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AKRE

Akre Focus ETF

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
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
1
Brown Brothers Harriman & Co
New York
$1.03B +$1.02B +15,725,379 New
AG
2
AlTi Global
New York
$387M +$382M +5,904,874 New
Financial Engines Advisors
3
Financial Engines Advisors
California
$313M +$309M +4,772,869 New
Franklin Resources
4
Franklin Resources
California
$183M +$181M +2,800,327 New
LPL Financial
5
LPL Financial
California
$151M +$149M +2,308,689 New
MFIM
6
Mesirow Financial Investment Management
Illinois
$132M +$130M +2,012,662 New
Brown Advisory
7
Brown Advisory
Maryland
$108M +$106M +1,643,003 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$89.6M +$691M +10,673,454 New
Osaic Holdings
9
Osaic Holdings
Arizona
$81.6M +$80.6M +1,245,046 New
Bank of America
10
Bank of America
North Carolina
$76.2M +$75.3M +1,163,454 New
Raymond James Financial
11
Raymond James Financial
Florida
$73.7M +$72.8M +1,125,256 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$70.3M +$69.4M +1,072,509 New
Wells Fargo
13
Wells Fargo
California
$57M +$56.3M +869,756 New
UBS Group
14
UBS Group
Switzerland
$53.3M +$52.6M +813,200 New
MF
15
Montis Financial
Massachusetts
$53M +$52.4M +809,126 New
HighTower Advisors
16
HighTower Advisors
Illinois
$52.4M +$51.8M +800,193 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$47.9M +$46.6M +719,197 New
AF
18
Affiance Financial
Minnesota
$43M +$42.5M +656,658 New
ACA
19
Ascension Capital Advisors
Texas
$40.1M +$39.6M +611,494 New
MMA
20
Miracle Mile Advisors
California
$38.1M +$37.7M +582,036 New
AssetMark Inc
21
AssetMark Inc
California
$36.3M +$35.9M +554,566 New
PGWM
22
Parisi Gray Wealth Management
New Jersey
$36M +$35.5M +549,027 New
SWP
23
Stratos Wealth Partners
Ohio
$33.7M +$33.3M +514,305 New
AWM
24
Aprio Wealth Management
Georgia
$30.6M +$30.3M +467,611 New
UFAC
25
Urban Financial Advisory Corp
Illinois
$28.8M +$28.5M +440,266 New