Dutch Bros Inc. Class ABROS
13F holders, Q3 2024 (September 30)347holders +11
70new positions
62sold out
8famous investors
$32.33avg. 13F price*
At the end of Q3 2024, 347 institutions reported holding Dutch Bros Inc. Class A (BROS) in their 13F filings, up 11 from Q2 2024. 70 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($321.3M), Baillie Gifford & Co. ($224.5M) and TSG Consumer Partners LP ($167.1M). 8 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Steve Cohen (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $350.3M |
| Exits | 62 | $329.1M |
All 13F filers, Q2 2024 → Q3 2024: 30,133,918 shares bought and 25,868,723 shares sold, net +4,265,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| Vanguard Group Inc. | 0.01% | Add +18.8% | 10,031,444 | $321.3M |
| Baillie Gifford & Co. | 0.17% | New | 7,007,836 | $224.5M |
| TSG Consumer Partners LP | 31.76% | Add +0.0% | 5,217,969 | $167.1M |
| Marshall Wace, LLP | 0.21% | Add +24.0% | 4,914,502 | $157.4M |
| BlackRock, Inc. | 0.00% | — | 4,591,025 | $147.1M |
| D. E. Shaw & Co. | 0.20% | Add +88.5% | 4,490,390 | $143.8M |
| Wasatch Advisors LP | 0.65% | Add +232.1% | 4,128,281 | $132.2M |
| FMR LLC | 0.01% | Reduce -33.6% | 3,289,044 | $105.3M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -17.0% | 3,004,954 | $96.2M |
| Eagle Asset Management Inc. | 0.49% | Add +58.0% | 2,020,447 | $95.3M |
| Citadel Advisors | 0.09% | Reduce -32.6% | 2,629,927 | $84.2M |
| Bank of America Corp. | 0.01% | Reduce -29.0% | 2,477,452 | $79.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.1% | 2,113,989 | $67.7M |
| Alliancebernstein L.P. | 0.02% | Add +31.0% | 2,092,184 | $67.0M |
| Wellington Management Group LLP | 0.01% | Add +135.7% | 1,983,368 | $63.5M |
| Joho Capital LLC | 9.71% | Add +40.7% | 1,919,514 | $61.5M |
| Geode Capital Management, LLC | 0.00% | Add +28.9% | 1,773,271 | $56.8M |
| State Street Corp. | 0.00% | Add +34.8% | 1,734,646 | $55.6M |
| Driehaus Capital Management LLC | 0.45% | Reduce -26.3% | 1,653,761 | $53.0M |
| American Century Companies Inc. | 0.03% | Add +11.4% | 1,561,311 | $50.0M |
| Millennium Management | 0.03% | Add +125.5% | 1,205,379 | $38.6M |
| Renaissance Technologies | 0.06% | Reduce -13.5% | 1,199,800 | $38.4M |
| Bank of New York Mellon Corp | 0.01% | Add +9.2% | 1,180,352 | $37.8M |
| Baird Financial Group, Inc. | 0.07% | Reduce -4.2% | 1,170,855 | $37.5M |
| Man Group plc | 0.11% | Add +956.1% | 1,167,098 | $37.4M |
| Invesco Ltd. | 0.01% | Add +793.2% | 1,164,491 | $37.3M |
| Clearbridge Investments, LLC | 0.02% | Add +0.4% | 974,845 | $31.2M |
| Fuller & Thaler Asset Management, Inc. | 0.12% | Add +15.0% | 965,099 | $30.9M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +3.6% | 867,653 | $27.8M |
| Point72 Asset Management | 0.09% | Reduce -31.7% | 784,147 | $25.1M |
| Squarepoint Ops LLC | 0.08% | Add +270.3% | 733,854 | $23.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +35.9% | 687,527 | $22.0M |
| Morgan Stanley | 0.00% | Reduce -55.5% | 647,179 | $20.7M |
| Artisan Partners Limited Partnership | 0.03% | Add +2.7% | 627,085 | $20.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +297.0% | 613,789 | $19.7M |
| First Trust Advisors LP | 0.02% | Add +546.8% | 611,832 | $19.6M |
| Federated Hermes, Inc. | 0.04% | Reduce -22.2% | 600,000 | $19.2M |
| Qube Research & Technologies Ltd | 0.03% | New | 584,393 | $18.7M |
| Woodline Partners LP | 0.15% | Add +64.6% | 556,114 | $17.8M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -66.4% | 544,682 | $17.4M |
| Verition Fund Management LLC | 0.13% | New | 511,984 | $16.4M |
| Norges Bank | 0.00% | Reduce -9.9% | 503,264 | $16.1M |
| Northern Trust Corp. | 0.00% | Add +90.6% | 496,638 | $15.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | New | 484,181 | $15.5M |
| Fenimore Asset Management Inc | 0.28% | Add +1.0% | 436,978 | $14.0M |
| Trexquant Investment LP | 0.17% | Add +114.2% | 429,096 | $13.7M |
