LPL Financial
AKRE

LPL Financial’s Akre Focus ETF AKRE Stock Holding History

LPL Financial’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
Q1 		$101M Sell
1,907,606
-401,083
-17% -$23.3M 0.03% 579
2025
Q4 		$151M Buy
+2,308,689
New +$149M 0.04% 410

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

LPL Financial's AKRE Position: Q1 2026 in Review

LPL Financial reduced its Akre Focus ETF (AKRE) stake by 17% in Q1 2026, selling an estimated $23.3M and leaving 1,907,606 shares worth $101M. The position accounts for 0.03% of the portfolio, ranked #579.

LPL Financial first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $151M in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • LPL Financial held 1,907,606 shares of Akre Focus ETF worth $101M as of Q1 2026.
  • LPL Financial sold 401,083 Akre Focus ETF shares in Q1 2026, an estimated $23.3M.
  • Akre Focus ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #579 holding.
  • LPL Financial first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's Akre Focus ETF position peaked at $151M in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.