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 | |
|---|---|---|---|---|
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 2,400 | 121.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 2,367 | 119.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 2,283 | 131.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 2,103 | 120.9K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 2,023 | 108.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,995 | 101.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,973 | 100K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 1,945 | 104.3K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 1,888 | 101.2K $ | 0.31 % | as of Feb 28, 2026 ↗ |
| Growth Fund VALIC Co I | 1,726 | 92.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,616 | 81.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,442 | 82.9K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,237 | 62.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AdvisorShares Restaurant ETF AdvisorShares Trust | 1,202 | 60.9K $ | 3.37 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 1,200 | 69K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,191 | 63.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 1,172 | 59.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,169 | 59.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 1,048 | 60.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 1,018 | 58.5K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Hypatia Women CEO ETF Two Roads Shared Trust | 955 | 54.9K $ | 0.63 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 895 | 45.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 760 | 40.7K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 760 | 40.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 749 | 43.1K $ | 0.31 % | as of Apr 30, 2026 ↗ |
| Leisure Fund Rydex Series Funds | 733 | 37.1K $ | 0.75 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 702 | 40.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Reynolds Blue Chip Growth Fund Reynolds Funds Inc | 700 | 35.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 691 | 35K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 677 | 34.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 669 | 33.9K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 648 | 34.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 638 | 32.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 626 | 36K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 600 | 30.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 590 | 31.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| RiverPark/Next Century Large Growth Fund RiverPark Funds Trust | 585 | 29.6K $ | 0.95 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 575 | 29.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 521 | 26.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 520 | 29.9K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 495 | 25.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Indexperts Gorilla Aggressive Growth ETF SPINNAKER ETF SERIES | 447 | 25.7K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 421 | 21.3K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 386 | 19.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 371 | 18.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 357 | 18.1K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 351 | 17.8K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Leisure Fund Rydex Variable Trust | 347 | 17.6K $ | 0.76 % | as of Mar 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 274 | 13.9K $ | 0.37 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 264 | 13.4K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 243 | 14K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 225 | 11.4K $ | 0.56 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 206 | 11.8K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 199 | 11.4K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 150 | 7.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 135 | 6.8K $ | 1.38 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 117 | 6.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 106 | 5.4K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 77 | 4.4K $ | 0.18 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 36 | 1.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 25 | 1.3K $ | 0.00 % | as of Feb 28, 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