DV · DoubleVerify Holdings, Inc. · Shareholders & Ownership

$13.56 +0.03 (+0.22%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.10B

154.99M

Volume · Oct 21 1.88M Avg daily vol (3M) 3.53M

Every disclosed holder of DV in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns DV

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	318	157,354,335	101.53%	Yes
Insiders (Forms 3, 4, 5)	16	56,881,149	36.70%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	59,248,637	-38.23%	Negative
Registered funds (N-PORT, not summed)	275	60,409,971	38.98%	No

Shares outstanding: 154,986,847, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of DV

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	23,152,508	14.94%	+3,799,956	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	20,345,579	13.13%	+4,157,095	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,675,665	4.95%	-346,973	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,643,476	2.35%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,081,062	0.70%	—	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Event Driven Equity Fund Fund S000018499 · Registered fund · May 29, 2026 BlackRock Large Cap Series Funds, Inc., not summed	845,600	0.55%	-178,111	May 29, 2026	BlackRock Large Cap Series Funds, Inc., not summed
2	Providence Equity Partners L.L.C. 13F CIK 1492133 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,341,574	11.83%	+50,666	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Providence VII U.S. Holdings L.P. Insider CIK 1854132 · May 21, 2026 10% Owner, issuer-wide	18,341,574	11.83%	-97,590	May 21, 2026	10% Owner, issuer-wide
3.1	Michael J. Dominguez 13G CIK 1854132 · Unknown · Sep 30, 2025 Rule 13d-1(d), exempt investor, not summed	18,405,944	11.88%	-7,884,964	Sep 30, 2025	Rule 13d-1(d), exempt investor, not summed
4	Phillips J. David Insider CIK 1476657 · Nov 21, 2025 10% Owner, issuer-wide	18,306,268	11.81%	—	Nov 21, 2025	10% Owner, issuer-wide
5	Dominguez Michael J Insider CIK 1320307 · Nov 21, 2025 10% Owner, issuer-wide	18,290,908	11.80%	—	Nov 21, 2025	10% Owner, issuer-wide
6	DISCIPLINED GROWTH INVESTORS INC /MN 13F CIK 1050442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,689,140	6.25%	+5,781,039	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	DISCIPLINED GROWTH INVESTORS INC /MN 13G CIK 1050442 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,689,140	6.25%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	The Disciplined Growth Investors Fund Fund S000093392 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	736,533	0.48%	+531,249	Jul 31, 2026	Elevation Series Trust, not summed
6.3	Disciplined Growth Investors Fund Fund S000033265 · Registered fund · Apr 30, 2025 FINANCIAL INVESTORS TRUST, not summed	197,999	0.13%	+90,870	Apr 30, 2025	FINANCIAL INVESTORS TRUST, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,941,574	5.77%	+1,385,698	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,113,318	5.88%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,784,565	5.02%	-3,894,678	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,784,565	5.02%	-3,894,678	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	819,428	0.53%	-68	Jun 30, 2026	AQR Funds, not summed
8.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	411,485	0.27%	-118,980	Jun 30, 2026	AQR Funds, not summed
8.4	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	143,804	0.09%	-3	Jun 30, 2026	AQR Funds, not summed
8.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	98,153	0.06%	-23,596	Jun 30, 2026	AQR Funds, not summed
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,914,956	3.82%	-470,154	Jun 30, 2026	carried, not yet filed for the newest quarter
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,395,095	3.48%	+1,061,540	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,400,709	0.90%	+406,079	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	795,376	0.51%	+160,396	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	726,991	0.47%	+109,960	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	558,546	0.36%	+279,579	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	446,921	0.29%	-74,234	Jul 31, 2026	Dimensional ETF Trust, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,375,150	3.47%	+1,014,027	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,169,753	0.75%	-42,134	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	441,218	0.28%	+24,991	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	264,253	0.17%	-22,203	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	52,600	0.03%	+1,800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	25,548	0.02%	+362	Jun 30, 2026	SPDR SERIES TRUST, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,154,378	2.68%	-462,354	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,437,366	2.22%	+953,036	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Topline Capital Management, LLC 13F CIK 1792549 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,214,515	2.07%	-1,808,377	Jun 30, 2026	carried, not yet filed for the newest quarter
15	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,141,846	2.03%	+1,109,811	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	1,475,580	0.95%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
15.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	27,954	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
15.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	21,532	0.01%	—	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
15.4	T. Rowe Price Active Core U.S. Equity ETF Fund S000095884 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	19	0.00%	0	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,121,729	2.01%	-49,929	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	894	0.00%	+725	Jul 31, 2026	E Trade Trust, not summed
17	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,029,025	1.95%	+1,767,626	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	241,421	0.16%	+22,185	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
17.2	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	44,097	0.03%	-1,621	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
17.3	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	7,625	0.00%	+513	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
18	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,988,827	1.93%	-371,417	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,890,533	1.87%	+1,178,852	Jun 30, 2026	carried, not yet filed for the newest quarter
