DaveDAVE
13F holders, Q1 2026 (March 31)273holders −18
50new positions
69sold out
6famous investors
$174.19avg. 13F price*
At the end of Q1 2026, 273 institutions reported holding Dave Inc. (DAVE) in their 13F filings, down 18 from Q4 2025. 50 opened new positions and 69 sold out. The largest holders were Hood River Capital Management LLC ($199.5M), BlackRock, Inc. ($144.3M) and Divisadero Street Capital Management, LP ($111.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dave Inc.
- CUSIP
- 23834J201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $93.0M |
| Exits | 69 | $155.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,167,981 shares bought and 1,928,874 shares sold, net +239,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Hood River Capital Management LLC | 2.00% | Add +2.7% | 1,145,901 | $199.5M |
| BlackRock, Inc. | 0.00% | Reduce -4.6% | 828,597 | $144.3M |
| Divisadero Street Capital Management, LP | 5.22% | Add +145.0% | 640,840 | $111.6M |
| Vanguard Capital Management LLC | 0.00% | — | 503,528 | $87.7M |
| Renaissance Technologies | 0.12% | Reduce -13.5% | 431,800 | $75.2M |
| Geode Capital Management, LLC | 0.00% | Add +2.5% | 326,340 | $56.8M |
| Susquehanna International Group, LLP | 0.07% | Reduce -19.6% | 321,791 | $56.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +20.0% | 253,173 | $44.1M |
| State Street Corp. | 0.00% | Add +0.3% | 233,788 | $40.7M |
| FMR LLC | 0.00% | Add +35.1% | 231,035 | $40.2M |
| Wellington Management Group LLP | 0.01% | Add +19.6% | 226,042 | $39.4M |
| Whetstone Capital Advisors, LLC | 14.68% | Reduce -17.6% | 224,155 | $39.0M |
| Fuller & Thaler Asset Management, Inc. | 0.12% | Add +8317.2% | 202,013 | $35.2M |
| American Century Companies Inc. | 0.02% | Reduce -25.3% | 198,628 | $34.6M |
| Voya Investment Management LLC | 0.04% | Add +90.3% | 193,840 | $33.7M |
| Jane Street Group, LLC | 0.04% | Add +89.4% | 188,717 | $32.9M |
| Findell Capital Management LLC | 8.72% | Add +142.9% | 170,000 | $29.6M |
| Jefferies Financial Group Inc. | 0.35% | Add +25.7% | 158,277 | $27.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.8% | 148,483 | $25.8M |
| Franklin Resources Inc. | 0.01% | Add +10.6% | 136,796 | $23.8M |
| Vanguard Portfolio Management LLC | 0.00% | — | 134,493 | $23.4M |
| Northern Trust Corp. | 0.00% | Add +2.3% | 122,586 | $21.3M |
| G2 Investment Partners Management LLC | 5.14% | Reduce -9.7% | 119,840 | $20.9M |
| Estuary Capital Management LP | 3.44% | New | 118,077 | $20.6M |
| Metavasi Capital LP | 12.19% | Add +58.9% | 117,594 | $20.5M |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 113,875 | $19.8M |
| Portolan Capital Management, LLC | 0.98% | Add +139.6% | 105,442 | $18.4M |
| Cooper Creek Partners Management LLC | 0.88% | New | 105,193 | $18.3M |
| Sei Investments Co. | 0.02% | Add +21.4% | 98,435 | $17.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -38.0% | 96,605 | $16.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.5% | 89,220 | $15.5M |
| Nuveen, LLC | 0.00% | Reduce -12.7% | 87,864 | $15.3M |
| Allianz Asset Management GmbH | 0.02% | Add +78.1% | 79,532 | $13.8M |
| SG Americas Securities, LLC | 0.02% | Reduce -11.9% | 78,001 | $13.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 76,794 | $13.4M |
| Buckley Capital Advisors, LLC | 11.31% | Add +22.6% | 76,690 | $13.4M |
| S Squared Technology, LLC | 4.94% | Add +22.3% | 75,040 | $13.1M |
| Oberweis Asset Management Inc./ | 0.34% | Add +13.2% | 66,702 | $11.6M |
| Granahan Investment Management, LLC | 0.55% | Add +3325.5% | 65,462 | $11.4M |
| SG Capital Management LLC | 0.91% | New | 63,487 | $11.1M |
| Driehaus Capital Management LLC | 0.08% | Reduce -75.8% | 62,334 | $10.9M |
