Dave Inc./DE (DAVE) — Institutional Holders, Q2 2026 (page 3)
357 institutional investment managers reported a DAVE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
DAVE 13F holders ranked 201–300 of 357
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Lotus Technology Management#201 · 1,792 sh | 1,792 | $809.2K | 0.99% | New |
| 202 | Cresset Asset Management#202 · 2,160 sh | 2,160 | $804.8K | <0.01% | -0.6% |
| 203 | Venture Visionary Partners#203 · 2,150 sh | 2,150 | $801.1K | — | New |
| 204 | Meros Investment Management#204 · 2,060 sh | 2,060 | $767.5K | 0.24% | -42.2% |
| 205 | Quantinno Capital Management#205 · 2,031 sh | 2,031 | $756.7K | <0.01% | +37.0% |
| 206 | FNY Investment Advisers#206 · 2,000 sh | 2,000 | $745.0K | — | New |
| 207 | CAPSTONE INVESTMENT ADVISORS#207 · 1,917 sh | 1,917 | $714.3K | <0.01% | New |
| 208 | AdvisorShares Investments#208 · 1,870 sh | 1,870 | $696.7K | 0.08% | New |
| 209 | SBI Securities , Ltd.#209 · 1,785 sh | 1,785 | $665.1K | — | -1.5% |
| 210 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#210 · 1,782 sh | 1,782 | $664.0K | <0.01% | -99.4% |
| 211 | BALYASNY ASSET MANAGEMENT L.P.#211 · 278,336 sh | 278,336 | $662.4K | <0.01% | New |
| 212 | Yorktown Management & Research#212 · 1,750 sh | 1,750 | $652.0K | 0.40% | 0.0% |
| 213 | Cerity Partners#213 · 1,729 sh | 1,729 | $644.2K | <0.01% | -40.6% |
| 214 | SIMPLEX TRADING#214 · 1,703 sh | 1,703 | $634.5K | <0.01% | -82.8% |
| 215 | Pictet Asset Management Holding SA#215 · 1,679 sh | 1,679 | $625.6K | <0.01% | 0.0% |
| 216 | Quantbot Technologies#216 · 1,628 sh | 1,628 | $606.6K | 0.02% | New |
| 217 | Polymer Capital Management (US)#217 · 1,571 sh | 1,571 | $585.3K | 0.08% | New |
| 218 | Janney Montgomery Scott#218 · 1,571 sh | 1,571 | $585.0K | <0.01% | -49.4% |
| 219 | Stirlingshire Investments#219 · 1,566 sh | 1,566 | $583.5K | 0.43% | New |
| 220 | Maryland State Retirement & Pension System#220 · 1,511 sh | 1,511 | $563.0K | <0.01% | New |
| 221 | Advyzon Investment Management#221 · 1,500 sh | 1,500 | $558.9K | 0.04% | New |
| 222 | Advisory Services Network#222 · 1,466 sh | 1,466 | $546.2K | <0.01% | -3.0% |
| 223 | ProShare Advisors#223 · 1,462 sh | 1,462 | $544.7K | <0.01% | -2.7% |
| 224 | D.A. DAVIDSON#224 · 1,457 sh | 1,457 | $542.9K | <0.01% | -2.5% |
| 225 | CAPTRUST FINANCIAL ADVISORS#225 · 1,409 sh | 1,409 | $525.0K | <0.01% | New |
| 226 | AXQ CAPITAL#226 · 1,305 sh | 1,305 | $486.2K | 0.05% | New |
| 227 | MERCER GLOBAL ADVISORS#227 · 1,305 sh | 1,305 | $486.2K | <0.01% | New |
| 228 | US BANCORP \DE\#228 · 1,270 sh | 1,270 | $473.2K | <0.01% | -11.4% |
| 229 | Gryphon Financial Partners#229 · 1,261 sh | 1,261 | $469.8K | 0.04% | +9.7% |
| 230 | FORA Capital#230 · 1,250 sh | 1,250 | $464.9K | 0.03% | New |
