Doubleverify HoldingsDV

13F holders, Q1 2026 (March 31)
329holders +35
66new positions
31sold out
8famous investors
$9.50avg. 13F price*

At the end of Q1 2026, 329 institutions reported holding Doubleverify Holdings Inc. (DV) in their 13F filings, up 35 from Q4 2025. 66 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($183.8M), Providence Equity Partners L.L.C. ($173.8M) and AQR Capital Management ($111.0M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions66$37.6M
Exits31$117.0M

All 13F filers, Q4 2025 → Q1 2026: 24,969,886 shares bought and 27,791,321 shares sold, net −2,821,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 329 holders

BlackRock, Inc. 0.00% Add +1.3% 19,352,552 $183.8M
Providence Equity Partners L.L.C. 30.75% No change 18,290,908 $173.8M
AQR Capital Management 0.05% Add +122.3% 11,679,243 $111.0M
Vanguard Portfolio Management LLC 0.00% — 7,555,876 $71.8M
Vanguard Capital Management LLC 0.00% — 6,385,110 $60.7M
Mackenzie Financial Corp. 0.07% Add +2.3% 5,790,370 $55.0M
Topline Capital Management, LLC 7.88% Reduce -40.6% 5,022,892 $47.7M
State Street Corp. 0.00% Add +1.1% 4,361,123 $41.4M
Dimensional Fund Advisors LP 0.01% Add +9.1% 4,333,555 $41.2M
Disciplined Growth Investors Inc. 0.76% Add +4.5% 3,908,101 $37.1M
Morgan Stanley 0.00% Reduce -7.5% 3,171,658 $30.1M
Assenagon Asset Management S.A. 0.04% Reduce -21.3% 2,571,380 $24.4M
Geode Capital Management, LLC 0.00% Add +3.4% 2,484,330 $23.6M
Ameriprise Financial Inc. 0.00% Add +12.7% 2,230,185 $21.2M
Fort Washington Investment Advisors Inc. 0.12% Add +17.1% 2,204,762 $20.9M
T. Rowe Price Associates Inc. 0.00% Add +1.0% 2,032,035 $19.3M
Public Sector Pension Investment Board 0.05% Add +60.7% 1,856,376 $17.6M
Private Management Group Inc. 0.49% Add +79.1% 1,787,943 $17.0M
BNP Paribas Financial Markets 0.01% Reduce -23.7% 1,732,192 $16.5M
Bank of America Corp. 0.00% Add +65.1% 1,711,681 $16.3M
ZWJ Investment Counsel Inc. 0.56% Reduce -0.6% 1,629,568 $15.5M
Citadel Advisors 0.01% Add +6.8% 1,573,582 $14.9M
Riverbridge Partners LLC 0.34% Reduce -13.2% 1,442,814 $13.7M
JPMorgan Chase & Co. 0.00% Add +22.5% 1,370,017 $13.0M
Amundi 0.00% Reduce -33.6% 1,304,995 $12.4M
First Trust Advisors LP 0.01% Add +42.3% 1,261,399 $12.0M
Balyasny Asset Management L.P. 0.02% Add +8881.0% 1,244,679 $11.8M
Trexquant Investment LP 0.08% Add +5.9% 1,140,900 $10.8M
Northern Trust Corp. 0.00% Add +6.4% 1,059,652 $10.1M
Goldman Sachs Group Inc. 0.00% Add +69.0% 1,040,988 $9.9M
Federated Hermes, Inc. 0.02% Reduce -35.9% 1,006,190 $9.6M
Crestwood Capital Management, L.P. 6.39% Reduce -14.1% 979,157 $9.3M
Charles Schwab Investment Management Inc. 0.00% Add +18.8% 956,375 $9.1M
SG Americas Securities, LLC 0.01% Add +1278.9% 862,047 $8.2M
Vanguard Fiduciary Trust Co. 0.00% — 852,227 $8.1M
Rockefeller Capital Management L.P. 0.01% Add +2.1% 849,113 $8.1M
UBS Group AG 0.00% Add +47.0% 841,900 $8.0M
Gotham Asset Management 0.02% Add +713.0% 834,774 $7.9M
Veradace Capital Management LLC 6.98% Add +8143.4% 824,340 $7.8M
Susquehanna International Group, LLP 0.01% Add +265.3% 811,844 $7.7M
Renaissance Technologies 0.01% Reduce -36.7% 797,300 $7.6M
Millennium Management 0.01% Add +64.7% 763,607 $7.3M
