DaveDAVE
13F holders, Q4 2025 (December 31)291holders +23
56new positions
38sold out
7famous investors
$221.41avg. 13F price*
At the end of Q4 2025, 291 institutions reported holding Dave Inc. (DAVE) in their 13F filings, up 23 from Q3 2025. 56 opened new positions and 38 sold out. The largest holders were Hood River Capital Management LLC ($247.1M), BlackRock, Inc. ($192.4M) and Vanguard Group Inc. ($151.9M). 7 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dave Inc.
- CUSIP
- 23834J201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $98.8M |
| Exits | 38 | $62.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,166,068 shares bought and 2,326,451 shares sold, net −160,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 291 holders
| Hood River Capital Management LLC | 2.71% | Add +3.3% | 1,115,931 | $247.1M |
| BlackRock, Inc. | 0.00% | Add +17.1% | 868,832 | $192.4M |
| Vanguard Group Inc. | 0.00% | Add +4.7% | 685,839 | $151.9M |
| Renaissance Technologies | 0.17% | Add +29.2% | 499,100 | $110.5M |
| Susquehanna International Group, LLP | 0.12% | Add +1533.3% | 400,379 | $88.6M |
| Geode Capital Management, LLC | 0.00% | Add +31.1% | 318,295 | $70.5M |
| Whetstone Capital Advisors, LLC | 18.79% | Reduce -1.7% | 271,947 | $60.2M |
| American Century Companies Inc. | 0.03% | Add +15.7% | 265,747 | $58.8M |
| Divisadero Street Capital Management, LP | 3.30% | Reduce -71.7% | 261,608 | $57.9M |
| Driehaus Capital Management LLC | 0.39% | Reduce -16.1% | 257,437 | $57.0M |
| State Street Corp. | 0.00% | Add +10.6% | 233,163 | $51.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +22.5% | 210,911 | $46.7M |
| Wellington Management Group LLP | 0.01% | Add +6.7% | 189,048 | $41.9M |
| FMR LLC | 0.00% | Reduce -15.9% | 170,997 | $37.9M |
| D. E. Shaw & Co. | 0.03% | Reduce -44.8% | 155,695 | $34.5M |
| G2 Investment Partners Management LLC | 6.99% | Reduce -9.2% | 132,668 | $29.4M |
| IMC-Chicago, LLC | 0.49% | Add +460.4% | 126,931 | $28.1M |
| Jefferies Financial Group Inc. | 0.23% | New | 125,891 | $27.9M |
| Citadel Advisors | 0.02% | Reduce -6.1% | 125,008 | $27.7M |
| Franklin Resources Inc. | 0.01% | Add +101.7% | 123,725 | $27.4M |
| Neuberger Berman Group LLC | 0.02% | Reduce -8.1% | 123,245 | $27.3M |
| Northern Trust Corp. | 0.00% | Add +2.1% | 119,850 | $26.5M |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 114,791 | $25.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +55.8% | 111,019 | $24.6M |
| Voya Investment Management LLC | 0.03% | Reduce -29.4% | 101,848 | $22.6M |
| Nuveen, LLC | 0.01% | Reduce -15.5% | 100,657 | $22.3M |
| Jane Street Group, LLC | 0.03% | Reduce -17.6% | 99,640 | $22.1M |
| Millennium Management | 0.02% | Add +57.1% | 93,430 | $20.7M |
| Mane Global Capital Management LP | 1.13% | Reduce -41.1% | 93,098 | $20.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.1% | 90,576 | $20.1M |
| SG Americas Securities, LLC | 0.03% | Add +2267.1% | 88,552 | $19.6M |
| Bank of America Corp. | 0.00% | Add +127.8% | 81,284 | $18.0M |
| Sei Investments Co. | 0.02% | Add +27.9% | 81,115 | $18.0M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -32.0% | 75,827 | $16.8M |
| Metavasi Capital LP | 7.22% | Reduce -11.9% | 74,019 | $16.4M |
| Trexquant Investment LP | 0.14% | Add +19.2% | 70,605 | $15.6M |
| Findell Capital Management LLC | 5.15% | Add +84.2% | 70,000 | $15.5M |
| UBS Group AG | 0.00% | Add +18.8% | 69,669 | $15.4M |
| Morgan Stanley | 0.00% | Reduce -41.9% | 68,155 | $15.1M |
| First Trust Advisors LP | 0.01% | Add +64.5% | 66,951 | $14.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +20.8% | 63,908 | $14.1M |
| Buckley Capital Advisors, LLC | 12.04% | — | 62,528 | $13.8M |
| Azora Capital LP | 0.87% | Reduce -53.1% | 62,501 | $13.8M |
| S Squared Technology, LLC | 5.26% | Reduce -8.9% | 61,351 | $13.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +1110.2% | 59,300 | $13.1M |
| Oberweis Asset Management Inc./ | 0.48% | Add +29.1% | 58,922 | $13.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -17.7% | 55,785 | $12.4M |
