DaveDAVE
13F holders, Q2 2026 (June 30)347holders +74
110new positions
37sold out
5famous investors
$369.22avg. 13F price*
At the end of Q2 2026, 347 institutions reported holding Dave Inc. (DAVE) in their 13F filings, up 74 from Q1 2026. 110 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($621.5M), Hood River Capital Management LLC ($411.4M) and Divisadero Street Capital Management, LP ($260.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Dave Inc.
- CUSIP
- 23834J201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $191.5M |
| Exits | 37 | $113.8M |
All 13F filers, Q1 2026 → Q2 2026: 3,535,100 shares bought and 1,930,454 shares sold, net +1,604,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| BlackRock, Inc. | 0.01% | Add +101.3% | 1,667,948 | $621.5M |
| Hood River Capital Management LLC | 2.98% | Reduce -3.6% | 1,104,277 | $411.4M |
| Divisadero Street Capital Management, LP | 6.08% | Add +9.1% | 699,366 | $260.6M |
| FMR LLC | 0.01% | Add +107.7% | 479,746 | $178.7M |
| Vanguard Capital Management LLC | 0.00% | Reduce -5.8% | 474,139 | $176.7M |
| State Street Corp. | 0.00% | Add +74.0% | 406,752 | $151.6M |
| Renaissance Technologies | 0.19% | Reduce -14.9% | 367,378 | $136.9M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 341,843 | $127.4M |
| Driehaus Capital Management LLC | 0.72% | Add +431.9% | 331,537 | $123.5M |
| Jane Street Group, LLC | 0.07% | Add +65.4% | 312,197 | $116.3M |
| Invesco Ltd. | 0.01% | Add +160.1% | 296,156 | $110.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.0% | 255,679 | $95.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +61.3% | 239,466 | $89.2M |
| Vanguard Portfolio Management LLC | 0.00% | Add +74.5% | 234,648 | $87.4M |
| American Century Companies Inc. | 0.04% | Add +14.7% | 227,827 | $84.9M |
| Whetstone Capital Advisors, LLC | 22.02% | Reduce -0.5% | 223,078 | $83.1M |
| Wellington Management Group LLP | 0.01% | Reduce -6.1% | 212,175 | $79.1M |
| Fuller & Thaler Asset Management, Inc. | 0.21% | Add +1.8% | 205,552 | $76.6M |
| Findell Capital Management LLC | 8.91% | Reduce -14.7% | 145,000 | $54.0M |
| Franklin Resources Inc. | 0.01% | Add +2.5% | 140,231 | $52.2M |
| JPMorgan Chase & Co. | 0.00% | Add +839.4% | 136,922 | $51.1M |
| Northern Trust Corp. | 0.01% | Add +10.9% | 135,893 | $50.6M |
| Voya Investment Management LLC | 0.04% | Reduce -39.7% | 116,967 | $43.6M |
| Empowered Funds, LLC | 0.21% | New | 105,686 | $39.4M |
| Portolan Capital Management, LLC | 1.47% | Reduce -0.1% | 105,338 | $39.2M |
| UBS Group AG | 0.01% | Add +111.7% | 98,147 | $36.6M |
| Morgan Stanley | 0.00% | Add +74.0% | 97,550 | $36.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.1% | 97,314 | $36.3M |
| Alliancebernstein L.P. | 0.01% | Add +976.0% | 200,203 | $34.9M |
| Granahan Investment Management, LLC | 1.13% | Add +29.7% | 84,897 | $31.6M |
| First Trust Advisors LP | 0.02% | Add +36.5% | 82,364 | $30.7M |
| Nuveen, LLC | 0.01% | Reduce -7.7% | 81,131 | $30.2M |
| Sei Investments Co. | 0.03% | Reduce -19.1% | 79,652 | $29.7M |
| Oberweis Asset Management Inc./ | 0.61% | Add +18.3% | 78,902 | $29.4M |
| Bank of America Corp. | 0.00% | Add +64.8% | 78,162 | $29.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -2.9% | 74,584 | $27.8M |
| Metavasi Capital LP | 10.51% | Reduce -38.3% | 72,534 | $27.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +178.7% | 69,400 | $25.9M |
| Russell Investments Group, Ltd. | 0.02% | Add +21.0% | 68,957 | $25.7M |
| Bank of New York Mellon Corp | 0.00% | Add +73.8% | 62,646 | $23.3M |
| Buckley Capital Advisors, LLC | 13.26% | Reduce -25.4% | 57,200 | $21.3M |
| G2 Investment Partners Management LLC | 3.87% | Reduce -52.4% | 56,991 | $21.2M |
| Principal Financial Group Inc. | 0.01% | New | 50,706 | $18.9M |
| Two Sigma Investments, LP | 0.01% | Add +58.5% | 49,985 | $18.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -48.9% | 49,400 | $18.4M |