Natixis 0.03% New 758,021 $7.2M
Bank of New York Mellon Corp 0.00% Reduce -3.6% 715,842 $6.8M
Jupiter Asset Management Ltd. 0.04% Add +92.2% 706,560 $6.7M
Voloridge Investment Management, LLC 0.03% Reduce -60.1% 673,864 $6.4M
Pacer Advisors, Inc. 0.02% Add +31.5% 672,315 $6.4M
Invesco Ltd. 0.00% Add +2.2% 671,206 $6.4M
Principal Financial Group Inc. 0.00% Add +2.1% 648,281 $6.2M
Marshall Wace, LLP 0.01% Add +60.5% 647,771 $6.2M
First Eagle Investment Management, LLC 0.01% No change 635,000 $6.0M
Tudor Investment Corporation 0.03% Add +377.1% 618,906 $5.9M
Ruffer LLP 0.24% Reduce -5.2% 612,017 $5.8M
Brown Capital Management LLC 0.79% Reduce -28.3% 584,579 $5.6M
Ieq Capital, LLC 0.03% Add +76.5% 567,039 $5.4M
Two Sigma Investments, LP 0.00% Reduce -42.4% 556,411 $5.3M
Kennedy Capital Management LLC 0.10% Add +2.5% 508,389 $4.8M
Gagnon Securities LLC 1.07% Reduce -0.7% 488,462 $4.6M
D. E. Shaw & Co. 0.00% Reduce -59.8% 484,263 $4.6M
Tocqueville Asset Management L.P. 0.07% Reduce -16.5% 480,500 $4.6M
Point72 Asset Management 0.01% Reduce -40.3% 443,289 $4.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.7% 442,235 $4.2M
Acadian Asset Management LLC 0.01% Reduce -50.1% 438,675 $4.2M
Gagnon Advisors, LLC 3.06% No change 438,039 $4.2M
WINTON GROUP Ltd 0.14% New 433,073 $4.1M
Quantinno Capital Management LP 0.01% Add +181.5% 426,329 $4.1M
Kerrisdale Advisers, LLC 1.44% New 398,439 $3.8M
Edgestream Partners, L.P. 0.12% Reduce -30.8% 397,519 $3.8M
Holocene Advisors, LP 0.01% Add +78.1% 390,328 $3.7M
FMR LLC 0.00% Add +148.3% 383,606 $3.6M
Nuveen, LLC 0.00% Reduce -29.5% 378,767 $3.6M
Capital Fund Management S.A. 0.03% Reduce -22.1% 377,507 $3.6M
HRT Financial LP 0.01% Add +105.9% 375,433 $3.6M
Qube Research & Technologies Ltd 0.01% New 370,047 $3.5M
Victory Capital Management Inc. 0.00% Add +31.0% 346,426 $3.3M
Summit Creek Advisors LLC 0.67% Reduce -10.1% 345,243 $3.3M
Diversified Investment Strategies, LLC 2.07% New 341,675 $3.2M
Rhumbline Advisers 0.00% Add +4.3% 329,228 $3.1M
JSF Financial, LLC 0.59% No change 316,831 $3.0M
Legal & General Group Plc 0.00% Reduce -9.5% 309,143 $2.9M
Man Group plc 0.01% Reduce -7.7% 308,641 $2.9M
Envestnet Asset Management Inc. 0.00% Add +11.8% 307,425 $2.9M
American Century Companies Inc. 0.00% Add +0.0% 302,899 $2.9M
Bessemer Group Inc. 0.00% Reduce -0.1% 286,154 $2.7M
Swiss National Bank 0.00% No change 274,100 $2.6M
Mariner, LLC 0.00% Add +139.9% 255,159 $2.4M
Cwm, LLC 0.01% Add +98.0% 251,967 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +11.9% 234,508 $2.2M
Crossmark Global Holdings, Inc. 0.03% Add +1976.7% 233,231 $2.2M
Wellington Management Group LLP 0.00% Add +44.4% 231,994 $2.2M
Creative Planning 0.00% Add +156.2% 229,024 $2.2M
Cerity Partners LLC 0.00% Add +113.7% 205,722 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Add +306.4% 199,579 $1.9M
Citigroup Inc. 0.00% Add +98.6% 191,508 $1.8M
Barclays PLC 0.00% Reduce -8.8% 188,637 $1.8M
California State Teachers Retirement System 0.00% Add +39.8% 179,209 $1.7M
ING Groep NV 0.01% Add +114.4% 178,600 $1.7M
Empowered Funds, LLC 0.01% New 177,611 $1.7M
Deutsche Bank AG 0.00% Reduce -82.3% 173,300 $1.6M
Bank of Nova Scotia 0.00% Add +17.3% 160,928 $1.5M
