Public record / Tickers / BROS

BROS — Dutch Bros Inc.†

Both disclosure regimes on one name: who in Congress filed about BROS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming BROS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-12
filed 2023-07-12
13F holders
427
top-427 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Earl Blumenauer · $1.0K–$15.0K

SELL · traded 2023-06-30 → filed 2023-07-12. Ranked over every BROS row by the provable lower bound, never a point estimate.

No member disclosed BROS in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated BROS rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BROS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BROS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-07-12Earl Blumenauer D–OR-3SELL SP (spouse-owned)Traded 06-30 +12d$1K–$15K
2021-11-07Earl Blumenauer D–OR-3SELL partial · SP (partial sale, spouse-owned)Traded 10-15 +23d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 09-15 +27d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 09-15 +27d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 09-15 +27d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in BROS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed BROS in the trailing 12 months.

Congress ↔ notable managers · BROS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $369K held
Trimming
1 Gotham Asset Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · DUTCH BROS INC

Merged timeline of congressional filings and notable-manager moves on BROS
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FADD+2,353 sh
2026-05-15Gotham Asset Management 13FEXIT−43,462 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of BROS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$703M1
2FMR LLC$485M1
3VANGUARD CAPITAL MANAGEMENT LLC$288M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$277M1
5UBS Group AG$204M1
6STATE STREET CORP$191M1
7MILLENNIUM MANAGEMENT LLC$164M1
8BAILLIE GIFFORD & CO$152M1
9Point72 Asset Management, L.P.$141M1
10MORGAN STANLEY$125M1
11WESTFIELD CAPITAL MANAGEMENT CO LP$117M1
12WELLINGTON MANAGEMENT GROUP LLP$113M1
13CITADEL ADVISORS LLC$102M1
14BANK OF AMERICA CORP /DE/$91.9M1
15Invesco Ltd.$86.5M1
16Freestone Grove Partners LP$76.2M1
17BALYASNY ASSET MANAGEMENT L.P.$73.6M1
18JOHO CAPITAL LLC$71.9M1
19AMERICAN CENTURY COMPANIES INC$67.2M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$61.4M1
21DIMENSIONAL FUND ADVISORS LP$61.0M1
22FULLER & THALER ASSET MANAGEMENT, INC.$60.0M1
23Woodline Partners LP$56.0M1
24VOYA INVESTMENT MANAGEMENT LLC$55.4M1
251832 Asset Management L.P.$52.2M1
26NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$51.7M1
27NORTHERN TRUST CORP$49.3M1
28RAYMOND JAMES FINANCIAL INC$47.5M1
29Squarepoint Ops LLC$47.4M1
30WASATCH ADVISORS LP$44.7M1
31Clearbridge Investments, LLC$43.5M1
32CITIGROUP INC$41.3M1
33VANGUARD FIDUCIARY TRUST CO$40.8M1
34Allspring Global Investments Holdings, LLC$39.0M1
35CANADA PENSION PLAN INVESTMENT BOARD$38.1M1
36MANE GLOBAL CAPITAL MANAGEMENT LP$38.0M1
37MASSACHUSETTS FINANCIAL SERVICES CO /MA/$36.8M1
38Danica Pension, Livsforsikringsaktieselskab$33.6M1
39FEDERATED HERMES, INC.$30.9M1
