HighTower Advisors
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HighTower Advisors’s Akre Focus ETF AKRE Stock Holding History

HighTower Advisors’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
Q3 		$11.7M Sell
222,913
-32,681
-13% -$1.87M 0.01% 857
2026
Q2 		$13.6M Sell
255,594
-148,931
-37% -$8.05M 0.01% 800
2026
Q1 		$21.4M Sell
404,525
-395,668
-49% -$23M 0.02% 595
2025
Q4 		$52.4M Buy
+800,193
New +$51.8M 0.06% 336

Other funds holding AKRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Montis Financial
Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Parisi Gray Wealth Management
Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
Ironwood Investment Counsel
Ironwood Investment Counsel Scottsdale, Arizona $771M AUM 19.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors's AKRE Position: Q3 2026 in Review

HighTower Advisors reduced its Akre Focus ETF (AKRE) stake by 13% in Q3 2026, selling an estimated $1.87M and leaving 222,913 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #857.

HighTower Advisors first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $52.4M in Q4 2025. 268 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • HighTower Advisors held 222,913 shares of Akre Focus ETF worth $11.7M as of Q3 2026.
  • HighTower Advisors sold 32,681 Akre Focus ETF shares in Q3 2026, an estimated $1.87M.
  • Akre Focus ETF made up 0.01% of HighTower Advisors's portfolio in Q3 2026, its #857 holding.
  • HighTower Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • HighTower Advisors's Akre Focus ETF position peaked at $52.4M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.