Dutch Bros Inc. Class ABROS
13F holders, Q2 2024 (June 30)336holders +67
104new positions
34sold out
6famous investors
$41.41avg. 13F price*
At the end of Q2 2024, 336 institutions reported holding Dutch Bros Inc. Class A (BROS) in their 13F filings, up 67 from Q1 2024. 104 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($349.5M), TSG Consumer Partners LP ($216.0M) and FMR LLC ($205.0M). 6 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).
- Company
- Dutch Bros Inc. Class A
- CUSIP
- 26701L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $454.9M |
| Exits | 34 | $83.9M |
All 13F filers, Q1 2024 → Q2 2024: 38,839,355 shares bought and 33,093,560 shares sold, net +5,745,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| Vanguard Group Inc. | 0.01% | Add +31.6% | 8,441,303 | $349.5M |
| TSG Consumer Partners LP | 32.99% | Reduce -82.9% | 5,217,967 | $216.0M |
| FMR LLC | 0.01% | Add +16.9% | 4,952,558 | $205.0M |
| Marshall Wace, LLP | 0.23% | Add +15.4% | 3,962,374 | $164.0M |
| Citadel Advisors | 0.16% | Reduce -19.5% | 3,903,684 | $161.6M |
| BlackRock Inc. | 0.00% | Add +177.3% | 3,732,575 | $154.5M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Reduce -4.8% | 3,620,500 | $149.9M |
| Bank of America Corp. | 0.01% | Add +151.7% | 3,489,175 | $144.5M |
| D. E. Shaw & Co. | 0.15% | Add +234.0% | 2,382,636 | $98.6M |
| Driehaus Capital Management LLC | 0.90% | Add +11.0% | 2,245,241 | $93.0M |
| Ameriprise Financial Inc. | 0.02% | Add +41.9% | 2,116,193 | $87.6M |
| Waratah Capital Advisors Ltd. | 5.18% | New | 2,061,875 | $85.4M |
| Balyasny Asset Management L.P. | 0.18% | Reduce -44.1% | 1,621,471 | $67.1M |
| Mane Global Capital Management LP | 4.66% | Add +31.5% | 1,604,803 | $66.4M |
| Alliancebernstein L.P. | 0.02% | Add +14964.5% | 1,597,137 | $66.1M |
| Davidson Kempner Capital Management LP | 1.52% | Add +43.5% | 1,585,159 | $65.6M |
| Candlestick Capital Management LP | 2.44% | New | 1,535,485 | $63.6M |
| Morgan Stanley | 0.00% | Add +125.9% | 1,454,393 | $60.2M |
| American Century Companies Inc. | 0.04% | Add +0.1% | 1,401,945 | $58.0M |
| Renaissance Technologies | 0.10% | New | 1,387,317 | $57.4M |
| Geode Capital Management, LLC | 0.01% | Add +89.2% | 1,375,517 | $57.0M |
| Joho Capital LLC | 7.99% | No change | 1,364,514 | $56.5M |
| Two Sigma Investments, LP | 0.13% | Reduce -0.2% | 1,303,729 | $54.0M |
| Lord, Abbett & Co. LLC | 0.18% | Add +85.6% | 1,301,486 | $53.9M |
| Eagle Asset Management Inc. | 0.29% | New | 1,278,676 | $53.5M |
| State Street Corp. | 0.00% | Add +269.2% | 1,287,190 | $53.3M |
| Wasatch Advisors LP | 0.28% | Reduce -2.3% | 1,242,975 | $51.5M |
| Concurrent Investment Advisors, LLC | 1.70% | Add +846.7% | 1,240,399 | $51.4M |
| Baird Financial Group, Inc. | 0.10% | Add +751.8% | 1,222,684 | $50.6M |
| Point72 Asset Management | 0.16% | Add +89.7% | 1,147,372 | $47.5M |
| Bank of New York Mellon Corp | 0.01% | Add +8247.3% | 1,081,306 | $44.8M |
| Clearbridge Investments, LLC | 0.03% | Add +11.5% | 971,037 | $40.2M |
| Wellington Management Group LLP | 0.01% | New | 841,455 | $34.8M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | Add +26.3% | 839,141 | $34.7M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +239.7% | 837,216 | $34.7M |
| Deutsche Bank AG | 0.01% | Add +38099.8% | 800,285 | $33.1M |
| Federated Hermes, Inc. | 0.08% | Add +92.8% | 771,200 | $31.9M |
| Principal Financial Group Inc. | 0.02% | Add +6192.7% | 752,482 | $31.2M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +81.5% | 705,950 | $29.2M |
| Macquarie Group Ltd. | 0.03% | Add +41304.9% | 672,416 | $27.8M |
| Tudor Investment Corporation | 0.29% | Add +81.5% | 620,613 | $25.7M |
| Artisan Partners Limited Partnership | 0.04% | Add +33.0% | 610,560 | $25.3M |
| Shellback Capital, LP | 1.85% | Add +649.4% | 608,339 | $25.2M |