| Canada Pension Plan Investment Board | 0.01% | Add +106.7% | 397,200 | $12.7M |
| Candlestick Capital Management LP | 0.51% | Reduce -74.8% | 387,386 | $12.4M |
| Waratah Capital Advisors Ltd. | 0.73% | Reduce -81.6% | 379,360 | $12.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.3% | 368,753 | $11.8M |
| Sei Investments Co. | 0.02% | Add +316.9% | 362,690 | $11.6M |
| HBK Investments L P | 0.24% | Reduce -30.0% | 350,000 | $11.2M |
| Crestwood Capital Management, L.P. | 8.54% | Reduce -11.2% | 345,379 | $11.1M |
| William Blair Investment Management, LLC | 0.03% | Add +1.0% | 338,675 | $10.8M |
| LPL Financial LLC | 0.00% | Reduce -9.8% | 313,321 | $10.0M |
| Capital Fund Management S.A. | 0.11% | Add +111.1% | 303,052 | $9.7M |
| Engineers Gate Manager LP | 0.19% | Add +163.9% | 297,002 | $9.5M |
| Granite Investment Partners, LLC | 0.40% | Reduce -13.4% | 288,262 | $9.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -22.3% | 277,037 | $8.9M |
| Twinbeech Capital LP | 0.17% | New | 271,338 | $8.7M |
| Nuveen Asset Management, LLC | 0.00% | Add +58.1% | 267,260 | $8.6M |
| Concurrent Investment Advisors, LLC | 0.23% | Reduce -80.1% | 246,441 | $7.9M |
| New York State Common Retirement Fund | 0.01% | Add +23.3% | 243,467 | $7.8M |
| AQR Capital Management | 0.01% | New | 239,537 | $7.7M |
| Silvercrest Asset Management Group LLC | 0.05% | Add +33.5% | 238,585 | $7.6M |
| Paloma Partners Management Co | 0.51% | New | 230,611 | $7.4M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 222,300 | $7.1M |
| Oberweis Asset Management Inc./ | 0.36% | Add +43.4% | 219,000 | $7.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +38.0% | 212,834 | $6.8M |
| Holocene Advisors, LP | 0.03% | New | 212,392 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Add +41.2% | 196,143 | $6.3M |
| Maplelane Capital, LLC | 0.71% | New | 189,000 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -85.5% | 188,748 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.0% | 185,105 | $5.9M |
| State of Michigan Retirement System | 0.03% | No change | 180,000 | $5.8M |
| Stifel Financial Corp. | 0.01% | Reduce -17.4% | 168,793 | $5.4M |
| Pier Capital, LLC | 0.76% | Add +31.5% | 167,698 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +136.2% | 166,367 | $5.3M |
| Next Century Growth Investors LLC | 0.43% | Reduce -1.5% | 165,737 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +45.5% | 161,032 | $5.2M |
| Cubist Systematic Strategies, LLC | 0.07% | Add +222.6% | 144,886 | $4.6M |
| Savoir Faire Capital Management, L.P. | 2.27% | Add +362.1% | 138,629 | $4.4M |
| Blair William & Co. | 0.01% | Add +1.3% | 135,106 | $4.3M |
| UBS Group AG | 0.00% | Reduce -58.3% | 125,146 | $4.0M |
| LMR Partners LLP | 0.11% | New | 122,000 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.6% | 118,913 | $3.8M |
| State of Wisconsin Investment Board | 0.01% | Add +104.8% | 114,330 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 107,391 | $3.4M |
| Twin Tree Management, LP | 0.08% | New | 106,154 | $3.4M |
| Rhumbline Advisers | 0.00% | Add +21.6% | 103,127 | $3.3M |
| Legal & General Group Plc | 0.00% | Add +4.9% | 100,818 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Add +5.0% | 99,434 | $3.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -87.3% | 95,841 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.0% | 95,160 | $3.0M |
| Cetera Investment Advisers | 0.01% | Reduce -8.9% | 92,733 | $3.0M |
| Landscape Capital Management, L.L.C. | 0.29% | Reduce -11.7% | 88,824 | $2.8M |
| Macquarie Group Ltd. | 0.00% | Reduce -87.4% | 84,530 | $2.7M |
| Aquatic Capital Management LLC | 0.07% | Reduce -76.5% | 84,100 | $2.7M |
| Rivermont Capital Management LP | 1.26% | New | 83,432 | $2.7M |
| 1832 Asset Management L.P. | 0.00% | Reduce -20.8% | 83,000 | $2.7M |
| Maverick Capital | 0.05% | New | 82,193 | $2.6M |
| Taylor Frigon Capital Management LLC | 1.27% | Reduce -29.4% | 79,635 | $2.6M |
