IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dutch Bros Inc (BROS)

CUSIP: 26701L100 | NYSE | Consumer Cyclical · Restaurants | Mid Cap | 1091 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ATravis Boersma
with DM Trust Aggregator, LLC, DM Individual Aggregator, LLC, DMI Holdco, LLC
45,180,89625.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ATravis Boersma45,180,896
25.6% of class · Jun 30, 2026New 5%+ stake
with DM Trust Aggregator, LLC, DM Individual Aggregator, LLC, DMI Holdco, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Wasatch Advisors LP2,333,987
0.7% of portfolio›$90.0M
Dimensional Fund Advisors LP1,473,775
0.0% of portfolio›$56.8M
Hyperion Asset Management Ltd1,222,532
1.3% of portfolio›$47.1M
Congress Asset Management Co607,886
0.2% of portfolio›$23.4M
Allspring Global Investments Holdings, LLC428,561
0.0% of portfolio›$16.5M
Principal Financial Group Inc295,838
0.0% of portfolio›$11.4M
Concurrent Investment Advisors, LLC183,343
0.0% of portfolio›$7.1M
Granite Investment Partners, LLC174,801
0.4% of portfolio›$6.7M
Y-Intercept (Hong Kong) Ltd154,662
0.1% of portfolio›$6.0M
Citigroup Inc147,729
0.0% of portfolio›$5.7M
Dillon & Associates Inc143,933
0.0% of portfolio›$5.6K
Retirement Systems of Alabama133,742
0.0% of portfolio›$5.2M
Pembroke Management, LTD119,211
0.6% of portfolio›$4.6M
Moran Wealth Management, LLC98,156
0.1% of portfolio›$3.8M
Commonwealth Equity Services, LLC89,196
0.0% of portfolio›$3.4M
Bailard, Inc.77,059
0.1% of portfolio›$3.0M
D.A. Davidson & Co.76,369
0.0% of portfolio›$2.9M
Simplex Trading, LLC71,783
0.0% of portfolio›$2.8M
Taylor Frigon Capital Management LLC62,864
1.2% of portfolio›$2.4M
Oppenheimer Asset Management Inc.61,870
0.0% of portfolio›$2.4M
Kornitzer Capital Management Inc61,237
0.0% of portfolio›$2.4M
Amalgamated Bank60,939
0.0% of portfolio›$2.4M
True Private Wealth Advisors56,520
0.2% of portfolio›$2.2M
Anderson Hoagland & Co55,065
0.2% of portfolio›$2.3M
Cullen T Bankers, Inc.54,687
0.0% of portfolio›$2.1M
OAK Ridge Investments LLC54,015
0.1% of portfolio›$2.1M
Creative Planning49,112
0.0% of portfolio›$1.9M
Savoir Faire Capital Management, L.P.48,989
1.6% of portfolio›$1.9M
Mutual of America Capital Management LLC47,271
0.0% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.46,326
0.0% of portfolio›$1.8M
New York State Teachers Retirement System45,430
0.0% of portfolio›$1.8M
State of New Jersey Common Pension Fund D43,080
0.0% of portfolio›$1.7M
Harbor Capital Advisors, Inc.39,353
0.3% of portfolio›$1.5M
Louisiana State Employees Retirement System38,500
0.0% of portfolio›$1.5M
Arizona State Retirement System36,709
0.0% of portfolio›$1.4M
Diversify Advisory Services, LLC35,849
0.0% of portfolio›$1.5M
Diversify Wealth Management, LLC35,849
0.0% of portfolio›$1.5M
Scratch Capital LLC34,435
0.8% of portfolio›$1.3M
B. Metzler seel. Sohn & Co. AG34,274
0.0% of portfolio›$1.3M
RPG Investment Advisory, LLC33,935
0.2% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS30,950
0.0% of portfolio›$1.2M
State of Michigan Retirement System30,400
0.0% of portfolio›$1.2M
Kestra Private Wealth Services, LLC29,169
0.0% of portfolio›$1.1M
Oak Thistle LLC29,009
0.1% of portfolio›$1.1M
Mitsubishi UFJ Asset Management Co., Ltd.28,660
0.0% of portfolio›$1.1M
Rubicon Advisors, GP27,646
0.7% of portfolio›$1.1M
Oregon Public Employees Retirement Fund26,900
0.0% of portfolio›$1.0M
Xponance LLC26,662
0.0% of portfolio›$1.0M
Carlson Financial, Inc.23,149
0.5% of portfolio›$892.6K
