AKRE

Akre Focus ETF

456 hedge funds and large institutions have $2.81B invested in Akre Focus ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 49 increasing their positions, 222 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

36% less capital invested

Capital invested by funds: $4.38B → $2.81B (-$1.58B)

78% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 222

Holders
456
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
276
NWAM LLC
Washington
$370K
M&T Bank
277
M&T Bank
New York
$369K
RBC
278
Romano Brothers & Co
Illinois
$364K
AF
279
Advisornet Financial
Minnesota
$362K
HR
280
Hardy Reed
Mississippi
$362K
BBA
281
BLB&B Advisors
Pennsylvania
$359K
CCM
282
Canal Capital Management
Virginia
$353K
RCM
283
Rockbridge Capital Management
Virginia
$353K
CA
284
Continuum Advisory
Idaho
$351K
PFA
285
Pure Financial Advisors
California
$346K
VA
286
Valmark Advisers
Ohio
$343K
MFP
287
Meridian Financial Partners
Virginia
$341K
WAP
288
Wealthcare Advisory Partners
Pennsylvania
$338K
LIWM
289
Long Island Wealth Management
New York
$337K
WAM
290
Weatherly Asset Management
California
$333K
SWP
291
Strategic Wealth Partners
Ohio
$331K
WCAMG
292
Woodard & Company Asset Management Group
North Carolina
$330K
EFA
293
Evernest Financial Advisors
Indiana
$329K
CP
294
Capital Planning
Washington
$326K
IA
295
Insight Advisors
Pennsylvania
$321K
CD
296
Chapin Davis
Maryland
$318K
NWA
297
Navis Wealth Advisors
New York
$317K
FWP
298
Falcon Wealth Planning
California
$314K
MWA
299
Meridian Wealth Advisors
Texas
$313K
CCM
300
Charter Capital Management
Wisconsin
$313K