| BNP Paribas Financial Markets | 0.01% | Add +266.1% | 54,669 | $12.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +45.1% | 54,508 | $12.1M |
| Allianz Asset Management GmbH | 0.01% | Add +1936.8% | 44,667 | $9.9M |
| Portolan Capital Management, LLC | 0.52% | New | 44,001 | $9.7M |
| Calamos Advisors LLC | 0.06% | Add +14.8% | 42,550 | $9.4M |
| Lord, Abbett & Co. LLC | 0.03% | Add +0.1% | 38,715 | $8.6M |
| Peregrine Capital Management LLC | 0.26% | New | 38,230 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Add +4.7% | 37,787 | $8.4M |
| Boothbay Fund Management, LLC | 0.22% | Add +6.1% | 37,731 | $8.4M |
| Prospect Capital Advisors, LLC | 4.28% | Reduce -10.0% | 37,480 | $8.3M |
| Marshall Wace, LLP | 0.01% | Add +729.7% | 35,803 | $7.9M |
| Interval Partners, LP | 0.17% | Add +26.1% | 33,317 | $7.4M |
| AQR Capital Management | 0.00% | Reduce -6.9% | 30,485 | $6.7M |
| Gratia Capital, LLC | 5.88% | New | 29,625 | $6.6M |
| State of Wisconsin Investment Board | 0.01% | Add +40.5% | 29,036 | $6.4M |
| Capital Fund Management S.A. | 0.05% | Reduce -15.6% | 26,236 | $5.8M |
| Segall Bryant & Hamill, LLC | 0.08% | New | 25,442 | $5.6M |
| 4D Advisors, LLC | 3.03% | New | 25,000 | $5.5M |
| Barclays PLC | 0.00% | Add +70.2% | 23,005 | $5.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -10.3% | 21,618 | $4.8M |
| Swiss National Bank | 0.00% | Add +18.0% | 21,600 | $4.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -75.9% | 21,137 | $4.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 19,375 | $4.3M |
| Walleye Capital LLC | 0.03% | Add +556.7% | 18,690 | $4.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.2% | 18,407 | $4.1M |
| F/m Investments LLC | 0.15% | New | 17,578 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -91.9% | 16,858 | $3.7M |
| Magnetar Financial LLC | 0.04% | New | 16,430 | $3.6M |
| Maverick Capital | 0.04% | Add +136.4% | 16,376 | $3.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -12.2% | 16,164 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +104.5% | 15,963 | $3.5M |
| Globeflex Capital L P | 0.51% | Add +107.8% | 15,126 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +23.9% | 15,020 | $3.3M |
| Regal Partners Ltd | 0.19% | Add +184.9% | 15,001 | $3.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -48.6% | 14,999 | $3.3M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +60.0% | 14,902 | $3.3M |
| Group One Trading LLC | 0.10% | New | 14,767 | $3.3M |
| ExodusPoint Capital Management, LP | 0.04% | New | 14,698 | $3.3M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -30.7% | 13,427 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +52.4% | 12,845 | $2.8M |
| Verition Fund Management LLC | 0.02% | Reduce -35.1% | 12,800 | $2.8M |
| Rhumbline Advisers | 0.00% | Reduce -7.6% | 12,652 | $2.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -35.0% | 12,575 | $2.8M |
| Legal & General Group Plc | 0.00% | Add +6.4% | 12,334 | $2.7M |
| Victory Capital Management Inc. | 0.00% | Add +24.5% | 12,077 | $2.7M |
| Polen Capital Management LLC | 0.01% | Reduce -5.0% | 11,805 | $2.6M |
| XTX Topco Ltd | 0.07% | Add +135.6% | 11,424 | $2.5M |
| Panagora Asset Management Inc. | 0.01% | Add +0.3% | 11,100 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +66.8% | 10,954 | $2.4M |
| Nomura Asset Management International Inc. | 0.00% | — | 10,722 | $2.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -93.9% | 10,600 | $2.3M |
| Point72 Asset Management | 0.00% | Add +36.7% | 10,452 | $2.3M |
| California State Teachers Retirement System | 0.00% | Add +23.2% | 10,391 | $2.3M |
| Tenzing Global Management, LLC | 1.88% | Reduce -66.7% | 10,000 | $2.2M |
| Future Fund LLC | 0.65% | New | 9,280 | $2.1M |
| One Capital Management, LLC | 0.06% | New | 9,280 | $2.1M |
| Quadrature Capital Ltd | 0.02% | Add +6.5% | 9,048 | $2.0M |
| Harvest Investment Services, LLC | 0.37% | Reduce -26.0% | 8,959 | $2.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +9446.7% | 8,592 | $1.9M |
