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AKRE

Akre Focus ETF

442 hedge funds and large institutions have $2.06B invested in Akre Focus ETF in 2026 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 216 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.03% less ownership

Funds ownership: 42.28%39.25% (-3%)

4% less funds holding

Funds holding: 462442 (-20)

22% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 49

27% less capital invested

Capital invested by funds: $2.82B → $2.06B (-$755M)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

74% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 216

Holders
442
Holders Change
-20
Holders Change %
-4.33%
% of All Funds
5.35%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.15%
New
38
Increased
57
Reduced
216
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
126
Beacon Financial Planning
Massachusetts
$1.86M -$3.65M -67,583 -66%
SIC
127
Salem Investment Counselors
North Carolina
$1.85M -$137K -2,530 -7%
BWP
128
Baldwin Wealth Partners
Massachusetts
$1.7M -$107K -1,988 -6%
JP Morgan Chase
129
JP Morgan Chase
New York
$1.69M -$5.65M -104,546 -77%
IA
130
IFP Advisors
Florida
$1.67M -$241K -4,463 -12%
CBU
131
CIBC Bancorp USA
Illinois
$1.67M +$64.7K +1,197 +4%
FPF
132
First Pacific Financial
Washington
$1.62M -$190K -3,521 -10%
EC
133
Elequin Capital
New York
$1.61M +$1.64M +30,334 New
CWM
134
Circle Wealth Management
New Jersey
$1.52M
CCWA
135
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.46M
AP
136
Aspect Partners
Virginia
$1.46M -$346K -6,408 -19%
VWA
137
Visionary Wealth Advisors
Illinois
$1.44M -$245K -4,532 -14%
SVWAG
138
Sound View Wealth Advisors Group
Georgia
$1.41M
LFA
139
Longview Financial Advisors
Alabama
$1.39M +$22.3K +412 +2%
MIM
140
Macroview Investment Management
Maryland
$1.38M -$83.7K -1,549 -6%
BP
141
Ballentine Partners
Massachusetts
$1.32M
MFG
142
Merit Financial Group
Georgia
$1.31M -$288K -5,337 -18%
BW
143
BIP Wealth
Georgia
$1.3M -$74.8K -1,385 -5%
LA
144
LexAurum Advisors
Kansas
$1.29M -$182K -3,378 -12%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$1.29M +$259K +4,794 +25%
RPGK
146
Retirement Planning Group (Kansas)
Kansas
$1.26M -$119K -2,210 -9%
MWA
147
Medallion Wealth Advisors
Connecticut
$1.26M -$66.6K -1,233 -5%
CWMG
148
Compass Wealth Management (Georgia)
Georgia
$1.26M -$178K -3,303 -12%
KPWS
149
Kestra Private Wealth Services
Texas
$1.21M -$266K -4,918 -18%
EH
150
Equitable Holdings
New York
$1.18M -$716K -13,247 -37%

AKRE Hedge Fund Activity: Q2 2026 in Review

442 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Akre Focus ETF (AKRE) for Q2 2026, worth a combined $2.06B — down 27% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AKRE and 38 opened new positions — a net loss of 11 holders — while 216 trimmed existing stakes and 57 added.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $29.7M. The largest seller was Financial Engines Advisors, cutting an estimated $260M.

  • 442 institutional investors held Akre Focus ETF (AKRE) as of Q2 2026, down from 462 in Q1 2026.
  • Funds reported $2.06B of Akre Focus ETF stock for Q2 2026, down 27% quarter-over-quarter.
  • 38 funds opened new Akre Focus ETF positions in Q2 2026 and 49 closed out, a net change of -11 holders.
  • The largest Akre Focus ETF buyer in Q2 2026 was Mesirow Financial Investment Management, an estimated $29.7M added.
  • The largest Akre Focus ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2026.