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AKRE

Akre Focus ETF
AKRE

474 hedge funds and large institutions have $4.38B invested in Akre Focus ETF in 2025 Q4 according to their latest regulatory filings, with 474 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
474
Holders Change
+474
Holders Change %
–
% of All Funds
5.77%
Holding in Top 10
21
Holding in Top 10 Change
+21
Holding in Top 10 Change %
% of All Funds
0.26%
New
474
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
MWM
101
Meridian Wealth Management
Kentucky
$3.86M +$3.77M +58,294 New
WANY
102
Wealthspire Advisors (New York)
New York
$3.86M +$3.81M +58,912 New
BCM
103
Blume Capital Management
California
$3.68M +$3.64M +56,229 New
EWA
104
EP Wealth Advisors
California
$3.67M +$3.63M +56,038 New
EFS
105
Essex Financial Services
Connecticut
$3.66M +$3.62M +55,904 New
ACA
106
Aptus Capital Advisors
Alabama
$3.64M +$3.6M +55,548 New
MWM
107
Marion Wealth Management
Pennsylvania
$3.63M +$3.76M +58,146 New
BF
108
BOK Financial
Oklahoma
$3.63M +$3.58M +55,355 New
BCM
109
BTC Capital Management
Iowa
$3.61M +$3.57M +55,115 New
GWANC
110
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.55M +$3.49M +53,967 New
SCM
111
SCS Capital Management
Massachusetts
$3.52M +$3.48M +53,742 New
CWM
112
Calamos Wealth Management
Illinois
$3.52M +$3.48M +53,706 New
HA
113
Harfst & Associates
Wyoming
$3.51M +$3.47M +53,622 New
EH
114
Equitable Holdings
New York
$3.46M +$3.42M +52,892 New
WPC
115
Wedmont Private Capital
Pennsylvania
$3.34M +$3.3M +50,982 New
Bank of New York Mellon
116
Bank of New York Mellon
New York
$3.3M +$3.26M +50,341 New
BIA
117
Beacon Investment Advisors
Maryland
$3.26M +$3.22M +49,725 New
LOPW
118
Live Oak Private Wealth
North Carolina
$3.25M +$3.21M +49,653 New
SFS
119
Sowell Financial Services
Arkansas
$3.18M +$3.14M +48,490 New
CA
120
Clearstead Advisors
Ohio
$3.14M +$3.1M +47,893 New
BRWA
121
B. Riley Wealth Advisors
Florida
$3.13M +$3.1M +47,848 New
TFCP
122
Twin Focus Capital Partners
Massachusetts
$3.12M +$3.09M +47,659 New
Northern Trust
123
Northern Trust
Illinois
$3.12M +$3.08M +47,566 New
HFRG
124
Houlihan Financial Resource Group
Virginia
$3.09M +$3.19M +49,249 New
P
125
&Partners
Tennessee
$3.06M +$3.03M +46,759 New
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