| Simplex Trading, LLC | 0.05% | Add +138.9% | 8,427 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -89.3% | 8,082 | $1.8M |
| Deutsche Bank AG | 0.00% | Reduce -67.1% | 8,066 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +36.8% | 8,036 | $1.8M |
| Credit Agricole S A | 0.00% | No change | 8,002 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Reduce -5.4% | 7,762 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -56.9% | 7,396 | $1.6M |
| Axxcess Wealth Management, LLC | 0.03% | New | 7,356 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Reduce -5.0% | 6,322 | $1.4M |
| Ieq Capital, LLC | 0.00% | Reduce -25.0% | 6,104 | $1.4M |
| Quent Capital, LLC | 0.10% | New | 6,000 | $1.3M |
| OP Asset Management Ltd | 0.02% | New | 5,942 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +372.2% | 5,841 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +7.7% | 5,752 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +47.7% | 5,434 | $1.2M |
| Los Angeles Capital Management LLC | 0.00% | No change | 5,308 | $1.2M |
| FirstWave Capital Management LLC | 0.70% | — | 5,293 | $1.2M |
| Cibc World Market Inc. | 0.00% | New | 5,132 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 5,050 | $1.1M |
| Caxton Associates LLP | 0.02% | Add +131.9% | 4,975 | $1.1M |
| Creative Planning | 0.00% | Reduce -5.3% | 4,974 | $1.1M |
| Algert Global LLC | 0.02% | No change | 4,970 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +12.6% | 4,846 | $1.1M |
| Blackstone Inc. | 0.00% | Add +86.7% | 4,811 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +269.2% | 4,800 | $1.1M |
| Gsa Capital Partners LLP | 0.09% | Reduce -47.1% | 4,791 | $1.1M |
| Mangrove Partners Im, LLC | 0.09% | New | 4,748 | $1.1M |
| Meeder Asset Management Inc. | 0.06% | Add +7.2% | 4,739 | $1.0M |
| Havemeyer Place LP | 0.20% | — | 4,617 | $1.0M |
| Vident Advisory, LLC | 0.01% | Add +14.6% | 4,543 | $1.0M |
| Leavell Investment Management, Inc. | 0.04% | No change | 4,510 | $999K |
| Moran Wealth Management, LLC | 0.03% | Add +8.2% | 4,501 | $997K |
| STRS Ohio | 0.00% | Add +1400.0% | 4,500 | $996K |
| Independent Financial Group, LLC | 0.02% | New | 4,355 | $964K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,302 | $953K |
| MML Investors Services, LLC | 0.00% | New | 4,136 | $916K |
| Citizens Financial Group Inc. | 0.01% | Add +2.6% | 3,908 | $865K |
| Cetera Investment Advisers | 0.00% | Add +148.6% | 3,793 | $840K |
| LTS Liquid Investments LLC | 0.79% | — | 3,768 | $834K |
| Royal Bank of Canada | 0.00% | Add +93.1% | 3,745 | $830K |
| Meros Investment Management, LP | 0.32% | Reduce -45.8% | 3,667 | $812K |
| Penserra Capital Management LLC | 0.01% | Reduce -75.7% | 3,645 | $807K |
| New York State Common Retirement Fund | 0.00% | Add +16.1% | 3,600 | $797K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.2% | 3,371 | $746K |
| Sierra Summit Advisors LLC | 0.11% | Reduce -33.4% | 3,160 | $700K |
| AlphaQuest LLC | 0.04% | Reduce -30.8% | 3,060 | $678K |
| Arizona State Retirement System | 0.00% | Add +8.4% | 3,020 | $669K |
| Harbour Capital Advisors, LLC | 0.13% | Reduce -1.1% | 3,010 | $661K |
| Pathstone Holdings, LLC | 0.00% | New | 2,954 | $654K |
| SBI Securities Co., Ltd. | 0.02% | Add +3.9% | 2,933 | $649K |
| Diversified Trust Co. | 0.01% | Add +4.3% | 2,853 | $632K |
| Prudential Financial Inc. | 0.00% | Add +134.6% | 2,841 | $629K |
| Cerity Partners LLC | 0.00% | Reduce -4.8% | 2,836 | $628K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.8% | 2,763 | $612K |
| State of Alaska, Department of Revenue | 0.01% | Add +463.5% | 2,761 | $610K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,746 | $608K |
| Prelude Capital Management, LLC | 0.04% | Add +7.2% | 2,720 | $602K |
| Jump Financial, LLC | 0.01% | Reduce -97.6% | 2,632 | $583K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 2,610 | $578K |
| HSBC Holdings PLC | 0.00% | Reduce -51.6% | 2,523 | $559K |
