Creative Planning
AKRE

Creative Planning’s Akre Focus ETF AKRE Stock Holding History

Creative Planning’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.72M Buy
107,566
+233
+0.2% +$12.6K ﹤0.01% 1296
2026
Q1 		$5.67M Buy
107,333
+10,827
+11% +$629K ﹤0.01% 1096
2025
Q4 		$6.32M Buy
+96,506
New +$6.25M ﹤0.01% 847

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Creative Planning's AKRE Position: Q2 2026 in Review

Creative Planning increased its Akre Focus ETF (AKRE) stake by 0.22% in Q2 2026, buying an estimated $12.6K and bringing the position to 107,566 shares worth $5.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Creative Planning first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.32M in Q4 2025. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Creative Planning held 107,566 shares of Akre Focus ETF worth $5.72M as of Q2 2026.
  • Creative Planning bought 233 Akre Focus ETF shares in Q2 2026, an estimated $12.6K.
  • Akre Focus ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1296 holding.
  • Creative Planning first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's Akre Focus ETF position peaked at $6.32M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.