40Holocene Advisors, LP$29.5M1
41LPL Financial LLC$29.2M1
42Baird Financial Group, Inc.$24.8M1
43SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.5M1
44ROYAL BANK OF CANADA$22.4M1
45JENNISON ASSOCIATES LLC$18.9M1
46Shellback Capital, LP$17.6M1
47Engineers Gate Manager LP$17.0M1
48Stephens Investment Management Group LLC$16.9M1
49Interval Partners, LP$16.5M1
50Crestwood Capital Management, L.P.$16.0M1
51SEI INVESTMENTS CO$15.5M1
52Nuveen, LLC$15.4M1
53PRINCIPAL FINANCIAL GROUP INC$14.5M1
54Delta Global Management LP$13.5M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.2M1
56Swiss National Bank$12.7M1
57JANE STREET GROUP, LLC$12.2M1
58LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$11.3M1
59BLAIR WILLIAM & CO/IL$10.8M1
60TD ASSET MANAGEMENT INC$10.1M1
61Concurrent Investment Advisors, LLC$9.9M1
62OSSIAM$9.8M1
63WELLS FARGO & COMPANY/MN$9.3M1
64ALLIANCEBERNSTEIN L.P.$9.2M1
65Legal & General Group Plc$8.5M1
66STIFEL FINANCIAL CORP$8.1M1
67CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.0M1
68Retirement Systems of Alabama$7.9M1
69STATE OF WISCONSIN INVESTMENT BOARD$7.4M1
70Cetera Investment Advisers$6.9M1
71Walleye Capital LLC$6.4M1
72Granite Investment Partners, LLC$6.3M1
73Schonfeld Strategic Advisors LLC$6.1M1
74FIRST TRUST ADVISORS LP$5.8M1
75Verition Fund Management LLC$5.7M1
76ENVESTNET ASSET MANAGEMENT INC$5.7M1
77OSAIC HOLDINGS, INC.$5.7M1
78VANGUARD ASSET MANAGEMENT, Ltd$5.7M1
79Savoir Faire Capital Management, L.P.$4.9M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.9M1
81MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.7M1
82Citizens Business Bank$4.4M1
83BAILARD, INC.$4.2M1
84Amundi$4.1M1
85PANAGORA ASSET MANAGEMENT INC$3.9M1
86Taproot Management LP$3.8M1
87&PARTNERS$3.8M1
88Rockefeller Capital Management L.P.$3.8M1
89B. Riley Wealth Advisors, Inc.$3.5M1
90NOMURA HOLDINGS INC$3.2M1
91Hudson Bay Capital Management LP$3.1M1
92EFG International AG$3.1M1
93TRUE Private Wealth Advisors$3.0M1
94Janus Henderson Group Ltd.$3.0M1
95D.A. DAVIDSON & CO.$2.9M1
96ANDERSON HOAGLAND & CO$2.8M1
97Pembroke Management, LTD$2.7M1
98Moran Wealth Management, LLC$2.7M1
99PLATINUM INVESTMENT MANAGEMENT LTD$2.7M1
100Vanguard Global Advisers, LLC$2.6M1
101FIFTH THIRD BANCORP$2.6M1
102CAPSTONE INVESTMENT ADVISORS, LLC$2.6M1
103COMMONWEALTH EQUITY SERVICES, LLC$2.5M1
104MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.5M1
105Timelo Investment Management Inc.$2.4M1
106Cinctive Capital Management LP$2.4M1
107Taylor Frigon Capital Management LLC$2.3M1
108State of New Jersey Common Pension Fund D$2.3M1
109RPG Investment Advisory, LLC$2.2M1
110CAMELOT TECHNOLOGY ADVISORS, INC.$2.1M1
111Paloma Partners Management Co$2.1M1
112XTX Topco Ltd$2.1M1
113Night Squared LP$2.0M1
114Universal- Beteiligungs- und Servicegesellschaft mbH$1.9M1
115WINTON GROUP Ltd$1.9M1
116Creative Planning$1.8M1
117Diametric Capital, LP$1.8M1
118Arizona State Retirement System$1.8M1
119Lighthouse Investment Partners, LLC$1.6M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$1.6M1
121COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.6M1
122Vanguard Investments Australia, Ltd.$1.6M1
123KESTRA PRIVATE WEALTH SERVICES, LLC$1.6M1