| JPMorgan Chase & Co. | 0.00% | Add +266.8% | 570,256 | $23.6M |
| Norges Bank | 0.00% | Add +167.8% | 558,574 | $23.1M |
| Millennium Management | 0.02% | Reduce -62.6% | 534,598 | $22.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +28.4% | 505,891 | $20.9M |
| HBK Investments L P | 0.58% | Add +11.1% | 500,000 | $20.7M |
| Voya Investment Management LLC | 0.02% | Reduce -26.9% | 439,893 | $18.2M |
| Fenimore Asset Management Inc | 0.39% | Add +0.1% | 432,708 | $17.9M |
| Interval Partners, LP | 0.51% | New | 418,601 | $17.3M |
| Crestwood Capital Management, L.P. | 11.50% | Add +21.3% | 389,009 | $16.1M |
| Aquatic Capital Management LLC | 0.55% | Add +115.7% | 357,400 | $14.8M |
| Susquehanna International Group, LLP | 0.03% | Add +163.7% | 356,647 | $14.8M |
| LPL Financial LLC | 0.01% | Reduce -2.0% | 347,163 | $14.4M |
| Woodline Partners LP | 0.13% | Reduce -49.3% | 337,803 | $14.0M |
| William Blair Investment Management, LLC | 0.04% | New | 335,343 | $13.9M |
| Granite Investment Partners, LLC | 0.57% | Add +8.9% | 332,841 | $13.8M |
| UBS Group AG | 0.00% | Add +79.0% | 300,239 | $12.4M |
| Voloridge Investment Management, LLC | 0.04% | New | 261,352 | $10.8M |
| Northern Trust Corp. | 0.00% | Add +29.1% | 260,569 | $10.8M |
| Swiss National Bank | 0.01% | Add +51.9% | 223,800 | $9.3M |
| Stifel Financial Corp. | 0.01% | Add +203.2% | 204,404 | $8.5M |
| Trexquant Investment LP | 0.13% | New | 200,325 | $8.3M |
| Squarepoint Ops LLC | 0.03% | Add +17.3% | 198,170 | $8.2M |
| New York State Common Retirement Fund | 0.01% | Add +119.9% | 197,502 | $8.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +532.2% | 192,200 | $8.0M |
| State of Michigan Retirement System | 0.04% | No change | 180,000 | $7.5M |
| Silvercrest Asset Management Group LLC | 0.05% | New | 178,741 | $7.4M |
| Nuveen Asset Management, LLC | 0.00% | New | 169,009 | $7.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 169,000 | $7.0M |
| Next Century Growth Investors LLC | 0.58% | New | 168,304 | $7.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +257.9% | 154,598 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +162.8% | 154,211 | $6.4M |
| Oberweis Asset Management Inc./ | 0.39% | New | 152,700 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +118.6% | 152,239 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.1% | 150,505 | $6.2M |
| Seven Grand Managers, LLC | 2.81% | No change | 150,000 | $6.2M |
| Ghisallo Capital Management LLC | 0.54% | New | 150,000 | $6.2M |
| Barclays PLC | 0.00% | Add +7.0% | 149,618 | $6.2M |
| SG Americas Securities, LLC | 0.04% | Add +2316.4% | 146,434 | $6.1M |
| Capital Fund Management S.A. | 0.07% | Reduce -6.4% | 143,529 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +13.0% | 138,878 | $5.7M |
| Blair William & Co. | 0.02% | Reduce -13.5% | 133,321 | $5.5M |
| Invesco Ltd. | 0.00% | New | 130,370 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +591.8% | 128,237 | $5.3M |
| Schonfeld Strategic Advisors LLC | 0.04% | New | 127,816 | $5.3M |
| Pier Capital, LLC | 0.79% | Add +10.9% | 127,527 | $5.3M |
| Taylor Frigon Capital Management LLC | 2.22% | Reduce -0.5% | 112,751 | $4.7M |
| Engineers Gate Manager LP | 0.11% | Add +213.8% | 112,539 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.7% | 110,693 | $4.6M |
| Man Group plc | 0.01% | Add +15.5% | 110,508 | $4.6M |
| California State Teachers Retirement System | 0.01% | Add +63.0% | 109,503 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +109.1% | 106,562 | $4.4M |
| 1832 Asset Management L.P. | 0.01% | New | 104,800 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +13.7% | 101,849 | $4.2M |
| Landscape Capital Management, L.L.C. | 0.35% | Reduce -54.3% | 100,607 | $4.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.4% | 100,133 | $4.1M |
| Informed Momentum Co LLC | 0.67% | New | 100,052 | $4.1M |
