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AKRE

Akre Focus ETF

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
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$10.4M +$10.3M +158,885 New
AFP
52
Ausdal Financial Partners
Iowa
$10.3M +$10.2M +157,084 New
ET
53
Equitable Trust
Tennessee
$10.2M +$10.1M +156,363 New
SPIA
54
Steward Partners Investment Advisory
New York
$10.2M +$10.1M +155,851 New
CWAG
55
Compton Wealth Advisory Group
Virginia
$10.1M +$9.94M +153,472 New
AWA
56
Arete Wealth Advisors
Illinois
$10M +$9.89M +152,801 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$9.86M +$9.75M +150,552 New
CAL
58
Capital Advisors Ltd
Ohio
$9.8M +$9.68M +149,532 New
PFS
59
Prospera Financial Services
Texas
$9.79M +$9.68M +149,508 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$9.63M +$9.51M +146,936 New
FWM
61
FFT Wealth Management
Pennsylvania
$9.54M +$9.42M +145,579 New
Cerity Partners
62
Cerity Partners
New York
$8.87M +$8.77M +135,420 New
Citadel Advisors
63
Citadel Advisors
Florida
$8.8M +$8.7M +134,368 New
BFP
64
Beacon Financial Planning
Massachusetts
$8.8M +$8.69M +134,268 New
NA
65
NewEdge Advisors
Louisiana
$8.69M +$8.59M +132,615 New
KAS
66
Kestra Advisory Services
Texas
$8.39M +$8.29M +128,015 New
PCIA
67
Prime Capital Investment Advisors
Kansas
$8.33M +$8.23M +127,172 New
ACA
68
Aspire Capital Advisors
Washington
$8.3M +$8.2M +126,717 New
MGIA
69
Moneta Group Investment Advisors
Missouri
$8.24M +$8.14M +125,806 New
Truist Financial
70
Truist Financial
North Carolina
$7.74M +$7.65M +118,193 New
CP
71
Capital Planning
Washington
$7.45M +$7.44M +114,952 New
BCI
72
Brinker Capital Investments
Pennsylvania
$7.26M +$7.18M +110,866 New
JCFM
73
JBR Co Financial Management
Oklahoma
$7.13M +$7.04M +108,793 New
SQA
74
Simon Quick Advisors
New Jersey
$7.01M +$6.93M +106,997 New
KL
75
KilterHowling LLC
Colorado
$6.88M +$6.8M +105,087 New