| GTS Securities LLC | 0.05% | Add +213.1% | 73,924 | $2.4M |
| Kennedy Capital Management LLC | 0.05% | Reduce -16.2% | 71,855 | $2.3M |
| TRUE Private Wealth Advisors | 0.27% | Reduce -3.6% | 70,397 | $2.3M |
| Dark Forest Capital Management LP | 0.28% | Add +423.8% | 68,614 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -56.0% | 67,047 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +74.7% | 65,983 | $2.1M |
| Raymond James & Associates | 0.00% | Add +16.0% | 62,910 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +23.3% | 62,891 | $2.0M |
| TD Asset Management Inc | 0.00% | Reduce -17.6% | 61,062 | $2.0M |
| Bailard, Inc. | 0.05% | New | 57,323 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.19% | New | 55,766 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +15.3% | 54,230 | $1.7M |
| Barclays PLC | 0.00% | Reduce -64.1% | 53,750 | $1.7M |
| Diametric Capital, LP | 0.83% | Add +36.5% | 52,357 | $1.7M |
| Janus Henderson Group PLC | 0.00% | No change | 52,312 | $1.7M |
| Aigen Investment Management, LP | 0.33% | Add +4.7% | 52,053 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +30.9% | 51,513 | $1.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +19.8% | 47,740 | $1.5M |
| Blueshift Asset Management, LLC | 0.37% | Add +613.2% | 47,102 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +2.9% | 46,996 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +57.9% | 45,223 | $1.5M |
| Nebula Research & Development LLC | 0.17% | New | 44,598 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | No change | 44,285 | $1.4M |
| Polen Capital Management LLC | 0.00% | New | 44,241 | $1.4M |
| Polar Asset Management Partners Inc. | 0.05% | New | 42,800 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 42,186 | $1.3M |
| Jump Financial, LLC | 0.03% | New | 41,659 | $1.3M |
| Fox Run Management, L.L.C. | 0.28% | New | 39,079 | $1.3M |
| Tudor Investment Corporation | 0.01% | Reduce -93.8% | 38,679 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | New | 38,633 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +139.3% | 38,330 | $1.2M |
| IMS Capital Management | 0.55% | Add +0.0% | 38,173 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | New | 37,683 | $1.2M |
| Walleye Capital LLC | 0.01% | Reduce -56.0% | 37,636 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -55.0% | 37,319 | $1.2M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 35,018 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 35,018 | $1.1M |
| Prelude Capital Management, LLC | 0.09% | Add +127.0% | 34,662 | $1.1M |
| Scientech Research LLC | 0.22% | Add +532.2% | 33,994 | $1.1M |
| Lighthouse Investment Partners, LLC | 0.06% | New | 33,500 | $1.1M |
| Qsemble Capital Management, LP | 0.19% | Add +306.5% | 33,019 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +2.9% | 32,773 | $1.0M |
| Algert Global LLC | 0.03% | Add +21.2% | 31,602 | $1.0M |
| Bfsg, LLC | 0.11% | Add +11.6% | 30,840 | $988K |
| Comerica Bank | 0.00% | Add +0.9% | 30,099 | $964K |
| Independent Financial Group, LLC | 0.04% | Add +19.0% | 29,936 | $959K |
| Truist Financial Corp. | 0.00% | Add +2.8% | 29,473 | $944K |
| Symmetry Investments LP | 0.20% | New | 29,100 | $932K |
| Voya Investment Management LLC | 0.00% | Reduce -93.5% | 28,708 | $920K |
| Gsa Capital Partners LLP | 0.07% | Reduce -47.7% | 28,504 | $913K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +46.5% | 27,957 | $895K |
| Guggenheim Capital LLC | 0.01% | Add +5.0% | 27,579 | $883K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +73.1% | 26,976 | $864K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.8% | 26,923 | $862K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.8% | 26,188 | $839K |
| EFG Asset Management (North America) Corp. | 0.14% | Reduce -18.2% | 25,768 | $825K |
| Financial Advocates Investment Management | 0.05% | Reduce -5.5% | 25,669 | $822K |
| Wolverine Trading, LLC | 0.02% | Add +228.9% | 25,094 | $815K |
