As of the latest SEC filings, Dutch Bros Inc. (BROS) is held by 385 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $213,067,905.06 in market value, representing 0.20% of its portfolio.
Funds holding Dutch Bros Inc. (BROS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BROS
- CIK:
- 0001866581
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.20% | $213,067,905.06 | 4,205,841 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $204,397,547.38 | 4,034,693 | Mar 31, 2026 | May 28, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 1.47% | $187,462,415.98 | 3,700,403 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.09% | $148,411,762.90 | 2,929,565 | Mar 31, 2026 | May 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.04% | $94,517,378.55 | 1,763,055 | Feb 28, 2026 | Apr 24, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.21% | $82,957,269.80 | 1,637,530 | Mar 31, 2026 | May 28, 2026 |
|
BMGKX
BlackRock Mid-Cap Growth Equity Portfolio
|
MF | BlackRock / iShares | 1.33% | $78,945,657.12 | 1,472,592 | Feb 27, 2026 | Apr 24, 2026 |
|
TWCGX
Growth Fund
|
MF | American Century | 0.52% | $75,989,975.85 | 1,321,335 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $71,860,906.04 | 1,418,494 | Mar 31, 2026 | May 28, 2026 |
|
PAMCX
T. Rowe Price Mid-Cap Growth Fund, Inc.
|
MF | T. Rowe Price | 0.29% | $65,873,198.00 | 1,300,300 | Mar 31, 2026 | May 28, 2026 |
|
-
VIP Mid Cap Portfolio
|
ETF | Independent / Boutique | 0.64% | $51,105,808.00 | 1,008,800 | Mar 31, 2026 | May 26, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.03% | $49,678,361.18 | 980,623 | Mar 31, 2026 | May 26, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.20% | $48,505,126.24 | 957,464 | Mar 31, 2026 | Jun 1, 2026 |
|
FBCHX
Fidelity Blue Chip Growth Fund
|
MF | Fidelity | 0.05% | $44,923,706.46 | 781,146 | Apr 30, 2026 | Jun 26, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 0.23% | $42,141,267.70 | 831,845 | Mar 31, 2026 | May 28, 2026 |
|
WMGCX
Nomura Mid Cap Growth Fund
|
MF | Independent / Boutique | 1.29% | $38,722,781.56 | 764,366 | Mar 31, 2026 | May 28, 2026 |
|
FTXNX
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH
|
MF | Independent / Boutique | 0.91% | $38,448,153.70 | 758,945 | Mar 31, 2026 | May 28, 2026 |
|
CGOAX
Columbia Small Cap Growth Fund
|
MF | Columbia Threadneedle | 1.17% | $37,583,344.11 | 701,051 | Feb 28, 2026 | Apr 27, 2026 |
|
ODINX
Invesco Discovery Fund
|
MF | Invesco | 0.54% | $35,909,371.86 | 669,826 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.09% | $35,646,414.81 | 664,921 | Feb 28, 2026 | Apr 24, 2026 |
|
FAGKX
Fidelity Growth Strategies Fund
|
MF | Fidelity | 0.82% | $33,867,527.79 | 631,739 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.16% | $33,117,684.72 | 617,752 | Feb 28, 2026 | Apr 24, 2026 |
|
HAGAX
Carillon Eagle Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.69% | $32,991,514.44 | 651,234 | Mar 31, 2026 | May 26, 2026 |
|
SBPYX
ClearBridge Small Cap Growth Fund
|
MF | Franklin Templeton | 1.65% | $32,972,783.40 | 573,340 | Apr 30, 2026 | Jun 22, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.20% | $31,467,661.64 | 621,154 | Mar 31, 2026 | May 28, 2026 |
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