Filing Research | DV - DOUBLEVERIFY HOLDINGS INC Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	3.0MSH	$33.0M
2	ZWJ INVESTMENT COUNSEL INC	Shares	1.7MSH	$18.3M
3	Assenagon Asset Management S.A.	Shares	1.4MSH	$14.9M
4	RIVERBRIDGE PARTNERS LLC	Shares	973.0KSH	$10.5M
5	Robeco Institutional Asset Management B.V.	Shares	349.1KSH	$3.8M
6	Crossmark Global Holdings, Inc.	Shares	276.2KSH	$3.0M
7	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	204.2KSH	$2.2M
8	Diversified Trust Co	Shares	124.6KSH	$1.4M
9	Penbrook Management LLC	Shares	102.7KSH	$1.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	74.7KSH	$871.2K
11	Louisiana State Employees Retirement System	Shares	55.8KSH	$604.9K
12	Police & Firemen's Retirement System of New Jersey	Shares	42.6KSH	$461.5K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	34.5KSH	$373.7K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.2KSH	$327.4K
15	Park Capital Management, LLC / WI	Shares	24.1KSH	$260.9K
16	Blue Trust, Inc.	Shares	22.7KSH	$246.3K
17	Hennion & Walsh Asset Management, Inc.	Shares	22.1KSH	$240.0K
18	Central Pacific Bank - Trust Division	Shares	20.7KSH	$224.7K
19	Sequoia Financial Advisors, LLC	Shares	18.9KSH	$204.9K
20	Merit Financial Group, LLC	Shares	18.7KSH	$202.3K
21	Sivia Capital Partners, LLC	Shares	17.5KSH	$189.2K
22	ANCHYRA PARTNERS LLC	Shares	14.4KSH	$156.0K
23	BFSG, LLC	Shares	12.6KSH	$137.0K
24	Optas, LLC	Shares	12.2KSH	$132.2K
25	Olympiad Research LP	Shares	10.5KSH	$113.6K
26	Commonwealth Financial Services, LLC	Shares	10.4KSH	$112.6K
27	GAMMA Investing LLC	Shares	7.3KSH	$78.6K
28	Farther Finance Advisors, LLC	Shares	5.3KSH	$57.1K
29	SIGNATUREFD, LLC	Shares	4.8KSH	$52.0K
30	EverSource Wealth Advisors, LLC	Shares	2.7KSH	$29.4K
31	Versant Capital Management, Inc	Shares	2.5KSH	$26.7K
32	LANARK FINANCIAL, INC.	Shares	1.9KSH	$20.7K
33	Owl Creek Wealth Partners LLC	Shares	1.3KSH	$14.3K
34	True Wealth Design, LLC	Shares	741SH	$8.0K
35	MassMutual Private Wealth & Trust, FSB	Shares	593SH	$6.4K
36	IFP Advisors, Inc	Shares	518SH	$5.6K
37	SJS Investment Consulting Inc.	Shares	228SH	$2.5K
38	HIGHLINE WEALTH PARTNERS LLC	Shares	202SH	$2.2K
39	High Note Wealth, LLC	Shares	188SH	$2.0K
40	Physician Wealth Advisors, Inc.	Shares	138SH	$1.5K
41	Fortitude Family Office, LLC	Shares	112SH	$1.2K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	95.3KSH	$1.0K
43	FARMERS & MERCHANTS INVESTMENTS INC	Shares	90SH	$976
44	SBI Securities Co., Ltd.	Shares	50SH	$542
45	State of Alaska, Department of Revenue	Shares	48.1KSH	$521
46	Handelsbanken Fonder AB	Shares	43.1KSH	$467
47	AMALGAMATED BANK	Shares	34.6KSH	$375
48	Cedar Mountain Advisors, LLC	Shares	22SH	$238
49	GILPIN WEALTH MANAGEMENT, LLC	Shares	21SH	$228
50	Activest Wealth Management	Shares	17SH	$184

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Manager changes2026-06-30 vs 2026-03-31

