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
CAWM
176
Capital Advisors Wealth Management
Washington
$1.01M
HH
177
Hilltop Holdings
Texas
$986K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$981K
JIC
179
Johnson Investment Counsel
Ohio
$971K
IFG
180
Independent Financial Group
California
$962K
PA
181
Parallel Advisors
California
$940K
MW
182
Marble Wealth
Alabama
$933K
TWM
183
Topsail Wealth Management
North Carolina
$932K
FFA
184
Farther Finance Advisors
California
$931K
EA
185
Eclectic Associates
California
$920K
WH
186
Whitcomb & Hess
Ohio
$919K
PP
187
PDS Planning
Ohio
$904K
SC
188
Sapient Capital
Indiana
$900K
EWM
189
Evercore Wealth Management
New York
$899K
MWM
190
Mittelman Wealth Management
Massachusetts
$898K
AWM
191
Apollon Wealth Management
South Carolina
$892K
BCI
192
Brinker Capital Investments
Pennsylvania
$882K
AIM
193
Allen Investment Management
New York
$881K
AFG
194
Atomi Financial Group
New York
$877K
JMFC
195
J.M. Forbes & Co
Massachusetts
$875K
ODFS
196
O'Donnell Financial Services
California
$872K
Goldman Sachs
197
Goldman Sachs
New York
$870K
FFA
198
Founders Financial Alliance
North Carolina
$858K
ZIC
199
ZWJ Investment Counsel
Georgia
$845K
BCM
200
BTC Capital Management
Iowa
$820K