| Pearl River Capital, LLC | 0.66% | Add +303.9% | 100,048 | $4.1M |
| Legal & General Group Plc | 0.00% | Add +35.9% | 96,104 | $4.0M |
| Public Employees Retirement System of Ohio | 0.02% | Add +50.7% | 94,656 | $3.9M |
| First Trust Advisors LP | 0.00% | New | 94,598 | $3.9M |
| Sei Investments Co. | 0.01% | Add +32.6% | 86,988 | $3.6M |
| Hudson Bay Capital Management LP | 0.03% | New | 86,469 | $3.6M |
| Bank of Montreal | 0.00% | New | 86,189 | $3.6M |
| Kennedy Capital Management LLC | 0.08% | New | 85,756 | $3.6M |
| Walleye Capital LLC | 0.04% | Reduce -76.1% | 85,578 | $3.5M |
| PDT Partners, LLC | 0.34% | Reduce -0.1% | 85,533 | $3.5M |
| Rhumbline Advisers | 0.00% | Add +6655.1% | 84,776 | $3.5M |
| Jane Street Group, LLC | 0.00% | Reduce -41.4% | 83,023 | $3.4M |
| Renaissance Capital LLC | 1.90% | Add +165.1% | 82,256 | $3.4M |
| Susquehanna Fundamental Investments, LLC | 0.08% | Reduce -39.9% | 80,670 | $3.3M |
| Quadrature Capital Ltd | 0.05% | Add +456.0% | 76,609 | $3.2M |
| Brant Point Investment Management LLC | 0.73% | New | 74,776 | $3.1M |
| TD Asset Management Inc | 0.00% | Add +3.7% | 74,062 | $3.1M |
| TRUE Private Wealth Advisors | 0.34% | Reduce -1.3% | 72,997 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +103.9% | 70,428 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +123.4% | 60,981 | $2.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -55.0% | 55,815 | $2.3M |
| Gsa Capital Partners LLP | 0.16% | Add +1.5% | 54,463 | $2.3M |
| Raymond James & Associates | 0.00% | Add +14.6% | 54,232 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Add +81.2% | 52,312 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 51,011 | $2.1M |
| Aigen Investment Management, LP | 0.40% | New | 49,706 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +99.6% | 47,045 | $1.9M |
| D.A. Davidson & Co. | 0.02% | Add +127.1% | 45,653 | $1.9M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -70.4% | 44,907 | $1.9M |
| Private Wealth Advisors, LLC | 0.81% | Add +0.3% | 44,233 | $1.9M |
| Wesbanco Bank Inc. | 0.07% | No change | 44,285 | $1.8M |
| Penserra Capital Management LLC | 0.02% | New | 42,649 | $1.8M |
| Treasurer of the State of North Carolina | 0.01% | New | 39,840 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +169.6% | 39,356 | $1.6M |
| Bayesian Capital Management, LP | 0.18% | Add +57.7% | 38,800 | $1.6M |
| Diametric Capital, LP | 0.86% | Add +65.2% | 38,344 | $1.6M |
| Group One Trading LLC | 0.05% | Add +44.1% | 37,953 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.7% | 37,779 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | Reduce -88.5% | 37,600 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +82.8% | 31,841 | $1.3M |
| Mgo One Seven LLC | 0.06% | Add +23.7% | 31,811 | $1.3M |
| EFG Asset Management (North America) Corp. | 0.23% | Reduce -41.5% | 31,486 | $1.3M |
| Savoir Faire Capital Management, L.P. | 0.48% | New | 30,000 | $1.2M |
| Comerica Bank | 0.01% | Reduce -5.8% | 29,833 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | New | 28,839 | $1.2M |
| HUB Investment Partners, LLC | 0.06% | Reduce -12.2% | 28,700 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -8.2% | 28,659 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | New | 28,635 | $1.2M |
| IMS Capital Management | 0.55% | Reduce -0.9% | 38,171 | $1.2M |
| Handelsbanken Fonder AB | 0.01% | Add +248.2% | 28,200 | $1.2M |
| Bfsg, LLC | 0.14% | Add +120030.4% | 27,630 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Reduce -5.2% | 27,151 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +20.6% | 26,748 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.3% | 26,445 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | New | 26,374 | $1.1M |
| Guggenheim Capital LLC | 0.01% | New | 26,268 | $1.1M |