Independent Financial Group, LLC22,425
0.0% of portfolio›$864.7K
Oppenheimer & Co Inc22,404
0.0% of portfolio›$863.9K
Yousif Capital Management, LLC21,608
0.0% of portfolio›$833.2K
Lido Advisors, LLC20,826
0.0% of portfolio›$803.1K
Parallel Advisors, LLC20,080
0.0% of portfolio›$774.3K
New York Life Investment Management LLC19,483
0.0% of portfolio›$751.3K
Pictet Asset Management Holding SA19,097
0.0% of portfolio›$736.4K
Prospera Financial Services Inc18,029
0.0% of portfolio›$772.9K
Keudell ison Wealth Management17,822
0.1% of portfolio›$687.2K
Hedges Asset Management LLC17,300
0.5% of portfolio›$667.1K
One Day In July LLC16,624
0.0% of portfolio›$641.0K
Orca Investment Management, LLC16,572
0.5% of portfolio›$639.0K
American Assets Inc16,500
0.2% of portfolio›$636.2K
AlphaCore Capital LLC16,419
0.0% of portfolio›$633.1K
Truist Financial Corp15,442
0.0% of portfolio›$595.4K
Gradient Investments LLC15,357
0.0% of portfolio›$592.2K
State of Alaska, Department of Revenue12,287
0.0% of portfolio›$473.0K
D.B. Root & Company, LLC12,053
0.1% of portfolio›$464.8K
OP Asset Management Ltd11,955
0.0% of portfolio›$461.0K
Chicago Partners Investment Group LLC11,379
0.0% of portfolio›$472.1K
Verdence Capital Advisors LLC10,894
0.0% of portfolio›$420.1K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna10,830
0.1% of portfolio›$417.6K
Cherry Creek Investment Advisors, Inc.10,764
0.2% of portfolio›$415.1K
CWC Advisors, Llc.10,576
0.2% of portfolio›$407.8K
Inspire Investing, LLC10,512
0.0% of portfolio›$405.3K
Wedbush Securities Inc10,419
0.0% of portfolio›$402.0K
Leonteq Securities AG10,116
0.0% of portfolio›$390.1K
Wealth Enhancement Advisory Services, LLC10,032
0.0% of portfolio›$399.1K
Wedmont Private Capital9,690
0.0% of portfolio›$385.5K
Kestra Advisory Services, LLC9,513
0.0% of portfolio›$366.8K
Gibbs Wealth Management8,827
0.0% of portfolio›$340.4K
Swiss Life Asset Management Ltd8,416
0.0% of portfolio›$324.5K
Vontobel Holding Ltd.8,174
0.0% of portfolio›$315.2K
Sigma Planning Corp8,103
0.0% of portfolio›$342.3K
Aljian Capital Management, LLC7,963
0.1% of portfolio›$307.1K
Accredited Investors Inc.7,888
0.0% of portfolio›$304.2K
Ferguson Wellman Capital Management, Inc7,791
0.0% of portfolio›$300.4K
Verus Capital Partners, LLC7,474
0.0% of portfolio›$288.2K
Portside Wealth Group, LLC7,072
0.0% of portfolio›$272.7K
WoodTrust Financial Corp7,000
0.1% of portfolio›$270.0K
Richards, Merrill & Peterson, Inc.6,725
0.1% of portfolio›$259.3K
ROI Financial Advisors, LLC6,584
0.1% of portfolio›$253.9K
Wolff Wiese Magana LLC6,551
0.1% of portfolio›$252.6K
Delta Capital Management LLC6,230
0.3% of portfolio›$240.0K
Crossmark Global Holdings, Inc.6,199
0.0% of portfolio›$239.0K
Avior Wealth Management, LLC6,151
0.0% of portfolio›$237.2K
Alliance Wealth Advisors, LLC6,123
0.0% of portfolio›$236.1K
iA Global Asset Management Inc.6,110
0.0% of portfolio›$236.0K
MSH Capital Advisors LLC6,095
0.0% of portfolio›$235.0K
Prime Capital Investment Advisors, LLC6,081
0.0% of portfolio›$234.5K
Azzad Asset Management Inc5,703
0.0% of portfolio›$219.9K
MN Wealth Advisors, LLC5,587
0.1% of portfolio›$215.4K
Fidelis iM, LLC5,539
0.1% of portfolio›$213.6K
Total Clarity Wealth Management, Inc.5,431
0.0% of portfolio›$209.4K
Diligent Investors, LLC5,414
0.0% of portfolio›$208.8K
Farther Finance Advisors, LLC5,345
0.0% of portfolio›$206.1K
Triton Wealth Management, Pllc4,943
0.1% of portfolio›$217.5K
Nfsg Corp4,700
0.0% of portfolio›$181.2K
IFP Advisors, Inc4,351
0.0% of portfolio›$167.8K
