Dutch Bros Inc. Class ABROS
13F holders, Q2 2026 (June 30)559holders +49
107new positions
60sold out
8famous investors
$71.72avg. 13F price*
At the end of Q2 2026, 559 institutions reported holding Dutch Bros Inc. Class A (BROS) in their 13F filings, up 49 from Q1 2026. 107 opened new positions and 60 sold out. The largest holders were FMR LLC ($1.2B), BlackRock, Inc. ($1.1B) and T. Rowe Price Associates Inc. ($688.9M). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $286.8M |
| Exits | 60 | $115.0M |
All 13F filers, Q1 2026 → Q2 2026: 22,236,878 shares bought and 24,872,755 shares sold, net −2,635,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 559 holders
| FMR LLC | 0.05% | Add +74.8% | 16,724,132 | $1.2B |
| BlackRock, Inc. | 0.02% | Add +5.7% | 14,662,985 | $1.1B |
| T. Rowe Price Associates Inc. | 0.07% | Add +25.7% | 9,593,935 | $688.9M |
| Vanguard Capital Management LLC | 0.01% | Add +6.6% | 6,066,585 | $435.6M |
| Vanguard Portfolio Management LLC | 0.02% | Add +8.5% | 5,938,536 | $426.4M |
| T. Rowe Price Investment Management, Inc. | 0.20% | Reduce -7.9% | 4,265,542 | $306.3M |
| State Street Corp. | 0.01% | Add +1.9% | 3,851,321 | $276.6M |
| Wellington Management Group LLP | 0.04% | Add +38.0% | 3,090,882 | $222.0M |
| Baillie Gifford & Co. | 0.18% | Reduce -8.5% | 2,738,885 | $196.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.8% | 2,483,555 | $178.4M |
| Citadel Advisors | 0.09% | Add +10.2% | 2,210,958 | $158.8M |
| Westfield Capital Management Co. LP | 0.51% | Reduce -5.6% | 2,184,001 | $156.8M |
| 1832 Asset Management L.P. | 0.18% | Add +95.3% | 2,011,800 | $144.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +17.7% | 1,990,163 | $142.9M |
| Morgan Stanley | 0.01% | Reduce -23.4% | 1,887,011 | $135.5M |
| American Century Companies Inc. | 0.05% | Add +29.3% | 1,716,097 | $123.2M |
| Bank of America Corp. | 0.01% | Reduce -11.7% | 1,603,022 | $115.1M |
| TSG Consumer Partners LP | 100.00% | Reduce -30.4% | 1,587,292 | $114.0M |
| Marshall Wace, LLP | 0.09% | Reduce -43.7% | 1,459,562 | $104.8M |
| Joho Capital LLC | 22.12% | No change | 1,418,394 | $101.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.6% | 1,259,865 | $90.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.5% | 1,206,398 | $86.6M |
| Jane Street Group, LLC | 0.05% | Add +391.1% | 1,186,470 | $85.2M |
| UBS Group AG | 0.01% | Reduce -71.8% | 1,135,138 | $81.5M |
| Driehaus Capital Management LLC | 0.46% | New | 1,109,974 | $79.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.7% | 1,092,220 | $78.4M |
| Bank of New York Mellon Corp | 0.01% | Add +3.7% | 1,083,514 | $77.8M |
| Voya Investment Management LLC | 0.08% | Reduce -1.9% | 1,072,578 | $77.0M |
| Wasatch Advisors LP | 0.49% | Add +17.8% | 1,038,903 | $74.6M |
| Norges Bank | 0.01% | — | 1,027,033 | $73.8M |
| Nomura Asset Management International Inc. | 0.11% | Reduce -2.1% | 999,925 | $71.8M |
| Northern Trust Corp. | 0.01% | Reduce -1.0% | 963,042 | $69.2M |
| Stephens Investment Management Group LLC | 0.72% | Add +180.6% | 934,504 | $67.1M |
| Squarepoint Ops LLC | 0.12% | Reduce -5.8% | 881,257 | $63.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.9% | 874,086 | $62.8M |
| Clearbridge Investments, LLC | 0.05% | Add +1.4% | 871,582 | $62.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.8% | 829,201 | $59.5M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -11.7% | 664,039 | $47.7M |
| Oberweis Asset Management Inc./ | 0.97% | Add +9.6% | 656,093 | $47.1M |
| Congress Asset Management Co. | 0.29% | Add +198.7% | 648,457 | $46.6M |
| Danica Pension, Livsforsikringsaktieselskab | 0.71% | Reduce -6.7% | 618,516 | $44.4M |
| Hyperion Asset Management Ltd | 1.14% | New | 598,044 | $42.9M |
| LPL Financial LLC | 0.01% | Add +3.6% | 596,446 | $42.8M |
| Freestone Grove Partners LP | 0.27% | Reduce -61.5% | 579,389 | $41.6M |
| Invesco Ltd. | 0.00% | Reduce -69.0% | 528,431 | $37.9M |
| Baird Financial Group, Inc. | 0.05% | Add +7.3% | 524,569 | $37.7M |
| Royal Bank of Canada | 0.01% | Add +13.7% | 503,315 | $36.1M |
| Federated Hermes, Inc. | 0.05% | Reduce -19.2% | 492,783 | $35.4M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -37.6% | 481,250 | $35.3M |
| HRT Financial LP | 0.06% | New | 419,037 | $30.1M |
| BNP Paribas Financial Markets | 0.01% | Add +128.3% | 379,740 | $27.3M |
| Jennison Associates LLC | 0.02% | Reduce -3.5% | 360,198 | $25.9M |
| Wells Fargo & Company | 0.00% | Add +86.3% | 341,153 | $24.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.6% | 336,354 | $24.2M |
| Principal Financial Group Inc. | 0.01% | Add +16.6% | 332,868 | $23.9M |
| Point72 Asset Management | 0.04% | Reduce -88.2% | 328,545 | $23.6M |