| Algert Global LLC | 0.04% | New | 26,082 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +22.4% | 25,149 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13.6% | 24,288 | $1.0M |
| Legacy Capital Group California, Inc. | 0.36% | New | 24,053 | $996K |
| Versor Investments LP | 0.18% | Add +9.0% | 23,663 | $980K |
| GTS Securities LLC | 0.02% | Add +8.6% | 23,613 | $978K |
| Kingsview Wealth Management, LLC | 0.02% | New | 22,302 | $923K |
| Arrowroot Family Office, LLC | 0.59% | Reduce -46.5% | 22,290 | $923K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.1% | 21,317 | $883K |
| Royal Fund Management, LLC | 0.12% | Reduce -0.9% | 20,800 | $861K |
| Wedbush Securities Inc. | 0.03% | Add +6.3% | 20,668 | $856K |
| Calamos Advisors LLC | 0.01% | New | 20,219 | $837K |
| Victory Capital Management Inc. | 0.00% | Add +12.6% | 19,918 | $825K |
| Corient Private Wealth LP | 0.00% | Add +3.4% | 19,151 | $793K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +102.7% | 19,084 | $790K |
| Verus Capital Partners, LLC | 0.08% | Reduce -2.1% | 18,956 | $785K |
| Independent Advisor Alliance | 0.02% | Add +5.2% | 17,572 | $727K |
| Orca Investment Management, LLC | 0.69% | Reduce -3.0% | 17,371 | $719K |
| Kestra Advisory Services, LLC | 0.00% | New | 16,692 | $691K |
| Inspire Advisors, LLC | 0.09% | Add +0.6% | 16,102 | $667K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 16,020 | $663K |
| Titleist Asset Management, LLC | 0.10% | New | 15,881 | $657K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 15,716 | $651K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -54.4% | 15,584 | $645K |
| Prelude Capital Management, LLC | 0.05% | Add +86.3% | 15,269 | $632K |
| Quantbot Technologies LP | 0.03% | New | 15,082 | $624K |
| HSBC Holdings PLC | 0.00% | New | 14,844 | $618K |
| Graham Capital Management, L.P. | 0.04% | New | 13,992 | $579K |
| Dark Forest Capital Management LP | 0.10% | New | 13,099 | $542K |
| Mariner, LLC | 0.00% | Add +106.2% | 13,067 | $541K |
| Corton Capital Inc. | 0.28% | New | 13,017 | $539K |
| Wealth Management Partners, LLC | 0.26% | Reduce -31.6% | 12,859 | $532K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +45.1% | 12,627 | $523K |
| Fifth Third Bancorp | 0.00% | Reduce -1.1% | 12,484 | $517K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +1.5% | 12,370 | $512K |
| Pictet Asset Management Holding SA | 0.00% | New | 12,341 | $511K |
| WINTON GROUP Ltd | 0.03% | New | 12,160 | $503K |
| Cherry Creek Investment Advisors, Inc. | 0.26% | No change | 11,962 | $495K |
| One Day In July LLC | 0.06% | No change | 11,500 | $476K |
| TD Waterhouse Canada Inc. | 0.00% | New | 5,920 | $467K |
| Citigroup Inc. | 0.00% | Reduce -89.0% | 11,257 | $466K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +19.4% | 11,100 | $460K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,549 | $457K |
| Keudell/Morrison Wealth Management | 0.13% | Add +5.2% | 10,546 | $437K |
| Thrivent Financial for Lutherans | 0.00% | No change | 10,415 | $431K |
| US Bancorp \de | 0.00% | Add +40.4% | 10,302 | $427K |
| WoodTrust Financial Corp | 0.07% | No change | 10,100 | $418K |
| Hexagon Capital Partners LLC | 0.09% | No change | 10,020 | $415K |
| Sandia Investment Management LP | 0.52% | Reduce -55.6% | 10,000 | $414K |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -89.7% | 9,848 | $408K |
| Becker Capital Management Inc. | 0.01% | Reduce -12.3% | 9,734 | $403K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +9.7% | 9,532 | $395K |
| Chartwell Investment Partners, LLC | 0.01% | New | 9,449 | $391K |
| Toth Financial Advisory Corp. | 0.05% | New | 9,250 | $383K |
| Thompson Davis & Co., Inc. | 0.33% | New | 9,090 | $376K |
| Hedges Asset Management LLC | 0.26% | No change | 8,900 | $368K |
| Diversify Wealth Management, LLC | 0.05% | — | 10,061 | $364K |
| Boothbay Fund Management, LLC | 0.01% | Add +7.3% | 8,549 | $354K |