20	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,392,052	1.54%	+1,685,492	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Touchstone Strategic Trust-Touchstone Small Company Fund Fund S000059011 · Registered fund · Jun 30, 2026 Touchstone Strategic Trust, not summed	2,230,056	1.44%	+663,157	Jun 30, 2026	Touchstone Strategic Trust, not summed
22	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,202,317	1.42%	-27,868	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,205,590	0.78%	+192,550	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
22.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	218,070	0.14%	+15,450	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
22.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	199,611	0.13%	-13,233	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
22.4	Columbia Integrated Small Cap Growth Fund Fund S000074122 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	14,964	0.01%	-86	May 31, 2026	Columbia Funds Series Trust II, not summed
22.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	201	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,017,401	1.30%	+976,413	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,166	0.00%	+1,862	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
23.2	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,219	0.00%	+72	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	883	0.00%	-54	May 31, 2026	Goldman Sachs ETF Trust, not summed
24	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,784,628	1.15%	—	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
25	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,770,130	1.14%	-17,813	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,716,004	1.11%	-161,601	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,689,719	1.09%	+630,067	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	167,120	0.11%	+112,443	Jun 30, 2026	Northern Funds, not summed
27.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	70,956	0.05%	—	Jun 30, 2026	Northern Funds, not summed
27.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,427	0.01%	-440	Jun 30, 2026	Northern Funds, not summed
27.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,270	0.01%	+5,034	Jul 31, 2026	FlexShares Trust, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,464,965	0.95%	-20,490	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,458,525	0.94%	+902,114	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,431,182	0.92%	-301,010	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,375,242	0.89%	+936,567	Jun 30, 2026	carried, not yet filed for the newest quarter
32	THE ARBITRAGE FUND Fund S000006440 · Registered fund · Aug 31, 2026 ARBITRAGE FUNDS, not summed	1,311,807	0.85%	—	Aug 31, 2026	ARBITRAGE FUNDS, not summed
33	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,427	0.84%	+910,821	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,544,009	1.00%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
33.2	Fidelity Enhanced Mid Cap Core ETF Fund S000081803 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	728,888	0.47%	+465,011	Jun 30, 2026	Fidelity Covington Trust, not summed
33.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	553,960	0.36%	-195,591	May 31, 2026	Fidelity Concord Street Trust, not summed
33.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	255,330	0.16%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
33.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	203,407	0.13%	+3,660	May 31, 2026	Fidelity Concord Street Trust, not summed
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,278,375	0.82%	+322,000	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	645,209	0.42%	-8,838	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	342,752	0.22%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	86,669	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	78,612	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,160,000	0.75%	+525,000	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	1,174,324	0.76%	+614,984	Jul 31, 2026	First Eagle Funds, not summed
36	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,017,820	0.66%	-123,080	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	999,950	0.65%	+165,176	Jun 30, 2026	carried, not yet filed for the newest quarter
38	RIVERBRIDGE PARTNERS LLC 13F CIK 1112325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	972,989	0.63%	-469,825	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	912,981	0.59%	+60,754	Jun 30, 2026	carried, not yet filed for the newest quarter
40	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	905,436	0.58%	+63,536	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Veradace Capital Management LLC 13F CIK 1772351 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	859,340	0.55%	+35,000	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	848,122	0.55%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
43	CAPITAL FUND MANAGEMENT S.A. 13F CIK 1323645 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	835,825	0.54%	+458,318	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	832,692	0.54%	+524,051	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	829,985	0.54%	+403,656	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	784,928	0.51%	+69,086	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	719,693	0.46%	+340,926	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	370,900	0.24%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
47.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	186,717	0.12%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
47.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	131,620	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
47.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	130,769	0.08%	-12,452	Jul 31, 2026	NuShares ETF Trust, not summed
47.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	3,008	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
48	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	689,456	0.44%	+319,409	Jun 30, 2026	carried, not yet filed for the newest quarter
49	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	682,303	0.44%	-179,744	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ZWJ INVESTMENT COUNSEL INC 13F CIK 842782 · Registered investment adviser · Sep 30, 2026	637,664	0.41%	-1,054,512	Sep 30, 2026

61 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 1819928 CUSIP 25862V105 13F (30d) 35 filings 35 filers Visit website Investor relations