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AKRE

Akre Focus ETF

475 hedge funds and large institutions have $4.38B invested in Akre Focus ETF in 2025 Q4 according to their latest regulatory filings, with 475 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.66% more ownership

Funds ownership: 0%50.66% (+51%)

Holders
475
Holders Change
+475
Holders Change %
% of All Funds
5.78%
Holding in Top 10
21
Holding in Top 10 Change
+21
Holding in Top 10 Change %
% of All Funds
0.26%
New
475
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
351
Great Valley Advisor Group
Delaware
$307K +$304K +4,691 New
KA
352
Klingman & Associates
New York
$304K +$300K +4,640 New
OL
353
Owen LaRue
Kentucky
$303K +$300K +4,629 New
FDW
354
Fourth Dimension Wealth
Ohio
$300K +$296K +4,577 New
AIFS
355
A&I Financial Services
Colorado
$295K +$291K +4,500 New
DFA
356
DHJJ Financial Advisors
Illinois
$291K +$288K +4,445 New
FAT
357
First American Trust
California
$290K +$286K +4,424 New
GFG
358
Goldstone Financial Group
Illinois
$286K +$283K +4,373 New
CG
359
Cynosure Group
Utah
$285K +$282K +4,355 New
SFCL
360
Strengthening Families & Communities LLC
Massachusetts
$284K +$280K +4,330 New
DADC
361
D.A. Davidson & Co
Montana
$281K +$278K +4,287 New
RF
362
Rossby Financial
Florida
$275K +$272K +4,201 New
JC
363
JB Capital
Connecticut
$274K +$271K +4,180 New
BCWM
364
Bartlett & Co Wealth Management
Ohio
$268K +$265K +4,090 New
HAS
365
HBW Advisory Services
California
$264K +$261K +4,029 New
GWP
366
Gateway Wealth Partners
Wisconsin
$264K +$261K +4,028 New
FAM
367
Fenimore Asset Management
New York
$264K +$261K +4,027 New
WG
368
Welch Group
Alabama
$263K +$260K +4,018 New
DBIA
369
Dumont & Blake Investment Advisors
New Jersey
$263K +$260K +4,011 New
MWM
370
MGB Wealth Management
Texas
$261K +$258K +3,985 New
LSL
371
Legacy Solutions LLC
Pennsylvania
$260K +$257K +3,971 New
FPW
372
Flywheel Private Wealth
California
$260K +$256K +3,962 New
GJWM
373
Gilliland Jeter Wealth Management
Arkansas
$258K +$255K +3,944 New
FSG
374
Financial Strategies Group
Michigan
$256K +$249K +3,844 New
JWM
375
JHP Wealth Management
Colorado
$255K +$252K +3,900 New