Weiss Asset Management LP 0.04% Reduce -22.2% 159,797 $1.5M
Russell Investments Group, Ltd. 0.00% Reduce -0.3% 155,917 $1.5M
Sei Investments Co. 0.00% Reduce -60.1% 150,456 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +111.6% 153,849 $1.4M
Bank of Montreal 0.00% Reduce -96.0% 145,137 $1.4M
Voya Investment Management LLC 0.00% Add +120.4% 144,737 $1.4M
Dark Forest Capital Management LP 0.12% Reduce -48.7% 139,847 $1.3M
Dana Investment Advisors, Inc. 0.04% Add +11.2% 137,227 $1.3M
State of Wisconsin Investment Board 0.00% Add +28.2% 129,460 $1.2M
Prudential Financial Inc. 0.00% Reduce -3.9% 120,219 $1.1M
Vanguard Global Advisers, LLC 0.00% — 119,544 $1.1M
Alliancebernstein L.P. 0.00% Add +18.4% 98,446 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 117,362 $1.1M
Franklin Resources Inc. 0.00% Reduce -12.2% 117,228 $1.1M
Pale Fire Capital SE 0.09% New 110,500 $1.0M
Janney Montgomery Scott LLC 0.00% Add +23.2% 108,347 $1.0M
Jump Financial, LLC 0.02% New 108,000 $1.0M
South Dakota Investment Council 0.02% No change 107,319 $1.0M
Bridgefront Capital, LLC 0.25% New 105,263 $1000K
Engineers Gate Manager LP 0.01% Reduce -66.1% 104,159 $990K
Penbrook Management LLC 0.74% No change 102,910 $978K
Mercer Global Advisors Inc. 0.00% Add +104.8% 101,851 $968K
State Board of Administration of Florida Retirement System 0.00% No change 95,185 $904K
New Age Alpha Advisors, LLC 0.04% Reduce -3.6% 94,791 $901K
Jain Global LLC 0.01% Add +152.3% 93,779 $891K
Twinbeech Capital LP 0.09% New 92,925 $883K
New York State Teachers Retirement System 0.00% Add +10.2% 90,990 $864K
Canada Pension Plan Investment Board 0.00% Reduce -77.8% 89,892 $854K
Thrivent Financial for Lutherans 0.00% Reduce -2.9% 89,254 $848K
Laurus Global Equity Management Inc. 0.81% Reduce -1.3% 86,720 $824K
Bridges Investment Management Inc. 0.01% Add +266.1% 85,777 $815K
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 82,100 $780K
Caption Management, LLC 0.04% No change 82,059 $780K
Magnetar Financial LLC 0.01% New 80,575 $765K
HSBC Holdings PLC 0.00% Reduce -26.4% 76,284 $735K
Caxton Associates LLP 0.02% Add +32.1% 73,725 $700K
Captrust Financial Advisors 0.00% Add +82.6% 73,498 $698K
State of Alaska, Department of Revenue 0.01% Reduce -2.0% 72,769 $690K
VARCOV Co. 0.26% New 72,406 $688K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +66.5% 70,573 $670K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% No change 69,900 $664K
Illinois Municipal Retirement Fund 0.01% Reduce -2.7% 67,749 $644K
New York State Common Retirement Fund 0.00% No change 66,597 $633K
Horizon Investments, LLC 0.01% New 65,782 $625K
Oppenheimer Asset Management Inc. 0.01% Add +12.2% 62,393 $593K
Janus Henderson Group PLC 0.00% No change 62,326 $592K
Treasurer of the State of North Carolina 0.00% Add +2.2% 61,285 $582K
Police & Firemen's Retirement System of New Jersey 0.00% No change 59,974 $570K
Louisiana State Employees Retirement System 0.01% Reduce -3.3% 59,300 $563K
Graham Capital Management, L.P. 0.03% Add +8.6% 58,634 $557K
Lecap Asset Management Ltd. 0.21% Add +53.6% 57,759 $549K
Summit Trail Advisors, LLC 0.01% Add +53.2% 55,841 $530K
Focus Partners Wealth 0.00% Add +125.0% 51,683 $491K
