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AKRE

Akre Focus ETF
AKRE

475 hedge funds and large institutions have $4.38B invested in Akre Focus ETF in 2025 Q4 according to their latest regulatory filings, with 475 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
475
Holders Change
+475
Holders Change %
–
% of All Funds
5.78%
Holding in Top 10
21
Holding in Top 10 Change
+21
Holding in Top 10 Change %
% of All Funds
0.26%
New
475
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$1.02B
2
Corient Private Wealth
Corient Private Wealth
Florida
+$691M
3
AG
AlTi Global
New York
+$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 +$6.38M +98,506 New
BTWM
77
Baker Tilly Wealth Management
Wisconsin
$6.36M +$6.28M +97,070 New
Creative Planning
78
Creative Planning
Kansas
$6.32M +$6.25M +96,506 New
EP
79
Ehrenkranz Partners
New York
$6.15M +$6.08M +93,942 New
RFA
80
Rollins Financial Advisors
New York
$6.15M +$6.08M +93,874 New
SIG
81
Sargent Investment Group
Maryland
$6.08M +$6.01M +92,801 New
SCM
82
SOL Capital Management
Maryland
$6.01M +$5.94M +91,754 New
MWM
83
Modera Wealth Management
New Jersey
$5.97M +$5.9M +91,122 New
TWM
84
Tanglewood Wealth Management
Texas
$5.94M +$5.87M +90,612 New
IC
85
IEQ Capital
California
$5.91M +$5.84M +90,281 New
LIA
86
Lynx Investment Advisory
District of Columbia
$5.73M +$5.66M +87,467 New
QCM
87
Quantinno Capital Management
New York
$5.63M +$5.57M +85,995 New
KC
88
Karras Company
Utah
$5.28M +$5.22M +80,578 New
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$5.19M +$5.12M +79,164 New
MML Investors Services
90
MML Investors Services
Massachusetts
$5.15M +$5.09M +78,632 New
DC
91
Davenport & Co
Virginia
$5.12M +$5.06M +78,205 New
CWM
92
Circle Wealth Management
New Jersey
$4.81M +$4.76M +73,452 New
VAMG
93
Voisard Asset Management Group
Michigan
$4.57M +$4.51M +69,723 New
AIM
94
Allen Investment Management
New York
$4.46M +$4.41M +68,101 New
VPP
95
Vertex Planning Partners
Illinois
$4.19M +$4.14M +63,996 New
BFG
96
Berger Financial Group
Minnesota
$4.17M +$4.12M +63,639 New
IWM
97
IHT Wealth Management
Illinois
$4.14M +$4.1M +63,261 New
RIM
98
Rockbridge Investment Management
New York
$4.09M +$4.04M +62,370 New
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$4.04M +$4M +61,742 New
BWM
100
BNB Wealth Management
Maryland
$4.03M +$3.98M +61,482 New
2 3
4
5 6