| First Trust Advisors LP | 0.01% | Reduce -9.9% | 60,351 | $10.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -10.8% | 57,006 | $9.9M |
| Group One Trading LLC | 0.32% | Add +281.6% | 56,355 | $9.8M |
| Morgan Stanley | 0.00% | Reduce -17.7% | 56,071 | $9.8M |
| Citadel Advisors | 0.01% | Reduce -55.8% | 55,226 | $9.6M |
| Prospect Capital Advisors, LLC | 5.06% | Add +39.4% | 52,240 | $9.1M |
| Bank of America Corp. | 0.00% | Reduce -41.7% | 47,425 | $8.3M |
| UBS Group AG | 0.00% | Reduce -33.5% | 46,356 | $8.1M |
| Marshall Wace, LLP | 0.01% | Add +28.1% | 45,858 | $8.0M |
| Millennium Management | 0.01% | Reduce -55.0% | 42,090 | $7.3M |
| Tenzing Global Management, LLC | 5.78% | Add +300.0% | 40,000 | $7.0M |
| Intercapital, LLC | 3.80% | New | 39,386 | $6.9M |
| Boothbay Fund Management, LLC | 0.16% | Reduce -0.1% | 37,685 | $6.6M |
| Trexquant Investment LP | 0.05% | Reduce -47.3% | 37,199 | $6.5M |
| Peregrine Capital Management LLC | 0.24% | Reduce -4.2% | 36,645 | $6.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.6% | 36,055 | $6.3M |
| Calamos Advisors LLC | 0.03% | Reduce -15.8% | 35,826 | $6.2M |
| State of Wisconsin Investment Board | 0.01% | Add +19.4% | 34,660 | $6.0M |
| Gratia Capital, LLC | 5.65% | Add +15.5% | 34,225 | $6.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -72.7% | 33,617 | $5.9M |
| AQR Capital Management | 0.00% | Add +7.4% | 32,743 | $5.7M |
| Two Sigma Investments, LP | 0.00% | Add +49.2% | 31,537 | $5.5M |
| Fund 1 Investments, LLC | 0.68% | New | 30,214 | $5.3M |
| Western Standard LLC | 2.76% | New | 30,156 | $5.2M |
| Globeflex Capital L P | 0.70% | Add +76.0% | 26,621 | $4.6M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -58.0% | 24,900 | $4.3M |
| Segall Bryant & Hamill, LLC | 0.06% | Reduce -4.9% | 24,187 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 18,607 | $4.1M |
| Swiss National Bank | 0.00% | No change | 21,600 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +24.4% | 20,976 | $3.7M |
| OP Asset Management Ltd | 0.04% | Add +236.3% | 19,982 | $3.5M |
| Cander Asset Management LP | 0.59% | New | 18,940 | $3.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -13.1% | 18,791 | $3.3M |
| Scotia Capital Inc. | 0.01% | New | 18,378 | $3.2M |
| Lord, Abbett & Co. LLC | 0.01% | Reduce -52.8% | 18,280 | $3.2M |
| Emerald Investment Advisers, LLC | 0.27% | — | 16,996 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.5% | 15,850 | $2.8M |
| Blackstone Inc. | 0.01% | Add +200.2% | 14,441 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +13.5% | 14,575 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 14,189 | $2.5M |
| Havemeyer Place LP | 0.28% | Add +205.9% | 14,122 | $2.5M |
| Ruffer LLP | 0.10% | New | 13,841 | $2.4M |
| California State Teachers Retirement System | 0.00% | Add +26.5% | 13,147 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +2.0% | 12,911 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Add +1.8% | 12,805 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.0% | 12,702 | $2.2M |
| Azora Capital LP | 0.14% | Reduce -79.8% | 12,649 | $2.2M |
| Harbor Capital Advisors, Inc. | 0.18% | Add +583.8% | 12,472 | $2.2M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -10.1% | 12,075 | $2.1M |
| Nomura Asset Management International Inc. | 0.00% | Add +12.1% | 12,016 | $2.1M |
| Future Fund LLC | 0.71% | Add +24.9% | 11,593 | $2.0M |
| One Capital Management, LLC | 0.06% | Add +24.9% | 11,593 | $2.0M |
| Panagora Asset Management Inc. | 0.01% | Add +2.4% | 11,367 | $2.0M |
| LPL Financial LLC | 0.00% | Add +52.7% | 11,291 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +37.9% | 11,122 | $1.9M |
| Legal & General Group Plc | 0.00% | Reduce -12.6% | 10,785 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +182.8% | 10,590 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 10,542 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Add +32.0% | 10,243 | $1.8M |
