Dave Inc./DE (DAVE) — Institutional Holders, Q2 2026 (page 4)
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 301 to 357. 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 301–357 of 357
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Essential Partners#301 · 87 sh | 87 | $32.4K | — | -13.0% |
| 302 | Ronald Blue#302 · 84 sh | 84 | $31.3K | — | -1.2% |
| 303 | True Wealth Design#303 · 80 sh | 80 | $29.8K | — | -1.2% |
| 304 | PROFFITT & GOODSON#304 · 75 sh | 75 | $27.9K | <0.01% | 0.0% |
| 305 | NATIONAL BANK OF CANADA#305 · 73 sh | 73 | $27.1K | 0.00% | -6.4% |
| 306 | BESSEMER GROUP#306 · 63 sh | 63 | $23.0K | 0.00% | New |
| 307 | SIGNATUREFD#307 · 52 sh | 52 | $19.4K | — | +126.1% |
| 308 | Accent Capital Management#308 · 49 sh | 49 | $18.3K | <0.01% | New |
| 309 | Versant Capital Management#309 · 42 sh | 42 | $15.6K | — | +250.0% |
| 310 | Cedar Mountain Advisors#310 · 38 sh | 38 | $14.2K | — | 0.0% |
| 311 | Sterling Capital Management#311 · 36 sh | 36 | $13.4K | — | -46.3% |
| 312 | Smartleaf Asset Management#312 · 36 sh | 36 | $13.4K | <0.01% | 0.0% |
| 313 | Steward Partners Investment Advisory#313 · 31 sh | 31 | $11.6K | <0.01% | 0.0% |
| 314 | Parallel Advisors#314 · 30 sh | 30 | $11.2K | <0.01% | +130.8% |
| 315 | UMB Bank, n.a.#315 · 28 sh | 28 | $10.4K | <0.01% | New |
| 316 | Fortitude Family Office#316 · 27 sh | 27 | $10.1K | — | +170.0% |
| 317 | IFP Advisors#317 · 25 sh | 25 | $9.3K | — | 0.0% |
| 318 | Torren Management#318 · 23 sh | 23 | $8.6K | <0.01% | 0.0% |
| 319 | ROTHSCHILD INVESTMENT#319 · 17 sh | 17 | $6.3K | <0.01% | +6.2% |
| 320 | BROWN BROTHERS HARRIMAN#320 · 16 sh | 16 | $6.0K | 0.00% | New |
| 321 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#321 · 15 sh | 15 | $5.6K | 0.00% | New |
| 322 | Golden State Wealth Management#322 · 15 sh | 15 | $5.6K | <0.01% | 0.0% |
| 323 | Clearstead Advisors#323 · 14 sh | 14 | $5.2K | 0.00% | +16.7% |
| 324 | Parkside Financial Bank#324 · 10 sh | 10 | $3.7K | <0.01% | +150.0% |
| 325 | Strategic Wealth Partners, Ltd.#325 · 10 sh | 10 | $3.7K | <0.01% | New |
| 326 | MassMutual Private Wealth & , FSB#326 · 9 sh | 9 | $3.4K | — | New |
| 327 | Quarry#327 · 9 sh | 9 | $3.4K | <0.01% | New |
| 328 | HUNTINGTON NATIONAL BANK#328 · 9 sh | 9 | $3.4K | 0.00% | 0.0% |
| 329 | HANTZ FINANCIAL SERVICES#329 · 9 sh | 9 | $3.0K | 0.00% | New |
| 330 | Farther Finance Advisors#330 · 7 sh | 7 | $2.6K | — | +40.0% |
| 331 | Truvestments Capital#331 · 6 sh | 6 | $2.2K | <0.01% | 0.0% |
| 332 | AMERIFLEX GROUP#332 · 6 sh | 6 | $2.2K | <0.01% | New |
| 333 | Keating Financial Advisory Services#333 · 6 sh | 6 | $2.2K | <0.01% | +20.0% |
| 334 | CVA Family Office#334 · 5 sh | 5 | $1.9K | <0.01% | +25.0% |
| 335 | Caitlin John#335 · 5 sh | 5 | $1.9K | <0.01% | 0.0% |
| 336 | FARMERS & MERCHANTS INVESTMENTS#336 · 4 sh | 4 | $1.5K | — | New |
| 337 | Whipplewood Advisors#337 · 4 sh | 4 | $1.5K | — | 0.0% |
| 338 | Hughes Financial Services#338 · 4 sh | 4 | $1.5K | <0.01% | +300.0% |
| 339 | Marquette Asset Management#339 · 3 sh | 3 | $1.1K | — | 0.0% |
| 340 | Bare Financial Services#340 · 3 sh | 3 | $1.1K | <0.01% | 0.0% |
| 341 | Rossby Financial, LCC#341 · 3 sh | 3 | $1.1K | <0.01% | -40.0% |
| 342 | Covestor Ltd#342 · 3 sh | 3 | $1.0K | <0.01% | +200.0% |
| 343 | Physician Wealth Advisors#343 · 2 sh | 2 | $746.00 | — | New |
| 344 | GILPIN WEALTH MANAGEMENT#344 · 2 sh | 2 | $746.00 | — | New |
| 345 | ACTION POINT FINANCIAL PLANNING#345 · 2 sh | 2 | $746.00 | <0.01% | New |
| 346 | WPG Advisers#346 · 2 sh | 2 | $745.00 | <0.01% | New |
| 347 | PEAK6#347 · 2 sh | 2 | $625.00 | 0.00% | New |
| 348 | Cornerstone Planning Group#348 · 1 sh | 1 | $424.00 | — | 0.0% |
| 349 | Plante Moran Financial Advisors#349 · 1 sh | 1 | $373.00 | 0.00% | New |
| 350 | Davis Capital Management#350 · 1 sh | 1 | $373.00 | — | New |
| 351 | SJS Investment Consulting#351 · 1 sh | 1 | $373.00 | — | New |
| 352 | Creative Capital Management Investments#352 · 1 sh | 1 | $373.00 | <0.01% | New |
| 353 | Ankerstar Wealth#353 · 1 sh | 1 | $373.00 | <0.01% | New |
| 354 | Rialto Wealth Management#354 · 1 sh | 1 | $373.00 | <0.01% | 0.0% |
| 355 | Silver Grove Financial Group#355 · 1 sh | 1 | $373.00 | <0.01% | New |
| 356 | Clear Street Group#356 · 100 sh | 100 | $241.00 | 0.00% | 0.0% |
| 357 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#357 · 11,934 sh | 11,934 | — | — | -9.2% |
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.