Spire Wealth Management4,048
0.0% of portfolio›$156.1K
KBC Group NV3,765
0.0% of portfolio›$145.0K
1620 Investment Advisors, Inc.3,447
0.1% of portfolio›$132.9K
Signaturefd, LLC3,064
0.0% of portfolio›$118.1K
Fulcrum Asset Management LLP2,874
0.0% of portfolio›$109.5K
DekaBank Deutsche Girozentrale2,763
0.0% of portfolio›$109
Covestor Ltd2,465
0.2% of portfolio›$95.0K
Parkside Financial Bank & Trust2,409
0.0% of portfolio›$92.9K
Harbor Investment Advisory, LLC2,030
0.0% of portfolio›$78.3K
Strs Ohio1,737
0.0% of portfolio›$67.0K
State of Wyoming1,703
0.0% of portfolio›$65.7K
Wilmington Savings Fund Society, FSB1,564
0.0% of portfolio›$60.3K
Gamma Investing LLC1,498
0.0% of portfolio›$57.8K
GK Wealth Management LLC1,442
0.0% of portfolio›$55.6K
CoreCap Advisors, LLC1,405
0.0% of portfolio›$54.2K
Archer Investment Corp1,400
0.0% of portfolio›$54.0K
Nemes Rush Group LLC1,333
0.0% of portfolio›$51.4K
Country Trust Bank1,074
0.0% of portfolio›$41.4K
Brown, Lisle Ings, Inc.862
0.0% of portfolio›$33.2K
Cedar Mountain Advisors, LLC741
0.0% of portfolio›$28.6K
Bfsg, LLC686
0.0% of portfolio›$26.5K
SBI Securities Co., Ltd.538
0.0% of portfolio›$20.7K
Versant Capital Management, Inc494
0.0% of portfolio›$19.0K
Root Financial Partners, LLC475
0.0% of portfolio›$18.3K
CX Institutional462
0.0% of portfolio›$18
Hazlett, Burt & Watson, Inc.400
0.0% of portfolio›$15
Blue Trust, Inc.362
0.0% of portfolio›$14.0K
Next Level Wealth Planning, LLC329
0.0% of portfolio›$12.7K
Valley National Advisers Inc323
0.0% of portfolio›$12.5K
DeDora Capital, Inc.303
0.0% of portfolio›$11.7K
Sterling Capital Management LLC289
0.0% of portfolio›$11.1K
Fortitude Family Office, LLC274
0.0% of portfolio›$10.6K
Burkett Financial Services, LLC272
0.0% of portfolio›$10.5K
Guardian Partners Inc.270
0.0% of portfolio›$10.4K
EverSource Wealth Advisors, LLC263
0.0% of portfolio›$10.1K
Bangor Savings Bank251
0.0% of portfolio›$9.7K
Putney Financial Group LLC240
0.0% of portfolio›$9.3K
Birch Financial Group, LLC232
0.0% of portfolio›$8.9K
Cassaday & Co Wealth Management LLC218
0.0% of portfolio›$8.4K
Hilton Head Capital Partners, LLC204
0.0% of portfolio›$7.9K
Arcadia Investment Advisors LLC204
0.0% of portfolio›$7.9K
Rosenberg Matthew Hamilton202
0.0% of portfolio›$7.8K
American Capital Advisory, LLC200
0.0% of portfolio›$7.7K
Albion Financial Group200
0.0% of portfolio›$7.7K
Latitude Advisors, LLC199
0.0% of portfolio›$7.7K
Triumph Capital Management140
0.0% of portfolio›$5.4K
Pinnacle Wealth Planning Services, Inc.133
0.0% of portfolio›$5.1K
Rakuten Securities, Inc.119
0.0% of portfolio›$4.6K
Bokf, NA114
0.0% of portfolio›$4.4K
CGC Financial Services, LLC113
0.0% of portfolio›$4.4K
Ascentis Independent Advisors103
0.0% of portfolio›$4.0K
Morton Brown Family Wealth, LLC100
0.0% of portfolio›$3.9K
NBT Bank, N.A.100
0.0% of portfolio›$3.9K
Lodestone Wealth Management LLC100
0.0% of portfolio›$3.9K
Hurley Capital, LLC100
0.0% of portfolio›$3.9K
Trust Co of Toledo NA100
0.0% of portfolio›$3.9K
FNY Investment Advisers, LLC100
0.0% of portfolio›$3
Caitong International Asset Management Co., Ltd94
0.0% of portfolio›$3.6K
TD Waterhouse Canada Inc.90
0.0% of portfolio›$3.5K
Farmers & Merchants Investments Inc85
0.0% of portfolio›$3.3K
Assetmark, Inc75
0.0% of portfolio›$2.9K
Nisa Investment Advisors, LLC64
0.0% of portfolio›$2.5K
Markowski Investments60
0.0% of portfolio›$2.3K
Sawyer & Company, Inc55
0.0% of portfolio›$2.1K
Elyxium Wealth, LLC54
0.0% of portfolio›$2.1K
Mather Group, Llc.53