| Riverbridge Partners LLC | 0.64% | Reduce -37.9% | 317,628 | $22.8M |
| Susquehanna International Group, LLP | 0.02% | Reduce -32.1% | 314,492 | $22.6M |
| Nuveen, LLC | 0.01% | Add +1.1% | 307,157 | $22.1M |
| Trexquant Investment LP | 0.12% | Add +2632.2% | 280,437 | $20.1M |
| Whittier Trust Co. | 0.19% | Add +27.4% | 285,721 | $19.5M |
| Sei Investments Co. | 0.02% | Reduce -14.7% | 260,489 | $18.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.5% | 253,036 | $18.6M |
| Swiss National Bank | 0.01% | Add +1.6% | 255,400 | $18.3M |
| Shellback Capital, LP | 1.55% | Reduce -28.8% | 247,000 | $17.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.4% | 246,559 | $17.7M |
| Crestwood Capital Management, L.P. | 11.03% | Reduce -25.6% | 234,569 | $16.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -67.9% | 233,181 | $16.7M |
| Deutsche Bank AG | 0.00% | Add +1983.2% | 231,399 | $16.6M |
| Silvercrest Asset Management Group LLC | 0.10% | Add +25.6% | 213,035 | $15.3M |
| Next Century Growth Investors LLC | 0.78% | Reduce -38.9% | 203,529 | $14.6M |
| Osterweis Capital Management Inc. | 0.79% | New | 201,610 | $14.5M |
| Keystone Investors Pte Ltd. | 0.76% | — | 197,848 | $14.2M |
| TD Asset Management Inc | 0.01% | Reduce -0.8% | 197,164 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Add +72.8% | 195,146 | $14.0M |
| Impax Asset Management Group plc | 0.09% | Add +44.4% | 195,000 | $14.0M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -5.8% | 183,322 | $13.2M |
| Jump Financial, LLC | 0.12% | New | 176,981 | $12.7M |
| CIBC Bancorp USA Inc. | 0.02% | New | 272,061 | $12.4M |
| Granite Investment Partners, LLC | 0.63% | Add +38.0% | 172,303 | $12.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.3% | 166,338 | $11.9M |
| Interval Partners, LP | 0.38% | Reduce -49.5% | 164,725 | $11.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -7.9% | 164,424 | $11.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +27.6% | 156,706 | $11.3M |
| Brown Brothers Harriman & Co. | 0.05% | Reduce -6.0% | 155,362 | $11.2M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +5.7% | 153,973 | $11.1M |
| Neuberger Berman Group LLC | 0.01% | Add +6.8% | 152,819 | $11.0M |
| Stifel Financial Corp. | 0.01% | Reduce -5.5% | 151,108 | $10.9M |
| Ashford Capital Management Inc. | 1.16% | Reduce -5.4% | 150,700 | $10.8M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 147,060 | $10.6M |
| Cetera Investment Advisers | 0.01% | Add +6.4% | 145,990 | $10.5M |
| Aquatic Capital Management LLC | 0.35% | New | 140,765 | $10.1M |
| California Public Employees Retirement System | 0.01% | Reduce -12.1% | 139,176 | $10.0M |
| Mediolanum International Funds Ltd | 0.08% | New | 138,116 | $9.9M |
| Victory Capital Management Inc. | 0.01% | Add +10.6% | 136,865 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.8% | 135,431 | $9.7M |
| Whittier Trust Co. of Nevada Inc. | 0.18% | Add +27.5% | 143,025 | $9.5M |
| Retirement Systems of Alabama | 0.03% | Reduce -15.3% | 131,965 | $9.5M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -91.0% | 130,029 | $9.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +7.2% | 120,282 | $8.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +208.6% | 117,660 | $8.4M |
| Pembroke Management, LTD | 1.07% | Add +112.6% | 114,750 | $8.2M |
| Blair William & Co. | 0.02% | Reduce -47.6% | 111,286 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 149,191 | $7.6M |
| Jones Financial Companies LLLP | 0.00% | Add +7.7% | 105,046 | $7.5M |
| Engineers Gate Manager LP | 0.10% | Reduce -68.9% | 104,374 | $7.5M |
| Algert Global LLC | 0.09% | Reduce -31.0% | 103,620 | $7.4M |
| AustralianSuper Pty Ltd | 0.03% | New | 103,500 | $7.4M |
| Public Employees Retirement System of Ohio | 0.02% | Add +33.0% | 102,771 | $7.4M |
| SG Americas Securities, LLC | 0.00% | Add +11.4% | 102,254 | $7.3M |
| Moran Wealth Management, LLC | 0.19% | Add +79.4% | 94,852 | $6.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.8% | 94,790 | $6.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.9% | 91,138 | $6.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -16.2% | 89,927 | $6.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -39.1% | 88,841 | $6.4M |
| Citigroup Inc. | 0.00% | Reduce -89.5% | 85,852 | $6.2M |
| Savoir Faire Capital Management, L.P. | 3.80% | Reduce -12.5% | 85,217 | $6.1M |
| Citizens Business Bank | 0.91% | Reduce -2.7% | 84,052 | $6.0M |
| Tudor Investment Corporation | 0.02% | New | 83,324 | $6.0M |
| Man Group plc | 0.01% | Add +611.6% | 80,504 | $5.8M |
| Amundi | 0.00% | Reduce -2.2% | 79,664 | $5.7M |
| Bailard, Inc. | 0.11% | Reduce -4.6% | 78,280 | $5.6M |
| Millennium Management | 0.00% | Reduce -97.6% | 77,451 | $5.6M |