| Calamos Advisors LLC | 0.09% | Add +28.8% | 46,156 | $17.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -46.6% | 42,451 | $15.8M |
| Marshall Wace, LLP | 0.01% | Reduce -12.9% | 39,946 | $14.9M |
| AQR Capital Management | 0.01% | Add +20.6% | 39,499 | $14.7M |
| S Squared Technology, LLC | 4.40% | Reduce -49.3% | 38,040 | $14.2M |
| Ameriprise Financial Inc. | 0.00% | Add +78.0% | 37,346 | $13.9M |
| Neuberger Berman Group LLC | 0.01% | Add +8.1% | 36,333 | $13.5M |
| Public Sector Pension Investment Board | 0.03% | New | 35,622 | $13.3M |
| Millennium Management | 0.01% | Reduce -19.4% | 33,917 | $12.6M |
| Peregrine Capital Management LLC | 0.41% | Reduce -7.7% | 33,832 | $12.6M |
| Globeflex Capital L P | 1.46% | Add +15.0% | 30,606 | $11.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -15.6% | 29,244 | $10.9M |
| Ieq Capital, LLC | 0.05% | Add +312.8% | 27,556 | $10.3M |
| Jupiter Topco LLC | 0.00% | — | 27,354 | $10.2M |
| Emerald Advisers, LLC | 0.24% | New | 26,993 | $10.1M |
| Legal & General Group Plc | 0.00% | Add +148.7% | 26,824 | $10.0M |
| Intercapital, LLC | 4.25% | Reduce -34.0% | 26,000 | $9.7M |
| Deutsche Bank AG | 0.00% | Add +124.3% | 24,947 | $9.3M |
| Danske Bank A/S | 0.02% | New | 24,749 | $9.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +68.8% | 23,951 | $9.2M |
| Segall Bryant & Hamill, LLC | 0.11% | Add +1.8% | 24,616 | $9.2M |
| Rhumbline Advisers | 0.01% | Add +87.3% | 24,186 | $9.0M |
| Prospect Capital Advisors, LLC | 3.99% | Reduce -54.9% | 23,585 | $8.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 23,153 | $8.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +38.3% | 21,913 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +105.4% | 21,750 | $8.1M |
| Swiss National Bank | 0.00% | Reduce -3.7% | 20,800 | $7.7M |
| Emerald Mutual Fund Advisers Trust | 0.26% | Add +702.8% | 19,894 | $7.4M |
| Bank of Montreal | 0.00% | Add +254.0% | 19,299 | $7.2M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -2.0% | 18,410 | $6.9M |
| Scotia Capital Inc. | 0.03% | Reduce -1.5% | 18,108 | $6.7M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -1.0% | 18,096 | $6.7M |
| Emerald Investment Advisers, LLC | 0.45% | Add +6.2% | 18,055 | $6.7M |
| Osterweis Capital Management Inc. | 0.36% | New | 17,672 | $6.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.8% | 14,833 | $5.5M |
| Boothbay Fund Management, LLC | 0.11% | Reduce -61.4% | 14,552 | $5.4M |
| Credit Agricole S A | 0.01% | Add +77.5% | 14,200 | $5.3M |
| Caxton Associates LLP | 0.10% | New | 14,145 | $5.3M |
| Barclays PLC | 0.00% | Add +46.0% | 13,862 | $5.2M |
| Lisanti Capital Growth, LLC | 1.07% | New | 13,060 | $4.9M |
| Harbor Capital Advisors, Inc. | 0.33% | Add +3.9% | 12,954 | $4.8M |
| Federated Hermes, Inc. | 0.01% | Add +2348.4% | 12,438 | $4.6M |
| Havemeyer Place LP | 0.46% | Reduce -12.1% | 12,413 | $4.6M |
| Regal Partners Ltd | 0.25% | Add +315.3% | 12,381 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +93.5% | 12,130 | $4.5M |
| California State Teachers Retirement System | 0.00% | Reduce -9.2% | 11,934 | $4.4M |
| HRT Financial LP | 0.01% | New | 11,374 | $4.2M |
| Informed Momentum Co LLC | 0.37% | New | 11,293 | $4.2M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -6.8% | 11,198 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 10,903 | $4.1M |
| Prudential Financial Inc. | 0.00% | Add +249.0% | 10,856 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +27.0% | 10,504 | $3.9M |
| Quadrature Capital Ltd | 0.03% | Add +534.0% | 10,366 | $3.9M |
| Ruffer LLP | 0.13% | Reduce -26.4% | 10,187 | $3.8M |
| Tenzing Global Management, LLC | 3.14% | Reduce -75.0% | 10,000 | $3.7M |
| Anson Funds Management LP | 0.35% | New | 10,000 | $3.7M |
| SG Americas Securities, LLC | 0.00% | Reduce -88.0% | 9,355 | $3.5M |
