AKRE

Akre Focus ETF

456 hedge funds and large institutions have $2.81B invested in Akre Focus ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 49 increasing their positions, 222 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 (-$1.58B)

78% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 222

Holders
456
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
LWM
51
Lighthouse Wealth Management
Ohio
$8.45M
CWAG
52
Compton Wealth Advisory Group
Virginia
$8.04M
MHWM
53
Montz Harcus Wealth Management
Louisiana
$7.94M
PWM
54
Perigon Wealth Management
California
$7.81M
SPIA
55
Steward Partners Investment Advisory
New York
$7.78M
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$7.53M
NIA
57
NBZ Investment Advisors
Tennessee
$7.47M
MCM
58
Mendel Capital Management
Arkansas
$7.23M
JCFM
59
JBR Co Financial Management
Oklahoma
$7.13M
JP Morgan Chase
60
JP Morgan Chase
New York
$7.1M
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$7M
KAS
62
Kestra Advisory Services
Texas
$6.98M
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$6.81M
QCM
64
Quantinno Capital Management
New York
$6.79M
MGIA
65
Moneta Group Investment Advisors
Missouri
$6.62M
CAL
66
Capital Advisors Ltd
Ohio
$6.6M
GS
67
GTS Securities
New York
$6.59M
PCIA
68
Prime Capital Investment Advisors
Kansas
$6.43M
STA
69
Summit Trail Advisors
New York
$5.99M
ET
70
Equitable Trust
Tennessee
$5.83M
FWM
71
FFT Wealth Management
Pennsylvania
$5.83M
Creative Planning
72
Creative Planning
Kansas
$5.67M
Stifel Financial
73
Stifel Financial
Missouri
$5.56M
Truist Financial
74
Truist Financial
North Carolina
$5.52M
BFP
75
Beacon Financial Planning
Massachusetts
$5.42M