0.0% of portfolio›$2.0K
Mosley Wealth Management50
0.0% of portfolio›$2.1K
TD Private Client Wealth LLC47
0.0% of portfolio›$1.8K
Key Capital Management, Inc44
0.0% of portfolio›$1.7K
Cromwell Holdings LLC43
0.0% of portfolio›$1.7K
Pacific Center for Financial Services41
0.0% of portfolio›$1.6K
JFS Wealth Advisors, LLC37
0.0% of portfolio›$1.4K
Cape Investment Advisory, Inc.36
0.0% of portfolio›$1.4K
Plante Moran Financial Advisors, LLC35
0.0% of portfolio›$1.4K
Nova Financial LLC33
0.0% of portfolio›$1.3K
Compass Financial Management LLC31
0.0% of portfolio›$1.2K
Signature Resources Capital Management, LLC30
0.0% of portfolio›$1.2K
St. Johns Investment Management Company, LLC30
0.0% of portfolio›$1.2K
Creative Capital Management Investments LLC26
0.0% of portfolio›$1.0K
Financial Network Wealth Advisors LLC25
0.0% of portfolio›$964
Bullock Wealth Management Group25
0.0% of portfolio›$965
Comprehensive Financial Planning, Inc.20
0.0% of portfolio›$771
North Star Investment Management Corp.19
0.0% of portfolio›$733
Physician Wealth Advisors, Inc.19
0.0% of portfolio›$733
Hughes Financial Services, LLC16
0.0% of portfolio›$704
Bare Financial Services, Inc16
0.0% of portfolio›$617
Balance Wealth Partners LLC15
0.0% of portfolio›$578
Bay Harbor Wealth Management, LLC14
0.0% of portfolio›$540
MassMutual Private Wealth & Trust, FSB12
0.0% of portfolio›$463
Ascentis Wealth Management, LLC9
0.0% of portfolio›$347
GGM Financial LLC9
0.0% of portfolio›$347
DiNuzzo Private Wealth, Inc.9
0.0% of portfolio›$348
Trust Co of Vermont7
0.0% of portfolio›$270
Proathlete Wealth Management LLC7
0.0% of portfolio›$269
Planning Strategies Inc.4
0.0% of portfolio›$154
SJS Investment Consulting Inc.4
0.0% of portfolio›$155
DecisionPoint Financial, LLC3
0.0% of portfolio›$116
Manchester Capital Management LLC2
0.0% of portfolio›$78
Maryland Capital Advisors Inc.1
0.0% of portfolio›$39
MV Capital Management, Inc.1
0.0% of portfolio›$39
James T. Borello RIA1
0.0% of portfolio›$39
StyleTurnoverLocationFiled
Wasatch Advisors LP
2,333,987$90.0M0.7%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
1,473,775$56.8M0.0%IndexLowAustin, TX2026-11-04
Hyperion Asset Management Ltd
1,222,532$47.1M1.3%Agg GrowthMediumRoyal Exchange, China2026-10-20
Congress Asset Management Co
607,886$23.4M0.2%GrowthMediumBoston, MA2026-10-06
Allspring Global Investments Holdings, LLC
428,561$16.5M0.0%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
295,838$11.4M0.0%CoreLowDes Moines, IA2026-11-02
Concurrent Investment Advisors, LLC
183,343$7.1M0.0%GrowthMediumTampa, FL2026-10-16
Granite Investment Partners, LLC
174,801$6.7M0.4%CoreMediumEl Segundo, CA2026-11-04
Y-Intercept (Hong Kong) Ltd
154,662$6.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
147,729$5.7M0.0%CoreMediumNew York, NY2026-11-04
Dillon & Associates Inc
143,933$5.6K0.0%CoreVery LowJackson, MI2026-10-22
Retirement Systems of Alabama
133,742$5.2M0.0%IndexLowMontgomery, AL2026-11-04
Pembroke Management, LTD
119,211$4.6M0.6%GARPMediumMontreal, Austria2026-10-21
Moran Wealth Management, LLC
98,156$3.8M0.1%CoreMediumNaples, FL2026-10-22
Commonwealth Equity Services, LLC
89,196$3.4M0.0%ETFLowWaltham, MA2026-11-02
Bailard, Inc.
77,059$3.0M0.1%GrowthMediumFoster City, CA2026-10-13
D.A. Davidson & Co.
76,369$2.9M0.0%CoreLowGreat Falls, MT2026-10-28
Simplex Trading, LLC
71,783$2.8M0.0%CoreVery HighChicago, IL2026-11-04
Taylor Frigon Capital Management LLC
62,864$2.4M1.2%GrowthMediumScottsdale, AZ2026-10-23
Oppenheimer Asset Management Inc.
