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
CPIG
126
Chicago Partners Investment Group
Illinois
$2.05M
VIP
127
Value Investment Professionals
New York
$1.98M
SIC
128
Salem Investment Counselors
North Carolina
$1.97M
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$1.93M
ST
130
Spinnaker Trust
Maine
$1.92M
IA
131
IFP Advisors
Florida
$1.9M
SF
132
Summit Financial
New Jersey
$1.86M
FPF
133
First Pacific Financial
Washington
$1.8M
BWP
134
Baldwin Wealth Partners
Massachusetts
$1.79M
AP
135
Aspect Partners
Virginia
$1.78M
SS
136
Sunbelt Securities
Texas
$1.73M
VWA
137
Visionary Wealth Advisors
Illinois
$1.67M
CBU
138
CIBC Bancorp USA
Illinois
$1.6M
MFG
139
Merit Financial Group
Georgia
$1.58M
CCFM
140
Clear Creek Financial Management
Washington
$1.56M
LOPW
141
Live Oak Private Wealth
North Carolina
$1.54M
CWM
142
Circle Wealth Management
New Jersey
$1.51M
EFT
143
Envision Financial Transparency
North Carolina
$1.48M
KPWS
144
Kestra Private Wealth Services
Texas
$1.46M
LA
145
LexAurum Advisors
Kansas
$1.46M
MIM
146
Macroview Investment Management
Maryland
$1.45M
CCWA
147
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.45M
SC
148
Savant Capital
Illinois
$1.42M
CWMG
149
Compass Wealth Management (Georgia)
Georgia
$1.42M
SVWAG
150
Sound View Wealth Advisors Group
Georgia
$1.4M