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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
SS
151
Sunbelt Securities
Texas
$2.23M +$2.2M +33,983 New
CCFM
152
Clear Creek Financial Management
Washington
$2.13M +$2.11M +32,534 New
NAMNJ
153
NorthStar Asset Management (New Jersey)
New Jersey
$2.11M +$2.08M +32,191 New
OC
154
Oppenheimer & Co
New York
$2.09M +$2.06M +31,871 New
FHA
155
Flagship Harbor Advisors
Massachusetts
$2.07M +$2.04M +31,588 New
CAWM
156
Capital Advisors Wealth Management
Washington
$2.05M +$2.03M +31,286 New
KPWS
157
Kestra Private Wealth Services
Texas
$2.05M +$2.02M +31,251 New
CWMG
158
Compass Wealth Management (Georgia)
Georgia
$2M +$1.98M +30,552 New
OBWA
159
Oak Barrel Wealth Advisory
Virginia
$2M +$1.97M +30,501 New
BW
160
BIP Wealth
Georgia
$1.98M +$1.96M +30,234 New
CIA
161
Concurrent Investment Advisors
Florida
$1.93M +$1.9M +29,404 New
TWM
162
Topsail Wealth Management
North Carolina
$1.88M +$1.86M +28,735 New
Ameriprise
163
Ameriprise
Minnesota
$1.85M +$1.83M +28,291 New
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$1.83M +$1.81M +28,008 New
SC
165
Sapient Capital
Indiana
$1.83M +$1.79M +27,613 New
MIM
166
Macroview Investment Management
Maryland
$1.8M +$1.78M +27,500 New
CCWA
167
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M +$1.78M +27,425 New
EWM
168
Empirical Wealth Management
Washington
$1.77M +$1.75M +27,014 New
SC
169
Savant Capital
Illinois
$1.76M +$1.74M +26,866 New
SVWAG
170
Sound View Wealth Advisors Group
Georgia
$1.74M +$1.72M +26,565 New
RPGK
171
Retirement Planning Group (Kansas)
Kansas
$1.73M +$1.71M +26,444 New
RFS
172
RM Financial Services
Maine
$1.71M +$1.69M +26,173 New
Pathstone Holdings
173
Pathstone Holdings
New Jersey
$1.69M +$1.67M +25,843 New
IA
174
IFP Advisors
Florida
$1.69M +$1.67M +25,812 New
SFS
175
Symphony Financial Services
Ohio
$1.68M +$1.66M +25,682 New
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