61,870$2.4M0.0%CoreMediumNew York, NY2026-10-27
Kornitzer Capital Management Inc
61,237$2.4M0.0%CoreLowShawnee Mission, KS2026-11-03
Amalgamated Bank
60,939$2.4M0.0%CoreVery LowNew York, NY2026-10-23
True Private Wealth Advisors
56,520$2.2M0.2%ETFMediumSalem, OR2026-10-19
Anderson Hoagland & Co
55,065$2.3M0.2%ETFLowSt Louis, MO2026-10-23
Cullen T Bankers, Inc.
54,687$2.1M0.0%GrowthLowSan Antonio, TX2026-10-28
OAK Ridge Investments LLC
54,015$2.1M0.1%MomentumMediumChicago, IL2026-10-30
Creative Planning
49,112$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Savoir Faire Capital Management, L.P.
48,989$1.9M1.6%ValueMediumNorwalk, CT2026-11-03
Mutual of America Capital Management LLC
47,271$1.8M0.0%IndexLowNew York, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
46,326$1.8M0.0%ETFLowFairfield, IA2026-11-02
New York State Teachers Retirement System
45,430$1.8M0.0%CoreVery LowAlbany, NY2026-10-22
State of New Jersey Common Pension Fund D
43,080$1.7M0.0%CoreLowTrenton, NJ2026-11-05
Harbor Capital Advisors, Inc.
39,353$1.5M0.3%ValueHighChicago, IL2026-10-22
Louisiana State Employees Retirement System
38,500$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
36,709$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Diversify Advisory Services, LLC
35,849$1.5M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
35,849$1.5M0.0%GrowthMediumSandy, UT2026-10-20
Scratch Capital LLC
34,435$1.3M0.8%ETFMediumBoise, ID2026-11-02
B. Metzler seel. Sohn & Co. AG
34,274$1.3M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
RPG Investment Advisory, LLC
33,935$1.3M0.2%GrowthLowPleasanton, CA2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
30,950$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
30,400$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
Kestra Private Wealth Services, LLC
29,169$1.1M0.0%GrowthLowAustin, TX2026-10-30
Oak Thistle LLC
29,009$1.1M0.1%ValueVery HighNew York, NY2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
28,660$1.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Rubicon Advisors, GP
27,646$1.1M0.7%GrowthMediumRedding, CA2026-10-23
Oregon Public Employees Retirement Fund
26,900$1.0M0.0%IndexVery LowTigard, OR2026-10-30
Xponance LLC
26,662$1.0M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Carlson Financial, Inc.
23,149$892.6K0.5%GrowthLowCanby, OR2026-11-05
Independent Financial Group, LLC
22,425$864.7K0.0%GrowthLowSan Diego, CA2026-10-13
Oppenheimer & Co Inc
22,404$863.9K0.0%CoreLowNew York, NY2026-10-26
Yousif Capital Management, LLC
21,608$833.2K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Lido Advisors, LLC
20,826$803.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Parallel Advisors, LLC
20,080$774.3K0.0%IndexLowSan Francisco, CA2026-11-03
New York Life Investment Management LLC
19,483$751.3K0.0%GrowthLowNew York, NY2026-11-04
Pictet Asset Management Holding SA
19,097$736.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Prospera Financial Services Inc
18,029$772.9K0.0%CoreMediumDallas, TX2026-11-04
Keudell ison Wealth Management
17,822$687.2K0.1%ETFMediumSalem, OR2026-10-16
Hedges Asset Management LLC
17,300$667.1K0.5%YieldLowReno, NV2026-10-29
One Day In July LLC
16,624$641.0K0.0%ETFVery LowBurlington, VT2026-10-30
Orca Investment Management, LLC
16,572$639.0K0.5%GrowthLowLake Oswego, OR2026-10-29
American Assets Inc
16,500$636.2K0.2%YieldVery LowSan Diego, CA2026-10-30
AlphaCore Capital LLC
16,419$633.1K0.0%ETFLowLa Jolla, CA2026-11-04
Truist Financial Corp
15,442$595.4K0.0%CoreLowCharlotte, NC2026-10-30
Gradient Investments LLC
15,357$592.2K0.0%CoreMediumArden Hills, MN2026-10-08
State of Alaska, Department of Revenue
12,287$473.0K0.0%CoreVery LowJuneau, AK2026-10-15
D.B. Root & Company, LLC
12,053$464.8K0.1%ETFLowPittsburgh, PA2026-11-04
OP Asset Management Ltd
11,955$461.0K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Chicago Partners Investment Group LLC
11,379$472.1K0.0%GARPLowChicago, IL2026-10-27
Verdence Capital Advisors LLC
10,894$420.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
10,830$417.6K0.1%GrowthMediumWarsaw, Russia2026-10-21
Cherry Creek Investment Advisors, Inc.
