Titelia

Fund shareholders of Dutch Bros Inc

ISIN US26701L1008 · United States

Fund shareholders
361
Of which ETFs
67 294 other funds
Value held
3B $ 15.6M SEK
FundSharesValueWeight in fund
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 91,5874.6M $0.32 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 90,8845.2M $0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 87,0415M $0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 86,0004.4M $0.18 %as of Mar 31, 2026 ↗
Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios 83,3344.2M $1.25 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 82,2794.2M $0.01 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 79,9064M $0.20 %as of Mar 31, 2026 ↗
Small-Cap Growth Portfolio PACIFIC SELECT FUND 75,7233.8M $0.87 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 75,2994.3M $0.01 %as of Apr 30, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 74,9293.8M $0.45 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 74,6384.3M $0.01 %as of Apr 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 74,3144.3M $0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 73,9804M $0.01 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 73,1664.2M $0.01 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 71,5053.6M $0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Strategic Growth Fund Goldman Sachs Variable Insurance Trust 71,2873.6M $0.89 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 70,3563.8M $0.89 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 70,2783.6M $0.01 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 66,2403.4M $0.20 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 66,1913.4M $1.56 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 65,8753.8M $0.01 %as of Apr 30, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 65,2853.8M $0.29 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 64,9273.5M $0.21 %as of Feb 28, 2026 ↗
Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST 61,8133.6M $1.10 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 60,6723.1M $0.01 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 60,6533.1M $0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I 59,9003M $0.29 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 59,3403M $0.01 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 59,0803M $0.20 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 58,7163M $0.20 %as of Mar 31, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 58,6203M $0.76 %as of Mar 31, 2026 ↗
Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST 58,5443M $1.12 %as of Mar 31, 2026 ↗
Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds 57,7803.3M $0.49 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 54,0522.7M $0.06 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 52,5132.7M $0.00 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 50,5822.9M $0.21 %as of Apr 30, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 50,3082.5M $0.50 %as of Mar 31, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 50,1362.7M $0.01 %as of Feb 28, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 48,5972.8M $0.21 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 47,8872.4M $0.20 %as of Mar 31, 2026 ↗
CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND 47,0052.7M $0.40 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 46,9312.4M $0.01 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 46,6232.4M $0.09 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 46,3562.7M $0.13 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 46,0472.5M $0.18 %as of Feb 28, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 45,9002.5M $0.01 %as of Feb 28, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 45,2492.3M $0.22 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 45,1222.3M $0.20 %as of Mar 31, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 44,8702.3M $0.68 %as of Mar 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 44,6832.6M $0.15 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 44,6792.6M $0.11 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 43,8152.2M $0.20 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 43,5782.2M $0.08 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 43,1112.2M $0.19 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 41,1682.4M $0.01 %as of Apr 30, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 40,1312M $0.01 %as of Mar 31, 2026 ↗
Baillie Gifford Global Alpha Equities Fund Baillie Gifford Funds 39,6262M $0.48 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 38,9002M $0.02 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 38,4832.1M $0.28 %as of Feb 28, 2026 ↗
Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust 37,9972M $0.14 %as of Feb 28, 2026 ↗
IMS Capital Value Fund 360 Funds 37,9801.9M $3.74 %as of Mar 31, 2026 ↗
Allspring VT Discovery SMID Cap Growth Fund Allspring VARIABLE TRUST 37,6621.9M $1.48 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 37,2001.9M $0.20 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 37,1982.1M $0.01 %as of Apr 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 36,6981.9M $0.32 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 36,0862.1M $0.22 %as of Apr 30, 2026 ↗
VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 36,0781.8M $1.09 %as of Mar 31, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 35,6001.9M $0.14 %as of Feb 28, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 35,2541.9M $0.08 %as of Feb 28, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 34,8931.8M $0.01 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 34,3521.7M $0.07 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 34,3001.7M $0.04 %as of Mar 31, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 32,8991.7M $2.17 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 32,6781.9M $0.54 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 32,5871.7M $0.01 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 32,30015.6M SEK0.06 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 31,6921.7M $0.00 %as of Feb 28, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 31,3401.8M $0.32 %as of Apr 30, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 30,1131.5M $0.24 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 28,6211.4M $0.20 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 27,5631.4M $0.18 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 27,5401.4M $0.42 %as of Mar 31, 2026 ↗
NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust 27,3471.4M $0.52 %as of Mar 31, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 27,1001.4M $0.20 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 26,4261.4M $0.01 %as of Feb 28, 2026 ↗
Penn Series Mid Cap Growth Fund Penn Series Funds Inc 26,4001.3M $1.25 %as of Mar 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 25,9001.5M $0.03 %as of Apr 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 25,6801.3M $0.23 %as of Mar 31, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 25,2601.3M $1.68 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 24,5361.2M $0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. 24,2581.2M $0.29 %as of Mar 31, 2026 ↗
iShares U.S. Consumer Discretionary ETF iShares Trust 24,2511.4M $0.12 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 23,8261.4M $0.05 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 23,4141.2M $0.01 %as of Mar 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 23,4021.2M $0.19 %as of Mar 31, 2026 ↗
JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust 23,1001.2M $0.71 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 22,6441.1M $0.15 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 21,8121.3M $0.01 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 21,5651.2M $0.05 %as of Apr 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 20,9091.1M $0.08 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
IMS Capital Value Fund 360 Funds 3.74 %as of Mar 31, 2026 ↗
AdvisorShares Restaurant ETF AdvisorShares Trust 3.37 %as of Mar 31, 2026 ↗
Taylor Frigon Core Growth Fund PFS FUNDS 2.31 %as of Feb 28, 2026 ↗
RiverPark/Next Century Growth Fund RiverPark Funds Trust 2.23 %as of Mar 31, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 2.17 %as of Mar 31, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 1.68 %as of Mar 31, 2026 ↗
Congress SMid Growth ETF Professionally Managed Portfolios 1.68 %as of Apr 30, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 1.65 %as of Apr 30, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 1.59 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 1.56 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2360+5156,835,438+43.9 %
2026Q1309-339,506,666-0.6 %
2025Q4312-3139,731,037+1.1 %
2025Q3343+2539,284,923+17.7 %
2025Q2318+4033,369,741-10.5 %
2025Q1278+4237,300,140+0.7 %
2024Q4236+4937,027,062+15.3 %
2024Q3187+7332,124,962+52.5 %
2024Q2114+2321,061,369+49.6 %
2024Q191+514,073,928+11.1 %
2023Q48612,664,672

