterling Capital Management LLC 0.00% Add +2.4% 4,428 $53K
Atlantic Union Bankshares Corp 0.00% New 4,257 $51K
Fifth Third Bancorp 0.00% Reduce -0.1% 4,252 $51K
EverSource Wealth Advisors, LLC 0.00% Reduce -15.4% 3,921 $47K
Bessemer Group Inc. 0.00% Add +1.4% 3,793 $46K
GAMMA Investing LLC 0.00% Add +2.6% 3,504 $42K
Hantz Financial Services, Inc. 0.00% Add +178.9% 3,447 $41K
STRS Ohio 0.00% Add +0.0% 3,237 $39K
Wells Fargo & Company 0.00% Reduce -75.4% 2,715 $33K
Smartleaf Asset Management LLC 0.00% Add +48.3% 2,429 $29K
Parallel Advisors, LLC 0.00% Reduce -8.0% 2,196 $26K
Allworth Financial LP 0.00% Add +70.0% 2,118 $25K
Clearstead Advisors, LLC 0.00% Add +209.9% 2,055 $25K
Rothschild Investment LLC 0.00% New 1,937 $23K
Caitong International Asset Management Co., Ltd 0.02% Add +1872.5% 1,933 $23K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +9.4% 1,914 $23K
Osaic Holdings, Inc. 0.00% Reduce -32.9% 1,769 $23K
IFP Advisors, Inc 0.00% Add +83.7% 1,600 $19K
True Wealth Design, LLC 0.00% Add +12.9% 1,305 $16K
UMB Bank, n.a. 0.00% Add +177.4% 1,229 $15K
Huntington National Bank 0.00% Add +31.6% 1,042 $12K
Jones Financial Companies LLLP 0.00% Reduce -24.4% 1,035 $12K
Park Place Capital Corp 0.00% Reduce -24.6% 1,003 $12K
Signaturefd, LLC 0.00% Reduce -55.3% 970 $12K
Quadrant Capital Group LLC 0.00% New 966 $12K
Salomon & Ludwin, LLC 0.00% New 682 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +117.0% 614 $7K
Covestor Ltd 0.00% Add +7.8% 584 $7K
Versant Capital Management, Inc 0.00% Reduce -84.4% 316 $4K
MAI Capital Management 0.00% Reduce -13.1% 278 $3K
Fortitude Family Office, LLC 0.00% No change 259 $3K
Larson Financial Group LLC 0.00% Reduce -8.2% 259 $3K
Quent Capital, LLC 0.00% New 257 $3K
SBI Securities Co., Ltd. 0.00% Add +2150.0% 225 $3K
Wealthspire Advisors, LLC 0.00% New 216 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 213 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 187 $2K
Clearstead Trust, LLC 0.00% Add +22.4% 153 $2K
Farther Finance Advisors, LLC 0.00% Reduce -95.8% 133 $2K
Global Retirement Partners, LLC 0.00% Add +1542.9% 115 $1K
Sunbelt Securities, Inc. 0.00% New 104 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 96 $1K
Farmers & Merchants Investments Inc. 0.00% No change 90 $1K
Root Financial Partners, LLC 0.00% New 87 $1K
Bare Financial Services, Inc 0.00% Add +102.4% 85 $1K
T. Rowe Price Investment Management, Inc. 0.00% New 65 $1K
Assetmark, Inc. 0.00% Reduce -80.3% 57 $683
Bell Investment Advisors, Inc 0.00% Reduce -21.0% 49 $588
Ancora Advisors LLC 0.00% No change 49 $587
Physician Wealth Advisors, Inc. 0.00% New 39 $468
Blue Trust, Inc. 0.00% Reduce -68.1% 38 $455
JFS Wealth Advisors, LLC 0.00% Add +1066.7% 35 $420
TFC Financial Management, Inc. 0.00% No change 34 $408
Advisory Services Network, LLC 0.00% New 33 $395
Cornerstone Planning Group LLC 0.00% New 157 $388
MV Capital Management, Inc. 0.00% No change 30 $360
Bruce G. Allen Investments, LLC 0.00% Reduce -35.7% 27 $323
Kilter Group LLC 0.00% Reduce -78.4% 19 $228
Transamerica Financial Advisors, LLC 0.00% New 11 $132
Principal Securities, Inc. 0.00% No change 10 $120
DiNuzzo Private Wealth, Inc. 0.00% New 6 $98
Abound Wealth Management 0.00% No change 8 $96
Rialto Wealth Management, LLC 0.00% Add +700.0% 8 $96
CIBC Private Wealth Group LLC 0.00% No change 2 $24
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $24
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $23
Hemington Wealth Management 0.00% No change 12 $0
Cloud Capital Management, LLC 0.00% New 2 $0

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