| Bridgefront Capital, LLC | 0.31% | Add +228.3% | 25,029 | $802K |
| Beck Bode, LLC | 0.15% | New | 25,002 | $801K |
| Private Advisor Group, LLC | 0.01% | Add +269.1% | 24,924 | $798K |
| Legacy Capital Group California, Inc. | 0.26% | Add +0.3% | 24,119 | $773K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.6% | 23,787 | $762K |
| Victory Capital Management Inc. | 0.00% | Add +18.1% | 23,523 | $753K |
| Inspire Advisors, LLC | 0.09% | Add +45.5% | 23,433 | $751K |
| Handelsbanken Fonder AB | 0.00% | Reduce -17.4% | 23,300 | $746K |
| Natixis Advisors, LLC | 0.00% | Reduce -14.2% | 22,947 | $735K |
| Mariner, LLC | 0.00% | Add +66.7% | 21,780 | $698K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -64.4% | 21,718 | $696K |
| IMC-Chicago, LLC | 0.02% | New | 20,776 | $665K |
| Petrus Trust Company, LTA | 0.06% | New | 19,896 | $637K |
| Graham Capital Management, L.P. | 0.03% | Add +39.6% | 19,530 | $626K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +54.4% | 19,493 | $624K |
| Deerfield Management Company, L.P. | 0.01% | New | 18,742 | $600K |
| Orca Investment Management, LLC | 0.54% | Add +6.8% | 18,552 | $594K |
| Independent Advisor Alliance | 0.02% | Add +2.9% | 18,073 | $579K |
| Virtu Financial LLC | 0.03% | New | 17,886 | $573K |
| Simplex Trading, LLC | 0.02% | New | 17,525 | $561K |
| HighTower Advisors, LLC | 0.00% | Reduce -86.4% | 17,424 | $557K |
| Arrowroot Family Office, LLC | 0.32% | Reduce -22.6% | 17,259 | $553K |
| Numerai GP LLC | 0.15% | New | 17,115 | $548K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -87.3% | 16,272 | $521K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -90.5% | 15,998 | $512K |
| Bank of Montreal | 0.00% | Reduce -81.8% | 15,705 | $510K |
| Wedbush Securities Inc. | 0.02% | Reduce -25.6% | 15,366 | $492K |
| EntryPoint Capital, LLC | 0.27% | Add +225.6% | 14,770 | $473K |
| Chartwell Investment Partners, LLC | 0.02% | Add +56.0% | 14,742 | $472K |
| Pictet Asset Management Holding SA | 0.00% | Add +18.1% | 14,575 | $467K |
| Oak Thistle LLC | 0.15% | New | 14,399 | $461K |
| ExodusPoint Capital Management, LP | 0.00% | New | 14,380 | $461K |
| Boothbay Fund Management, LLC | 0.02% | Add +66.4% | 14,222 | $456K |
| M&T Bank Corp | 0.00% | New | 13,617 | $436K |
| Verus Capital Partners, LLC | 0.04% | Reduce -30.6% | 13,159 | $424K |
| Olympiad Research LP | 0.27% | New | 13,179 | $422K |
| Cherry Creek Investment Advisors, Inc. | 0.21% | Add +8.4% | 12,971 | $415K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +58236.4% | 12,834 | $411K |
| Citigroup Inc. | 0.00% | Add +12.3% | 12,640 | $405K |
| Creative Planning | 0.00% | Add +62.3% | 12,451 | $399K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 12,370 | $396K |
| Jones Financial Companies LLLP | 0.00% | Add +271.4% | 12,190 | $396K |
| Procyon Advisors, LLC | 0.03% | Add +114.5% | 12,309 | $394K |
| Camelot Portfolios, LLC | 0.36% | New | 11,500 | $368K |
| One Day In July LLC | 0.04% | No change | 11,500 | $368K |
| Hedges Asset Management LLC | 0.24% | Add +28.1% | 11,400 | $365K |
| US Bancorp \de | 0.00% | Add +8.9% | 11,224 | $360K |
| Diversify Wealth Management, LLC | 0.03% | Add +1.7% | 10,232 | $356K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,100 | $356K |
| Keudell/Morrison Wealth Management | 0.10% | Add +4.7% | 11,036 | $353K |
| HUB Investment Partners, LLC | 0.02% | Reduce -61.7% | 11,000 | $352K |
| Fifth Third Bancorp | 0.00% | Reduce -14.2% | 10,709 | $343K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 10,701 | $343K |
| Walleye Trading LLC | 0.01% | New | 10,398 | $333K |
| WoodTrust Financial Corp | 0.05% | No change | 10,100 | $324K |
| Hexagon Capital Partners LLC | 0.06% | No change | 10,020 | $321K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.4% | 8,607 | $299K |
| Prosperity Wealth Management, Inc. | 0.12% | Add +14.4% | 9,150 | $293K |
| Becker Capital Management Inc. | 0.01% | Reduce -10.1% | 8,754 | $280K |
| Wrapmanager Inc. | 0.07% | Add +16.5% | 8,165 | $262K |
