AKRE

Akre Focus ETF
AKRE

467 hedge funds and large institutions have $4.38B invested in Akre Focus ETF in 2025 Q4 according to their latest regulatory filings, with 467 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
467
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
+$691M
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
MWM
101
Meridian Wealth Management
Kentucky
$3.86M
WANY
102
Wealthspire Advisors (New York)
New York
$3.86M
BCM
103
Blume Capital Management
California
$3.68M
EWA
104
EP Wealth Advisors
California
$3.67M
EFS
105
Essex Financial Services
Connecticut
$3.66M
ACA
106
Aptus Capital Advisors
Alabama
$3.64M
MWM
107
Marion Wealth Management
Pennsylvania
$3.63M
BF
108
BOK Financial
Oklahoma
$3.63M
BCM
109
BTC Capital Management
Iowa
$3.61M
GWANC
110
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.55M
SCM
111
SCS Capital Management
Massachusetts
$3.52M
CWM
112
Calamos Wealth Management
Illinois
$3.52M
HA
113
Harfst & Associates
Wyoming
$3.51M
EH
114
Equitable Holdings
New York
$3.46M
WPC
115
Wedmont Private Capital
Pennsylvania
$3.34M
Bank of New York Mellon
116
Bank of New York Mellon
New York
$3.3M
BIA
117
Beacon Investment Advisors
Maryland
$3.26M
LOPW
118
Live Oak Private Wealth
North Carolina
$3.25M
SFS
119
Sowell Financial Services
Arkansas
$3.18M
CA
120
Clearstead Advisors
Ohio
$3.14M
BRWA
121
B. Riley Wealth Advisors
Florida
$3.13M
TFCP
122
Twin Focus Capital Partners
Massachusetts
$3.12M
Northern Trust
123
Northern Trust
Illinois
$3.12M
HFRG
124
Houlihan Financial Resource Group
Virginia
$3.09M
P
125
&Partners
Tennessee
$3.06M
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5
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