50 / 61 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+838.5K	+$12.0M	$33.0M
2	ZWJ INVESTMENT COUNSEL INC added	Shares	+62.6K	+$2.9M	$18.3M
3	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+204.2K	+$2.2M	$2.2M
4	Robeco Institutional Asset Management B.V. added	Shares	+149.5K	+$1.9M	$3.8M
5	Diversified Trust Co added	Shares	+78.0K	+$907.9K	$1.4M
6	Crossmark Global Holdings, Inc. added	Shares	+43.0K	+$778.4K	$3.0M
7	Park Capital Management, LLC / WI new	Shares	+24.1K	+$260.9K	$260.9K
8	Hennion & Walsh Asset Management, Inc. new	Shares	+22.1K	+$240.0K	$240.0K
9	Sequoia Financial Advisors, LLC new	Shares	+18.9K	+$204.9K	$204.9K
10	ANCHYRA PARTNERS LLC new	Shares	+14.4K	+$156.0K	$156.0K
11	Penbrook Management LLC trimmed	Shares	-250	+$135.2K	$1.1M
12	Commonwealth Financial Services, LLC new	Shares	+10.4K	+$112.6K	$112.6K
13	Central Pacific Bank - Trust Division added	Shares	+5.3K	+$78.3K	$224.7K
14	Blue Trust, Inc. added	Shares	+1.9K	+$49.0K	$246.3K
15	Louisiana State Employees Retirement System trimmed	Shares	-3.5K	+$41.5K	$604.9K
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.2K	+$34.6K	$373.7K
17	SIGNATUREFD, LLC added	Shares	+2.3K	+$28.3K	$52.0K
18	Farther Finance Advisors, LLC added	Shares	+2.3K	+$27.7K	$57.1K
19	BFSG, LLC unchanged	Shares	0	+$16.9K	$137.0K
20	Olympiad Research LP added	Shares	+145	+$15.4K	$113.6K
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.9K	+$13.3K	$327.4K
22	Versant Capital Management, Inc added	Shares	+407	+$7.2K	$26.7K
23	LANARK FINANCIAL, INC. added	Shares	+298	+$5.4K	$20.7K
24	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.8K	$14.3K
25	Physician Wealth Advisors, Inc. new	Shares	+138	+$1.5K	$1.5K
26	Fortitude Family Office, LLC added	Shares	+109	+$1.2K	$1.2K
27	High Note Wealth, LLC unchanged	Shares	0	+$252	$2.0K
28	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+19	+$209	$228
29	Activest Wealth Management added	Shares	+17	+$184	$184
30	Handelsbanken Fonder AB added	Shares	+12.8K	+$179	$467
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.3K	+$169	$1.0K
32	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$121	$976
33	SBI Securities Co., Ltd. added	Shares	+5	+$114	$542
34	Davis Capital Management new	Shares	+7	+$76	$76
35	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$29	$238
36	Abound Wealth Management unchanged	Shares	0	+$11	$87
37	Capital Advisors, Ltd. LLC exited	Shares	-17	$0	$0
38	DiNuzzo Private Wealth, Inc. exited	Shares	-1	-$10	$0
39	Vermillion Wealth Management, Inc. exited	Shares	-1	-$10	$0
40	AMALGAMATED BANK trimmed	Shares	-8.7K	-$37	$375
41	JFS WEALTH ADVISORS, LLC exited	Shares	-10	-$95	$0
42	State of Alaska, Department of Revenue trimmed	Shares	-24.6K	-$169	$521
43	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-104	-$194	$6.4K
44	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-102	-$698	$2.2K
45	Rachor Investment Advisory Services, LLC exited	Shares	-102	-$969	$0
46	SJS Investment Consulting Inc. trimmed	Shares	-170	-$1.3K	$2.5K
47	IFP Advisors, Inc trimmed	Shares	-854	-$7.4K	$5.6K
48	True Wealth Design, LLC trimmed	Shares	-1.2K	-$10.3K	$8.0K
49	GAMMA Investing LLC trimmed	Shares	-2.6K	-$14.6K	$78.6K
50	Sivia Capital Partners, LLC trimmed	Shares	-7.1K	-$44.0K	$189.2K

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