10,764$415.1K0.2%GrowthLowEnglewood, CO2026-10-14
CWC Advisors, Llc.
10,576$407.8K0.2%GARPLowLake Oswego, OR2026-10-15
Inspire Investing, LLC
10,512$405.3K0.0%GARPHighMeridian, ID2026-10-22
Wedbush Securities Inc
10,419$402.0K0.0%CoreLowPasadena, CA2026-10-22
Leonteq Securities AG
10,116$390.1K0.0%CoreHighZurich, Switzerland2026-10-29
Wealth Enhancement Advisory Services, LLC
10,032$399.1K0.0%CoreLowPlymouth, MN2026-10-13
Wedmont Private Capital
9,690$385.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Kestra Advisory Services, LLC
9,513$366.8K0.0%CoreLowAustin, TX2026-11-02
Gibbs Wealth Management
8,827$340.4K0.0%CoreLowAlpharetta, GA2026-10-22
Swiss Life Asset Management Ltd
8,416$324.5K0.0%CoreLowZurich, Switzerland2026-11-03
Vontobel Holding Ltd.
8,174$315.2K0.0%CoreMediumZurich, Switzerland2026-10-16
Sigma Planning Corp
8,103$342.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Aljian Capital Management, LLC
7,963$307.1K0.1%GrowthVery LowCarson City, NV2026-10-28
Accredited Investors Inc.
7,888$304.2K0.0%ETFLowEdina, MN2026-11-03
Ferguson Wellman Capital Management, Inc
7,791$300.4K0.0%CoreLowPortland, OR2026-10-05
Verus Capital Partners, LLC
7,474$288.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Portside Wealth Group, LLC
7,072$272.7K0.0%CoreMediumProvo, UT2026-10-20
WoodTrust Financial Corp
7,000$270.0K0.1%CoreLowWisconsin Rapids, WI2026-10-09
Richards, Merrill & Peterson, Inc.
6,725$259.3K0.1%GrowthLowSpokane, WA2026-10-19
ROI Financial Advisors, LLC
6,584$253.9K0.1%GrowthVery LowBeaverton, OR2026-10-19
Wolff Wiese Magana LLC
6,551$252.6K0.1%GrowthLowCarslbad, CA2026-10-15
Delta Capital Management LLC
6,230$240.0K0.3%CoreLowRed Bank, NJ2026-10-16
Crossmark Global Holdings, Inc.
6,199$239.0K0.0%GARPMediumHouston, TX2026-10-21
Avior Wealth Management, LLC
6,151$237.2K0.0%ETFMediumOmaha, NE2026-10-13
Alliance Wealth Advisors, LLC
6,123$236.1K0.0%ETFHighCenterville, UT2026-10-28
iA Global Asset Management Inc.
6,110$236.0K0.0%GrowthMediumQuebec, Austria2026-10-29
MSH Capital Advisors LLC
6,095$235.0K0.0%CoreLowScottsdale, AZ2026-11-03
Prime Capital Investment Advisors, LLC
6,081$234.5K0.0%ETFLowOverland Park, KS2026-10-20
Azzad Asset Management Inc
5,703$219.9K0.0%GrowthMediumFalls Church, VA2026-11-04
MN Wealth Advisors, LLC
5,587$215.4K0.1%ETFMediumOverland Park, KS2026-10-23
Fidelis iM, LLC
5,539$213.6K0.1%ETFLowMedford, OR2026-10-16
Total Clarity Wealth Management, Inc.