CSS LLC 0.07% New 47,940 $455K
Squarepoint Ops LLC 0.00% New 47,595 $452K
Diversified Trust Co. 0.01% Add +37.5% 46,605 $443K
Merit Financial Group, LLC 0.00% Add +114.1% 46,589 $443K
Watershed Asset Management, L.L.C. 0.44% New 44,781 $425K
Royal Bank of Canada 0.00% Add +19.1% 44,340 $421K
Fifth Third Bancorp 0.00% Add +1733.4% 43,397 $412K
Amalgamated Bank 0.00% Reduce -7.9% 43,333 $412K
Quantbot Technologies LP 0.02% New 43,265 $411K
Public Employees Retirement System of Ohio 0.00% Reduce -2.4% 42,982 $408K
Capstone Investment Advisors, LLC 0.00% New 42,679 $405K
Centiva Capital, LP 0.02% New 42,498 $404K
Jefferies Financial Group Inc. 0.00% New 39,825 $378K
Arizona State Retirement System 0.00% Reduce -1.7% 38,243 $363K
State of Wyoming 0.04% Add +19.3% 36,821 $350K
Brighton Jones LLC 0.01% New 36,163 $344K
Yousif Capital Management, LLC 0.00% Reduce -1.8% 35,697 $339K
Nano Cap New Millennium Growth Fund L P 0.31% Add +250.0% 35,000 $333K
Schonfeld Strategic Advisors LLC 0.00% New 34,235 $325K
Teachers Retirement System of the State of Kentucky 0.00% No change 33,753 $321K
Vanguard Investments Australia, Ltd. 0.00% — 33,777 $321K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -64.7% 33,357 $317K
Brevan Howard Capital Management LP 0.00% Reduce -68.8% 33,183 $315K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 33,068 $314K
Focus Partners Advisor Solutions, LLC 0.00% Add +144.9% 32,955 $313K
Susquehanna Portfolio Strategies, LLC 0.00% Reduce -94.5% 32,482 $309K
Los Angeles Capital Management LLC 0.00% Reduce -64.0% 32,470 $308K
Mirabella Financial Services LLP 0.03% Reduce -15.9% 32,045 $304K
State of Tennessee, Department of Treasury 0.00% Reduce -48.6% 31,609 $300K
Harbor Capital Advisors, Inc. 0.02% Reduce -36.8% 31,601 $300K
Axq Capital, LP 0.04% Reduce -54.9% 31,300 $297K
Oregon Public Employees Retirement Fund 0.00% No change 30,601 $291K
Manufacturers Life Insurance Company, The 0.00% Add +9.7% 30,588 $291K
Handelsbanken Fonder AB 0.00% No change 30,300 $288K
KLP Kapitalforvaltning As 0.00% No change 29,700 $282K
Pallas Capital Advisors LLC 0.01% Add +74.3% 29,636 $282K
Brooklyn Investment Group 0.01% New 29,116 $277K
Prelude Capital Management, LLC 0.02% Add +0.5% 27,623 $262K
Integrated Wealth Concepts LLC 0.00% Add +114.0% 27,432 $261K
Maryland State Retirement & Pension System 0.01% No change 27,380 $260K
Optas, LLC 0.04% New 25,622 $243K
Stifel Financial Corp. 0.00% Reduce -25.1% 25,223 $240K
Oxford Asset Management LLP 0.10% New 25,150 $239K
Lido Advisors, LLC 0.00% New 24,614 $234K
Sivia Capital Partners, LLC 0.05% New 24,546 $233K
Corient Private Wealth LP 0.00% New 23,241 $221K
LPL Financial LLC 0.00% Add +2.5% 22,945 $218K
Curi Capital, LLC 0.00% New 21,679 $206K
Fred Alger Management, LLC 0.00% Reduce -22.7% 21,566 $205K
Ensign Peak Advisors, Inc 0.00% No change 21,426 $204K
Seizert Capital Partners, LLC 0.01% New 20,971 $199K
Krilogy Financial LLC 0.01% Add +42.7% 18,537 $199K
Blue Trust, Inc. 0.00% New 20,771 $197K
Pictet Asset Management Holding SA 0.00% Add +0.2% 20,721 $197K
Raymond James Financial Inc. 0.00% Reduce -49.5% 20,192 $192K
Oak Thistle LLC 0.02% New 20,108 $191K
Indivisible Partners 0.02% Add +25.9% 19,980 $190K