| Emerald Mutual Fund Advisers Trust | 0.03% | No change | 2,478 | $549K |
| Delta Global Management LP | 0.04% | New | 2,452 | $543K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 2,400 | $531K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.7% | 2,262 | $528K |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 2,381 | $527K |
| KLP Kapitalforvaltning As | 0.00% | Add +21.1% | 2,300 | $509K |
| Acadian Asset Management LLC | 0.00% | Reduce -68.0% | 2,283 | $504K |
| Cim, LLC | 0.07% | Reduce -4.2% | 2,253 | $499K |
| Voleon Capital Management LP | 0.01% | Reduce -7.8% | 2,222 | $492K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.3% | 2,219 | $491K |
| Yorktown Management & Research Co Inc | 0.39% | New | 2,200 | $487K |
| GoalVest Advisory LLC | 0.09% | No change | 2,200 | $487K |
| Mather Group, Llc. | 0.01% | No change | 2,187 | $484K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 2,137 | $473K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,050 | $454K |
| SummitTX Capital, L.P. | 0.01% | Reduce -28.5% | 2,019 | $447K |
| Envestnet Asset Management Inc. | 0.00% | New | 1,971 | $436K |
| Raymond James Financial Inc. | 0.00% | Add +30.5% | 1,957 | $433K |
| Granahan Investment Management, LLC | 0.02% | Reduce -84.1% | 1,911 | $423K |
| Mariner, LLC | 0.00% | Reduce -30.9% | 1,902 | $421K |
| Handelsbanken Fonder AB | 0.00% | New | 1,900 | $421K |
| ProShare Advisors LLC | 0.00% | Add +19.4% | 1,893 | $419K |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.3% | 1,883 | $417K |
| Silver Oak Wealth Advisors Services, LLC | 0.27% | No change | 1,866 | $413K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -27.9% | 1,824 | $404K |
| FJ Capital Management LLC | 0.04% | No change | 1,820 | $403K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.6% | 1,790 | $396K |
| Massachusetts Financial Services Co. | 0.00% | New | 1,695 | $375K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -44.8% | 1,692 | $375K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -58.7% | 1,588 | $352K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.6% | 1,541 | $341K |
| Graham Capital Management, L.P. | 0.02% | Reduce -47.2% | 1,473 | $326K |
| Citigroup Inc. | 0.00% | Reduce -6.5% | 1,473 | $326K |
| State of Wyoming | 0.04% | Add +56.6% | 1,452 | $321K |
| Bridgefront Capital, LLC | 0.08% | New | 1,437 | $318K |
| Dark Forest Capital Management LP | 0.01% | Reduce -58.0% | 1,409 | $312K |
| Toth Financial Advisory Corp. | 0.03% | New | 1,400 | $310K |
| Worth Venture Partners, LLC | 2.20% | Add +9.3% | 1,375 | $304K |
| Fieldview Capital Management, LLC | 0.05% | New | 1,366 | $302K |
| Janney Capital Management LLC | 0.02% | New | 1,362 | $302K |
| Janney Montgomery Scott LLC | 0.00% | New | 1,340 | $297K |
| Swiss Life Asset Management Ltd | 0.00% | New | 1,326 | $294K |
| Arista Wealth Management, LLC | 0.04% | New | 1,300 | $288K |
| Freestone Grove Partners LP | 0.00% | New | 1,258 | $279K |
| Jain Global LLC | 0.00% | Reduce -81.4% | 1,226 | $271K |
| Atria Investments, Inc | 0.00% | New | 1,204 | $267K |
| Tidal Investments LLC | 0.00% | New | 1,196 | $265K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 1,181 | $261K |
| EntryPoint Capital, LLC | 0.10% | No change | 1,140 | $252K |
| Global Retirement Partners, LLC | 0.00% | Add +267.8% | 1,063 | $235K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $233K |
| Quantinno Capital Management LP | 0.00% | New | 1,014 | $225K |
| Gryphon Financial Partners LLC | 0.02% | New | 1,003 | $222K |
| Inspire Advisors, LLC | 0.02% | New | 935 | $207K |
| Focus Partners Wealth | 0.00% | New | 918 | $203K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.5% | 915 | $203K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +8.7% | 842 | $186K |
| New York State Teachers Retirement System | 0.00% | No change | 840 | $186K |
| Kemnay Advisory Services Inc. | 0.02% | New | 734 | $163K |