| Simplex Trading, LLC | 0.05% | Add +17.3% | 9,885 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.9% | 9,875 | $1.7M |
| Los Angeles Capital Management LLC | 0.01% | Add +79.1% | 9,508 | $1.7M |
| Barclays PLC | 0.00% | Reduce -58.7% | 9,496 | $1.7M |
| Aquatic Capital Management LLC | 0.05% | New | 9,334 | $1.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.7% | 8,736 | $1.5M |
| Harvest Investment Services, LLC | 0.27% | Reduce -5.0% | 8,507 | $1.5M |
| FJ Capital Management LLC | 0.16% | Add +354.9% | 8,280 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +92.3% | 8,273 | $1.4M |
| Credit Agricole S A | 0.00% | No change | 8,002 | $1.4M |
| Inspire Investing, LLC | 0.08% | New | 7,874 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 7,672 | $1.3M |
| Ancora Advisors LLC | 0.03% | New | 7,540 | $1.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 7,262 | $1.3M |
| Atom Investors LP | 0.09% | New | 7,226 | $1.3M |
| Creative Planning | 0.00% | Add +41.9% | 7,060 | $1.2M |
| BRC Group Holdings, Inc. | 0.27% | New | 7,000 | $1.2M |
| Quent Capital, LLC | 0.09% | Add +16.7% | 7,000 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +9.3% | 6,675 | $1.2M |
| Vident Advisory, LLC | 0.01% | Add +44.2% | 6,551 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +24.4% | 6,386 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -60.7% | 6,270 | $1.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 6,086 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +1.1% | 5,817 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +69.3% | 5,707 | $994K |
| Bank of Montreal | 0.00% | New | 5,452 | $949K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +12.5% | 5,400 | $940K |
| Algert Global LLC | 0.01% | No change | 4,970 | $865K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 4,928 | $858K |
| Cetera Investment Advisers | 0.00% | Add +28.6% | 4,877 | $849K |
| Harbour Capital Advisors, LLC | 0.16% | No change | 3,010 | $849K |
| Moran Wealth Management, LLC | 0.03% | Add +8.0% | 4,859 | $846K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | No change | 4,846 | $844K |
| Citigroup Inc. | 0.00% | Add +226.6% | 4,811 | $838K |
| Fifth Third Bancorp | 0.00% | New | 4,515 | $786K |
| STRS Ohio | 0.00% | Reduce -4.4% | 4,300 | $749K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -5.8% | 4,250 | $740K |
| Ares Systematic Credit Ltd | 3.12% | New | 4,002 | $678K |
| Polen Capital Management LLC | 0.00% | Reduce -67.2% | 3,869 | $674K |
| New York State Common Retirement Fund | 0.00% | No change | 3,600 | $627K |
| Meros Investment Management, LP | 0.27% | Reduce -2.9% | 3,562 | $620K |
| Intech Investment Management LLC | 0.01% | Reduce -35.1% | 3,527 | $614K |
| XTX Topco Ltd | 0.01% | Reduce -69.2% | 3,514 | $612K |
| Mangrove Partners Im, LLC | 0.05% | Reduce -32.3% | 3,216 | $560K |
| Prudential Financial Inc. | 0.00% | Add +9.5% | 3,111 | $542K |
| Diversified Trust Co. | 0.01% | Add +8.9% | 3,108 | $541K |
| Janney Montgomery Scott LLC | 0.00% | Add +131.9% | 3,107 | $541K |
| Arizona State Retirement System | 0.00% | Reduce -0.2% | 3,013 | $525K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +33.8% | 3,026 | $523K |
| Pathstone Holdings, LLC | 0.00% | Add +1.4% | 2,994 | $521K |
| Regal Partners Ltd | 0.03% | Reduce -80.1% | 2,981 | $519K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +39.5% | 2,980 | $519K |
| Cerity Partners LLC | 0.00% | Add +2.7% | 2,913 | $507K |
| HSBC Holdings PLC | 0.00% | Add +13.5% | 2,864 | $498K |
