Doubleverify HoldingsDV
13F holders, Q4 2025 (December 31)294holders −32
38new positions
73sold out
8famous investors
$11.44avg. 13F price*
At the end of Q4 2025, 294 institutions reported holding Doubleverify Holdings Inc. (DV) in their 13F filings, down 32 from Q3 2025. 38 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($218.6M), Providence Equity Partners L.L.C. ($209.2M) and Vanguard Group Inc. ($169.0M). 8 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $163.7M |
| Exits | 73 | $155.4M |
All 13F filers, Q3 2025 → Q4 2025: 31,841,189 shares bought and 24,511,966 shares sold, net +7,329,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 19,109,481 | $218.6M |
| Providence Equity Partners L.L.C. | 31.18% | No change | 18,290,908 | $209.2M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 14,776,618 | $169.0M |
| Topline Capital Management, LLC | 8.75% | New | 8,453,543 | $96.7M |
| Mackenzie Financial Corp. | 0.08% | Add +1.3% | 5,662,133 | $65.0M |
| AQR Capital Management | 0.03% | Add +123.4% | 5,254,565 | $60.1M |
| State Street Corp. | 0.00% | Reduce -0.3% | 4,312,032 | $49.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.3% | 3,970,550 | $45.4M |
| Van Berkom & Associates Inc. | 1.23% | Add +0.0% | 3,739,108 | $42.8M |
| Disciplined Growth Investors Inc. | 0.82% | Add +29.1% | 3,738,393 | $42.8M |
| Bank of Montreal | 0.02% | Add +2028.9% | 3,649,995 | $41.8M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 3,428,434 | $39.2M |
| Assenagon Asset Management S.A. | 0.06% | Reduce -9.8% | 3,268,126 | $37.4M |
| Geode Capital Management, LLC | 0.00% | Add +22.4% | 2,403,828 | $27.5M |
| Invenomic Capital Management LP | 1.32% | Add +31.8% | 2,383,935 | $27.3M |
| BNP Paribas Financial Markets | 0.02% | Add +68.7% | 2,271,572 | $26.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.6% | 2,012,780 | $23.0M |
| Ameriprise Financial Inc. | 0.01% | Add +23.0% | 1,978,402 | $22.6M |
| Amundi | 0.01% | Reduce -15.3% | 1,966,133 | $22.5M |
| Fort Washington Investment Advisors Inc. | 0.11% | Add +13.9% | 1,882,832 | $21.5M |
| Boston Partners | 0.02% | New | 1,817,089 | $20.6M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -19.4% | 1,690,984 | $19.3M |
| Riverbridge Partners LLC | 0.36% | Reduce -18.7% | 1,661,695 | $19.0M |
| ZWJ Investment Counsel Inc. | 0.68% | Add +16.6% | 1,640,121 | $18.8M |
| Federated Hermes, Inc. | 0.03% | Reduce -0.6% | 1,568,990 | $17.9M |
| Citadel Advisors | 0.01% | Add +0.9% | 1,473,923 | $16.9M |
| Renaissance Technologies | 0.02% | Reduce -2.9% | 1,259,400 | $14.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -43.4% | 1,203,405 | $13.8M |
| Public Sector Pension Investment Board | 0.04% | Add +118.1% | 1,155,478 | $13.2M |
| Crestwood Capital Management, L.P. | 8.25% | No change | 1,139,157 | $13.0M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 1,118,119 | $12.8M |
| Trexquant Investment LP | 0.11% | Add +37.7% | 1,077,663 | $12.3M |
| Bank of America Corp. | 0.00% | Reduce -38.5% | 1,036,655 | $11.9M |
| SG Capital Management LLC | 1.28% | New | 1,020,892 | $11.7M |
| Private Management Group Inc. | 0.33% | New | 998,293 | $11.4M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 995,855 | $11.4M |
| Deutsche Bank AG | 0.00% | Add +302.6% | 977,804 | $11.2M |
| Two Sigma Investments, LP | 0.02% | Add +32.9% | 965,606 | $11.0M |
| First Trust Advisors LP | 0.01% | Add +100.9% | 886,437 | $10.1M |
| Acadian Asset Management LLC | 0.02% | Reduce -2.9% | 878,585 | $10.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -52.8% | 831,774 | $9.5M |
| Brown Capital Management LLC | 0.77% | Reduce -55.2% | 815,446 | $9.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.6% | 805,019 | $9.2M |
| Point72 Asset Management | 0.01% | Add +299.9% | 742,450 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.4% | 742,359 | $8.5M |
| Invesco Ltd. | 0.00% | Add +28.0% | 656,655 | $7.5M |
| Ruffer LLP | 0.34% | New | 645,691 | $7.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.5% | 635,030 | $7.3M |