Institutional managers

496 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.13,878,127703.1M $as of Mar 31, 2026
FMR LLC9,566,397484.6M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/7,632,450386.7K $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.4,630,066234.6K $as of Mar 31, 2026
UBS Group AG4,025,628203.9M $as of Mar 31, 2026
STATE STREET CORP3,779,507191.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC3,233,829163.8M $as of Mar 31, 2026
BAILLIE GIFFORD & CO2,994,211151.7M $as of Mar 31, 2026
Point72 Asset Management, L.P.2,777,241140.7M $as of Mar 31, 2026
MARSHALL WACE, LLP2,593,857131.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,530,129128.2M $as of Mar 31, 2026
MORGAN STANLEY2,463,600124.8M $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP2,313,357117.2M $as of Mar 31, 2026
TSG Consumer Partners LP2,279,846115.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,239,807113.5M $as of Mar 31, 2026
CITADEL ADVISORS LLC2,006,953101.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,814,81591.9M $as of Mar 31, 2026
Invesco Ltd.1,706,73686.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,691,16285.7M $as of Mar 31, 2026
Freestone Grove Partners LP1,504,39276.2M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,452,51473.6M $as of Mar 31, 2026
JOHO CAPITAL LLC1,418,39471.9M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,360,84668.9M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,327,37467.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,211,94461.4M $as of Mar 31, 2026

Declared shareholders of Dutch Bros Inc

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other10.70 %13,650,248as of Apr 30, 2026 · SCHEDULE 13G
BlackRock, Inc. 9.30 %11,818,137as of Mar 31, 2026 · SCHEDULE 13G
T. Rowe Price Associates, Inc. 6.00 %7,631,961as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.24 %6,659,327as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Dutch Bros Inc". https://titelia.com/en/stocks/dutch-bros-inc-US26701L1008