| &partners | 0.02% | Reduce -0.4% | 75,588 | $5.4M |
| EFG International AG | 0.10% | Add +23.1% | 74,950 | $5.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.6% | 71,715 | $5.1M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 67,826 | $4.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.2% | 65,870 | $4.7M |
| Kornitzer Capital Management Inc. | 0.09% | No change | 62,407 | $4.5M |
| Dillon & Associates Inc. | 0.54% | New | 61,521 | $4.4M |
| Quantbot Technologies LP | 0.17% | New | 60,795 | $4.4M |
| TRUE Private Wealth Advisors | 0.37% | Reduce -0.4% | 59,926 | $4.3M |
| D.A. Davidson & Co. | 0.02% | Add +3.6% | 59,122 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -2.7% | 59,102 | $4.2M |
| ExodusPoint Capital Management, LP | 0.04% | New | 58,312 | $4.2M |
| Kennedy Capital Management LLC | 0.07% | Reduce -7.9% | 57,337 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.8% | 56,217 | $4.0M |
| Anderson Hoagland & Co. | 0.31% | No change | 55,065 | $4.0M |
| Jupiter Topco LLC | 0.00% | — | 53,816 | $3.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +1.5% | 53,592 | $3.8M |
| Hudson Bay Capital Management LP | 0.02% | Reduce -13.2% | 53,486 | $3.8M |
| Entropy Technologies, LP | 0.15% | Add +24.0% | 51,692 | $3.7M |
| Woodline Partners LP | 0.01% | Reduce -95.4% | 50,513 | $3.6M |
| Group One Trading LLC | 0.10% | Add +224.7% | 50,127 | $3.6M |
| Platinum Investment Management Ltd. | 0.88% | Reduce -4.8% | 50,000 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.0% | 49,971 | $3.6M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.0% | 49,084 | $3.5M |
| Bullseye Asset Management LLC | 1.78% | Add +508.1% | 48,645 | $3.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.8% | 47,303 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 47,151 | $3.4M |
| Verition Fund Management LLC | 0.03% | Reduce -59.1% | 46,352 | $3.3M |
| Taylor Frigon Capital Management LLC | 1.55% | Reduce -0.3% | 46,123 | $3.3M |
| New York State Teachers Retirement System | 0.01% | Add +10.1% | 45,504 | $3.3M |
| US Bancorp \de | 0.00% | Add +49.5% | 44,099 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.8% | 43,999 | $3.2M |
| RPG Investment Advisory, LLC | 0.32% | No change | 43,110 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.7% | 43,080 | $3.1M |
| Creative Planning | 0.00% | Add +17.8% | 42,916 | $3.1M |
| Camelot Technology Advisors, Inc. | 2.06% | No change | 42,031 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.9% | 41,641 | $3.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 39,000 | $2.8M |
| Fieldview Capital Management, LLC | 0.79% | New | 38,750 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +65.4% | 38,325 | $2.8M |
| Ninepoint Partners LP | 0.24% | New | 37,691 | $2.7M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.4% | 37,300 | $2.7M |
| First Trust Advisors LP | 0.00% | Reduce -67.3% | 37,294 | $2.7M |
| Arizona State Retirement System | 0.01% | Add +0.7% | 35,124 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.9% | 35,081 | $2.5M |
| Walleye Trading LLC | 0.04% | Add +517.8% | 35,064 | $2.5M |
| Scratch Capital LLC | 1.24% | Add +194.5% | 34,926 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Add +7.1% | 34,600 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +65.2% | 34,201 | $2.5M |
| Harbor Capital Advisors, Inc. | 0.17% | Add +8.3% | 34,084 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Add +54.6% | 33,925 | $2.4M |
| Empowered Funds, LLC | 0.01% | Add +27.3% | 32,875 | $2.4M |
| 1492 Capital Management LLC | 0.70% | Add +68.8% | 32,838 | $2.4M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +4.0% | 32,821 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +34.8% | 32,316 | $2.3M |
| Polymer Capital Management (US) LLC | 0.34% | Add +73.3% | 32,098 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.2% | 31,460 | $2.3M |
| Calamos Advisors LLC | 0.01% | New | 30,898 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.0% | 30,545 | $2.2M |
| Brevan Howard Capital Management LP | 0.03% | Add +81.2% | 29,971 | $2.2M |
| State of Michigan Retirement System | 0.01% | Reduce -2.6% | 29,800 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.8% | 29,200 | $2.1M |
| AQR Capital Management | 0.00% | Add +491.8% | 28,852 | $2.1M |
| Diversify Advisory Services, LLC | 0.03% | New | 31,512 | $2.1M |
| Diversify Wealth Management, LLC | 0.03% | New | 31,512 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.8% | 28,701 | $2.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 28,660 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.0% | 28,333 | $2.0M |