| First Eagle Investment Management, LLC | 0.01% | Add +88.2% | 635,000 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.1% | 615,780 | $7.0M |
| Susquehanna Portfolio Strategies, LLC | 0.11% | Add +17.4% | 595,325 | $6.8M |
| Tocqueville Asset Management L.P. | 0.10% | Add +161.0% | 575,500 | $6.6M |
| Edgestream Partners, L.P. | 0.18% | Add +40.3% | 574,058 | $6.6M |
| UBS Group AG | 0.00% | Reduce -44.5% | 572,783 | $6.6M |
| Nuveen, LLC | 0.00% | Add +22.0% | 537,395 | $6.1M |
| Pacer Advisors, Inc. | 0.02% | Reduce -3.9% | 511,282 | $5.8M |
| Kennedy Capital Management LLC | 0.12% | New | 495,882 | $5.7M |
| Gagnon Securities LLC | 1.15% | Reduce -27.7% | 491,664 | $5.6M |
| Capital Fund Management S.A. | 0.05% | Add +47.5% | 484,321 | $5.5M |
| Intech Investment Management LLC | 0.05% | Add +339.2% | 481,670 | $5.5M |
| Algert Global LLC | 0.08% | Reduce -57.5% | 475,570 | $5.4M |
| Millennium Management | 0.00% | Reduce -28.5% | 463,723 | $5.3M |
| Gagnon Advisors, LLC | 3.18% | Reduce -30.0% | 438,039 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.1% | 434,703 | $5.0M |
| Two Sigma Advisers, LP | 0.01% | Reduce -19.6% | 411,400 | $4.7M |
| Canada Pension Plan Investment Board | 0.00% | Add +12.5% | 404,800 | $4.6M |
| Marshall Wace, LLP | 0.00% | Add +237.4% | 403,624 | $4.6M |
| Summit Creek Advisors LLC | 0.69% | Reduce -9.7% | 384,186 | $4.4M |
| Sei Investments Co. | 0.00% | Reduce -2.8% | 377,513 | $4.3M |
| Jupiter Asset Management Ltd. | 0.03% | Add +211.8% | 367,539 | $4.2M |
| Legal & General Group Plc | 0.00% | Reduce -5.4% | 341,640 | $3.9M |
| Man Group plc | 0.01% | Reduce -51.5% | 334,469 | $3.8M |
| Ieq Capital, LLC | 0.01% | Add +12.4% | 321,253 | $3.7M |
| JSF Financial, LLC | 0.75% | Reduce -0.9% | 316,831 | $3.6M |
| Rhumbline Advisers | 0.00% | Add +1.4% | 315,689 | $3.6M |
| Engineers Gate Manager LP | 0.04% | Add +41.1% | 307,493 | $3.5M |
| American Century Companies Inc. | 0.00% | Add +5.2% | 302,806 | $3.5M |
| Bessemer Group Inc. | 0.01% | Add +7455.7% | 286,587 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.0% | 274,971 | $3.1M |
| Swiss National Bank | 0.00% | Add +2.4% | 274,100 | $3.1M |
| Dark Forest Capital Management LP | 0.14% | Add +3.6% | 272,628 | $3.1M |
| Victory Capital Management Inc. | 0.00% | Add +76.5% | 264,531 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.4% | 222,250 | $2.5M |
| Holocene Advisors, LP | 0.01% | Add +0.5% | 219,152 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +52.8% | 209,607 | $2.4M |
| Barclays PLC | 0.00% | Add +20.2% | 206,726 | $2.4M |
| Weiss Asset Management LP | 0.04% | Add +6.6% | 205,416 | $2.3M |
| HRT Financial LP | 0.01% | Add +1.0% | 182,354 | $2.1M |
| Wellington Management Group LLP | 0.00% | Add +60.9% | 160,689 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +27.9% | 156,472 | $1.8M |
| FMR LLC | 0.00% | Add +6.5% | 154,521 | $1.8M |
| Atom Investors LP | 0.14% | New | 153,768 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +60.8% | 151,433 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +0.3% | 145,672 | $1.7M |
| Bank of Nova Scotia | 0.00% | Add +30.1% | 137,205 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +11.3% | 133,458 | $1.5M |
| Tudor Investment Corporation | 0.01% | Reduce -86.2% | 129,723 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -3.7% | 128,149 | $1.5M |
| Cwm, LLC | 0.00% | Add +14.2% | 127,226 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -17.8% | 125,069 | $1.4M |
| Dana Investment Advisors, Inc. | 0.04% | New | 123,432 | $1.4M |
| South Dakota Investment Council | 0.02% | Reduce -7.7% | 107,319 | $1.2M |
| Mariner, LLC | 0.00% | Add +104.5% | 106,337 | $1.2M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -32.8% | 106,179 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -9.4% | 103,668 | $1.2M |
| Penbrook Management LLC | 0.81% | New | 102,910 | $1.2M |
| Gotham Asset Management | 0.00% | Add +245.3% | 102,673 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -17.8% | 100,973 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -18.1% | 98,316 | $1.1M |