| Triton Wealth Management, PLLC | 0.15% | Reduce -2.4% | 8,070 | $261K |
| Versor Investments LP | 0.04% | Reduce -66.0% | 8,045 | $258K |
| Bullseye Asset Management LLC | 0.12% | Add +33.3% | 8,000 | $256K |
| HSBC Holdings PLC | 0.00% | Reduce -48.9% | 7,588 | $244K |
| Xponance LLC | 0.00% | Add +9.1% | 7,604 | $244K |
| Corton Capital Inc. | 0.11% | Reduce -43.9% | 7,304 | $234K |
| Group One Trading LLC | 0.01% | Reduce -81.1% | 7,172 | $230K |
| RPG Investment Advisory, LLC | 0.03% | New | 7,090 | $227K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -57.8% | 7,045 | $226K |
| Cannon Global Investment Management, LLC | 0.54% | Add +7.7% | 7,000 | $224K |
| Lombard Odier Asset Management (USA) Corp | 0.10% | New | 6,970 | $223K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.6% | 6,844 | $219K |
| Clearview Wealth Advisors LLC | 0.17% | No change | 6,761 | $217K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.4% | 6,401 | $212K |
| Stephens Inc. | 0.00% | New | 6,528 | $209K |
| First Hawaiian Bank | 0.01% | New | 6,408 | $205K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -32.9% | 6,392 | $205K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,230 | $200K |
| Deutsche Bank AG | 0.00% | Reduce -99.2% | 6,061 | $194K |
| Amalgamated Bank | 0.00% | Add +10.4% | 6,048 | $194K |
| Lanark Financial, Inc. | 0.01% | New | 5,546 | $177K |
| Sittner & Nelson, LLC | 0.08% | Add +1.3% | 5,465 | $175K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.6% | 5,440 | $174K |
| NFSG Corp | 0.05% | No change | 4,700 | $151K |
| IFP Advisors, Inc | 0.01% | Add +24.0% | 4,607 | $148K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +2.2% | 4,424 | $142K |
| RiverPark Advisors, LLC | 0.11% | Add +3.3% | 4,113 | $132K |
| AdvisorShares Investments LLC | 0.02% | Reduce -3.6% | 4,058 | $130K |
| MetLife Investment Management, LLC | 0.00% | Add +16.9% | 3,878 | $124K |
| Covestor Ltd | 0.07% | Add +355.6% | 3,663 | $117K |
| Sterling Capital Management LLC | 0.00% | — | 3,185 | $102K |
| KBC Group NV | 0.00% | Add +53.3% | 3,025 | $97K |
| Spire Wealth Management | 0.00% | Add +89.8% | 2,686 | $86K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,300 | $74K |
| Lazard Asset Management LLC | 0.00% | No change | 2,283 | $73K |
| Avondale Wealth Management | 0.04% | Reduce -65.2% | 2,000 | $64K |
| PEAK6 Investments LLC | 0.00% | New | 1,933 | $62K |
| Quarry LP | 0.02% | Add +68.0% | 1,740 | $56K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 1,683 | $54K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,564 | $50K |
| Cwm, LLC | 0.00% | Reduce -0.5% | 1,550 | $50K |
| Archer Investment Corp | 0.01% | Reduce -16.7% | 1,500 | $48K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -70.0% | 1,500 | $48K |
| Danske Bank A/S | 0.00% | New | 1,500 | $48K |
| Asset Management One Co., Ltd. | 0.00% | New | 1,385 | $44K |
| Global Retirement Partners, LLC | 0.00% | Add +14.8% | 1,337 | $43K |
| Corebridge Financial, Inc. | 0.00% | Add +15.5% | 1,321 | $42K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,283 | $41K |
| nVerses Capital, LLC | 0.02% | New | 1,200 | $38K |
| Lindbrook Capital, LLC | 0.00% | Add +6.0% | 1,166 | $37K |
| Point72 Hong Kong Ltd | 0.00% | New | 1,137 | $36K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,249 | $35K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 1,091 | $35K |
| Amundi | 0.00% | New | 1,031 | $33K |
| Oarsman Capital, Inc. | 0.01% | New | 1,000 | $32K |
| Abound Wealth Management | 0.01% | No change | 950 | $30K |
| Hollencrest Capital Management | 0.00% | Add +52.3% | 914 | $29K |
| Country Trust Bank | 0.00% | No change | 900 | $29K |
| Stone House Investment Management, LLC | 0.01% | No change | 873 | $28K |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +150.2% | 833 | $27K |
| Allworth Financial LP | 0.00% | Add +18.6% | 791 | $25K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -9.0% | 780 | $25K |