| Lanark Financial, Inc. | 0.01% | Add +0.3% | 615 | $136K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -33.2% | 533 | $118K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 525 | $116K |
| Spire Wealth Management | 0.00% | New | 509 | $113K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 479 | $106K |
| PEAK6 LLC | 0.00% | Reduce -86.1% | 399 | $88K |
| Comerica Bank | 0.00% | Add +228.2% | 384 | $85K |
| Atlas Capital Advisors Inc. | 0.01% | — | 379 | $84K |
| Amalgamated Bank | 0.00% | Add +20.3% | 326 | $72K |
| KBC Group NV | 0.00% | No change | 317 | $70K |
| Harbour Investments, Inc. | 0.00% | New | 300 | $66K |
| Team Financial Group, LLC | 0.03% | No change | 269 | $60K |
| Exchange Traded Concepts, LLC | 0.00% | Add +3.8% | 247 | $55K |
| Westend Capital Management, LLC | 0.01% | Add +100.0% | 200 | $44K |
| Federated Hermes, Inc. | 0.00% | Reduce -22.6% | 181 | $40K |
| Kestra Advisory Services, LLC | 0.00% | New | 163 | $36K |
| Blue Trust, Inc. | 0.00% | Add +106.8% | 153 | $34K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 150 | $33K |
| GAMMA Investing LLC | 0.00% | Add +32.7% | 142 | $31K |
| WealthCollab, LLC | 0.01% | No change | 110 | $24K |
| US Bancorp \de | 0.00% | Reduce -92.9% | 109 | $24K |
| Essential Partners LLC | 0.01% | No change | 100 | $22K |
| Bogart Wealth, LLC | 0.00% | New | 94 | $21K |
| NewEdge Advisors, LLC | 0.00% | Reduce -96.3% | 93 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +61.4% | 92 | $20K |
| True Wealth Design, LLC | 0.01% | Reduce -6.9% | 81 | $18K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.5% | 79 | $17K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 78 | $17K |
| Larson Financial Group LLC | 0.00% | Add +43.4% | 76 | $17K |
| National Bank of Canada | 0.00% | Reduce -49.0% | 76 | $17K |
| Sterling Capital Management LLC | 0.00% | Add +195.7% | 68 | $15K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -22.7% | 68 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | New | 67 | $15K |
| Proffitt & Goodson Inc. | 0.00% | New | 46 | $10K |
| Covestor Ltd | 0.00% | Add +5.7% | 37 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 35 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 31 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 30 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 25 | $6K |
| Torren Management, LLC | 0.00% | — | 23 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 20 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | Add +216.7% | 19 | $4K |
| LRI Investments, LLC | 0.00% | New | 18 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 15 | $3K |
| Root Financial Partners, LLC | 0.00% | Add +30.0% | 13 | $3K |
| Compass Financial Services Inc | 0.00% | No change | 12 | $3K |
| Clearstead Advisors, LLC | 0.00% | Reduce -87.9% | 12 | $3K |
| Allworth Financial LP | 0.00% | No change | 11 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -16.7% | 10 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -9.1% | 10 | $2K |
| Greenline Wealth Management LLC | 0.00% | — | 10 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -75.7% | 9 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +33.3% | 8 | $2K |
| WPG Advisers, LLC | 0.00% | Add +20.0% | 6 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 6 | $1K |
| Caitlin John, LLC | 0.00% | No change | 5 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -44.4% | 5 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 4 | $886 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 3 | $664 |
| Sunbelt Securities, Inc. | 0.00% | No change | 3 | $664 |
| CIBC Private Wealth Group LLC | 0.00% | New | 2 | $443 |
| Arax Advisory Partners | 0.00% | Reduce -98.9% | 2 | $443 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $222 |
| SJS Investment Consulting Inc. | 0.00% | New | 1 | $222 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 1 | $221 |
| Quarry LP | 0.00% | Reduce -98.4% | 1 | $221 |
"% of holder's portfolio" is DAVE's weight in each manager's 13F, not the share of Dave Inc. the manager owns.