| Qsemble Capital Management, LP | 0.06% | New | 8,122 | $336K |
| Chicago Partners Investment Group LLC | 0.01% | Add +6.3% | 8,725 | $335K |
| Prosperity Wealth Management, Inc. | 0.16% | New | 8,000 | $331K |
| Triton Wealth Management, PLLC | 0.19% | Reduce -3.9% | 8,270 | $323K |
| Creative Planning | 0.00% | Add +5.6% | 7,673 | $318K |
| Wolverine Trading, LLC | 0.01% | New | 7,629 | $316K |
| Bridgefront Capital, LLC | 0.13% | New | 7,623 | $316K |
| Maryland State Retirement & Pension System | 0.01% | New | 7,132 | $295K |
| Wrapmanager Inc. | 0.08% | New | 7,007 | $290K |
| Xponance LLC | 0.00% | New | 6,973 | $289K |
| Sigma Planning Corp | 0.01% | Reduce -8.8% | 6,838 | $283K |
| Clearview Wealth Advisors LLC | 0.24% | No change | 6,761 | $280K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.9% | 6,753 | $280K |
| Blueshift Asset Management, LLC | 0.09% | New | 6,604 | $273K |
| Cannon Global Investment Management, LLC | 1.25% | Reduce -73.8% | 6,500 | $269K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.7% | 6,300 | $264K |
| Level Four Advisory Services, LLC | 0.01% | New | 6,314 | $261K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 6,230 | $258K |
| Regal Investment Advisors LLC | 0.02% | New | 6,220 | $258K |
| Bullseye Asset Management LLC | 0.12% | No change | 6,000 | $248K |
| Avondale Wealth Management | 0.16% | New | 5,750 | $238K |
| Argent Trust Co | 0.01% | New | 5,743 | $238K |
| Procyon Advisors, LLC | 0.02% | New | 5,737 | $238K |
| Clear Creek Financial Management, LLC | 0.03% | New | 5,599 | $232K |
| Amalgamated Bank | 0.00% | New | 5,478 | $227K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 5,400 | $224K |
| Sittner & Nelson, LLC | 0.11% | No change | 5,395 | $223K |
| Scientech Research LLC | 0.05% | Reduce -72.7% | 5,377 | $223K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 5,352 | $222K |
| PNC Financial Services Group, Inc. | 0.00% | Add +579.1% | 5,202 | $215K |
| Catalyst Funds Management Pty Ltd | 0.06% | New | 5,000 | $207K |
| NFSG Corp | 0.07% | No change | 4,700 | $195K |
| EntryPoint Capital, LLC | 0.09% | New | 4,536 | $188K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +33.2% | 4,330 | $179K |
| AdvisorShares Investments LLC | 0.03% | No change | 4,210 | $176K |
| RiverPark Advisors, LLC | 0.14% | New | 3,982 | $165K |
| IFP Advisors, Inc | 0.01% | Add +8.5% | 3,714 | $154K |
| MetLife Investment Management, LLC | 0.00% | New | 3,316 | $137K |
| Jones Financial Companies LLLP | 0.00% | Add +65.5% | 3,282 | $136K |
| Headlands Technologies LLC | 0.01% | New | 2,722 | $113K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.1% | 2,300 | $98K |
| Lazard Asset Management LLC | 0.00% | Add +82.8% | 2,283 | $93K |
| KBC Group NV | 0.00% | New | 1,973 | $82K |
| Denver PWM, LLC | 0.03% | New | 1,850 | $77K |
| Archer Investment Corp | 0.02% | Reduce -13.3% | 1,800 | $75K |
| Redwood Wealth Management Group, LLC | 0.05% | New | 1,750 | $72K |
| Cwm, LLC | 0.00% | Add +7.2% | 1,558 | $65K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -23.4% | 1,475 | $61K |
| Spire Wealth Management | 0.00% | Add +648.7% | 1,415 | $59K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,283 | $53K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,249 | $53K |
| Global Retirement Partners, LLC | 0.00% | Reduce -29.3% | 1,165 | $48K |
| Corebridge Financial, Inc. | 0.00% | — | 1,144 | $47K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,100 | $46K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 1,091 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,073 | $44K |
| Quarry LP | 0.02% | New | 1,036 | $43K |
| Abound Wealth Management | 0.01% | New | 950 | $39K |
| Country Trust Bank | 0.00% | No change | 900 | $37K |
| Parkside Financial Bank & Trust | 0.01% | New | 893 | $37K |
