AKRE

Akre Focus ETF
AKRE

461 hedge funds and large institutions have $4.33B invested in Akre Focus ETF in 2025 Q4 according to their latest regulatory filings, with 461 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

Holders
461
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.02B
2
+$647M
3
+$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
AC
76
Annandale Capital
Texas
$6.45M
BTWM
77
Baker Tilly Wealth Management
Wisconsin
$6.36M
Creative Planning
78
Creative Planning
Kansas
$6.32M
EP
79
Ehrenkranz Partners
New York
$6.15M
RFA
80
Rollins Financial Advisors
New York
$6.15M
SIG
81
Sargent Investment Group
Maryland
$6.08M
SCM
82
SOL Capital Management
Maryland
$6.01M
MWM
83
Modera Wealth Management
New Jersey
$5.97M
TWM
84
Tanglewood Wealth Management
Texas
$5.94M
IC
85
IEQ Capital
California
$5.91M
LIA
86
Lynx Investment Advisory
District of Columbia
$5.73M
QCM
87
Quantinno Capital Management
New York
$5.63M
KC
88
Karras Company
Utah
$5.28M
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$5.19M
MML Investors Services
90
MML Investors Services
Massachusetts
$5.15M
DC
91
Davenport & Co
Virginia
$5.12M
CWM
92
Circle Wealth Management
New Jersey
$4.81M
VAMG
93
Voisard Asset Management Group
Michigan
$4.57M
AIM
94
Allen Investment Management
New York
$4.46M
VPP
95
Vertex Planning Partners
Illinois
$4.19M
BFG
96
Berger Financial Group
Minnesota
$4.17M
IWM
97
IHT Wealth Management
Illinois
$4.14M
RIM
98
Rockbridge Investment Management
New York
$4.09M
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$4.04M
BWM
100
BNB Wealth Management
Maryland
$4.03M
2 3
4
5 6