124Polar Asset Management Partners Inc.$1.6M1
125STATE OF MICHIGAN RETIREMENT SYSTEM$1.6M1
126US BANCORP \DE\$1.5M1
127OPPENHEIMER ASSET MANAGEMENT INC.$1.5M1
128Mitsubishi UFJ Asset Management Co., Ltd.$1.5M1
129NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M1
130KLP KAPITALFORVALTNING AS$1.4M1
131XPONANCE LLC$1.4M1
132OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
133JOHNSON INVESTMENT COUNSEL INC$1.3M1
134Empowered Funds, LLC$1.3M1
135Rubicon Advisors, GP$1.3M1
136INDEPENDENT FINANCIAL GROUP, LLC$1.3M1
137Steward Partners Investment Advisory, LLC$1.2M1
138INTERCAPITAL, LLC$1.2M1
139OPPENHEIMER & CO INC$1.2M1
140BANK OF MONTREAL /CAN/$1.1M1
141Inspire Advisors, LLC$1.1M1
142Private Advisor Group, LLC$1.1M1
143Dynamic Technology Lab Private Ltd$1.1M1
144Quantinno Capital Management LP$1.0M1
145Blueshift Asset Management, LLC$1.0M1
146Pictet Asset Management Holding SA$1.0M1
1471492 Capital Management LLC$986K1
148Cherry Creek Investment Advisors, Inc.$968K1
149Bridgefront Capital, LLC$954K1
150Polymer Capital Management (US) LLC$939K1
151ING GROEP NV$922K1
152Independent Advisor Alliance$919K1
153HighTower Advisors, LLC$901K1
154TORONTO DOMINION BANK$889K1
155One Day In July LLC$842K1
156Brevan Howard Capital Management LP$838K1
157Twin Tree Management, LP$796K1
158GROUP ONE TRADING LLC$782K1
159BECKER CAPITAL MANAGEMENT INC$778K1
160IMC-Chicago, LLC$775K1
161COMMERCE BANK$726K1
162AlphaCore Capital LLC$725K1
163Havemeyer Place LP$719K1
164Orion Porfolio Solutions, LLC$690K1
165GFS Advisors, LLC$687K1
166Keudell/Morrison Wealth Management$683K1
167TRUIST FINANCIAL CORP$682K1
168AIGEN INVESTMENT MANAGEMENT, LP$679K1
169HUB Investment Partners, LLC$672K1
170PRELUDE CAPITAL MANAGEMENT, LLC$625K1
171SCRATCH CAPITAL LLC$601K1
172Total Clarity Wealth Management, Inc.$592K1
173Stratos Wealth Partners, LTD.$584K1
174Camelot Portfolios, LLC$578K1
175Man Group plc$573K1
176CWC Advisors, LLC.$572K1
177DEUTSCHE BANK AG\$563K1
178Kestra Advisory Services, LLC$556K1
179VERUS CAPITAL PARTNERS, LLC$543K1
180Chicago Partners Investment Group LLC$542K1
181ALPS ADVISORS INC$530K1
182Yorktown Management & Research Co Inc$522K1
183Trexquant Investment LP$520K1
184LEVEL FOUR ADVISORY SERVICES, LLC$518K1
185Federation des caisses Desjardins du Quebec$499K1
186Prospera Financial Services Inc$481K1
187MML INVESTORS SERVICES, LLC$476K1
188SECURIAN ASSET MANAGEMENT, INC$474K1
189Pinnacle Financial Partners, Inc.$463K1
190Avior Wealth Management, LLC$431K1
191Summit Trail Advisors, LLC$420K1
192Mariner, LLC$419K1
193D. E. Shaw & Co., Inc.$418K1
194Aljian Capital Management, LLC$407K1
195Triton Wealth Management, PLLC$407K1
196Cerity Partners LLC$394K1
197STEPHENS INC /AR/$391K1
198ROI Financial Advisors, LLC$386K1
199Swiss Life Asset Management Ltd$382K1
200RICHARDS, MERRILL & PETERSON, INC.$378K1
201MERCER GLOBAL ADVISORS INC /ADV$376K1
202Bridgewater Associates, LP$369K1
203Dynasty Wealth Management, LLC$368K1
204D.B. Root & Company, LLC$363K1
205DRW Securities, LLC$359K1
206Sigma Planning Corp$354K1
207Van Hulzen Asset Management, LLC$353K1
208M&T BANK CORP$340K1
209Utah Retirement Systems$334K1
210COLDSTREAM CAPITAL MANAGEMENT INC$332K1
211EVERGREEN CAPITAL MANAGEMENT LLC$332K1