5,431$209.4K0.0%ETFMediumSt. Charles, IL2026-10-26
Diligent Investors, LLC
5,414$208.8K0.0%CoreLowRedlands, CA2026-10-21
Farther Finance Advisors, LLC
5,345$206.1K0.0%IndexLowSan Francisco, CA2026-10-08
Triton Wealth Management, Pllc
4,943$217.5K0.1%ETFMediumSun City, AZ2026-11-04
Nfsg Corp
4,700$181.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
IFP Advisors, Inc
4,351$167.8K0.0%GrowthLowTampa, FL2026-10-16
Spire Wealth Management
4,048$156.1K0.0%GrowthMediumMclean, VA2026-10-30
KBC Group NV
3,765$145.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
1620 Investment Advisors, Inc.
3,447$132.9K0.1%ValueLowPlymouth, MA2026-11-04
Signaturefd, LLC
3,064$118.1K0.0%IndexLowAtlanta, GA2026-10-23
Fulcrum Asset Management LLP
2,874$109.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
DekaBank Deutsche Girozentrale
2,763$1090.0%CoreLowFrankfurt, Hong Kong2026-10-27
Covestor Ltd
2,465$95.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Parkside Financial Bank & Trust
2,409$92.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Investment Advisory, LLC
2,030$78.3K0.0%GrowthLowLutherville, MD2026-10-13
Strs Ohio
1,737$67.0K0.0%CoreMediumColumbus, OH2026-10-30
State of Wyoming
1,703$65.7K0.0%ValueHighCheyenne, WY2026-10-28
Wilmington Savings Fund Society, FSB
1,564$60.3K0.0%CoreLowWilmington, DE2026-10-23
Gamma Investing LLC
1,498$57.8K0.0%IndexVery LowFoster City, CA2026-10-08
GK Wealth Management LLC
1,442$55.6K0.0%GARPVery HighReno, NV2026-10-09
CoreCap Advisors, LLC
1,405$54.2K0.0%ETFMediumSouthfield, MI2026-10-08
Archer Investment Corp
1,400$54.0K0.0%CoreMediumCarmel, IN2026-11-05
Nemes Rush Group LLC
1,333$51.4K0.0%CoreVery LowNovi, MI2026-11-04
Country Trust Bank
1,074$41.4K0.0%GrowthLowBloomington, IL2026-10-30
Brown, Lisle Ings, Inc.
862$33.2K0.0%CoreVery LowProvidence, RI2026-10-16
Cedar Mountain Advisors, LLC
741$28.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Bfsg, LLC
686$26.5K0.0%CoreLowIrvine, CA2026-10-30
SBI Securities Co., Ltd.
538$20.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Versant Capital Management, Inc
494$19.0K0.0%GARPLowPhoenix, AZ2026-10-02
Root Financial Partners, LLC
475$18.3K0.0%ETFMediumEncinitas, CA2026-10-21
CX Institutional
462$180.0%CoreMediumAuburn, IN2026-10-02
Hazlett, Burt & Watson, Inc.
400$150.0%CoreVery LowWheeling, WV2026-11-04
Blue Trust, Inc.
362$14.0K0.0%ETFLowBrentwood, TN2026-10-15
Next Level Wealth Planning, LLC
329$12.7K0.0%ETFVery LowMeridian, ID2026-10-29
Valley National Advisers Inc
323$12.5K0.0%ETFLowBethlehem, PA2026-10-23
DeDora Capital, Inc.
303$11.7K0.0%ETFVery LowNapa, CA2026-10-26
Sterling Capital Management LLC
289$11.1K0.0%GARPMediumCharlotte, NC2026-10-22
Fortitude Family Office, LLC
274$10.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Burkett Financial Services, LLC
272$10.5K0.0%ETFLowRock Hill, SC2026-10-01
Guardian Partners Inc.
270$10.4K0.0%ValueMediumToronto, South Africa2026-10-21
EverSource Wealth Advisors, LLC
263$10.1K0.0%CoreMediumBirmingham, AL2026-11-04
Bangor Savings Bank
251$9.7K0.0%ETFLowBangor, ME2026-10-06
Putney Financial Group LLC
240$9.3K0.0%GrowthLowSan Rafael, CA2026-10-30
Birch Financial Group, LLC
232$8.9K0.0%CoreLowKeene, NH2026-10-27
Cassaday & Co Wealth Management LLC
218$8.4K0.0%ETFVery LowMclean, VA2026-10-27
Hilton Head Capital Partners, LLC
204$7.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Arcadia Investment Advisors LLC
204$7.9K0.0%ETFLowEagle, ID2026-10-13
Rosenberg Matthew Hamilton
202$7.8K0.0%ETFVery LowGrand Junction, CO2026-10-05
American Capital Advisory, LLC
200$7.7K0.0%ETFLowKetchum, ID2026-10-28
Albion Financial Group
200$7.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Latitude Advisors, LLC
199$7.7K0.0%ETFLowYorkville, IL2026-10-27
Triumph Capital Management
140$5.4K0.0%ETFMediumDenver, CO2026-10-14
Pinnacle Wealth Planning Services, Inc.
133$5.1K0.0%GARPLowMansfield, OH2026-10-27
Rakuten Securities, Inc.
119$4.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Bokf, NA
114$4.4K0.0%CoreLowTulsa, OK2026-10-27
CGC Financial Services, LLC
113$4.4K0.0%ETFLowLake Oswego, OR2026-10-13
Ascentis Independent Advisors
103$4.0K0.0%ETFLowDallas, TX2026-11-03
Morton Brown Family Wealth, LLC
100$3.9K0.0%ETFVery LowAllentown, PA2026-10-23
NBT Bank, N.A.