| Ancora Advisors LLC | 0.07% | Add +22.7% | 9,250 | $3.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +68.5% | 9,100 | $3.4M |
| Trexquant Investment LP | 0.02% | Reduce -75.7% | 9,027 | $3.4M |
| Blackstone Inc. | 0.01% | Reduce -38.0% | 8,946 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +535.4% | 8,508 | $3.2M |
| Harvest Investment Services, LLC | 0.47% | Reduce -3.8% | 8,185 | $3.0M |
| Brevan Howard Capital Management LP | 0.04% | New | 8,024 | $3.0M |
| Quent Capital, LLC | 0.18% | Add +14.3% | 8,000 | $3.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +8.5% | 7,880 | $2.9M |
| Creative Planning | 0.00% | Add +7.5% | 7,587 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 7,423 | $2.8M |
| Vident Advisory, LLC | 0.02% | Add +10.3% | 7,226 | $2.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | New | 7,128 | $2.7M |
| Citigroup Inc. | 0.00% | Add +45.4% | 6,993 | $2.6M |
| Moran Wealth Management, LLC | 0.07% | Add +41.8% | 6,892 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | New | 6,812 | $2.5M |
| Cibc World Market Inc. | 0.00% | Add +4.8% | 6,690 | $2.5M |
| Legato Capital Management LLC | 0.21% | New | 6,685 | $2.5M |
| Fifth Third Bancorp | 0.00% | Add +43.2% | 6,466 | $2.4M |
| Oak Ridge Investments LLC | 0.13% | New | 6,389 | $2.4M |
| Future Fund LLC | 0.67% | Reduce -45.9% | 6,273 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Add +123.8% | 6,178 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | New | 6,118 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +3.1% | 5,996 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +395.7% | 5,904 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.2% | 5,582 | $2.1M |
| Boston Partners | 0.00% | New | 5,456 | $2.0M |
| One Capital Management, LLC | 0.06% | No change | 11,593 | $2.0M |
| Toth Financial Advisory Corp. | 0.20% | New | 5,375 | $2.0M |
| State of Wyoming | 0.20% | Add +138.6% | 5,203 | $1.9M |
| Tidal Investments LLC | 0.00% | Add +277.4% | 5,200 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.6% | 5,058 | $1.9M |
| Sierra Summit Advisors LLC | 0.20% | New | 4,926 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | New | 4,886 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.5% | 4,727 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +54.4% | 4,622 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 4,616 | $1.7M |
| Group One Trading LLC | 0.05% | Reduce -91.9% | 4,583 | $1.7M |
| Louisiana State Employees Retirement System | 0.02% | New | 4,500 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +96.0% | 4,229 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -13.8% | 4,203 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 4,198 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +48.9% | 3,970 | $1.5M |
| Gsa Capital Partners LLP | 0.09% | Add +142.3% | 3,918 | $1.5M |
| FJ Capital Management LLC | 0.19% | Reduce -52.9% | 3,900 | $1.5M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -36.3% | 3,876 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.47% | New | 3,830 | $1.4M |
| Guggenheim Capital LLC | 0.01% | New | 3,786 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +24.5% | 3,710 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Add +2.8% | 3,702 | $1.4M |
| Entropy Technologies, LP | 0.05% | New | 3,700 | $1.4M |
| Cander Asset Management LP | 0.26% | Reduce -80.5% | 3,687 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -93.5% | 3,574 | $1.3M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -16.5% | 3,550 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.9% | 3,083 | $1.2M |
| Algert Global LLC | 0.01% | Reduce -35.6% | 3,200 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Add +234.7% | 3,200 | $1.2M |
| Harbour Capital Advisors, LLC | 0.22% | Reduce -1.3% | 2,972 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Add +110.7% | 3,160 | $1.2M |