| KLP Kapitalforvaltning As | 0.00% | Add +21.7% | 2,800 | $487K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 2,787 | $485K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,763 | $481K |
| State of Alaska, Department of Revenue | 0.01% | No change | 2,761 | $480K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,746 | $478K |
| Cwm, LLC | 0.00% | Add +5.1% | 2,744 | $478K |
| Qsemble Capital Management, LP | 0.04% | New | 2,695 | $469K |
| Allstate Corp. | 0.01% | New | 2,677 | $466K |
| MML Investors Services, LLC | 0.00% | Reduce -35.5% | 2,667 | $464K |
| Victory Capital Management Inc. | 0.00% | Reduce -78.8% | 2,561 | $446K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3640.3% | 2,506 | $436K |
| Emerald Mutual Fund Advisers Trust | 0.02% | No change | 2,478 | $431K |
| Maverick Capital | 0.01% | Reduce -84.9% | 2,475 | $431K |
| Cim, LLC | 0.06% | No change | 2,253 | $392K |
| Mariner, LLC | 0.00% | Add +16.8% | 2,222 | $387K |
| GoalVest Advisory LLC | 0.07% | No change | 2,200 | $383K |
| Interval Partners, LP | 0.01% | Reduce -93.4% | 2,192 | $382K |
| Optimize Financial Inc. | 0.19% | New | 2,191 | $381K |
| State of Wyoming | 0.04% | Add +50.2% | 2,181 | $380K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.1% | 2,172 | $378K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 2,158 | $376K |
| Edgestream Partners, L.P. | 0.01% | New | 2,144 | $373K |
| Prelude Capital Management, LLC | 0.03% | Reduce -24.3% | 2,058 | $358K |
| Andina Capital Management, LLC | 0.31% | New | 1,996 | $347K |
| Cynosure Group, LLC | 0.04% | New | 1,993 | $347K |
| Handelsbanken Fonder AB | 0.00% | No change | 1,900 | $331K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -38.2% | 1,812 | $315K |
| Silver Oak Wealth Advisors Services, LLC | 0.20% | Reduce -4.8% | 1,776 | $309K |
| Yorktown Management & Research Co Inc | 0.25% | Reduce -20.4% | 1,750 | $305K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -71.3% | 1,679 | $292K |
| Quadrature Capital Ltd | 0.00% | Reduce -81.9% | 1,635 | $285K |
| Gsa Capital Partners LLP | 0.02% | Reduce -66.3% | 1,617 | $282K |
| Raymond James Financial Inc. | 0.00% | Reduce -17.4% | 1,617 | $282K |
| Advisory Services Network, LLC | 0.00% | New | 1,511 | $263K |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 1,502 | $261K |
| State of Tennessee, Department of Treasury | 0.00% | New | 1,500 | $261K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.0% | 1,494 | $260K |
| Swiss Life Asset Management Ltd | 0.00% | Add +12.6% | 1,493 | $260K |
| Quantinno Capital Management LP | 0.00% | Add +46.1% | 1,482 | $258K |
| US Bancorp \de | 0.00% | Add +1215.6% | 1,434 | $250K |
| Tidal Investments LLC | 0.00% | Add +15.2% | 1,378 | $234K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.9% | 1,339 | $233K |
| Arista Wealth Management, LLC | 0.03% | No change | 1,300 | $226K |
| Amundi | 0.00% | New | 1,285 | $224K |
| Avior Wealth Management, LLC | 0.01% | Reduce -38.6% | 1,259 | $219K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -33.5% | 1,191 | $207K |
| Gryphon Financial Partners LLC | 0.02% | Add +14.7% | 1,150 | $200K |
| Spire Wealth Management | 0.01% | Add +102.8% | 1,032 | $180K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $174K |
| New York State Teachers Retirement System | 0.00% | Add +13.8% | 956 | $166K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 842 | $147K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +48.8% | 793 | $138K |
| Nisa Investment Advisors, LLC | 0.00% | Add +994.1% | 744 | $130K |
| Meeder Asset Management Inc. | 0.01% | Reduce -86.7% | 631 | $110K |
| Acadian Asset Management LLC | 0.00% | Reduce -76.2% | 544 | $94K |
| Federated Hermes, Inc. | 0.00% | Add +180.7% | 508 | $88K |
