Doubleverify HoldingsDV
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $37.6M |
| Exits | 31 | $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.