| Citigroup Inc. | 0.00% | Add +17.1% | 96,449 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -39.7% | 96,251 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 95,185 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +257.8% | 94,602 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.2% | 91,882 | $1.1M |
| Creative Planning | 0.00% | Add +121.4% | 89,377 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Add +4.3% | 90,283 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +289.1% | 88,443 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | New | 87,966 | $1.0M |
| Laurus Global Equity Management Inc. | 0.82% | Reduce -89.2% | 87,890 | $1.0M |
| ING Groep NV | 0.01% | No change | 83,300 | $953K |
| Alliancebernstein L.P. | 0.00% | Add +43.7% | 83,181 | $952K |
| New York State Teachers Retirement System | 0.00% | No change | 82,540 | $944K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 82,100 | $939K |
| Caption Management, LLC | 0.04% | New | 82,059 | $939K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.4% | 74,236 | $848K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +10.3% | 69,900 | $800K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -16.4% | 69,652 | $797K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +39.1% | 72,717 | $795K |
| Axq Capital, LP | 0.18% | Add +48.2% | 69,429 | $794K |
| Daiwa Securities Group Inc. | 0.00% | No change | 68,280 | $781K |
| New York State Common Retirement Fund | 0.00% | No change | 66,597 | $762K |
| Voya Investment Management LLC | 0.00% | Add +20.2% | 65,657 | $751K |
| SG Americas Securities, LLC | 0.00% | Add +230.9% | 62,519 | $715K |
| Janus Henderson Group PLC | 0.00% | No change | 62,326 | $714K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.8% | 61,300 | $701K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.6% | 59,974 | $686K |
| Treasurer of the State of North Carolina | 0.00% | Reduce -1.5% | 59,979 | $686K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -26.3% | 61,546 | $666K |
| Caxton Associates LLP | 0.01% | Add +53.2% | 55,811 | $638K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -22.3% | 55,635 | $636K |
| Graham Capital Management, L.P. | 0.03% | Reduce -32.6% | 53,979 | $618K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +52.8% | 49,964 | $572K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.0% | 49,722 | $569K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -35.3% | 49,113 | $562K |
| XTX Topco Ltd | 0.01% | Add +37.5% | 47,115 | $539K |
| Amalgamated Bank | 0.00% | Add +8.4% | 47,063 | $538K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.6% | 44,027 | $504K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -68.9% | 43,836 | $501K |
| Lazard Asset Management LLC | 0.00% | Reduce -47.2% | 42,393 | $485K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -33.2% | 42,386 | $485K |
| Captrust Financial Advisors | 0.00% | Add +5.8% | 40,248 | $460K |
| Raymond James Financial Inc. | 0.00% | New | 39,972 | $457K |
| Verition Fund Management LLC | 0.00% | Reduce -31.9% | 39,216 | $449K |
| Arizona State Retirement System | 0.00% | Reduce -4.8% | 38,889 | $445K |
| Mirabella Financial Services LLP | 0.04% | New | 38,106 | $436K |
| Comerica Bank | 0.00% | Reduce -26.9% | 37,668 | $431K |
| Lecap Asset Management Ltd. | 0.17% | Reduce -28.0% | 37,609 | $430K |
| Jain Global LLC | 0.00% | New | 37,165 | $425K |
| Royal Bank of Canada | 0.00% | Add +24.1% | 37,219 | $425K |
| Summit Trail Advisors, LLC | 0.01% | Add +69.0% | 36,446 | $417K |
| Quadrature Capital Ltd | 0.00% | New | 35,127 | $402K |
| Diversified Trust Co. | 0.01% | Add +1.6% | 33,903 | $388K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -11.2% | 33,753 | $386K |
| Stifel Financial Corp. | 0.00% | Reduce -21.1% | 33,683 | $385K |
| Yousif Capital Management, LLC | 0.00% | Reduce -13.6% | 36,337 | $383K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.3% | 33,104 | $379K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +61.9% | 32,513 | $372K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +9.7% | 31,600 | $362K |