| RFG Advisory, LLC | 0.02% | New | 3,075 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +85.5% | 2,999 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.7% | 2,975 | $1.1M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -75.4% | 2,969 | $1.1M |
| Fortis Capital Advisors, LLC | 0.12% | New | 2,885 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | New | 2,885 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +12.5% | 2,881 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -5.2% | 2,856 | $1.1M |
| Amundi | 0.00% | Add +121.5% | 2,846 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -0.1% | 2,860 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.5% | 2,810 | $1.0M |
| Amalgamated Bank | 0.01% | New | 2,784 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | New | 2,783 | $1.0M |
| Penserra Capital Management LLC | 0.01% | New | 2,765 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,746 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -73.3% | 2,737 | $1.0M |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -4.7% | 2,657 | $990K |
| Intech Investment Management LLC | 0.01% | Reduce -24.7% | 2,655 | $989K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.4% | 2,641 | $984K |
| Dynamic Technology Lab Private Ltd | 0.22% | New | 2,603 | $970K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -70.7% | 2,562 | $955K |
| Ares Systematic Credit Ltd | 1.93% | Reduce -36.1% | 2,558 | $953K |
| Scientech Research LLC | 0.76% | New | 2,529 | $942K |
| Braeburn Wealth Management LLC | 0.40% | New | 2,496 | $930K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | New | 2,460 | $917K |
| Squarepoint Ops LLC | 0.00% | New | 2,434 | $907K |
| STRS Ohio | 0.00% | Reduce -44.2% | 2,400 | $894K |
| Oregon Public Employees Retirement Fund | 0.01% | New | 2,332 | $869K |
| Handelsbanken Fonder AB | 0.00% | Add +21.1% | 2,300 | $857K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -17.9% | 2,300 | $857K |
| Edgestream Partners, L.P. | 0.03% | Add +6.1% | 2,274 | $847K |
| Mariner, LLC | 0.00% | Add +1.5% | 2,255 | $840K |
| Cim, LLC | 0.11% | Add +0.0% | 2,254 | $840K |
| Optimize Financial Inc. | 0.29% | Reduce -0.3% | 2,184 | $814K |
| Sound Capital Solutions LLC | 0.19% | — | 2,184 | $814K |
| Lotus Technology Management, LP | 0.99% | New | 1,792 | $809K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.6% | 2,160 | $805K |
| Venture Visionary Partners LLC | 0.02% | New | 2,150 | $801K |
| Meros Investment Management, LP | 0.24% | Reduce -42.2% | 2,060 | $768K |
| Quantinno Capital Management LP | 0.00% | Add +37.0% | 2,031 | $757K |
| FNY Investment Advisers, LLC | 0.27% | New | 2,000 | $745K |
| Capstone Investment Advisors, LLC | 0.01% | New | 1,917 | $714K |
| AdvisorShares Investments LLC | 0.08% | New | 1,870 | $697K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -1.5% | 1,785 | $665K |
| Susquehanna International Group, LLP | 0.00% | Reduce -99.5% | 1,782 | $664K |
| Yorktown Management & Research Co Inc | 0.40% | No change | 1,750 | $652K |
| Cerity Partners LLC | 0.00% | Reduce -40.6% | 1,729 | $644K |
| Simplex Trading, LLC | 0.02% | Reduce -82.8% | 1,703 | $635K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,679 | $626K |
| Quantbot Technologies LP | 0.02% | New | 1,628 | $607K |
| Polymer Capital Management (US) LLC | 0.09% | New | 1,571 | $585K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -49.4% | 1,571 | $585K |
| Stirlingshire Investments, Inc. | 0.43% | New | 1,566 | $583K |
| Maryland State Retirement & Pension System | 0.01% | New | 1,511 | $563K |
| Advyzon Investment Management, LLC | 0.04% | New | 1,500 | $559K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.0% | 1,466 | $546K |
| ProShare Advisors LLC | 0.00% | Reduce -2.7% | 1,462 | $545K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.5% | 1,457 | $543K |