212Maryland State Retirement & Pension System$331K1
213SITTNER & NELSON, LLC$322K1
214OAK RIDGE INVESTMENTS LLC$313K1
215BEESE FULMER INVESTMENT MANAGEMENT, INC.$301K1
216Diligent Investors, LLC$299K1
217MSH Capital Advisors LLC$296K1
218DnB Asset Management AS$293K1
219Radnor Capital Management, LLC$291K1
220Qsemble Capital Management, LP$290K1
221CWM, LLC$290K1
222AZZAD ASSET MANAGEMENT INC /ADV$289K1
223Walleye Trading LLC$288K1
224Centiva Capital, LP$285K1
225LAZARD ASSET MANAGEMENT LLC$278K1
226Baltimore-Washington Financial Advisors, Inc.$274K1
227FIDELIS iM, LLC$272K1
228Allworth Financial LP$271K1
229Brooklyn Investment Group$260K1
230ELEVATION POINT WEALTH PARTNERS, LLC$260K1
231Accredited Investors Inc.$258K1
232ProShare Advisors LLC$258K1
233Evergreen Wealth Partners LLC$255K1
234BANK OF NOVA SCOTIA$254K1
235MITCHELL MCLEOD PUGH & WILLIAMS INC$253K1
236PRUDENTIAL FINANCIAL INC$252K1
237MIRABELLA FINANCIAL SERVICES LLP$243K1
238AQR CAPITAL MANAGEMENT LLC$242K1
239Tower Research Capital LLC (TRC)$242K1
240Vestmark Advisory Solutions, Inc.$239K1
241OP Asset Management Ltd$239K1
242Connecticut Wealth Management, LLC$239K1
243NFSG Corp$238K1
244Urban Wealth Management, LLC$237K1
245SIG BROKERAGE, LP$236K1
246WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$234K1
247EP Wealth Advisors, LLC$227K1
248Spire Wealth Management$226K1
249Machina Capital S.A.S.$225K1
250Wedmont Private Capital$224K1
251ARMISTICE CAPITAL, LLC$222K1
252Gladstone Institutional Advisory LLC$221K1
253NewEdge Advisors, LLC$217K1
254RiverPark Advisors, LLC$217K1
255WOLFF WIESE MAGANA LLC$215K1
256Avondale Wealth Management$215K1
257SummitTX Capital, L.P.$214K1
258Vident Advisory, LLC$214K1
259Jefferies Financial Group Inc.$213K1
260SHELTON CAPITAL MANAGEMENT$208K1
261Vanguard Personalized Indexing Management, LLC$208K1
262J.W. COLE ADVISORS, INC.$200K1
263MAI Capital Management$194K1
264Bayforest Capital Ltd$193K1
265QUADRANT CAPITAL GROUP LLC$183K1
266GP Brinson Investments LLC$177K1
267Parkside Financial Bank & Trust$128K1
268NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$116K1
269BNP Paribas Asset Management Holding S.A.$105K1
270Wilmington Savings Fund Society, FSB$79.2K1
271SIGNATUREFD, LLC$77.5K1
272Larson Financial Group LLC$64.2K1
273Glen Eagle Advisors, LLC$61.0K1
274ARCADIA INVESTMENT MANAGEMENT CORP/MI$57.8K1
275COUNTRY TRUST BANK$54.4K1
276Opal Wealth Advisors, LLC$53.7K1
277UMB Bank, n.a.$50.8K1
278State of Wyoming$50.3K1
279Stone House Investment Management, LLC$44.3K1
280BROWN, LISLE/CUMMINGS, INC.$41.5K1
281Bernard Wealth Management Corp.$41.3K1
282BFSG, LLC$34.8K1
283Migdal Insurance & Financial Holdings Ltd.$31.2K1
284Caitlin John, LLC$25.3K1
285Arax Advisory Partners$18.9K1
286Smartleaf Asset Management LLC$18.3K1
287MCF Advisors LLC$15.9K1
288ISLAY CAPITAL MANAGEMENT, LLC$12.7K1
289Aster Capital Management (DIFC) Ltd$12.0K1
290Cassaday & Co Wealth Management LLC$11.0K1
291Pinnacle Wealth Planning Services, Inc.$10.8K1
292ARCADIA INVESTMENT ADVISORS LLC$10.3K1
293ALBION FINANCIAL GROUP /UT$10.1K1
294PETERSON WEALTH MANAGEMENT$10.1K1
295American Capital Advisory, LLC$10.1K1
296AMERIFLEX GROUP, INC.$10.1K1
