Insight Advisors
AKRE icon

Insight Advisors’s Akre Focus ETF AKRE Stock Holding History

Insight 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 		$227K Sell
4,318
-1,748
-29% -$100K 0.04% 215
2026
Q2 		$323K Hold
6,066
– – 0.06% 183
2026
Q1 		$321K Sell
6,066
-12
-0.2% -$697 0.06% 177
2025
Q4 		$398K Buy
+6,078
New +$393K 0.06% 182

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
CSI
Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Insight Advisors's AKRE Position: Q3 2026 in Review

Insight Advisors reduced its Akre Focus ETF (AKRE) stake by 29% in Q3 2026, selling an estimated $100K and leaving 4,318 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #215.

Insight Advisors first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $398K in Q4 2025. 243 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Insight Advisors held 4,318 shares of Akre Focus ETF worth $227K as of Q3 2026.
  • Insight Advisors sold 1,748 Akre Focus ETF shares in Q3 2026, an estimated $100K.
  • Akre Focus ETF made up 0.04% of Insight Advisors's portfolio in Q3 2026, its #215 holding.
  • Insight Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Insight Advisors's Akre Focus ETF position peaked at $398K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.