We are live on ! Find out more
AKRE

Akre Focus ETF

442 hedge funds and large institutions have $2.06B invested in Akre Focus ETF in 2026 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 216 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.03% less ownership

Funds ownership: 42.28%39.25% (-3%)

4% less funds holding

Funds holding: 462442 (-20)

22% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 49

27% less capital invested

Capital invested by funds: $2.82B → $2.06B (-$755M)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

74% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 216

Holders
442
Holders Change
-20
Holders Change %
-4.33%
% of All Funds
5.35%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.15%
New
38
Increased
57
Reduced
216
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GTS Securities
Florida
$7.42M +$803K +14,862 +12%
LWM
52
Lighthouse Wealth Management
Ohio
$7.4M -$1.12M -20,768 -13%
PWM
53
Perigon Wealth Management
California
$7.13M -$736K -13,619 -9%
SC
54
SouthState Corp
Florida
$7.07M +$5.98M +110,749 +500%
NIA
55
NBZ Investment Advisors
Tennessee
$6.94M -$590K -10,914 -8%
MCM
56
Mendel Capital Management
Arkansas
$6.86M -$426K -7,880 -6%
Lido Advisors
57
Lido Advisors
California
$6.71M -$2.07M -38,308 -23%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$6.21M -$856K -15,839 -12%
MGIA
59
Moneta Group Investment Advisors
Missouri
$6.19M -$473K -8,747 -7%
AF
60
Allworth Financial
California
$6.05M -$4.73M -87,516 -43%
KAS
61
Kestra Advisory Services
Texas
$6.02M -$1.01M -18,756 -14%
Creative Planning
62
Creative Planning
Kansas
$5.72M +$12.6K +233 +0.2%
Truist Financial
63
Truist Financial
North Carolina
$5.64M +$86.2K +1,595 +2%
SPIA
64
Steward Partners Investment Advisory
New York
$5.61M -$2.26M -41,853 -28%
AWM
65
Aprio Wealth Management
Georgia
$5.26M -$7.97M -147,483 -60%
PCIA
66
Prime Capital Investment Advisors
Kansas
$5.26M -$1.23M -22,780 -19%
PAG
67
Private Advisor Group
New Jersey
$5.16M -$3.69M -68,303 -41%
DC
68
Davenport & Co
Virginia
$5.07M +$399K +7,394 +8%
CAL
69
Capital Advisors Ltd
Ohio
$4.6M -$2.08M -38,460 -31%
MWM
70
Modera Wealth Management
New Jersey
$4.56M -$58.3K -1,080 -1%
STA
71
Summit Trail Advisors
New York
$4.55M -$1.5M -27,769 -24%
AQR Capital Management
72
AQR Capital Management
Connecticut
$4.38M +$3.24M +59,941 +268%
IC
73
IEQ Capital
California
$4.36M -$384K -7,114 -8%
Stifel Financial
74
Stifel Financial
Missouri
$4.33M -$1.29M -23,814 -23%
JCFM
75
JBR Co Financial Management
Oklahoma
$4.25M -$1.56M -28,866 -27%

AKRE Hedge Fund Activity: Q2 2026 in Review

442 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Akre Focus ETF (AKRE) for Q2 2026, worth a combined $2.06B — down 27% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AKRE and 38 opened new positions — a net loss of 11 holders — while 216 trimmed existing stakes and 57 added.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $29.7M. The largest seller was Financial Engines Advisors, cutting an estimated $260M.

  • 442 institutional investors held Akre Focus ETF (AKRE) as of Q2 2026, down from 462 in Q1 2026.
  • Funds reported $2.06B of Akre Focus ETF stock for Q2 2026, down 27% quarter-over-quarter.
  • 38 funds opened new Akre Focus ETF positions in Q2 2026 and 49 closed out, a net change of -11 holders.
  • The largest Akre Focus ETF buyer in Q2 2026 was Mesirow Financial Investment Management, an estimated $29.7M added.
  • The largest Akre Focus ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2026.