Polymer Capital Management (US) LLC 0.03% New 19,924 $189K
Intech Investment Management LLC 0.00% Reduce -96.1% 18,731 $178K
United Capital Financial Advisors, LLC 0.00% New 17,646 $168K
Xponance LLC 0.00% Add +20.6% 17,053 $162K
Intrust Bank NA 0.01% New 16,339 $155K
Leonteq Securities AG 0.01% Reduce -37.9% 16,140 $153K
Argos Wealth Advisors, LLC 0.04% Reduce -24.3% 16,054 $153K
111 Capital 0.04% New 16,020 $152K
Evergreen Capital Management LLC 0.00% New 15,774 $150K
Central Pacific Bank - Trust Division 0.02% Add +12.5% 15,417 $146K
Claret Asset Management Corp 0.02% Add +0.0% 15,417 $146K
Chicago Partners Investment Group LLC 0.00% New 13,587 $146K
Mutual of America Capital Management LLC 0.00% Add +0.1% 15,303 $145K
M&T Bank Corp 0.00% Add +16.0% 15,284 $145K
Bull Harbor Capital LLC 0.04% — 14,756 $140K
Landscape Capital Management, L.L.C. 0.01% Add +19.7% 14,671 $139K
Impact Investors, Inc 0.10% Reduce -45.8% 14,476 $138K
Evolve Private Wealth, LLC 0.01% Add +21.8% 14,427 $137K
HB Wealth Management, LLC 0.00% New 14,402 $137K
PNC Financial Services Group, Inc. 0.00% Add +0.8% 14,255 $135K
HighTower Advisors, LLC 0.00% New 14,133 $134K
Cetera Investment Advisers 0.00% Add +6.8% 14,026 $133K
EP Wealth Advisors, LLC 0.00% New 13,858 $132K
NorthCrest Asset Manangement, LLC 0.00% Add +18.5% 13,036 $130K
Lazard Asset Management LLC 0.00% Reduce -68.9% 13,171 $125K
Hantz Financial Services, Inc. 0.00% Add +177.7% 13,137 $125K
Trust Point Inc. 0.01% Reduce -4.0% 12,898 $123K
LMR Partners LLP 0.00% New 12,734 $121K
Bfsg, LLC 0.01% Add +133.1% 12,636 $120K
Vanguard Personalized Indexing Management, LLC 0.00% New 11,988 $114K
Journey Strategic Wealth LLC 0.00% New 11,521 $109K
Sanctuary Advisors, LLC 0.00% New 11,309 $107K
Diametric Capital, LP 0.03% New 10,720 $102K
Olympiad Research LP 0.30% New 10,333 $98K
Allworth Financial LP 0.00% Add +113.8% 10,047 $95K
Summit Global Investments 0.01% New 10,041 $95K
GAMMA Investing LLC 0.00% Add +4.4% 9,811 $93K
Public Employees Retirement Association of Colorado 0.00% No change 9,686 $92K
EverSource Wealth Advisors, LLC 0.00% Add +99.8% 8,548 $81K
Rothschild Investment LLC 0.00% Add +141.7% 7,608 $72K
Essential Partners LLC 0.02% Reduce -9.0% 7,101 $67K
Parkside Financial Bank & Trust 0.01% Reduce -33.5% 6,959 $66K
Global Assets Advisory, LLC 0.02% New 1,200 $66K
Parallel Advisors, LLC 0.00% Add +678.0% 6,730 $64K
Arax Advisory Partners 0.00% Add +3557.3% 6,510 $62K
Wells Fargo & Company 0.00% Add +8.6% 5,701 $54K
MetLife Investment Management, LLC 0.00% Reduce -3.7% 5,465 $52K
Quadrant Capital Group LLC 0.00% Add +111.6% 5,201 $49K
KBC Group NV 0.00% No change 4,586 $44K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -13.7% 4,623 $44K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +68.5% 4,490 $43K
US Bancorp \de 0.00% Reduce -36.6% 3,757 $36K
STRS Ohio 0.00% Reduce -0.1% 3,424 $33K
UMB Bank, n.a. 0.00% Add +15.7% 3,189 $30K
Farther Finance Advisors, LLC 0.00% Add +154.4% 3,002 $29K
Jones Financial Companies LLLP 0.00% Add +202.9% 3,135 $29K
Sterling Capital Management LLC 0.00% Reduce -38.1% 2,985 $28K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +1336.9% 2,687 $26K
