Envestnet Asset Management
AKRE

Envestnet Asset Management’s Akre Focus ETF AKRE Stock Holding History

Envestnet Asset Management’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 		$7.6M Buy
142,949
+532
+0.4% +$28.7K ﹤0.01% 2140
2026
Q1 		$7.53M Sell
142,417
-8,135
-5% -$473K ﹤0.01% 2026
2025
Q4 		$9.86M Buy
+150,552
New +$9.75M ﹤0.01% 1699

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return

Envestnet Asset Management's AKRE Position: Q2 2026 in Review

Envestnet Asset Management increased its Akre Focus ETF (AKRE) stake by 0.37% in Q2 2026, buying an estimated $28.7K and bringing the position to 142,949 shares worth $7.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Envestnet Asset Management first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.86M in Q4 2025. 251 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Envestnet Asset Management held 142,949 shares of Akre Focus ETF worth $7.6M as of Q2 2026.
  • Envestnet Asset Management bought 532 Akre Focus ETF shares in Q2 2026, an estimated $28.7K.
  • Akre Focus ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2140 holding.
  • Envestnet Asset Management first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's Akre Focus ETF position peaked at $9.86M in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.