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AKRE

Akre Focus ETF

458 hedge funds and large institutions have $2.81B invested in Akre Focus ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 50 increasing their positions, 223 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 (-$1.57B)

78% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 223

Holders
458
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
MWA
301
Meridian Wealth Advisors
Texas
$313K
CCM
302
Charter Capital Management
Wisconsin
$313K
Charles Schwab
303
Charles Schwab
California
$312K
VNA
304
Valley National Advisers
Pennsylvania
$310K
Thrivent Financial for Lutherans
305
Thrivent Financial for Lutherans
Minnesota
$309K
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$309K
BCG
307
Breakwater Capital Group
New Jersey
$303K
AFG
308
Arkansas Financial Group
Arkansas
$297K
CT
309
Clearstead Trust
Maine
$294K
UWP
310
Uniting Wealth Partners
Kansas
$294K
GC
311
Garde Capital
Washington
$289K
AGP
312
Aspire Growth Partners
Florida
$289K
FPW
313
Flywheel Private Wealth
California
$289K
CPA
314
Capital Planning Advisors
California
$288K
ACM
315
Ayrshire Capital Management
Connecticut
$285K
SMH
316
Sanders Morris Harris
Texas
$284K
TSS
317
Two Sigma Securities
New York
$281K
AP
318
Appleton Partners
Massachusetts
$278K
WCL
319
Wealth Care LLC
Florida
$276K
EAM
320
Evanson Asset Management
California
$275K
SWM
321
SeaCrest Wealth Management
New York
$275K
CIA
322
Capital Investment Advisors
Georgia
$270K
CF
323
Claris Financial
Virginia
$269K
CCA
324
Cora Capital Advisors
New Jersey
$269K
CFG
325
Cornerstone Financial Group
Nebraska
$269K