| Vestcor Inc | 0.00% | New | 487 | $85K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -5.8% | 451 | $79K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 450 | $78K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 379 | $66K |
| Larson Financial Group LLC | 0.00% | Add +356.6% | 347 | $60K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -38.1% | 325 | $57K |
| KBC Group NV | 0.00% | No change | 317 | $55K |
| Team Financial Group, LLC | 0.02% | No change | 269 | $47K |
| GAMMA Investing LLC | 0.00% | Add +9.2% | 155 | $27K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 150 | $26K |
| NewEdge Advisors, LLC | 0.00% | Add +50.5% | 140 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +29.4% | 119 | $21K |
| Allworth Financial LP | 0.00% | Add +936.4% | 114 | $20K |
| WealthCollab, LLC | 0.01% | No change | 110 | $19K |
| Arax Advisory Partners | 0.00% | Add +15400.0% | 310 | $18K |
| Essential Partners LLC | 0.01% | No change | 100 | $17K |
| Blue Trust, Inc. | 0.00% | Reduce -44.4% | 85 | $15K |
| True Wealth Design, LLC | 0.00% | No change | 81 | $14K |
| Jones Financial Companies LLLP | 0.00% | No change | 79 | $14K |
| National Bank of Canada | 0.00% | Add +2.6% | 78 | $14K |
| Proffitt & Goodson Inc. | 0.00% | Add +63.0% | 75 | $13K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.5% | 67 | $12K |
| Optiver Holding B.V. | 0.00% | New | 46 | $8K |
| Accent Capital Management, LLC | 0.00% | New | 41 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 38 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +260.0% | 36 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 31 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 25 | $4K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -96.7% | 24 | $4K |
| Torren Management, LLC | 0.00% | No change | 23 | $4K |
| Signaturefd, LLC | 0.00% | Add +360.0% | 23 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.1% | 23 | $4K |
| Root Financial Partners, LLC | 0.00% | Add +61.5% | 21 | $4K |
| LRI Investments, LLC | 0.00% | No change | 18 | $3K |
| Rothschild Investment LLC | 0.00% | Add +60.0% | 16 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 15 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 13 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 12 | $2K |
| Versant Capital Management, Inc | 0.00% | Add +200.0% | 12 | $2K |
| MAI Capital Management | 0.00% | New | 11 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 10 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 10 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +25.0% | 10 | $2K |
| Huntington National Bank | 0.00% | New | 9 | $2K |
| Truvestments Capital LLC | 0.00% | New | 6 | $1K |
| Caitlin John, LLC | 0.00% | No change | 5 | $870 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 5 | $870 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +66.7% | 5 | $870 |
| Rossby Financial, LCC | 0.00% | New | 5 | $867 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.4% | 5 | $867 |
| Parkside Financial Bank & Trust | 0.00% | New | 4 | $697 |
| Whipplewood Advisors, LLC | 0.00% | New | 4 | $696 |
| CVA Family Office, LLC | 0.00% | New | 4 | $696 |
| Marquette Asset Management, LLC | 0.00% | New | 3 | $523 |
| Bare Financial Services, Inc | 0.00% | New | 3 | $522 |
| Sunbelt Securities, Inc. | 0.00% | No change | 3 | $522 |
| Cornerstone Planning Group LLC | 0.00% | New | 1 | $264 |
| Quadrant Capital Group LLC | 0.00% | New | 1 | $175 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $175 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $174 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 1 | $174 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $174 |
| Covestor Ltd | 0.00% | Reduce -97.3% | 1 | $0 |
"% of holder's portfolio" is DAVE's weight in each manager's 13F, not the share of Dave Inc. the manager owns.