DAVE — Dave Inc Class A Com New Institutional Holders · Q3 2026
Who owns Dave Inc Class A Com New (DAVE)? 12 institutions reported holding $2.74M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Toth Financial Advisory Corp ($1.7M), Venture Visionary Partners LLC ($550,048), CoreCap Advisors, LLC ($289,037).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TOTH FINANCIAL ADVISORY CORP | $1.7M | 5,377 | Added |
| 2 | Venture Visionary Partners LLC | $550,048 | 1,710 | Trimmed |
| 3 | CoreCap Advisors, LLC | $289,037 | 899 | New |
| 4 | GAMMA Investing LLC | $106,420 | 331 | Added |
| 5 | GK Wealth Management LLC | $34,081 | 106 | New |
| 6 | Versant Capital Management, Inc | $14,468 | 45 | Added |
| 7 | Farther Finance Advisors, LLC | $9,324 | 29 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $2,894 | 9 | Hold |
| 9 | Marquette Asset Management, LLC | $965 | 3 | Hold |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $644 | 2 | Hold |
| 11 | Noble Wealth Management PBC | $643 | 2 | New |
| 12 | Davis Capital Management | $322 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30