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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
BP
176
Ballentine Partners
Massachusetts
$1.68M +$1.66M +25,581 New
HH
177
Hilltop Holdings
Texas
$1.67M +$1.65M +25,558 New
MWA
178
Medallion Wealth Advisors
Connecticut
$1.65M +$1.63M +25,144 New
LFA
179
Longview Financial Advisors
Alabama
$1.59M +$1.57M +24,260 New
Empower Advisory Group
180
Empower Advisory Group
Colorado
$1.58M +$1.56M +24,057 New
AQR Capital Management
181
AQR Capital Management
Connecticut
$1.57M +$1.56M +24,041 New
SGFG
182
Silver Grove Financial Group
New York
$1.52M +$1.5M +23,225 New
LWL
183
Leo Wealth LLC
Texas
$1.5M +$1.49M +22,970 New
SGCA
184
Steel Grove Capital Advisors
Tennessee
$1.5M +$1.48M +22,931 New
RA
185
RFG Advisory
Alabama
$1.49M +$1.48M +22,795 New
TWM
186
Tradition Wealth Management
Minnesota
$1.45M +$1.44M +22,175 New
MA
187
MONECO Advisors
Connecticut
$1.45M +$1.43M +22,074 New
Comerica Bank
188
Comerica Bank
Texas
$1.44M +$1.42M +21,915 New
JWCA
189
J.W. Cole Advisors
Florida
$1.41M +$1.41M +21,850 New
JIC
190
Joel Isaacson & Co
New York
$1.35M +$1.34M +20,677 New
JMFC
191
J.M. Forbes & Co
Massachusetts
$1.32M +$1.31M +20,212 New
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$1.28M +19,782 New
BCM
193
Becker Capital Management
Oregon
$1.28M +$1.26M +19,479 New
FAM
194
Frontier Asset Management
Wyoming
$1.26M +$1.25M +19,264 New
WH
195
Whitcomb & Hess
Ohio
$1.22M +$1.22M +18,871 New
AWM
196
Apollon Wealth Management
South Carolina
$1.22M +$1.2M +18,575 New
MWM
197
Mittelman Wealth Management
Massachusetts
$1.21M +$1.19M +18,409 New
JIC
198
Johnson Investment Counsel
Ohio
$1.2M +$1.19M +18,366 New
SA
199
Sanctuary Advisors
Indiana
$1.2M +$1.18M +18,248 New
MW
200
Marble Wealth
Alabama
$1.19M +$1.18M +18,188 New
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