| Timelo Investment Management Inc. | 2.51% | Reduce -41.7% | 28,000 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -5.2% | 27,874 | $2.0M |
| New Mexico Educational Retirement Board | 0.05% | No change | 27,400 | $2.0M |
| Rubicon Advisors, GP | 1.43% | Add +7.5% | 27,371 | $2.0M |
| Gsa Capital Partners LLP | 0.12% | New | 26,920 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.1% | 26,400 | $1.9M |
| Qsemble Capital Management, LP | 0.24% | Add +356.3% | 26,100 | $1.9M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 26,009 | $1.9M |
| Armistice Capital, LLC | 0.05% | Add +488.7% | 25,772 | $1.9M |
| Xponance LLC | 0.01% | Reduce -5.2% | 25,646 | $1.8M |
| FIL Ltd | 0.00% | New | 25,202 | $1.8M |
| Intercapital, LLC | 0.79% | Add +4.4% | 25,000 | $1.8M |
| Fifth Third Bancorp | 0.00% | Reduce -51.8% | 24,899 | $1.8M |
| Quadrature Capital Ltd | 0.02% | New | 24,767 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.5% | 24,632 | $1.8M |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -52.2% | 24,490 | $1.8M |
| Independent Financial Group, LLC | 0.03% | Reduce -2.3% | 24,394 | $1.8M |
| Inspire Advisors, LLC | 0.12% | Add +8.7% | 23,605 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +0.3% | 23,481 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.5% | 23,200 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +2.6% | 21,782 | $1.6M |
| Lighthouse Investment Partners, LLC | 0.05% | Reduce -33.1% | 21,723 | $1.6M |
| Barclays PLC | 0.00% | Reduce -88.1% | 21,723 | $1.6M |
| Simplex Trading, LLC | 0.04% | New | 21,602 | $1.6M |
| Carlson Financial, Inc. | 0.78% | Add +1.9% | 21,239 | $1.5M |
| Caption Management, LLC | 0.05% | New | 20,400 | $1.5M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.48% | Add +2.0% | 20,030 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | No change | 19,758 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Add +51.8% | 19,703 | $1.4M |
| Cherry Creek Investment Advisors, Inc. | 0.55% | Add +2.1% | 19,506 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +8.3% | 19,273 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +306.3% | 19,184 | $1.4M |
| Diametric Capital, LP | 0.14% | Reduce -46.8% | 18,660 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +291.5% | 18,400 | $1.3M |
| Virtu Financial LLC | 0.04% | New | 18,119 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +107.8% | 17,132 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +24.1% | 16,907 | $1.2M |
| Orca Investment Management, LLC | 0.88% | Reduce -1.5% | 16,866 | $1.2M |
| One Day In July LLC | 0.08% | No change | 16,624 | $1.2M |
| Catalyst Funds Management Pty Ltd | 0.07% | Add +7.8% | 16,571 | $1.2M |
| Sciencast Management LP | 0.24% | New | 16,344 | $1.2M |
| Capital Fund Management S.A. | 0.01% | New | 16,268 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +143.1% | 16,131 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +66.3% | 15,776 | $1.1M |
| WINTON GROUP Ltd | 0.04% | Reduce -58.5% | 15,758 | $1.1M |
| Independent Advisor Alliance | 0.03% | Reduce -14.8% | 15,453 | $1.1M |
| Becker Capital Management Inc. | 0.03% | No change | 15,351 | $1.1M |
| Ossiam | 0.01% | Reduce -92.2% | 15,149 | $1.1M |
| Allstate Corp. | 0.01% | Reduce -33.3% | 14,957 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +7.7% | 14,496 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.1% | 14,306 | $1.0M |
| Gradient Investments LLC | 0.01% | New | 13,630 | $979K |
| Bank of Montreal | 0.00% | Reduce -39.2% | 13,270 | $953K |
| Cerity Partners LLC | 0.00% | Add +62.1% | 12,620 | $906K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.8% | 12,502 | $897K |
| Boothbay Fund Management, LLC | 0.02% | New | 12,344 | $886K |
| Walleye Capital LLC | 0.00% | Reduce -90.4% | 12,051 | $865K |
| Quantitative Investment Management, LLC | 0.09% | New | 12,012 | $862K |
| Landscape Capital Management, L.L.C. | 0.06% | Reduce -94.6% | 11,977 | $860K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,574 | $831K |
| Maven Securities LTD | 0.06% | New | 11,538 | $829K |
| Camelot Portfolios, LLC | 0.58% | No change | 11,400 | $819K |
| Sigma Planning Corp | 0.02% | Add +62.2% | 11,329 | $814K |
| Keudell/Morrison Wealth Management | 0.15% | Reduce -16.2% | 11,297 | $811K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +13.3% | 11,167 | $802K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.2% | 11,150 | $801K |
| Hedges Asset Management LLC | 0.52% | — | 11,100 | $797K |
| AlphaCore Capital LLC | 0.01% | Reduce -22.5% | 11,088 | $796K |
| CWC Advisors, LLC. | 0.35% | Reduce -2.2% | 11,045 | $793K |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.1% | 11,004 | $790K |
| Nordea Investment Management AB | 0.00% | New | 10,976 | $790K |
