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Dave Inc./DE

Institutional holders · 13F as of Dec 31, 2025

299 holders

HolderValueShares% of shares
Hillsdale Investment Management Inc.$7.7K350.00%
LORD, ABBETT & CO. LLC$8.6K38,7150.30%
Sterling Capital Management LLC$11.7K670.00%
PROFFITT & GOODSON INC$13.1K750.00%
Rockefeller Capital Management L.P.$14.8K670.00%
NISA INVESTMENT ADVISORS, LLC$15.1K680.00%
NATIONAL BANK OF CANADA /FI$16.7K760.00%
Larson Financial Group LLC$16.8K760.00%
Aster Capital Management (DIFC) Ltd$17.3K780.00%
JONES FINANCIAL COMPANIES LLLP$17.5K790.00%
True Wealth Design, LLC$17.9K810.00%
EverSource Wealth Advisors, LLC$20.4K920.00%
NewEdge Advisors, LLC$20.6K930.00%
Bogart Wealth, LLC$20.8K940.00%
US BANCORP \DE$24.1K1090.00%
WealthCollab, LLC$24.4K1100.00%
GAMMA Investing LLC$31.4K1420.00%
Murphy & Mullick Capital Management Corp$33.2K1500.00%
Salomon & Ludwin, LLC$33.3K870.00%
Blue Trust, Inc.$33.9K1530.00%
Kestra Advisory Services, LLC$36.1K1630.00%
Westend Capital Management, LLC$44.3K2000.00%
EXCHANGE TRADED CONCEPTS, LLC$54.7K2470.00%
Team Financial Group, LLC$59.6K2690.00%
HARBOUR INVESTMENTS, INC.$66.4K3000.00%
ATLAS CAPITAL ADVISORS INC.$83.9K3790.00%
COMERICA BANK$85.0K3840.00%
Federated Hermes Inc$88.4K5080.00%
Spire Wealth Management$112.7K5090.00%
Catalyst Capital Advisors LLC$116.2K5250.00%
Tower Research Capital LLC (TRC)$118.0K5330.00%
The PNC Financial Services Group, Inc.$118.5K3180.00%
Pinnacle Wealth Planning Services, Inc.$129.7K3480.00%
NBC SECURITIES, INC.$136.2K6150.00%
Ameritas Investment Partners, Inc.$146.6K8420.01%
Kemnay Advisory Services Inc.$162.5K7340.01%
WHITTIER TRUST CO$174.0K1,0000.01%
MERCER GLOBAL ADVISORS INC /ADV$202.6K9150.01%
Focus Partners Wealth$203.3K9180.01%
Inspire Advisors, LLC$207.0K9350.01%
Gryphon Financial Partners LLC$222.1K1,0030.01%
AMUNDI$223.7K1,2850.01%
Quantinno Capital Management LP$224.5K1,0140.01%
Global Retirement Partners, LLC$235.3K1,0630.01%
EntryPoint Capital, LLC$252.4K1,1400.01%
D.A. DAVIDSON & CO.$260.1K1,4940.01%
ProShare Advisors LLC$261.5K1,5020.01%
Parallax Volatility Advisers, L.P.$261.5K1,1810.01%
Tidal Investments LLC$264.8K1,1960.01%
Atria Investments, Inc$266.6K1,2040.01%
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