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
BTWM
76
Baker Tilly Wealth Management
Wisconsin
$5.13M
LIA
77
Lynx Investment Advisory
District of Columbia
$4.71M
IC
78
IEQ Capital
California
$4.71M
DC
79
Davenport & Co
Virginia
$4.65M
SQA
80
Simon Quick Advisors
New Jersey
$4.61M
MWM
81
Modera Wealth Management
New Jersey
$4.59M
EP
82
Ehrenkranz Partners
New York
$4.41M
SIG
83
Sargent Investment Group
Maryland
$4.35M
SWA
84
Stratos Wealth Advisors
Ohio
$4.14M
MWM
85
Meridian Wealth Management
Kentucky
$3.81M
AC
86
Annandale Capital
Texas
$3.8M
VPP
87
Vertex Planning Partners
Illinois
$3.38M
RIM
88
Rockbridge Investment Management
New York
$3.3M
MML Investors Services
89
MML Investors Services
Massachusetts
$3.22M
EFS
90
Essex Financial Services
Connecticut
$3.15M
HWM
91
HB Wealth Management
Georgia
$3.06M
WANY
92
Wealthspire Advisors (New York)
New York
$3.03M
PFS
93
Prospera Financial Services
Texas
$3M
KC
94
Karras Company
Utah
$2.98M
BFG
95
Berger Financial Group
Minnesota
$2.97M
WLPWM
96
Walled Lake Planning & Wealth Management
Illinois
$2.94M
BF
97
BOK Financial
Oklahoma
$2.93M
MWM
98
Marion Wealth Management
Pennsylvania
$2.89M
EWA
99
EP Wealth Advisors
California
$2.88M
SCM
100
SCS Capital Management
Massachusetts
$2.84M