BROS · Dutch Bros Inc. · Shareholders & Ownership

$43.82 +0.96 (+2.24%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.65B

174.68M

Volume · Oct 20 4.71M Avg daily vol (3M) 4.18M

Every disclosed holder of BROS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BROS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	545	132,329,507	75.75%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	45,180,896	25.86%	Yes
Remaining	—	2,828,687	-1.62%	Negative
Registered funds (N-PORT, not summed)	377	67,410,716	38.59%	No

Shares outstanding: 174,681,716, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BROS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Travis Boersma 13G CIK 1883154 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor	45,180,896	25.86%	-3,045,203	Jun 30, 2026	Rule 13d-1(d), exempt investor
1.1	Boersma Travis Insider CIK 1883154 · Jun 11, 2026 Director, Executive Chairman of Board, 10% Owner, issuer-wide, not summed	2,410,800	1.38%	—	Jun 11, 2026	Director, Executive Chairman of Board, 10% Owner, issuer-wide, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,724,132	9.57%	+7,157,735	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	16,724,132	9.57%	+10,237,253	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	4,743,296	2.72%	+3,762,673	Jun 30, 2026	Fidelity Contrafund, not summed
2.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,166,673	1.24%	+403,618	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.4	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,358,846	0.78%	+577,700	Jul 31, 2026	Fidelity Securities Fund, not summed
2.5	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,008,800	0.58%	0	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,662,985	8.39%	+784,858	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,366,386	2.50%	+160,545	Jun 30, 2026	iShares Trust, not summed
3.2	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · May 29, 2026 BlackRock Funds, not summed	2,448,927	1.40%	+976,335	May 29, 2026	BlackRock Funds, not summed
3.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	690,186	0.40%	-141,659	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	481,800	0.28%	+3,696	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	448,050	0.26%	-34,850	Jun 30, 2026	iShares Trust, not summed
4	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,593,935	5.49%	+1,961,485	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	4,833,676	2.77%	+1,133,273	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
4.2	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	1,299,423	0.74%	-877	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
4.3	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	457,257	0.26%	-37,252	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
4.4	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	436,554	0.25%	-4,260	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
4.5	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	387,156	0.22%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,066,585	3.47%	+376,484	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,938,536	3.40%	+466,063	Jun 30, 2026	carried, not yet filed for the newest quarter
7	DM Trust Aggregator, LLC Insider CIK 1883105 · Jun 11, 2026 10% Owner, issuer-wide, not summed	4,514,630	2.58%	-977,890	Jun 11, 2026	10% Owner, issuer-wide, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,356,424	2.49%	+321,731	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,265,542	2.44%	-364,524	Jun 30, 2026	carried, not yet filed for the newest quarter
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,851,321	2.20%	+71,814	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	645,842	0.37%	+24,688	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	110,501	0.06%	+2,210	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	85,700	0.05%	-300	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	41,378	0.02%	-2,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	24,856	0.01%	+320	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,147,221	1.80%	+217,656	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,090,882	1.77%	+851,075	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,738,885	1.57%	-255,326	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,483,555	1.42%	-46,574	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DM Individual Aggregator, LLC Insider CIK 1883096 · Jun 11, 2026 10% Owner, issuer-wide, not summed	2,410,800	1.38%	-522,109	Jun 11, 2026	10% Owner, issuer-wide, not summed
16	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	2,333,987	1.34%	+1,295,084	Sep 30, 2026
16.1	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	426,736	0.24%	+56,174	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
16.2	Wasatch Ultra Growth Fund Fund S000000879 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	146,060	0.08%	+45,342	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
17	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,210,958	1.27%	+204,005	Jun 30, 2026	carried, not yet filed for the newest quarter
18	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,184,001	1.25%	-129,356	Jun 30, 2026	carried, not yet filed for the newest quarter
19	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,011,800	1.15%	+981,500	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,990,163	1.14%	+299,001	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	259,497	0.15%	-12,113	May 31, 2026	Goldman Sachs Trust, not summed
20.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	182,056	0.10%	-6,594	May 31, 2026	Goldman Sachs Trust, not summed
20.3	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	84,015	0.05%	+13,659	May 31, 2026	Goldman Sachs Trust, not summed
20.4	Goldman Sachs Variable Insurance Trust Strategic Growth Fund Fund S000009356 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	72,292	0.04%	+1,005	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
20.5	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	37,800	0.02%	-197	May 31, 2026	Goldman Sachs Trust, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,887,011	1.08%	-576,589	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	318	0.00%	+201	Jul 31, 2026	E Trade Trust, not summed
