AAM
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Advisors Asset Management’s DoubleVerify DV Stock Holding History

Advisors Asset Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-418
Closed -$6.26K – 1471
2025
Q2 		$6.26K Sell
418
-647
-61% -$8.87K ﹤0.01% 1394
2025
Q1 		$14.2K Sell
1,065
-402
-27% -$7.44K ﹤0.01% 1382
2024
Q4 		$28.2K Sell
1,467
-598
-29% -$11.3K ﹤0.01% 1357
2024
Q3 		$34.8K Sell
2,065
-537
-21% -$10.2K ﹤0.01% 1336
2024
Q2 		$50.7K Buy
2,602
+200
+8% +$4.83K ﹤0.01% 1294
2024
Q1 		$84.5K Buy
2,402
+490
+26% +$18.2K ﹤0.01% 1237
2023
Q4 		$70.3K Buy
1,912
+345
+22% +$10.8K ﹤0.01% 1235
2023
Q3 		$43.8K Buy
1,567
+632
+68% +$21.6K ﹤0.01% 1293
2023
Q2 		$36.4K Buy
935
+534
+133% +$17.2K ﹤0.01% 1320
2023
Q1 		$12.1K Buy
401
+244
+155% +$6.39K ﹤0.01% 1407
2022
Q4 		$3.45K Buy
+157
New +$4.09K ﹤0.01% 1470

Other funds holding DV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return