| Stone House Investment Management, LLC | 0.01% | No change | 873 | $36K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.8% | 857 | $35K |
| Gradient Investments LLC | 0.00% | No change | 805 | $33K |
| Covestor Ltd | 0.02% | New | 804 | $33K |
| AlphaQuest LLC | 0.00% | Add +3321.7% | 787 | $33K |
| Wolff Wiese Magana LLC | 0.03% | No change | 772 | $32K |
| Gould Capital, LLC | 0.02% | No change | 686 | $28K |
| Northwest Capital Management Inc | 0.01% | Reduce -3.2% | 675 | $28K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.2% | 667 | $28K |
| Arcadia Investment Management Corp. | 0.00% | New | 659 | $27K |
| Allworth Financial LP | 0.00% | Reduce -60.7% | 667 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 600 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +119.7% | 602 | $24K |
| Balefire, LLC | 0.01% | Add +38.4% | 523 | $22K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 500 | $21K |
| ORG Partners LLC | 0.00% | New | 400 | $17K |
| Register Financial Advisors LLC | 0.01% | No change | 400 | $17K |
| Continuum Advisory, LLC | 0.00% | No change | 380 | $16K |
| Valley National Advisers Inc. | 0.00% | Reduce -43.2% | 345 | $14K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 333 | $14K |
| Symmetry Peak Management LLC | 0.96% | New | 300 | $12K |
| Principal Securities, Inc. | 0.00% | New | 280 | $12K |
| Huntington National Bank | 0.00% | Add +0.5% | 208 | $9K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 204 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 204 | $8K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 200 | $8K |
| Tortoise Investment Management, LLC | 0.00% | New | 200 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $8K |
| MCF Advisors LLC | 0.00% | New | 171 | $7K |
| Kodai Capital Management LP | 0.00% | Reduce -99.7% | 146 | $6K |
| CI Investments Inc. | 0.00% | Add +33.3% | 152 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | New | 130 | $5K |
| CGC Financial Services, LLC | 0.00% | No change | 127 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 100 | $4K |
| Caitlin John, LLC | 0.00% | New | 100 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $4K |
| Briaud Financial Planning Inc | 0.00% | No change | 100 | $4K |
| Avion Wealth | 0.00% | No change | 100 | $4K |
| GAMMA Investing LLC | 0.00% | New | 88 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 100 | $3K |
| First Horizon Advisors, Inc. | 0.00% | New | 74 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | — | 70 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -86.5% | 70 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 73 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 50 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 49 | $2K |
| Coston, McIsaac & Partners | 0.00% | New | 52 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 45 | $2K |
| Pacific Center for Financial Services | 0.00% | Add +78.3% | 41 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 38 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 37 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 30 | $1K |
| Toronto Dominion Bank | 0.00% | Reduce -16.7% | 30 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 25 | $1K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 20 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 22 | $911 |
| Mather Group, Llc. | 0.00% | New | 20 | $660 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 15 | $621 |
| Sandy Spring Bank | 0.00% | No change | 10 | $414 |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 7 | $290 |
| WR Wealth Planners, LLC | 0.00% | New | 6 | $248 |
| Anfield Capital Management, LLC | 0.00% | New | 5 | $207 |
| VitalStone Financial, LLC | 0.00% | No change | 2 | $83 |
"% of holder's portfolio" is BROS's weight in each manager's 13F, not the share of Dutch Bros Inc. Class A the manager owns.