| Wolff Wiese Magana LLC | 0.02% | No change | 772 | $25K |
| ORG Partners LLC | 0.00% | Add +87.5% | 750 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +5.7% | 705 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.3% | 705 | $23K |
| Gould Capital, LLC | 0.01% | No change | 686 | $22K |
| AlphaQuest LLC | 0.00% | Reduce -14.0% | 677 | $22K |
| Northwest Capital Management Inc | 0.01% | No change | 675 | $22K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 602 | $19K |
| Denver PWM, LLC | 0.01% | Reduce -68.9% | 575 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -43.2% | 507 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +147.1% | 504 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 500 | $16K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 500 | $16K |
| Continuum Advisory, LLC | 0.00% | Reduce -24.7% | 286 | $13K |
| Headlands Technologies LLC | 0.00% | Reduce -85.2% | 402 | $13K |
| Valley National Advisers Inc. | 0.00% | Add +10.7% | 382 | $12K |
| Clearstead Advisors, LLC | 0.00% | Add +196.0% | 296 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 280 | $9K |
| Islay Capital Management, LLC | 0.01% | New | 250 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -83.0% | 250 | $8K |
| GAMMA Investing LLC | 0.00% | Add +153.4% | 223 | $7K |
| Rakuten Securities, Inc. | 0.00% | Add +452.6% | 210 | $7K |
| Signaturefd, LLC | 0.00% | New | 210 | $7K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 204 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | New | 202 | $6K |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 200 | $6K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 200 | $6K |
| Huntington National Bank | 0.00% | Reduce -13.5% | 180 | $6K |
| MCF Advisors LLC | 0.00% | No change | 171 | $5K |
| CI Investments Inc. | 0.00% | Add +12.5% | 171 | $5K |
| CGC Financial Services, LLC | 0.00% | No change | 127 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 80 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | — | 80 | $4K |
| Macroview Investment Management LLC | 0.00% | New | 100 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 100 | $3K |
| Northwest Investment Counselors, LLC | 0.00% | New | 100 | $3K |
| Avion Wealth | 0.00% | No change | 100 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 74 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 73 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 70 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 70 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 50 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 50 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 49 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 45 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 41 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 52 | $1K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 30 | $961 |
| Stephens Consulting, LLC | 0.00% | No change | 30 | $961 |
| Planned Solutions, Inc. | 0.00% | New | 26 | $833 |
| FinTrust Capital Advisors, LLC | 0.00% | New | 25 | $801 |
| TD Private Client Wealth LLC | 0.00% | No change | 25 | $801 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.6% | 24 | $772 |
| Quadrant Capital Group LLC | 0.00% | New | 20 | $641 |
| Earned Wealth Advisors, LLC | 0.00% | New | 19 | $621 |
| WR Wealth Planners, LLC | 0.00% | Add +150.0% | 15 | $480 |
| Sandy Spring Bank | 0.00% | No change | 10 | $321 |
| GeoWealth Management, LLC | 0.00% | New | 6 | $192 |
| Anfield Capital Management, LLC | 0.00% | No change | 5 | $160 |
| LRI Investments, LLC | 0.00% | New | 3 | $141 |
| VitalStone Financial, LLC | 0.00% | No change | 2 | $64 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $33 |
| CoreCap Advisors, LLC | 0.00% | Reduce -97.3% | 1 | $32 |
| West Oak Capital, LLC | 0.00% | New | 1 | $0 |
| Hemington Wealth Management | 0.00% | New | 5 | $0 |
"% 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.