| Fox Run Management, L.L.C. | 0.13% | New | 10,987 | $789K |
| Baldwin Investment Management, LLC | 0.08% | Reduce -40.8% | 10,920 | $784K |
| HUB Investment Partners, LLC | 0.01% | Reduce -18.8% | 10,771 | $773K |
| Inspire Investing, LLC | 0.03% | New | 10,756 | $772K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 10,596 | $761K |
| Level Four Advisory Services, LLC | 0.02% | Add +3.2% | 10,556 | $758K |
| Total Clarity Wealth Management, Inc. | 0.15% | Reduce -9.8% | 10,541 | $757K |
| Gotham Asset Management | 0.00% | New | 10,531 | $756K |
| Mercer Global Advisors Inc. | 0.00% | Add +28.2% | 9,650 | $693K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +100.6% | 9,584 | $688K |
| Blueshift Asset Management, LLC | 0.16% | Reduce -53.9% | 9,432 | $677K |
| Stephens Inc. | 0.01% | Add +19.7% | 9,226 | $663K |
| Verus Capital Partners, LLC | 0.04% | Reduce -15.1% | 9,096 | $653K |
| Emerald Advisers, LLC | 0.02% | No change | 9,033 | $649K |
| Centiva Capital, LP | 0.02% | Add +59.0% | 8,960 | $643K |
| Securian Asset Management, Inc. | 0.02% | No change | 9,363 | $640K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -12.3% | 8,830 | $634K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.8% | 8,811 | $633K |
| KBC Group NV | 0.00% | Add +132.2% | 8,742 | $628K |
| Summit Trail Advisors, LLC | 0.01% | Add +4.6% | 8,667 | $622K |
| Avior Wealth Management, LLC | 0.02% | No change | 8,499 | $610K |
| Swiss Life Asset Management Ltd | 0.00% | Add +11.5% | 8,416 | $604K |
| D.B. Root & Company, LLC | 0.13% | Add +17.2% | 8,387 | $602K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.4% | 9,243 | $591K |
| Triton Wealth Management, PLLC | 0.18% | Add +9.7% | 8,815 | $572K |
| Aljian Capital Management, LLC | 0.11% | Reduce -0.9% | 7,963 | $572K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.1% | 7,877 | $566K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.3% | 7,816 | $561K |
| Lazard Asset Management LLC | 0.00% | Add +41.1% | 7,747 | $556K |
| M&T Bank Corp | 0.00% | Add +11.9% | 7,633 | $548K |
| Arax Advisory Partners | 0.00% | Add +1878.0% | 7,378 | $530K |
| Alliance Wealth Advisors, LLC | 0.10% | New | 7,345 | $527K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +66.8% | 7,737 | $523K |
| Hexagon Capital Partners LLC | 0.07% | Add +41.1% | 7,210 | $518K |
| MML Investors Services, LLC | 0.00% | Reduce -23.5% | 7,191 | $516K |
| Portside Wealth Group, LLC | 0.06% | New | 7,106 | $510K |
| Richards, Merrill & Peterson, Inc. | 0.16% | Reduce -5.4% | 7,055 | $507K |
| WoodTrust Financial Corp | 0.06% | No change | 7,000 | $503K |
| 111 Capital | 0.09% | New | 6,988 | $502K |
| Van Hulzen Asset Management, LLC | 0.04% | No change | 6,960 | $500K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +62.9% | 6,684 | $480K |
| Global Retirement Partners, LLC | 0.01% | — | 6,605 | $474K |
| Prudential Financial Inc. | 0.00% | Add +32.8% | 6,595 | $474K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.6% | 6,588 | $473K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,534 | $469K |
| Bridgewater Associates | 0.00% | Reduce -10.7% | 6,497 | $467K |
| Hantz Financial Services, Inc. | 0.01% | Add +74.1% | 6,479 | $465K |
| Verity Asset Management, Inc. | 0.17% | New | 6,438 | $462K |
| ROI Financial Advisors, LLC | 0.24% | Reduce -16.5% | 6,369 | $457K |
| Jefferies Financial Group Inc. | 0.00% | Add +49.1% | 6,276 | $451K |
| Wolff Wiese Magana LLC | 0.21% | Add +46.6% | 6,235 | $448K |
| Utah Retirement Systems | 0.00% | Reduce -7.1% | 6,121 | $440K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +19.1% | 6,109 | $439K |
| MSH Capital Advisors LLC | 0.08% | Add +4.3% | 6,095 | $438K |
| Genesis Financial Group, LLC | 0.28% | New | 6,000 | $431K |
| Sittner & Nelson, LLC | 0.13% | Reduce -6.3% | 5,965 | $428K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +6.1% | 5,933 | $426K |
| Cinctive Capital Management LP | 0.02% | Reduce -87.5% | 5,930 | $426K |
| Radnor Capital Management, LLC | 0.06% | Add +0.9% | 5,785 | $415K |
| DNB Asset Management AS | 0.00% | No change | 5,780 | $415K |
| Oak Ridge Investments LLC | 0.02% | Reduce -7.3% | 5,722 | $411K |
| Azzad Asset Management Inc. | 0.04% | Reduce -0.1% | 5,703 | $410K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +29.1% | 5,634 | $405K |
| Prelude Capital Management, LLC | 0.03% | Reduce -54.6% | 5,601 | $402K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,501 | $395K |
| Bridgefront Capital, LLC | 0.10% | Reduce -70.9% | 5,484 | $394K |
| Diligent Investors, LLC | 0.09% | Reduce -8.2% | 5,414 | $389K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 5,400 | $388K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +2.7% | 5,387 | $387K |