| 231 | Inspire Advisors#231 · 1,245 sh | 1,245 | $463.9K | 0.03% | New |
| 232 | Swiss Life Asset Management Ltd#232 · 1,225 sh | 1,225 | $456.4K | <0.01% | -18.0% |
| 233 | WINTON GROUP Ltd#233 · 1,200 sh | 1,200 | $447.1K | 0.01% | New |
| 234 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#234 · 1,189 sh | 1,189 | $443.0K | — | New |
| 235 | Focus Partners Wealth#235 · 1,187 sh | 1,187 | $442.3K | <0.01% | New |
| 236 | Quantitative Investment Management#236 · 1,144 sh | 1,144 | $426.0K | 0.05% | New |
| 237 | EntryPoint Capital#237 · 1,140 sh | 1,140 | $424.8K | 0.10% | New |
| 238 | WHITTIER#238 · 1,000 sh | 1,000 | $396.0K | <0.01% | 0.0% |
| 239 | Private Advisor Group#239 · 1,051 sh | 1,051 | $391.6K | <0.01% | New |
| 240 | Spire Wealth Management#240 · 1,032 sh | 1,032 | $384.5K | 0.01% | 0.0% |
| 241 | XPONANCE#241 · 1,005 sh | 1,005 | $374.5K | <0.01% | New |
| 242 | PRELUDE CAPITAL MANAGEMENT#242 · 996 sh | 996 | $371.1K | 0.03% | -51.6% |
| 243 | Net Worth Advisory Group#243 · 963 sh | 963 | $358.8K | — | New |
| 244 | MANGROVE PARTNERS IM#244 · 950 sh | 950 | $354.0K | 0.02% | -70.5% |
| 245 | Global Retirement Partners#245 · 939 sh | 939 | $349.9K | <0.01% | — |
| 246 | Walleye Capital#246 · 936 sh | 936 | $348.7K | <0.01% | New |
| 247 | Ameritas Investment Partners#247 · 932 sh | 932 | $347.3K | <0.01% | +10.7% |
| 248 | ACADIAN ASSET MANAGEMENT#248 · 918 sh | 918 | $342.0K | <0.01% | +68.8% |
| 249 | Cornerstone Investment Partners#249 · 908 sh | 908 | $338.3K | 0.01% | New |
| 250 | Summit Global Investments#250 · 883 sh | 883 | $329.0K | 0.02% | New |
| 251 | Mitsubishi UFJ & Banking#251 · 864 sh | 864 | $321.9K | <0.01% | New |
| 252 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#252 · 856 sh | 856 | $318.9K | 0.08% | -97.7% |
| 253 | Garde Capital#253 · 830 sh | 830 | $309.3K | 0.01% | New |
| 254 | Pallas Capital Advisors#254 · 827 sh | 827 | $308.1K | <0.01% | New |
| 255 | Vise Technologies#255 · 814 sh | 814 | $303.4K | <0.01% | New |
| 256 | nVerses Capital#256 · 774 sh | 774 | $288.4K | 0.44% | New |
| 257 | VARCOV#257 · 767 sh | 767 | $285.8K | 0.11% | New |
| 258 | Atria Investments#258 · 751 sh | 751 | $279.8K | — | New |
| 259 | KINGSWOOD WEALTH ADVISORS#259 · 750 sh | 750 | $279.4K | — | New |
| 260 | Tower Research Capital (TRC)#260 · 748 sh | 748 | $278.7K | <0.01% | -5.7% |
| 261 | Kingdom Financial Group#261 · 722 sh | 722 | $269.0K | 0.07% | +7120.0% |
| 262 | ALLSTATE#262 · 715 sh | 715 | $266.4K | <0.01% | -73.3% |
| 263 | TORONTO DOMINION BANK#263 · 100,036 sh | 100,036 | $254.4K | <0.01% | -74.4% |
| 264 | Vanguard Personalized Indexing Management#264 · 675 sh | 675 | $251.5K | <0.01% | New |