| Tidal Investments LLC | 0.00% | New | 31,532 | $361K |
| State of Wyoming | 0.04% | Add +297.8% | 30,874 | $353K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 30,601 | $350K |
| Handelsbanken Fonder AB | 0.00% | Add +4.1% | 30,300 | $347K |
| KLP Kapitalforvaltning As | 0.00% | Add +8.8% | 29,700 | $340K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.9% | 27,896 | $319K |
| Fred Alger Management, LLC | 0.00% | Add +54.2% | 27,886 | $319K |
| Prelude Capital Management, LLC | 0.02% | New | 27,489 | $314K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.1% | 27,380 | $313K |
| Impact Investors, Inc | 0.21% | Reduce -45.4% | 26,725 | $306K |
| Leonteq Securities AG | 0.02% | Reduce -7.5% | 25,999 | $297K |
| Bridges Investment Management Inc. | 0.00% | Reduce -66.5% | 23,428 | $268K |
| Focus Partners Wealth | 0.00% | Add +34.1% | 22,970 | $263K |
| LPL Financial LLC | 0.00% | Reduce -67.6% | 22,394 | $256K |
| Merit Financial Group, LLC | 0.00% | New | 21,763 | $249K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -52.5% | 21,426 | $245K |
| Argos Wealth Advisors, LLC | 0.07% | — | 21,198 | $243K |
| Pictet Asset Management Holding SA | 0.00% | No change | 20,676 | $237K |
| EntryPoint Capital, LLC | 0.09% | New | 20,367 | $233K |
| TradeLink Capital LLC | 1.66% | Add +10124.3% | 18,097 | $207K |
| World Investment Advisors | 0.00% | Add +0.2% | 18,083 | $207K |
| LSV Asset Management | 0.00% | No change | 17,500 | $200K |
| Pallas Capital Advisors LLC | 0.01% | New | 17,005 | $195K |
| AlphaQuest LLC | 0.01% | Reduce -85.2% | 16,616 | $190K |
| Indivisible Partners | 0.02% | — | 15,872 | $182K |
| Claret Asset Management Corp | 0.02% | Reduce -0.2% | 15,414 | $176K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.5% | 15,283 | $175K |
| Xponance LLC | 0.00% | Add +9.9% | 14,141 | $162K |
| PNC Financial Services Group, Inc. | 0.00% | Add +71.1% | 14,139 | $162K |
| Balyasny Asset Management L.P. | 0.00% | New | 13,859 | $159K |
| Central Pacific Bank - Trust Division | 0.02% | Add +9.0% | 13,707 | $157K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -16.2% | 13,458 | $154K |
| Trust Point Inc. | 0.01% | Add +5.5% | 13,441 | $154K |
| M&T Bank Corp | 0.00% | New | 13,176 | $150K |
| Cetera Investment Advisers | 0.00% | Reduce -42.2% | 13,133 | $150K |
| Integrated Wealth Concepts LLC | 0.00% | Add +11.4% | 12,819 | $147K |
| Krilogy Financial LLC | 0.00% | New | 12,987 | $145K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -37.1% | 12,256 | $140K |
| Evolve Private Wealth, LLC | 0.01% | — | 11,847 | $136K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -96.3% | 11,231 | $128K |
| NorthCrest Asset Manangement, LLC | 0.00% | New | 10,998 | $123K |
| Sherbrooke Park Advisers LLC | 0.31% | Reduce -73.6% | 10,472 | $120K |
| Parkside Financial Bank & Trust | 0.01% | Add +35.5% | 10,470 | $120K |
| Nano Cap New Millennium Growth Fund L P | 0.10% | — | 10,000 | $114K |
| Veradace Capital Management LLC | 0.08% | — | 10,000 | $114K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,686 | $111K |
| GAMMA Investing LLC | 0.01% | Add +168.1% | 9,395 | $107K |
| Wexford Capital LP | 0.03% | New | 9,141 | $105K |
| Essential Partners LLC | 0.03% | Reduce -32.2% | 7,804 | $89K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,404 | $79K |
| US Bancorp \de | 0.00% | Reduce -35.0% | 5,923 | $68K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -8.6% | 5,741 | $66K |
| MetLife Investment Management, LLC | 0.00% | Add +6.0% | 5,675 | $65K |
| Bfsg, LLC | 0.01% | New | 5,421 | $62K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 5,356 | $61K |
| Wells Fargo & Company | 0.00% | Add +93.3% | 5,248 | $60K |
| Sterling Capital Management LLC | 0.00% | Add +8.9% | 4,824 | $55K |
| Hantz Financial Services, Inc. | 0.00% | Add +37.3% | 4,731 | $54K |
| Allworth Financial LP | 0.00% | Add +121.9% | 4,699 | $54K |
| KBC Group NV | 0.00% | No change | 4,586 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.1% | 4,278 | $49K |
| Clearstead Advisors, LLC | 0.00% | Add +81.2% | 3,724 | $43K |
| STRS Ohio | 0.00% | Add +5.9% | 3,429 | $39K |