| FIDELIS iM, LLC | 0.13% | No change | 5,368 | $385K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -95.6% | 5,304 | $381K |
| Accredited Investors Inc. | 0.02% | No change | 5,100 | $366K |
| Wedmont Private Capital | 0.01% | Add +33.8% | 5,412 | $366K |
| Evergreen Wealth Partners LLC | 0.22% | Add +0.4% | 5,058 | $363K |
| ProShare Advisors LLC | 0.00% | Reduce -1.2% | 5,033 | $361K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 5,000 | $359K |
| Mengis Capital Management, Inc. | 0.05% | Reduce -3.0% | 4,930 | $354K |
| Allworth Financial LP | 0.00% | Reduce -8.0% | 4,923 | $354K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.8% | 4,921 | $353K |
| NewEdge Advisors, LLC | 0.00% | Add +12.3% | 4,810 | $345K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 4,710 | $338K |
| NFSG Corp | 0.04% | No change | 4,700 | $338K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -14.6% | 4,681 | $336K |
| Atria Investments, Inc | 0.00% | New | 4,607 | $331K |
| Norden Group LLC | 0.03% | New | 4,462 | $320K |
| Spire Wealth Management | 0.01% | Reduce -0.2% | 4,453 | $320K |
| Freestone Capital Holdings, LLC | 0.01% | New | 4,279 | $307K |
| North Star Asset Management Inc. | 0.01% | No change | 4,200 | $302K |
| IFP Advisors, Inc | 0.01% | Reduce -2.9% | 4,146 | $298K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +3.7% | 4,131 | $297K |
| Arkadios Wealth Advisors | 0.00% | Reduce -16.2% | 4,120 | $296K |
| Shelton Capital Management | 0.01% | No change | 4,114 | $295K |
| Magnetar Financial LLC | 0.00% | New | 4,114 | $295K |
| DRW Securities, LLC | 0.02% | Reduce -42.0% | 4,112 | $295K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,087 | $293K |
| MAI Capital Management | 0.00% | Add +5.5% | 4,040 | $290K |
| One Wealth Capital Management, LLC | 0.08% | New | 4,031 | $289K |
| Benjamin Edwards Inc. | 0.00% | New | 3,958 | $284K |
| CIBC Asset Management Inc | 0.00% | New | 3,912 | $281K |
| Occudo Quantitative Strategies LP | 0.01% | New | 3,886 | $279K |
| Vontobel Holding Ltd. | 0.00% | New | 3,874 | $278K |
| Commerce Bank | 0.00% | Reduce -73.5% | 3,791 | $272K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -4.4% | 3,777 | $271K |
| Trust Point Inc. | 0.02% | Reduce -16.7% | 3,746 | $269K |
| North Dakota State Investment Board | 0.01% | New | 3,691 | $265K |
| Caxton Associates LLP | 0.01% | New | 3,684 | $265K |
| Sage Mountain Advisors LLC | 0.02% | New | 3,654 | $262K |
| Bridges Investment Management Inc. | 0.00% | New | 3,639 | $261K |
| NorthRock Partners, LLC | 0.00% | New | 3,566 | $256K |
| LGT Group Foundation | 0.00% | New | 3,524 | $253K |
| R Squared Ltd | 0.13% | New | 3,514 | $252K |
| GP Brinson Investments LLC | 0.10% | No change | 3,500 | $251K |
| Avondale Wealth Management | 0.10% | Reduce -17.6% | 3,500 | $251K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,447 | $248K |
| Perennial Investment Advisors, LLC | 0.02% | New | 3,441 | $247K |
| Clear Creek Financial Management, LLC | 0.02% | New | 3,431 | $246K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -99.7% | 3,396 | $244K |
| Argent Trust Co | 0.01% | New | 3,366 | $242K |
| CoreCap Advisors, LLC | 0.01% | Add +12796.1% | 3,353 | $241K |
| Quadrant Capital Group LLC | 0.01% | Reduce -7.7% | 3,338 | $240K |
| Tempo Wealth, LLC | 0.04% | New | 3,312 | $238K |
| EntryPoint Capital, LLC | 0.06% | New | 3,271 | $235K |
| Langley Wealth Management, LLC | 0.23% | — | 3,262 | $234K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,259 | $234K |
| Vident Advisory, LLC | 0.00% | Reduce -23.1% | 3,244 | $233K |
| Corient Private Wealth LP | 0.00% | New | 3,133 | $225K |
| Balefire, LLC | 0.04% | New | 3,096 | $222K |
| Gerald Baker Financial Group LLC | 0.06% | New | 3,082 | $221K |
| LaSalle St. Investment Advisors, LLC | 0.03% | New | 3,060 | $220K |
| Western Wealth Management, LLC | 0.01% | New | 3,039 | $218K |
| Wealth Alliance, LLC | 0.02% | New | 3,016 | $217K |
| Forum Financial Management, LP | 0.00% | New | 3,012 | $216K |
| Reliant Investment Partners, LLC | 0.14% | New | 2,960 | $213K |
| GAMMA Investing LLC | 0.01% | Add +12.7% | 2,927 | $210K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 2,924 | $210K |
| AE Wealth Management LLC | 0.00% | New | 2,923 | $210K |
| Evergreen Capital Management LLC | 0.00% | Reduce -56.1% | 2,876 | $207K |
| Mgo One Seven LLC | 0.00% | New | 2,839 | $204K |
| Nykredit A/S | 0.00% | — | 2,833 | $203K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,793 | $201K |
| RiverPark Advisors, LLC | 0.09% | Reduce -39.1% | 2,605 | $187K |
| Covestor Ltd | 0.11% | Add +50.9% | 2,562 | $184K |