Signaturefd, LLC 0.00% Add +675.5% 2,497 $24K
DekaBank Deutsche Girozentrale 0.00% No change 2,404 $23K
Wealth Preservation Advisors, LLC 0.02% New 2,218 $21K
MAI Capital Management 0.00% Add +596.4% 2,124 $20K
Tower Research Capital LLC (TRC) 0.00% Reduce -63.0% 2,123 $20K
Versant Capital Management, Inc 0.00% Add +398.6% 2,059 $20K
True Wealth Design, LLC 0.01% Add +134.0% 1,928 $18K
Lanark Financial, Inc. 0.00% Reduce -19.4% 1,610 $15K
Osaic Holdings, Inc. 0.00% Add +11.5% 1,591 $15K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -51.6% 1,095 $15K
IFP Advisors, Inc 0.00% Reduce -26.9% 1,372 $13K
Huntington National Bank 0.00% Reduce -0.7% 1,364 $13K
Owl Creek Wealth Partners LLC 0.00% — 1,315 $12K
Nisa Investment Advisors, LLC 0.00% Add +312.4% 1,266 $12K
Park Place Capital Corp 0.00% No change 1,003 $10K
Salomon & Ludwin, LLC 0.00% Add +232.7% 925 $9K
Root Financial Partners, LLC 0.00% Add +7433.3% 904 $9K
Quent Capital, LLC 0.00% Add +132.2% 750 $7K
Quarry LP 0.00% New 732 $7K
Larson Financial Group LLC 0.00% Add +1046.0% 722 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +241.7% 697 $7K
Covestor Ltd 0.00% Add +10.8% 665 $6K
Smartleaf Asset Management LLC 0.00% Reduce -55.3% 551 $5K
North Star Investment Management Corp. 0.00% Add +139.1% 550 $5K
SJS Investment Consulting Inc. 0.00% Add +665.4% 398 $4K
JPL Wealth Management, LLC 0.00% New 370 $4K
Highline Wealth Partners LLC 0.00% New 304 $3K
Sankala Group LLC 0.00% No change 306 $3K
Meramec Financial Planners, LLC 0.00% No change 247 $3K
Bare Financial Services, Inc 0.00% Add +81.3% 252 $2K
Caitong International Asset Management Co., Ltd 0.00% New 231 $2K
Advisory Services Network, LLC 0.00% New 220 $2K
High Note Wealth, LLC 0.00% New 188 $2K
Sunbelt Securities, Inc. 0.00% Add +93.1% 139 $1K
Rachor Investment Advisory Services, LLC 0.00% No change 102 $969
Farmers & Merchants Investments Inc. 0.00% No change 90 $855
SHP Wealth Management 0.00% New 79 $750
Clearstead Trust, LLC 0.00% Reduce -62.3% 72 $684
TD Private Client Wealth LLC 0.00% No change 66 $627
Bruce G. Allen Investments, LLC 0.00% Reduce -49.1% 60 $570
Bell Investment Advisors, Inc 0.00% No change 49 $466
CVA Family Office, LLC 0.00% New 45 $428
SBI Securities Co., Ltd. 0.00% Reduce -90.8% 45 $428
Ankerstar Wealth, LLC 0.00% Add +12.5% 36 $342
MV Capital Management, Inc. 0.00% Add +700.0% 24 $228
Cedar Mountain Advisors, LLC 0.00% New 22 $209
Transamerica Financial Advisors, LLC 0.00% Reduce -81.8% 16 $152
SouthState Bank Corp 0.00% No change 15 $143
JFS Wealth Advisors, LLC 0.00% No change 10 $95
Abound Wealth Management 0.00% No change 8 $76
Dunhill Financial, LLC 0.00% No change 3 $30
Fortitude Family Office, LLC 0.00% New 3 $29
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $19
Gilpin Wealth Management, LLC 0.00% Reduce -66.7% 2 $19
Raffa Wealth Management, LLC 0.00% New 1 $10
Vermillion Wealth Management, Inc. 0.00% New 1 $10
DiNuzzo Private Wealth, Inc. 0.00% No change 1 $10
Curio Wealth, LLC 0.00% New 1 $10
Keating Financial Advisory Services, Inc. 0.00% Reduce -50.0% 1 $10
Capital Advisors, Ltd. LLC 0.00% New 17 $0
Avion Wealth 0.00% New 50 $0

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