Dutch Bros Inc. (BROS) — Institutional Holders, Q2 2026 (page 6)
561 institutional investment managers reported a BROS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 561. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BROS 13F holders ranked 501–561 of 561
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Markowski Investments#501 · 60 sh | 60 | $4.3K | <0.01% | — |
| 502 | ATLAS CAPITAL ADVISORS#502 · 59 sh | 59 | $4.2K | <0.01% | 0.0% |
| 503 | Investors Portfolio Services#503 · 57 sh | 57 | $4.1K | <0.01% | 0.0% |
| 504 | Hilton Head Capital Partners#504 · 56 sh | 56 | $4.0K | — | New |
| 505 | Sawyer & Company#505 · 55 sh | 55 | $4.0K | — | 0.0% |
| 506 | Tanglewood Legacy Advisors#506 · 50 sh | 50 | $3.6K | <0.01% | 0.0% |
| 507 | Mosley Wealth Management#507 · 50 sh | 50 | $3.6K | — | 0.0% |
| 508 | Clearstead#508 · 47 sh | 47 | $3.4K | <0.01% | +80.8% |
| 509 | Meramec Financial Planners#509 · 50 sh | 50 | $3.3K | <0.01% | -67.5% |
| 510 | Quent Capital#510 · 45 sh | 45 | $3.2K | <0.01% | New |
| 511 | Fortitude Family Office#511 · 45 sh | 45 | $3.2K | — | +36.4% |
| 512 | Key Capital Management#512 · 44 sh | 44 | $3.2K | <0.01% | 0.0% |
| 513 | MATHER GROUP#513 · 43 sh | 43 | $3.1K | — | 0.0% |
| 514 | Pacific Center for Financial Services#514 · 41 sh | 41 | $2.9K | — | 0.0% |
| 515 | Cromwell#515 · 40 sh | 40 | $2.9K | <0.01% | +90.5% |
| 516 | Cape Investment Advisory#516 · 36 sh | 36 | $2.6K | — | New |
| 517 | BARTLETT & WEALTH MANAGEMENT#517 · 35 sh | 35 | $2.5K | 0.00% | 0.0% |
| 518 | JFS WEALTH ADVISORS#518 · 30 sh | 30 | $2.2K | <0.01% | +3.4% |
| 519 | St. Johns Investment Management Company#519 · 30 sh | 30 | $2.2K | <0.01% | 0.0% |
| 520 | Physician Wealth Advisors#520 · 28 sh | 28 | $2.0K | — | -20.0% |
| 521 | Signature Resources Capital Management#521 · 28 sh | 28 | $2.0K | — | New |
| 522 | Keating Financial Advisory Services#522 · 28 sh | 28 | $2.0K | <0.01% | -12.5% |
| 523 | TD PRIVATE CLIENT WEALTH#523 · 25 sh | 25 | $1.8K | 0.00% | 0.0% |
| 524 | Financial Network Wealth Advisors#524 · 25 sh | 25 | $1.8K | — | New |
| 525 | Cornerstone Planning Group#525 · 27 sh | 27 | $1.8K | — | 0.0% |
| 526 | MassMutual Private Wealth & , FSB#526 · 24 sh | 24 | $1.7K | — | -22.6% |
| 527 | TrueNorth#527 · 20 sh | 20 | $1.4K | <0.01% | New |
| 528 | Comprehensive Financial Planning#528 · 20 sh | 20 | $1.4K | — | 0.0% |
| 529 | North Star Investment Management#529 · 19 sh | 19 | $1.4K | — | New |
| 530 | Geneos Wealth Management#530 · 17 sh | 17 | $1.2K | 0.00% | 0.0% |
| 531 | Bare Financial Services#531 · 16 sh | 16 | $1.1K | <0.01% | 0.0% |
| 532 | James T. Borello RIA#532 · 16 sh | 16 | $1.1K | — | -38.5% |
| 533 | Capital Advisors, Ltd.#533 · 8 sh | 8 | $1.0K | — | 0.0% |
| 534 | Avion Wealth#534 · 16 sh | 16 | $1.0K | <0.01% | New |
| 535 | Bay Harbor Wealth Management#535 · 13 sh | 13 | $934.00 | <0.01% | +160.0% |
| 536 | SJS Investment Consulting#536 · 11 sh | 11 | $790.00 | — | 0.0% |
| 537 | Marquette Asset Management#537 · 10 sh | 10 | $719.00 | — | New |
| 538 | Horizon Investments#538 · 10 sh | 10 | $718.00 | 0.00% | -50.0% |
| 539 | Mascoma Wealth Management#539 · 10 sh | 10 | $718.00 | — | New |
| 540 | GGM Financials#540 · 9 sh | 9 | $646.00 | <0.01% | 0.0% |
| 541 | Rialto Wealth Management#541 · 8 sh | 8 | $575.00 | <0.01% | +166.7% |
| 542 | Principia Wealth Advisory#542 · 8 sh | 8 | $574.00 | <0.01% | 0.0% |
| 543 | Activest Wealth Management#543 · 7 sh | 7 | $503.00 | — | New |
| 544 | Silver Grove Financial Group#544 · 7 sh | 7 | $503.00 | <0.01% | New |
| 545 | Creative Capital Management Investments#545 · 6 sh | 6 | $431.00 | — | New |
| 546 | Hughes Financial Services#546 · 6 sh | 6 | $431.00 | <0.01% | +100.0% |
| 547 | HFM Investment Advisors#547 · 6 sh | 6 | $431.00 | <0.01% | +50.0% |
| 548 | Planning Strategies#548 · 6 sh | 6 | $431.00 | — | — |
| 549 | DiNuzzo Private Wealth#549 · 5 sh | 5 | $360.00 | — | -28.6% |
| 550 | Caitong International Asset Management , Ltd#550 · 5 sh | 5 | $359.00 | 0.00% | New |
| 551 | Transamerica Financial Advisors#551 · 4 sh | 4 | $287.00 | 0.00% | 0.0% |
| 552 | Dunhill Financial#552 · 3 sh | 3 | $232.00 | 0.00% | 0.0% |
| 553 | DecisionPoint Financial#553 · 2 sh | 2 | $147.00 | — | New |
| 554 | PRIVATE NA#554 · 2 sh | 2 | $144.00 | — | 0.0% |
| 555 | Manchester Capital Management#555 · 2 sh | 2 | $144.00 | — | -33.3% |
| 556 | AdvisorNet Financial#556 · 2 sh | 2 | $144.00 | — | 0.0% |
| 557 | MV CAPITAL MANAGEMENT#557 · 2 sh | 2 | $144.00 | 0.00% | +100.0% |
| 558 | RAFFA WEALTH MANAGEMENT#558 · 1 sh | 1 | $72.00 | 0.00% | New |
| 559 | MARYLAND CAPITAL ADVISORS#559 · 1 sh | 1 | $72.00 | — | — |
| 560 | Navigoe#560 · 3 sh | 3 | $0.00 | 0.00% | New |
| 561 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#561 · 147,060 sh | 147,060 | — | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.