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AKRE

Akre Focus ETF
AKRE

474 hedge funds and large institutions have $4.38B invested in Akre Focus ETF in 2025 Q4 according to their latest regulatory filings, with 474 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
474
Holders Change
+474
Holders Change %
–
% of All Funds
5.77%
Holding in Top 10
21
Holding in Top 10 Change
+21
Holding in Top 10 Change %
% of All Funds
0.26%
New
474
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$1.02B
2
Corient Private Wealth
Corient Private Wealth
Florida
+$691M
3
AG
AlTi Global
New York
+$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
WA
26
Waverly Advisors
Alabama
$28.3M +$27.9M +431,441 New
UCFA
27
United Capital Financial Advisors
Texas
$25.1M +$24.8M +383,323 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$24.2M +$23.9M +368,893 New
IIC
29
Ironwood Investment Counsel
Arizona
$22.5M +$22.3M +344,154 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$20.8M +$20.6M +317,992 New
Mariner
31
Mariner
Kansas
$20.8M +$20.6M +317,747 New
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$20.5M +$20.2M +312,668 New
NEPWA
33
New England Private Wealth Advisors
Massachusetts
$20.5M +$20.2M +312,610 New
CAM
34
Cresset Asset Management
Illinois
$20.3M +$20.1M +310,160 New
NIA
35
NBZ Investment Advisors
Tennessee
$19.2M +$19M +293,305 New
CSI
36
Cross Staff Investments
New York
$19M +$18.8M +289,630 New
LWM
37
Lighthouse Wealth Management
Ohio
$18.2M +$18M +277,954 New
STA
38
Summit Trail Advisors
New York
$18.1M +$17.9M +276,478 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$18M +$17.8M +275,064 New
FG
40
Fiduciary Group
Georgia
$15.9M +$15.7M +242,380 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$15.6M +$15.4M +238,429 New
AF
42
Allworth Financial
California
$15.4M +$15.2M +234,792 New
Stifel Financial
43
Stifel Financial
Missouri
$15.3M +$15.1M +233,094 New
Morgan Stanley
44
Morgan Stanley
New York
$14.6M +$14.4M +222,409 New
PAG
45
Private Advisor Group
New Jersey
$12M +$11.8M +182,614 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$11.9M +$11.7M +181,086 New
CSP
47
Cary Street Partners
Virginia
$11.6M +$11.5M +177,754 New
CCM
48
Canal Capital Management
Virginia
$11.5M +$11.3M +175,232 New
SWA
49
Stratos Wealth Advisors
Ohio
$11.3M +$11.2M +172,258 New
MHWM
50
Montz Harcus Wealth Management
Louisiana
$11M +$10.9M +168,425 New
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