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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
CFS
401
Coordinated Financial Services
Colorado
$203K +$200K +3,092 New
HPC
402
HM Payson & Co
Maine
$198K +$196K +3,020 New
SC
403
Stephens Consulting
Michigan
$196K +$194K +2,991 New
GRP
404
Global Retirement Partners
California
$192K +$189K +2,927 New
IAIM
405
International Assets Investment Management
Florida
$184K +$182K +2,814 New
AIC
406
Archer Investment Corporation
Indiana
$177K +$175K +2,699 New
AAG
407
Armstrong Advisory Group
Massachusetts
$170K +$168K +2,601 New
Kayne Anderson Rudnick Investment Management
408
Kayne Anderson Rudnick Investment Management
California
$165K +$163K +2,515 New
LFA
409
LGT Financial Advisors
Texas
$163K +$161K +2,490 New
RCM
410
Richardson Capital Management
Wisconsin
$150K +$148K +2,288 New
BTI
411
Blue Trust Inc
Georgia
$144K +$143K +2,203 New
CFS
412
Compass Financial Services
Iowa
$133K +$132K +2,035 New
S
413
SignatureFD
Georgia
$130K +$129K +1,989 New
NS
414
NBC Securities
Alabama
$122K +$121K +1,864 New
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$121K +$119K +1,840 New
GWS
416
Glassman Wealth Services
Virginia
$104K +$103K +1,585 New
AAP
417
Arax Advisory Partners
Colorado
$103K +$102K +1,579 New
KFAS
418
Keating Financial Advisory Services
Kansas
$93.9K +$92.8K +1,434 New
OCM
419
Orion Capital Management
California
$91.7K +$90.6K +1,400 New
WAS
420
Winch Advisory Services
Wisconsin
$91K +$89.9K +1,389 New
KBFS
421
Kohmann Bosshard Financial Services
Ohio
$87.7K +$86.7K +1,339 New
RFP
422
Root Financial Partners
California
$86.8K +$85.8K +1,325 New
MFP
423
Meramec Financial Planners
Missouri
$86.2K +$97.2K +1,501 New
HWA
424
Heritage Wealth Advisors
Virginia
$83.5K +$82.5K +1,275 New
TCM
425
Tradewinds Capital Management
Washington
$78.5K +$77.6K +1,198 New