100$3.9K0.0%CoreLowNorwich, NY2026-10-21
Lodestone Wealth Management LLC
100$3.9K0.0%CoreLowSpokane, WA2026-10-14
Hurley Capital, LLC
100$3.9K0.0%GARPMediumNew York, NY2026-11-05
Trust Co of Toledo NA
100$3.9K0.0%GrowthVery LowHolland, OH2026-10-16
FNY Investment Advisers, LLC
100$30.0%GrowthVery HighNew York, NY2026-10-16
Caitong International Asset Management Co., Ltd
94$3.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
TD Waterhouse Canada Inc.
90$3.5K0.0%CoreLowToronto, Australia2026-10-16
Farmers & Merchants Investments Inc
85$3.3K0.0%CoreVery LowLincoln, NE2026-10-22
Assetmark, Inc
75$2.9K0.0%ETFLowConcord, CA2026-10-21
Nisa Investment Advisors, LLC
64$2.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Markowski Investments
60$2.3K0.0%ETFN/ATampa, FL2026-10-30
Sawyer & Company, Inc
55$2.1K0.0%GrowthLowBoston, MA2026-10-21
Elyxium Wealth, LLC
54$2.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Mather Group, Llc.
53$2.0K0.0%ETFMediumChicago, IL2026-10-14
Mosley Wealth Management
50$2.1K0.0%ETFHighAnaheim, CA2026-10-16
TD Private Client Wealth LLC
47$1.8K0.0%ETFLowNew York, NY2026-10-28
Key Capital Management, Inc
44$1.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Cromwell Holdings LLC
43$1.7K0.0%IndexLowJackson, WY2026-10-28
Pacific Center for Financial Services
41$1.6K0.0%ETFMediumDanville, CA2026-10-15
JFS Wealth Advisors, LLC
37$1.4K0.0%ETFVery LowHermitage, PA2026-11-03
Cape Investment Advisory, Inc.
36$1.4K0.0%ETFLowMcdonough, GA2026-10-13
Plante Moran Financial Advisors, LLC
35$1.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Nova Financial LLC
33$1.3K0.0%N/AN/ATucson, AZ2026-11-04
Compass Financial Management LLC
31$1.2K0.0%CoreN/ATampa, FL2026-10-30
Signature Resources Capital Management, LLC
30$1.2K0.0%ETFLowNewport Beach, CA2026-10-16
St. Johns Investment Management Company, LLC
30$1.2K0.0%CoreVery LowJacksonville, FL2026-10-30
Creative Capital Management Investments LLC
26$1.0K0.0%ETFLowSan Diego, CA2026-10-28
Financial Network Wealth Advisors LLC
25$9640.0%ETFLowMurray, UT2026-10-28
Bullock Wealth Management Group
25$9650.0%GrowthLowBloomington, IN2026-10-09
Comprehensive Financial Planning, Inc.
20$7710.0%Agg GrowthLowEast Petersburg, PA2026-10-27
North Star Investment Management Corp.
19$7330.0%CoreLowChicago, IL2026-10-27
Physician Wealth Advisors, Inc.
19$7330.0%ETFMediumMidvale, UT2026-10-20
Hughes Financial Services, LLC
16$7040.0%ETFLowHerndon, VA2026-10-30
Bare Financial Services, Inc
16$6170.0%ETFVery LowGap, PA2026-11-04
Balance Wealth Partners LLC
15$5780.0%ETFMediumWorthington, OH2026-10-27
Bay Harbor Wealth Management, LLC
14$5400.0%ETFMediumHunt Valley, MD2026-11-03
MassMutual Private Wealth & Trust, FSB
12$4630.0%CoreLowSpringfield, MA2026-10-05
Ascentis Wealth Management, LLC
9$3470.0%Agg GrowthLowDallas, TX2026-11-03
GGM Financial LLC
9$3470.0%ETFMediumColumbus, OH2026-11-05
DiNuzzo Private Wealth, Inc.
9$3480.0%ETFLowBeaver, PA2026-10-16
Trust Co of Vermont
7$2700.0%CoreVery LowBrattleboro, VT2026-10-21
Proathlete Wealth Management LLC
7$2690.0%ETFVery LowBoca Raton, FL2026-10-15
Planning Strategies Inc.
4$1540.0%ETFN/ALancaster, PA2026-10-02
SJS Investment Consulting Inc.
4$1550.0%ETFVery LowSylvania, OH2026-10-26
DecisionPoint Financial, LLC
3$1160.0%ETFVery LowMesa, AZ2026-10-27
Manchester Capital Management LLC
2$780.0%CoreLowManchester, VT2026-10-22
Maryland Capital Advisors Inc.
1$390.0%ETFVery LowChester, MD2026-10-15
MV Capital Management, Inc.
1$390.0%ETFLowBethesda, MD2026-10-29
James T. Borello RIA
1$390.0%ETFVery LowEast Dundee, IL2026-10-16