| STRS Ohio | 0.00% | Reduce -16.6% | 2,474 | $178K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -5.0% | 2,403 | $173K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 2,256 | $162K |
| Anchor Bay Capital, Inc. | 0.08% | — | 3,012 | $154K |
| Harbor Investment Advisory, LLC | 0.01% | Add +77.1% | 2,030 | $146K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -12.3% | 1,819 | $131K |
| OP Asset Management Ltd | 0.00% | Reduce -65.6% | 1,620 | $116K |
| Copia Wealth Management | 0.07% | No change | 1,595 | $115K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.5% | 1,572 | $113K |
| Signaturefd, LLC | 0.00% | Add +0.5% | 1,538 | $110K |
| Archer Investment Corp | 0.02% | No change | 1,400 | $101K |
| Nemes Rush Group LLC | 0.01% | No change | 1,333 | $96K |
| UMB Bank, n.a. | 0.00% | Add +32.9% | 1,333 | $96K |
| Hollencrest Capital Management | 0.01% | Add +327.9% | 1,305 | $94K |
| Persistent Asset Partners Ltd | 0.03% | New | 1,299 | $93K |
| Brooklyn FI, LLC | 0.02% | New | 1,412 | $92K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,205 | $87K |
| Flputnam Investment Management Co. | 0.00% | New | 1,141 | $82K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 1,091 | $78K |
| Leonteq Securities AG | 0.00% | New | 1,078 | $77K |
| LifeSteps Financial, Inc. | 0.04% | New | 1,077 | $77K |
| Country Trust Bank | 0.00% | No change | 1,074 | $77K |
| GW&K Investment Management, LLC | 0.00% | No change | 982 | $71K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.9% | 935 | $67K |
| Stone House Investment Management, LLC | 0.01% | Add +0.3% | 877 | $63K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,249 | $62K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +5.3% | 862 | $62K |
| Larson Financial Group LLC | 0.00% | Reduce -32.8% | 852 | $61K |
| Bernard Wealth Management Corp. | 0.02% | No change | 815 | $59K |
| Gould Capital, LLC | 0.03% | No change | 806 | $58K |
| Sterling Capital Management LLC | 0.00% | Reduce -12.6% | 774 | $56K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 741 | $53K |
| Bfsg, LLC | 0.00% | No change | 686 | $49K |
| Benson Wealth Management INC | 0.04% | No change | 552 | $40K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.0% | 521 | $37K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -14.3% | 503 | $36K |
| Caitlin John, LLC | 0.02% | No change | 500 | $36K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -25.0% | 471 | $34K |
| Bessemer Group Inc. | 0.00% | Add +313.0% | 413 | $30K |
| Park Place Capital Corp | 0.00% | No change | 415 | $30K |
| Vision Retirement, LLC | 0.01% | No change | 400 | $29K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 400 | $29K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $29K |
| Smartleaf Asset Management LLC | 0.00% | No change | 381 | $27K |
| Fiduciary Financial Advisors | 0.00% | New | 375 | $27K |
| Institute for Wealth Management, LLC. | 0.00% | New | 357 | $26K |
| Bayban | 0.02% | No change | 325 | $23K |
| CX Institutional | 0.00% | Reduce -15.7% | 322 | $23K |
| Valley National Advisers Inc. | 0.00% | Reduce -7.8% | 307 | $22K |
| Blue Trust, Inc. | 0.00% | New | 305 | $22K |
| Continuum Advisory, LLC | 0.00% | New | 304 | $22K |
| LRI Investments, LLC | 0.00% | Add +1.4% | 292 | $21K |
| Ameriflex Group, Inc. | 0.01% | Add +46.0% | 292 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -40.0% | 261 | $19K |
| Islay Capital Management, LLC | 0.01% | Add +2.0% | 255 | $18K |
| IFG Advisory, LLC | 0.00% | New | 250 | $18K |
| Huntington National Bank | 0.00% | Add +30.4% | 240 | $17K |
| MCF Advisors LLC | 0.00% | Reduce -28.7% | 224 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +3.8% | 221 | $16K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 218 | $16K |
| Arcadia Investment Advisors LLC | 0.01% | No change | 204 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 202 | $15K |
| Peterson Wealth Management | 0.01% | No change | 200 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 200 | $14K |
| Albion Financial Group | 0.00% | No change | 200 | $14K |
| Salem Investment Counselors Inc. | 0.00% | Add +100.0% | 200 | $14K |
| Rakuten Securities, Inc. | 0.00% | Add +26.3% | 197 | $14K |
| CGC Financial Services, LLC | 0.00% | No change | 172 | $12K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 158 | $11K |
| MidFirst Bank | 0.00% | New | 150 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 139 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +426.9% | 137 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 135 | $10K |
| Bogart Wealth, LLC | 0.00% | Add +11.6% | 125 | $9K |
| SHP Wealth Management | 0.00% | No change | 121 | $9K |
| Premier Financial Group | 0.00% | New | 118 | $8K |