| Captrust Financial Advisors | 0.00% | New | 1,409 | $525K |
| Axq Capital, LP | 0.05% | New | 1,305 | $486K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,305 | $486K |
| US Bancorp \de | 0.00% | Reduce -11.4% | 1,270 | $473K |
| Gryphon Financial Partners LLC | 0.04% | Add +9.7% | 1,261 | $470K |
| FORA Capital, LLC | 0.03% | New | 1,250 | $465K |
| Inspire Advisors, LLC | 0.03% | New | 1,245 | $464K |
| Wolverine Asset Management LLC | 0.02% | New | 1,225 | $456K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -17.9% | 1,225 | $456K |
| WINTON GROUP Ltd | 0.01% | New | 1,200 | $447K |
| Mutual of America Capital Management LLC | 0.00% | New | 1,189 | $443K |
| Focus Partners Wealth | 0.00% | New | 1,187 | $442K |
| Quantitative Investment Management, LLC | 0.05% | New | 1,144 | $426K |
| EntryPoint Capital, LLC | 0.10% | New | 1,140 | $425K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $396K |
| Private Advisor Group, LLC | 0.00% | New | 1,051 | $392K |
| Spire Wealth Management | 0.01% | No change | 1,032 | $385K |
| Xponance LLC | 0.00% | New | 1,005 | $374K |
| Prelude Capital Management, LLC | 0.03% | Reduce -51.6% | 996 | $371K |
| Net Worth Advisory Group | 0.09% | New | 963 | $359K |
| Mangrove Partners Im, LLC | 0.02% | Reduce -70.5% | 950 | $354K |
| Global Retirement Partners, LLC | 0.01% | — | 939 | $350K |
| Walleye Capital LLC | 0.00% | New | 936 | $349K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.7% | 932 | $347K |
| Acadian Asset Management LLC | 0.00% | Add +68.8% | 918 | $342K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 908 | $338K |
| Summit Global Investments | 0.02% | New | 883 | $329K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 864 | $322K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | New | 856 | $319K |
| Garde Capital, Inc. | 0.01% | New | 830 | $309K |
| Pallas Capital Advisors LLC | 0.01% | New | 827 | $308K |
| Vise Technologies, Inc. | 0.00% | New | 814 | $303K |
| nVerses Capital, LLC | 0.44% | New | 774 | $288K |
| VARCOV Co. | 0.11% | New | 767 | $286K |
| Atria Investments, Inc | 0.00% | New | 751 | $280K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 750 | $279K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -5.7% | 748 | $279K |
| Kingdom Financial Group LLC. | 0.07% | Add +7120.0% | 722 | $269K |
| Allstate Corp. | 0.00% | Reduce -73.3% | 715 | $266K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 675 | $251K |
| F/m Investments LLC | 0.01% | New | 625 | $233K |
| Andina Capital Management, LLC | 0.38% | Reduce -68.9% | 621 | $231K |
| Merit Financial Group, LLC | 0.00% | New | 617 | $230K |
| Virtu Financial LLC | 0.01% | New | 606 | $226K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 601 | $224K |
| Truist Financial Corp. | 0.00% | New | 590 | $220K |
| Profund Advisors LLC | 0.01% | New | 581 | $216K |
| CIBC Bancorp USA Inc. | 0.00% | New | 580 | $216K |
| Capital Advisors Inc. | 0.00% | New | 570 | $212K |
| Savvy Advisors, Inc. | 0.00% | New | 544 | $203K |
| Nykredit A/S | 0.00% | — | 518 | $193K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -94.7% | 507 | $189K |
| Vestcor Inc | 0.00% | No change | 487 | $181K |
| Kemnay Advisory Services Inc. | 0.02% | Add +1754.2% | 445 | $166K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -0.3% | 378 | $141K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -50.8% | 366 | $136K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -22.8% | 348 | $130K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1282.6% | 318 | $118K |
| KBC Group NV | 0.00% | No change | 317 | $118K |
| Larson Financial Group LLC | 0.00% | Reduce -18.2% | 284 | $106K |
| GAMMA Investing LLC | 0.00% | Add +43.9% | 223 | $83K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -38.5% | 200 | $75K |
| MeadowBrook Investment Advisors LLC | 0.06% | New | 190 | $71K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 150 | $56K |
