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
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust | 20,765 | 1.1M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Frost Growth Equity Fund Frost Family of Funds | 20,458 | 1.2M $ | 0.55 % | as of Apr 30, 2026 ↗ |
| MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND | 20,171 | 1M $ | 0.29 % | as of Mar 31, 2026 ↗ |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 20,032 | 1M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 19,931 | 1.1M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 19,821 | 1.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 19,684 | 997.2K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 19,181 | 1.1M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 18,729 | 1.1M $ | 0.43 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 18,700 | 1M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 18,490 | 1.1M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 18,434 | 1.1M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 17,860 | 904.8K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 17,633 | 1M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 17,332 | 996.8K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 17,295 | 927.2K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 17,170 | 987.4K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 16,861 | 854.2K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 15,799 | 800.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 15,637 | 838.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Penn Series SMID Cap Growth Fund Penn Series Funds Inc | 15,511 | 785.8K $ | 1.22 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 15,494 | 784.9K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 15,167 | 768.4K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 14,917 | 755.7K $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 14,598 | 839.5K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 14,500 | 734.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 14,464 | 831.8K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 13,840 | 701.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,777 | 792.3K $ | 0.30 % | as of Apr 30, 2026 ↗ |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,535 | 778.4K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 13,228 | 670.1K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Taylor Frigon Core Growth Fund PFS FUNDS | 12,940 | 693.7K $ | 2.31 % | as of Feb 28, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 12,674 | 728.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 12,291 | 706.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund Goldman Sachs Variable Insurance Trust | 12,285 | 622.4K $ | 1.07 % | as of Mar 31, 2026 ↗ |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 12,258 | 621K $ | 0.50 % | as of Mar 31, 2026 ↗ |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 12,030 | 609.4K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Victory RS Mid Cap Growth Fund Victory Portfolios | 11,430 | 579K $ | 0.93 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 11,357 | 575.3K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 11,092 | 561.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 10,626 | 538.3K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Fidelity Balanced K6 Fund Fidelity Puritan Trust | 10,459 | 560.7K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 10,400 | 526.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 10,353 | 595.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,247 | 519.1K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 10,210 | 547.4K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 10,098 | 580.7K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 10,072 | 540K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 9,730 | 492.9K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 9,714 | 520.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 9,687 | 490.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,480 | 508.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 9,385 | 475.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 9,363 | 474.3K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 9,244 | 468.3K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 9,208 | 493.6K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 8,970 | 454.4K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 8,499 | 430.6K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 8,355 | 423.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 8,135 | 412.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 8,129 | 467.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 8,039 | 407.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 8,030 | 406.8K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 7,390 | 374.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI | 7,185 | 385.2K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 7,061 | 406.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 6,950 | 372.6K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,197 | 313.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,013 | 345.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 5,867 | 314.5K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 5,848 | 296.3K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 5,709 | 289.2K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| Azzad Ethical Fund AZZAD FUNDS | 5,611 | 284.3K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 5,446 | 313.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 5,029 | 289.2K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 4,958 | 251.2K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 4,682 | 251K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 4,466 | 256.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 4,435 | 237.8K $ | 0.21 % | as of Feb 28, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 4,395 | 222.7K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 4,289 | 229.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 4,236 | 227.1K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 4,227 | 214.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 4,131 | 209.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 3,906 | 224.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 3,902 | 209.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 3,873 | 207.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,725 | 214.2K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| RiverPark/Next Century Growth Fund RiverPark Funds Trust | 3,693 | 187.1K $ | 2.23 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,400 | 182.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 3,067 | 155.4K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,041 | 154.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 2,856 | 144.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,851 | 144.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 2,745 | 147.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,645 | 134K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 2,625 | 151K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,527 | 128K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 2,436 | 123.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,413 | 122.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 360 | +51 | 56,835,438 | +43.9 % |
| 2026Q1 | 309 | -3 | 39,506,666 | -0.6 % |
| 2025Q4 | 312 | -31 | 39,731,037 | +1.1 % |
| 2025Q3 | 343 | +25 | 39,284,923 | +17.7 % |
| 2025Q2 | 318 | +40 | 33,369,741 | -10.5 % |
| 2025Q1 | 278 | +42 | 37,300,140 | +0.7 % |
| 2024Q4 | 236 | +49 | 37,027,062 | +15.3 % |
| 2024Q3 | 187 | +73 | 32,124,962 | +52.5 % |
| 2024Q2 | 114 | +23 | 21,061,369 | +49.6 % |
| 2024Q1 | 91 | +5 | 14,073,928 | +11.1 % |
| 2023Q4 | 86 | 12,664,672 |
Institutional managers
496 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 13,878,127 | 703.1M $ | as of Mar 31, 2026 |
| FMR LLC | 9,566,397 | 484.6M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7,632,450 | 386.7K $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 4,630,066 | 234.6K $ | as of Mar 31, 2026 |
| UBS Group AG | 4,025,628 | 203.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,779,507 | 191.5M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 3,233,829 | 163.8M $ | as of Mar 31, 2026 |
| BAILLIE GIFFORD & CO | 2,994,211 | 151.7M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 2,777,241 | 140.7M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 2,593,857 | 131.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,530,129 | 128.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,463,600 | 124.8M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2,313,357 | 117.2M $ | as of Mar 31, 2026 |
| TSG Consumer Partners LP | 2,279,846 | 115.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,239,807 | 113.5M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 2,006,953 | 101.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,814,815 | 91.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,706,736 | 86.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,691,162 | 85.7M $ | as of Mar 31, 2026 |
| Freestone Grove Partners LP | 1,504,392 | 76.2M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,452,514 | 73.6M $ | as of Mar 31, 2026 |
| JOHO CAPITAL LLC | 1,418,394 | 71.9M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,360,846 | 68.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,327,374 | 67.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,211,944 | 61.4M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 10.70 % | 13,650,248 | as of Apr 30, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 9.30 % | 11,818,137 | as of Mar 31, 2026 · SCHEDULE 13G |
| T. Rowe Price Associates, Inc. | 6.00 % | 7,631,961 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.24 % | 6,659,327 | as 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