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AKRE

Akre Focus ETF

442 hedge funds and large institutions have $2.06B invested in Akre Focus ETF in 2026 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 216 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.03% less ownership

Funds ownership: 42.28%39.25% (-3%)

4% less funds holding

Funds holding: 462442 (-20)

22% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 49

27% less capital invested

Capital invested by funds: $2.82B → $2.06B (-$755M)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

74% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 216

Holders
442
Holders Change
-20
Holders Change %
-4.33%
% of All Funds
5.35%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.15%
New
38
Increased
57
Reduced
216
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
1
Brown Brothers Harriman & Co
New York
$403M -$238M -4,409,156 -37%
Franklin Resources
2
Franklin Resources
California
$87.1M -$27.4M -506,626 -24%
LPL Financial
3
LPL Financial
California
$80.5M -$21.3M -394,214 -21%
MFIM
4
Mesirow Financial Investment Management
Illinois
$71.7M +$29.7M +549,958 +69%
Bank of America
5
Bank of America
North Carolina
$68.2M +$6.57M +121,613 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$55.7M +$10.6M +195,749 +23%
Brown Advisory
7
Brown Advisory
Maryland
$52.3M -$12.7M -234,848 -19%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$50.1M -$702K -13,003 -1%
AG
9
AlTi Global
New York
$49.1M -$119M -2,203,767 -70%
CWM
10
Chemistry Wealth Management
New York
$49M +$1.6M +29,664 +3%
MF
11
Montis Financial
Massachusetts
$42.5M -$445K -8,243 -1%
ACA
12
Ascension Capital Advisors
Texas
$36.3M -$97.2K -1,799 -0.3%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$29.2M +$371K +6,861 +1%
Corient Private Wealth
14
Corient Private Wealth
Florida
$28.4M -$1.84M -34,034 -6%
Financial Engines Advisors
15
Financial Engines Advisors
California
$26.4M -$260M -4,821,091 -91%
Raymond James Financial
16
Raymond James Financial
Florida
$25.3M -$7.23M -133,833 -22%
Wells Fargo
17
Wells Fargo
California
$24.9M -$3.05M -56,514 -11%
AssetMark Inc
18
AssetMark Inc
California
$24.5M -$3.04M -56,189 -11%
UFAC
19
Urban Financial Advisory Corp
Illinois
$23.2M -$2.3M -42,528 -9%
FTUS
20
Flow Traders U.S.
New York
$21.6M +$22M +406,918 New
PGWM
21
Parisi Gray Wealth Management
New Jersey
$21.4M -$3.69M -68,333 -15%
UBS Group
22
UBS Group
Switzerland
$20.2M -$6.81M -126,048 -25%
AF
23
Affiance Financial
Minnesota
$19.7M -$123K -2,269 -0.6%
WA
24
Waverly Advisors
Alabama
$19.7M -$1.78M -32,903 -8%
IIC
25
Ironwood Investment Counsel
Arizona
$18.2M -$334K -6,178 -2%

AKRE Hedge Fund Activity: Q2 2026 in Review

442 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Akre Focus ETF (AKRE) for Q2 2026, worth a combined $2.06B — down 27% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AKRE and 38 opened new positions — a net loss of 11 holders — while 216 trimmed existing stakes and 57 added.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $29.7M. The largest seller was Financial Engines Advisors, cutting an estimated $260M.

  • 442 institutional investors held Akre Focus ETF (AKRE) as of Q2 2026, down from 462 in Q1 2026.
  • Funds reported $2.06B of Akre Focus ETF stock for Q2 2026, down 27% quarter-over-quarter.
  • 38 funds opened new Akre Focus ETF positions in Q2 2026 and 49 closed out, a net change of -11 holders.
  • The largest Akre Focus ETF buyer in Q2 2026 was Mesirow Financial Investment Management, an estimated $29.7M added.
  • The largest Akre Focus ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2026.