| Arax Advisory Partners | 0.00% | Reduce -51.9% | 149 | $56K |
| Jones Financial Companies LLLP | 0.00% | Add +96.2% | 155 | $54K |
| Allworth Financial LP | 0.00% | Add +25.4% | 143 | $53K |
| NewEdge Advisors, LLC | 0.00% | No change | 140 | $52K |
| WealthCollab, LLC | 0.01% | No change | 110 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.3% | 102 | $38K |
| Optiver Holding B.V. | 0.00% | Add +95.7% | 90 | $34K |
| Salomon & Ludwin, LLC | 0.00% | New | 87 | $33K |
| Essential Partners LLC | 0.01% | Reduce -13.0% | 87 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -1.2% | 84 | $31K |
| True Wealth Design, LLC | 0.01% | Reduce -1.2% | 80 | $30K |
| Proffitt & Goodson Inc. | 0.00% | No change | 75 | $28K |
| National Bank of Canada | 0.00% | Reduce -6.4% | 73 | $27K |
| Bessemer Group Inc. | 0.00% | New | 63 | $23K |
| Signaturefd, LLC | 0.00% | Add +126.1% | 52 | $19K |
| Accent Capital Management, LLC | 0.01% | Add +19.5% | 49 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +250.0% | 42 | $16K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 38 | $14K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.3% | 36 | $13K |
| Toronto Dominion Bank | 0.00% | New | 36 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 36 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 31 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +130.8% | 30 | $11K |
| UMB Bank, n.a. | 0.00% | New | 28 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +170.0% | 27 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 25 | $9K |
| Torren Management, LLC | 0.00% | No change | 23 | $9K |
| Rothschild Investment LLC | 0.00% | Add +6.3% | 17 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 16 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 15 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 15 | $6K |
| Clearstead Advisors, LLC | 0.00% | Add +16.7% | 14 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 10 | $4K |
| Quarry LP | 0.00% | New | 9 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 9 | $3K |
| Huntington National Bank | 0.00% | No change | 9 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 9 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +40.0% | 7 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 6 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 6 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +20.0% | 6 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +25.0% | 5 | $2K |
| Caitlin John, LLC | 0.00% | No change | 5 | $2K |
| CVA Family Office, LLC | 0.00% | Add +25.0% | 5 | $2K |
| Whipplewood Advisors, LLC | 0.00% | No change | 4 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +300.0% | 4 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 4 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 3 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -40.0% | 3 | $1K |
| Marquette Asset Management, LLC | 0.00% | No change | 3 | $1K |
| Covestor Ltd | 0.00% | Add +200.0% | 3 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | New | 2 | $746 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 2 | $746 |
| Fiduciary Financial Advisors | 0.00% | New | 2 | $746 |
| WPG Advisers, LLC | 0.00% | New | 2 | $745 |
| PEAK6 LLC | 0.00% | New | 2 | $625 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $424 |
| Ankerstar Wealth, LLC | 0.00% | New | 1 | $373 |
| Davis Capital Management | 0.00% | New | 1 | $373 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 1 | $373 |
| Creative Capital Management Investments LLC | 0.00% | New | 1 | $373 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $373 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1 | $373 |
| SJS Investment Consulting Inc. | 0.00% | New | 1 | $373 |
"% of holder's portfolio" is DAVE's weight in each manager's 13F, not the share of Dave Inc. the manager owns.