| 265 | F/m Investments#265 · 625 sh | 625 | $232.9K | 0.01% | New |
| 266 | Andina Capital Management#266 · 621 sh | 621 | $231.4K | — | -68.9% |
| 267 | Merit Financial Group#267 · 617 sh | 617 | $229.9K | <0.01% | New |
| 268 | Virtu Financial#268 · 606 sh | 606 | $226.0K | <0.01% | New |
| 269 | Crossmark Global#269 · 601 sh | 601 | $223.9K | — | New |
| 270 | TRUIST FINANCIAL#270 · 590 sh | 590 | $219.8K | <0.01% | New |
| 271 | PROFUND ADVISORS#271 · 581 sh | 581 | $216.5K | <0.01% | New |
| 272 | CIBC Bancorp USA#272 · 580 sh | 580 | $216.1K | <0.01% | New |
| 273 | CAPITAL ADVISORS#273 · 570 sh | 570 | $212.4K | <0.01% | New |
| 274 | Savvy Advisors#274 · 544 sh | 544 | $202.7K | <0.01% | New |
| 275 | Nykredit A/S#275 · 518 sh | 518 | $193.0K | <0.01% | — |
| 276 | LOS ANGELES CAPITAL MANAGEMENT#276 · 507 sh | 507 | $188.9K | <0.01% | -94.7% |
| 277 | Vestcor#277 · 612 sh | 612 | $181.0K | <0.01% | 0.0% |
| 278 | ATLAS CAPITAL ADVISORS#278 · 16,776 sh | 16,776 | $180.4K | 0.02% | 0.0% |
| 279 | Kemnay Advisory Services#279 · 445 sh | 445 | $165.8K | 0.02% | +1754.2% |
| 280 | Integrated Wealth Concepts#280 · 368 sh | 368 | $137.1K | <0.01% | New |
| 281 | NISA INVESTMENT ADVISORS#281 · 366 sh | 366 | $136.4K | — | -50.8% |
| 282 | Kepos Capital#282 · 56,307 sh | 56,307 | $136.0K | 0.19% | 0.0% |
| 283 | Pinnacle Wealth Planning Services#283 · 348 sh | 348 | $129.7K | 0.01% | -22.8% |
| 284 | PNC FINANCIAL SERVICES GROUP#284 · 318 sh | 318 | $118.5K | <0.01% | +1282.6% |
| 285 | KBC Group NV#285 · 317 sh | 317 | $118.0K | — | 0.0% |
| 286 | Larson Financial Group#286 · 284 sh | 284 | $105.8K | <0.01% | -18.2% |
| 287 | Silver Rock Financial#287 · 40,979 sh | 40,979 | $98.8K | 0.21% | 0.0% |
| 288 | GAMMA Investing#288 · 223 sh | 223 | $83.1K | — | +43.9% |
| 289 | Catalyst Capital Advisors#289 · 200 sh | 200 | $74.5K | <0.01% | -38.5% |
| 290 | MeadowBrook Investment Advisors#290 · 190 sh | 190 | $70.8K | 0.06% | New |
| 291 | Blue Owl Capital#291 · 28,750 sh | 28,750 | $68.4K | 0.01% | 0.0% |
| 292 | Murphy & Mullick Capital Management#292 · 150 sh | 150 | $55.9K | 0.03% | 0.0% |
| 293 | SRS Capital Advisors#293 · 149 sh | 149 | $55.5K | <0.01% | -51.9% |
| 294 | JONES FINANCIAL COMPANIES LLLP#294 · 155 sh | 155 | $54.0K | 0.00% | +96.2% |
| 295 | Allworth Financial#295 · 143 sh | 143 | $53.3K | <0.01% | +25.4% |
| 296 | NewEdge Advisors#296 · 140 sh | 140 | $52.2K | <0.01% | New |
| 297 | WealthCollab#297 · 110 sh | 110 | $41.0K | 0.01% | 0.0% |
| 298 | EverSource Wealth Advisors#298 · 102 sh | 102 | $38.0K | <0.01% | -97.5% |
| 299 | Optiver Holding B.V.#299 · 90 sh | 90 | $33.5K | 0.00% | +95.7% |
| 300 | Salomon & Ludwin#300 · 87 sh | 87 | $33.3K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.