297Meramec Financial Planners, LLC$8.4K1
298Rakuten Securities, Inc.$7.9K1
299Eurizon Capital SGR S.p.A.$7.6K1
300ALGERT GLOBAL LLC$7.6K1
301Godfrey Financial Associates, Inc.$6.8K1
302SHP Wealth Management$6.1K1
303Prestige Wealth Management Group LLC$5.4K1
304Vermillion Wealth Management, Inc.$5.4K1
305DANSKE BANK A/S$5.1K1
306SALEM INVESTMENT COUNSELORS INC$5.1K1
307Palouse Capital Management, Inc.$5.1K1
308ASSETMARK, INC$5.1K1
309Bangor Savings Bank$5.1K1
310Ritter Daniher Financial Advisory LLC / DE$5.1K1
311Seneschal Advisors, LLC$5.1K1
312TD Waterhouse Canada Inc.$4.5K1
313Darwin Wealth Management, LLC$4.5K1
314FARMERS & MERCHANTS INVESTMENTS INC$4.3K1
315Legacy Wealth Managment, LLC/ID$4.1K1
316Dogwood Wealth Management LLC$3.8K1
317Investors Portfolio Services LLC$2.9K1
318CVA Family Office, LLC$2.8K1
319Treasurer of the State of North Carolina$2.7K1
320Key Capital Management, INC$2.2K1
321MATHER GROUP, LLC.$2.2K1
322Pacific Center for Financial Services$2.1K1
323Physician Wealth Advisors, Inc.$1.8K1
324St. Johns Investment Management Company, LLC$1.5K1
325JFS WEALTH ADVISORS, LLC$1.5K1
326THRIVENT FINANCIAL FOR LUTHERANS$1.5K1
327Clearstead Advisors, LLC$1.3K1
328Clearstead Trust, LLC$1.3K1
329NATIXIS ADVISORS, LLC$1.1K1
330Cromwell Holdings LLC$1.1K1
331Geneos Wealth Management Inc.$8611
332State of Alaska, Department of Revenue$6381
333SJS Investment Consulting Inc.$5581
334CENTRAL TRUST Co$3551
335DiNuzzo Private Wealth, Inc.$3551
336HFM Investment Advisors, LLC$2031
337Transamerica Financial Advisors, LLC$2021
338KBC Group NV$1911
339Manchester Capital Management LLC$1521
340First Pacific Financial$1521
341Rialto Wealth Management, LLC$1521
342DekaBank Deutsche Girozentrale$631
343MV CAPITAL MANAGEMENT, INC.$511
344VALLEY NATIONAL ADVISERS INC$161
345Merrithew & Thorsten Inc$51
346Capital Analysts, LLC$41
347Strategic Wealth Advisors LLC$41
348Capital Advisors, Ltd. LLC$01
349VANGUARD GROUP INC— value not disclosed1
350FIL Ltd— value not disclosed1
351TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
352MEEDER ASSET MANAGEMENT INC— value not disclosed1
353HARBOUR INVESTMENTS, INC.— value not disclosed1
354COMERICA BANK— value not disclosed1
355NATIONAL BANK OF CANADA /FI/— value not disclosed1
356MAVERICK CAPITAL LTD— value not disclosed1
357VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
358OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
359CIBC Asset Management Inc— value not disclosed1
360THORNBURG INVESTMENT MANAGEMENT INC— value not disclosed1
361TWO SIGMA INVESTMENTS, LP— value not disclosed1
362NATIXIS— value not disclosed1
363CIBC Private Wealth Group LLC— value not disclosed1
364Graham Capital Management, L.P.— value not disclosed1
365Watershed Asset Management, L.L.C.— value not disclosed1
366Calamos Advisors LLC— value not disclosed1
367Equitable Holdings, Inc.— value not disclosed1
368NORGES BANK— value not disclosed1
369Marquette Asset Management, LLC— value not disclosed1
370Lisanti Capital Growth, LLC— value not disclosed1
371Alyeska Investment Group, L.P.— value not disclosed1
372Voleon Capital Management LP— value not disclosed1
373Gotham Asset Management, LLC— value not disclosed1
374FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
375Allianz Asset Management GmbH— value not disclosed1
376Alphadyne Asset Management LP— value not disclosed1
377Waratah Capital Advisors Ltd.— value not disclosed1
378Focus Partners Wealth— value not disclosed1
379Assenagon Asset Management S.A.— value not disclosed1
380LMR Partners LLP— value not disclosed1
381Alpine Global Management, LLC— value not disclosed1
382Vontobel Holding Ltd.— value not disclosed1
383Sequoia Financial Advisors, LLC— value not disclosed1
384Caprock Group, LLC— value not disclosed1
385FINANCIAL CONSULATE, INC— value not disclosed1
386Insight Wealth Partners, LLC— value not disclosed1
387NorthRock Partners, LLC— value not disclosed1
388Harvest Fund Management Co., Ltd— value not disclosed1
389Counterpoint Mutual Funds LLC— value not disclosed1
390Synergy Asset Management, LLC— value not disclosed1
391McIlrath & Eck, LLC— value not disclosed1
392Shay Capital LLC— value not disclosed1
393Qube Research & Technologies Ltd— value not disclosed1
394Triumph Capital Management— value not disclosed1
395WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
396Global Retirement Partners, LLC— value not disclosed1
397TWINBEECH CAPITAL LP— value not disclosed1
398Clear Creek Financial Management, LLC— value not disclosed1
399Aperture Investors, LLC— value not disclosed1
400Kingsview Wealth Management, LLC— value not disclosed1
401Aquatic Capital Management LLC— value not disclosed1
402Cannon Global Investment Management, LLC— value not disclosed1
403Concentric Capital Strategies, LP— value not disclosed1
404AlphaQuest LLC— value not disclosed1
405Hedges Asset Management LLC— value not disclosed1
406Forum Financial Management, LP— value not disclosed1
407SageView Advisory Group, LLC— value not disclosed1
408KEYSTONE INVESTORS PTE LTD— value not disclosed1
409Cape Investment Advisory, Inc.— value not disclosed1
410Cresta Advisors, Ltd.— value not disclosed1
411Dunhill Financial, LLC— value not disclosed1
412DEEPWATER ASSET MANAGEMENT, LLC— value not disclosed1
413Quarry LP— value not disclosed1
414LECAP ASSET MANAGEMENT LTD— value not disclosed1
415Prosperity Wealth Management, Inc.— value not disclosed1
416EntryPoint Capital, LLC— value not disclosed1
417Benchstone Capital Management LP— value not disclosed1
418Jain Global LLC— value not disclosed1
419Ankerstar Wealth, LLC— value not disclosed1
420Longaeva Partners L.P.— value not disclosed1
421North Dakota State Investment Board— value not disclosed1
422Darwins River Capital, LP— value not disclosed1
423Brookwood Investment Group LLC— value not disclosed1
424OPTIMA CAPITAL LLC— value not disclosed1
425Dockside LLC— value not disclosed1
426Pinpoint Asset Management (Singapore) Pte. Ltd.— value not disclosed1
427Tempo Wealth, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 348 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BROS

RETAINED WINDOW · ACTIVE HITS

Zero hits on BROS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BROS · financials and macro

Financials — as filed PLANNED

BROS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BROS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing