LPL Financial
DV icon

LPL Financial’s DoubleVerify DV Stock Holding History

LPL Financial’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
2026
Q2 		$263K Buy
24,254
+1,309
+6% +$13.5K ﹤0.01% 5557
2026
Q1 		$218K Buy
22,945
+551
+2% +$5.63K ﹤0.01% 5441
2025
Q4 		$256K Sell
22,394
-46,785
-68% -$516K ﹤0.01% 5269
2025
Q3 		$829K Sell
69,179
-6,663
-9% -$98.8K ﹤0.01% 4174
2025
Q2 		$1.14M Sell
75,842
-5,656
-7% -$77.5K ﹤0.01% 3637
2025
Q1 		$1.09M Buy
81,498
+50,375
+162% +$933K ﹤0.01% 3485
2024
Q4 		$598K Buy
31,123
+4,123
+15% +$77.7K ﹤0.01% 3934
2024
Q3 		$455K Sell
27,000
-5,421
-17% -$103K ﹤0.01% 4074
2024
Q2 		$631K Sell
32,421
-74
-0.2% -$1.79K ﹤0.01% 3662
2024
Q1 		$1.14M Buy
32,495
+10,252
+46% +$381K ﹤0.01% 3054
2023
Q4 		$818K Buy
22,243
+8,093
+57% +$252K ﹤0.01% 3234
2023
Q3 		$395K Buy
14,150
+4,478
+46% +$153K ﹤0.01% 3673
2023
Q2 		$376K Sell
9,672
-3,354
-26% -$108K ﹤0.01% 3680
2023
Q1 		$393K Buy
13,026
+396
+3% +$10.4K ﹤0.01% 3528
2022
Q4 		$277K Buy
+12,630
New +$329K ﹤0.01% 3704

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

LPL Financial's DV Position: Q2 2026 in Review

LPL Financial increased its DoubleVerify (DV) stake by 5.7% in Q2 2026, buying an estimated $13.5K and bringing the position to 24,254 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #5557.

LPL Financial first reported a position in DV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2024. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • LPL Financial held 24,254 shares of DoubleVerify worth $263K as of Q2 2026.
  • LPL Financial bought 1,309 DoubleVerify shares in Q2 2026, an estimated $13.5K.
  • DoubleVerify made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5557 holding.
  • LPL Financial first reported a position in DoubleVerify in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's DoubleVerify position peaked at $1.14M in Q1 2024.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.