| Bokf, NA | 0.00% | New | 114 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 107 | $8K |
| Seneschal Advisors, LLC | 0.00% | No change | 100 | $7K |
| Palouse Capital Management, Inc. | 0.00% | No change | 100 | $7K |
| Millstone Evans Group, LLC | 0.00% | No change | 100 | $7K |
| Lodestone Wealth Management LLC | 0.00% | No change | 100 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 100 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 100 | $7K |
| Trust Co. of Toledo NA | 0.00% | No change | 100 | $7K |
| NBT Bank, N.A. | 0.00% | Reduce -33.3% | 100 | $7K |
| Danske Bank A/S | 0.00% | No change | 100 | $7K |
| Assetmark, Inc. | 0.00% | No change | 100 | $7K |
| Merrithew & Thorsten Inc | 0.01% | No change | 100 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 90 | $7K |
| Darwin Wealth Management, LLC | 0.00% | No change | 88 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 85 | $6K |
| CVA Family Office, LLC | 0.00% | Add +39.3% | 78 | $6K |
| Dogwood Wealth Management LLC | 0.00% | No change | 75 | $5K |
| Capital Analysts, LLC | 0.00% | No change | 72 | $5K |
| Zions Bancorporation, National Association | 0.00% | No change | 64 | $5K |
| Markowski Investments | 0.00% | — | 60 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 59 | $4K |
| Investors Portfolio Services LLC | 0.00% | No change | 57 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | New | 56 | $4K |
| Sawyer & Company, Inc | 0.00% | No change | 55 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 50 | $4K |
| Mosley Wealth Management | 0.00% | No change | 50 | $4K |
| Clearstead Trust, LLC | 0.00% | Add +80.8% | 47 | $3K |
| Meramec Financial Planners, LLC | 0.00% | Reduce -67.5% | 50 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +36.4% | 45 | $3K |
| Quent Capital, LLC | 0.00% | New | 45 | $3K |
| Key Capital Management, INC | 0.00% | No change | 44 | $3K |
| Mather Group, Llc. | 0.00% | No change | 43 | $3K |
| Pacific Center for Financial Services | 0.00% | No change | 41 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +90.5% | 40 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 36 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 35 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.5% | 30 | $2K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 30 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | New | 28 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -12.5% | 28 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -20.0% | 28 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 25 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 25 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 27 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.6% | 24 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 20 | $1K |
| IMA Advisory Services, Inc. | 0.00% | New | 20 | $1K |
| North Star Investment Management Corp. | 0.00% | New | 19 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 17 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 16 | $1K |
| Avion Wealth | 0.00% | New | 16 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +160.0% | 13 | $934 |
| SJS Investment Consulting Inc. | 0.00% | No change | 11 | $790 |
| Marquette Asset Management, LLC | 0.00% | New | 10 | $719 |
| Mascoma Wealth Management LLC | 0.00% | New | 10 | $718 |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 10 | $718 |
| GGM Financial LLC | 0.00% | No change | 9 | $646 |
| Rialto Wealth Management, LLC | 0.00% | Add +166.7% | 8 | $575 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 8 | $574 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 7 | $503 |
| Activest Wealth Management | 0.00% | New | 7 | $503 |
| Planning Strategies Inc. | 0.00% | — | 6 | $431 |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 6 | $431 |
| Creative Capital Management Investments LLC | 0.00% | New | 6 | $431 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 6 | $431 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -28.6% | 5 | $360 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 5 | $359 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $287 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $232 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $147 |
| Private Trust Co. NA | 0.00% | No change | 2 | $144 |
| Manchester Capital Management LLC | 0.00% | Reduce -33.3% | 2 | $144 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $144 |
| MV Capital Management, Inc. | 0.00% | Add +100.0% | 2 | $144 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $72 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $72 |
| Navigoe, LLC | 0.00% | New | 3 | $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.