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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Earl Blumenauer · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-07-12Earl Blumenauer D–OR-3Sale · SP (spouse-owned)Traded 06-30 +12d$1K–$15K
2021-11-07Earl Blumenauer D–OR-3Sale · partial · SP (partial sale, spouse-owned)Traded 10-15 +23d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 09-15 +27d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 09-15 +27d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 09-15 +27d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
350FIL Ltd$01
351TEACHER RETIREMENT SYSTEM OF TEXAS$01
352MEEDER ASSET MANAGEMENT INC$01
353HARBOUR INVESTMENTS, INC.$01
354COMERICA BANK$01
355NATIONAL BANK OF CANADA /FI/$01
356MAVERICK CAPITAL LTD$01
357VIRGINIA RETIREMENT SYSTEMS ET Al$01
358OSTERWEIS CAPITAL MANAGEMENT INC$01
359CIBC Asset Management Inc$01
360THORNBURG INVESTMENT MANAGEMENT INC$01
361TWO SIGMA INVESTMENTS, LP$01
362NATIXIS$01
363CIBC Private Wealth Group LLC$01
364Graham Capital Management, L.P.$01
365Watershed Asset Management, L.L.C.$01
366Calamos Advisors LLC$01
367Equitable Holdings, Inc.$01
368NORGES BANK$01
369Marquette Asset Management, LLC$01
370Lisanti Capital Growth, LLC$01
371Alyeska Investment Group, L.P.$01
372Voleon Capital Management LP$01
373Gotham Asset Management, LLC$01
374FOX RUN MANAGEMENT, L.L.C.$01
375Allianz Asset Management GmbH$01
376Alphadyne Asset Management LP$01
377Waratah Capital Advisors Ltd.$01
378Focus Partners Wealth$01
379Assenagon Asset Management S.A.$01
380LMR Partners LLP$01
381Alpine Global Management, LLC$01
382Vontobel Holding Ltd.$01
383Sequoia Financial Advisors, LLC$01
384Caprock Group, LLC$01
385FINANCIAL CONSULATE, INC$01
386Insight Wealth Partners, LLC$01
387NorthRock Partners, LLC$01
388Harvest Fund Management Co., Ltd$01
389Counterpoint Mutual Funds LLC$01
390Synergy Asset Management, LLC$01
391McIlrath & Eck, LLC$01
392Shay Capital LLC$01
393Qube Research & Technologies Ltd$01
394Triumph Capital Management$01
395WORLDQUANT MILLENNIUM ADVISORS LLC$01
396Global Retirement Partners, LLC$01
397TWINBEECH CAPITAL LP$01
398Clear Creek Financial Management, LLC$01
399Aperture Investors, LLC$01
400Kingsview Wealth Management, LLC$01
401Aquatic Capital Management LLC$01
402Cannon Global Investment Management, LLC$01
403Concentric Capital Strategies, LP$01
404AlphaQuest LLC$01
405Hedges Asset Management LLC$01
406Forum Financial Management, LP$01
407SageView Advisory Group, LLC$01
408KEYSTONE INVESTORS PTE LTD$01
409Cape Investment Advisory, Inc.$01
410Cresta Advisors, Ltd.$01
411Dunhill Financial, LLC$01
412DEEPWATER ASSET MANAGEMENT, LLC$01
413Quarry LP$01
414LECAP ASSET MANAGEMENT LTD$01
415Prosperity Wealth Management, Inc.$01
416EntryPoint Capital, LLC$01
417Benchstone Capital Management LP$01
418Jain Global LLC$01
419Ankerstar Wealth, LLC$01
420Longaeva Partners L.P.$01
421North Dakota State Investment Board$01
422Darwins River Capital, LP$01
423Brookwood Investment Group LLC$01
424OPTIMA CAPITAL LLC$01
425Dockside LLC$01
426Pinpoint Asset Management (Singapore) Pte. Ltd.$01
427Tempo Wealth, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 427 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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