AKRE

Akre Focus ETF
AKRE

461 hedge funds and large institutions have $4.33B invested in Akre Focus ETF in 2025 Q4 according to their latest regulatory filings, with 461 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

Holders
461
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.02B
2
+$647M
3
+$382M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$309M
5
Franklin Resources
Franklin Resources
California
+$181M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
301
Pure Financial Advisors
California
$429K
SOS
302
Silver Oak Securities
Tennessee
$427K
VA
303
Valmark Advisers
Ohio
$425K
UWP
304
Uniting Wealth Partners
Kansas
$422K
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$419K
4WM
306
4J Wealth Management
Virginia
$418K
LIWM
307
Long Island Wealth Management
New York
$417K
WAM
308
Weatherly Asset Management
California
$413K
IA
309
Insight Advisors
Pennsylvania
$398K
CD
310
Chapin Davis
Maryland
$394K
NWA
311
Navis Wealth Advisors
New York
$393K
FWP
312
Falcon Wealth Planning
California
$389K
CCM
313
Charter Capital Management
Wisconsin
$388K
Bank of Montreal
314
Bank of Montreal
Ontario, Canada
$386K
RCM
315
Rockbridge Capital Management
Virginia
$386K
VNA
316
Valley National Advisers
Pennsylvania
$384K
CT
317
Clearstead Trust
Maine
$368K
CF
318
Claris Financial
Virginia
$365K
AFG
319
Arkansas Financial Group
Arkansas
$364K
SPC
320
Sigma Planning Corp
Michigan
$360K
GC
321
Garde Capital
Washington
$359K
CP
322
Covenant Partners
Tennessee
$359K
AGP
323
Aspire Growth Partners
Florida
$358K
EFA
324
Evernest Financial Advisors
Indiana
$357K
SMH
325
Sanders Morris Harris
Texas
$357K
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13
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