7 institutions reported holding $2.2M of DAVE INC (DAVE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($1.4M), FNY Investment Advisers, LLC ($745,000), GAMMA Investing LLC ($83,088), Versant Capital Management, Inc ($15,649), Cedar Mountain Advisors, LLC ($14,158). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $1.4M | 3,710 | Added |
| 2 | FNY Investment Advisers, LLC | $745,000 | 2,000 | New |
| 3 | GAMMA Investing LLC | $83,088 | 223 | Added |
| 4 | Versant Capital Management, Inc | $15,649 | 42 | Added |
| 5 | Cedar Mountain Advisors, LLC | $14,158 | 38 | Hold |
| 6 | MassMutual Private Wealth & Trust, FSB | $3,353 | 9 | New |
| 7 | Avior Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30