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,812,658	1.04%	+175,128	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,716,097	0.98%	+388,723	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Growth Fund Fund S000006205 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	1,441,622	0.83%	+120,287	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,603,022	0.92%	-211,793	Jun 30, 2026	carried, not yet filed for the newest quarter
25	TSG Consumer Partners LP 13F CIK 1910156 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,587,292	0.91%	-692,554	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,463,469	0.84%	+44,975	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,459,562	0.84%	-1,134,295	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JOHO CAPITAL LLC 13F CIK 1106500 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,418,394	0.81%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,259,865	0.72%	+55,539	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	266,217	0.15%	+16,317	Jul 31, 2026	Dimensional ETF Trust, not summed
29.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	245,511	0.14%	+6,857	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.3	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	141,226	0.08%	+32	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	98,582	0.06%	+11,541	Jul 31, 2026	Dimensional ETF Trust, not summed
29.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	75,299	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30	Hyperion Asset Management Ltd 13F CIK 1619844 · Registered investment adviser · Sep 30, 2026	1,222,532	0.70%	+624,488	Sep 30, 2026
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,206,398	0.69%	-5,546	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	609,677	0.35%	-8,075	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	343,224	0.20%	-343	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	78,598	0.05%	+3,960	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	74,938	0.04%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	41,005	0.02%	-163	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
32	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,186,470	0.68%	+944,854	Jun 30, 2026	carried, not yet filed for the newest quarter
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,135,138	0.65%	-2,890,490	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,109,974	0.64%	+1,109,974	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	164,305	0.09%	—	Jun 30, 2026	Driehaus Mutual Funds, not summed
34.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	11,951	0.01%	—	Jun 30, 2026	Driehaus Mutual Funds, not summed
35	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,092,220	0.63%	-268,626	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	90,734	0.05%	-2,937	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
35.2	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	46,056	0.03%	-20,135	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
35.3	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	31,081	0.02%	+3,541	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,083,514	0.62%	+38,969	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	19,180	0.01%	+1,848	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36.2	BNY Mellon Innovators ETF Fund S000080183 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	3,852	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
37	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,072,578	0.61%	-21,025	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,027,033	0.59%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
39	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	999,925	0.57%	-21,189	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Nomura Mid Cap Growth Fund Fund S000006293 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	712,700	0.41%	-51,666	Jun 30, 2026	IVY FUNDS, not summed
39.2	Nomura VIP Mid Cap Growth Series Fund S000006228 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	85,777	0.05%	+2,443	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
39.3	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	39,300	0.02%	—	Jun 30, 2026	Optimum Fund Trust, not summed
40	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	981,691	0.56%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
41	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	963,042	0.55%	-9,447	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	82,936	0.05%	+3,030	Jun 30, 2026	Northern Funds, not summed
41.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,950	0.00%	-516	Jul 31, 2026	FlexShares Trust, not summed
42	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	934,504	0.54%	+601,447	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	881,257	0.50%	-54,476	Jun 30, 2026	carried, not yet filed for the newest quarter
44	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	874,086	0.50%	-107,181	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	554,695	0.32%	-96,539	Jun 30, 2026	Carillon Series Trust, not summed
45	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	871,582	0.50%	+12,167	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	829,201	0.47%	+22,855	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	745,185	0.43%	+317,365	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
48	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	664,039	0.38%	-87,963	Jun 30, 2026	carried, not yet filed for the newest quarter
49	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	656,093	0.38%	+57,600	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	579,700	0.33%	+49,100	Jun 30, 2026	OBERWEIS FUNDS, not summed
50	Danica Pension, Livsforsikringsaktieselskab 13F CIK 2096095 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	618,516	0.35%	-44,122	Jun 30, 2026	carried, not yet filed for the newest quarter

97 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1866581 CUSIP 26701L100 13F (30d) 73 filings 70 filers Visit website Investor relations