| Rothschild Investment LLC | 0.00% | Add +62.5% | 3,148 | $36K |
| UMB Bank, n.a. | 0.00% | Add +124.3% | 2,757 | $32K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +39.2% | 2,664 | $30K |
| Quadrant Capital Group LLC | 0.00% | Add +154.4% | 2,458 | $28K |
| Fifth Third Bancorp | 0.00% | Reduce -44.3% | 2,367 | $27K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -57.5% | 2,261 | $26K |
| Lanark Financial, Inc. | 0.00% | New | 1,998 | $23K |
| IFP Advisors, Inc | 0.00% | Add +17.3% | 1,876 | $21K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.3% | 1,427 | $16K |
| Huntington National Bank | 0.00% | Add +31.8% | 1,373 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -49.3% | 1,232 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +787.2% | 1,180 | $13K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,035 | $12K |
| Park Place Capital Corp | 0.00% | No change | 1,003 | $11K |
| Parallel Advisors, LLC | 0.00% | Reduce -60.6% | 865 | $10K |
| True Wealth Design, LLC | 0.00% | Reduce -36.9% | 824 | $9K |
| Covestor Ltd | 0.00% | Add +2.7% | 600 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +404.4% | 580 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Add +116.4% | 487 | $6K |
| Spire Wealth Management | 0.00% | New | 433 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +30.7% | 413 | $5K |
| Quent Capital, LLC | 0.00% | Add +25.7% | 323 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -66.8% | 322 | $4K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -99.7% | 307 | $4K |
| MAI Capital Management | 0.00% | Add +9.7% | 305 | $3K |
| Sankala Group LLC | 0.00% | — | 306 | $3K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -59.2% | 278 | $3K |
| T. Rowe Price Investment Management, Inc. | 0.00% | Add +209.2% | 201 | $3K |
| North Star Investment Management Corp. | 0.00% | New | 230 | $3K |
| Red Tortoise LLC | 0.00% | New | 211 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -66.8% | 204 | $2K |
| Meramec Financial Planners, LLC | 0.00% | — | 247 | $2K |
| Clearstead Trust, LLC | 0.00% | Add +24.8% | 191 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -99.7% | 178 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 187 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 173 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +63.5% | 139 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +337.0% | 118 | $1K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 102 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 90 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +700.0% | 88 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -30.8% | 72 | $824 |
| TD Private Client Wealth LLC | 0.00% | New | 66 | $755 |
| Larson Financial Group LLC | 0.00% | Reduce -75.7% | 63 | $721 |
| SJS Investment Consulting Inc. | 0.00% | New | 52 | $595 |
| Physician Wealth Advisors, Inc. | 0.00% | Add +25.6% | 49 | $561 |
| Bell Investment Advisors, Inc | 0.00% | No change | 49 | $561 |
| CIBC Private Wealth Group LLC | 0.00% | Add +2150.0% | 45 | $515 |
| Ankerstar Wealth, LLC | 0.00% | — | 32 | $366 |
| Ancora Advisors LLC | 0.00% | Reduce -44.9% | 27 | $309 |
| SouthState Bank Corp | 0.00% | New | 15 | $172 |
| Creative Financial Designs Inc. | 0.00% | New | 15 | $172 |
| Root Financial Partners, LLC | 0.00% | Reduce -86.2% | 12 | $137 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -71.4% | 10 | $115 |
| Assetmark, Inc. | 0.00% | Reduce -82.5% | 10 | $114 |
| Abound Wealth Management | 0.00% | No change | 8 | $92 |
| Elyxium Wealth, LLC | 0.00% | New | 8 | $92 |
| Gilpin Wealth Management, LLC | 0.00% | — | 6 | $69 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $37 |
| MV Capital Management, Inc. | 0.00% | Reduce -90.0% | 3 | $35 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 2 | $23 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -83.3% | 1 | $12 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $11 |
"% of holder's portfolio" is DV's weight in each manager's 13F, not the share of Doubleverify Holdings Inc. the manager owns.