Who owns AKRE FOCUS ETF?

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Analyze quarterly positions in Akre Focus Etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Akre Focus Etf stock

Who bought or sold AKRE FOCUS ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Brown Brothers Harriman & Co. 16M $1.0B 100% Dec 2025
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CI Private Wealth 686k $45M 100% Dec 2025
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Financial Engines Advisors L.L.C 4.8M $313M 100% Dec 2025
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AlTi Global 3.1M $165M -47% Mar 2026
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Franklin Resources 2.1M $113M -23% Mar 2026
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LPL Financial 1.9M $101M -17% Mar 2026
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Brown Advisory Holdings Incorporated 1.6M $108M 100% Dec 2025
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Advisor Group Holdings 1.2M $82M 100% Dec 2025
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Raymond James Financial 1.1M $74M 100% Dec 2025
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Cambridge Investment Research Advisors 954k $50M -11% Mar 2026
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Chemistry Wealth Management 892k $47M 100% Mar 2026
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Montis Financial 808k $43M 0% Mar 2026
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Mesirow Financial Investment Management International Equity 797k $42M -60% Mar 2026
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Ascension Capital Advisors 685k $36M 12% Mar 2026
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Wells Fargo & Company 524k $28M -40% Mar 2026
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Assetmark 517k $27M -7% Mar 2026
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UBS Group 507k $27M -38% Mar 2026
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Urban Financial Advisory Corp 479k $25M 9% Mar 2026
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Parisi Gray Wealth Management 471k $25M -14% Mar 2026
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Warren Averett Asset Management 431k $28M 100% Dec 2025
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HighTower Advisors 405k $21M -49% Mar 2026
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Focus Financial Network 392k $21M 100% Mar 2026
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United Capital Financial Advisers 383k $25M 100% Dec 2025
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Mariner Wealth Advisors 374k $20M 18% Mar 2026
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Affiance Financial 372k $20M -43% Mar 2026
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Ironwood Investment Counsel 349k $18M 1% Mar 2026
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Miracle Mile Advisors 345k $18M -41% Mar 2026
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Basepoint Wealth 336k $18M 100% Mar 2026
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Colony 313k $21M 100% Dec 2025
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Cresset Asset Management 310k $20M 100% Dec 2025
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New England Private Wealth Advisors 297k $16M -5% Mar 2026
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Cross Staff Investments 292k $15M 1% Mar 2026
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Stratos Wealth Partners 268k $14M -48% Mar 2026
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Commonwealth Equity Services 257k $14M -19% Mar 2026
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Aprio Wealth Management 246k $13M -47% Mar 2026
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FMR 238k $16M 100% Dec 2025
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Hanson McClain Advisors 235k $15M 100% Dec 2025
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Cetera Investment Advisers 229k $12M -17% Mar 2026
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Fiduciary 221k $12M -9% Mar 2026
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Rockefeller Capital Management 181k $12M 100% Dec 2025
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Cary Street Partners Financial 179k $9.4M 0% Mar 2026
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Private Advisor 165k $8.7M -10% Mar 2026
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Lido Advisors 164k $8.7M 100% Mar 2026
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Lighthouse Wealth Management 160k $8.5M -42% Mar 2026
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Arete Wealth Advisors 153k $10M 100% Dec 2025
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Compton Wealth Advisory Group 153k $8.0M -1% Mar 2026
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Montz Harcus Wealth Management 150k $7.9M -11% Mar 2026
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Perigon Wealth Management 148k $7.8M -7% Mar 2026
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Steward Partners Investment Advisory 147k $7.8M -6% Mar 2026
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Fft Wealth Management 146k $9.5M 100% Dec 2025
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Envestnet Asset Management 142k $7.5M -5% Mar 2026
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NBZ Investment Advisors 141k $7.5M -52% Mar 2026
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Mendel Capital Management 137k $7.2M 100% Mar 2026
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HPM Partners 135k $8.9M 100% Dec 2025
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Citadel Advisors 134k $8.8M 100% Dec 2025
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Goss Wealth Management 133k $8.7M 100% Dec 2025
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Kestra Advisory Services 132k $7.0M 3% Mar 2026
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Janney Montgomery Scott 129k $6.8M -12% Mar 2026
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Moneta Group Investment Advisors 125k $6.6M -1% Mar 2026
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Capital Advisors 125k $6.6M -16% Mar 2026
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Prime Capital Investment Advisors 122k $6.4M -4% Mar 2026
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Summit Trail Advisors 113k $6.0M -59% Mar 2026
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Equitable Trust 110k $5.8M -29% Mar 2026
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JBR Co Financial Management 109k $7.1M 0% Mar 2026
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Creative Planning 107k $5.7M 11% Mar 2026
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Stifel Financial 105k $5.6M -55% Mar 2026
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Branch Banking & Trust Company 104k $5.5M -12% Mar 2026
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Beacon Financial Planning 103k $5.4M -24% Mar 2026
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Annandale Capital 99k $6.5M 100% Dec 2025
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Baker Tilly Financial 97k $5.1M 0% Mar 2026
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Ieq Capital 90k $5.9M 100% Dec 2025
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Lynx Investment Advisory 89k $4.7M 2% Mar 2026
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Davenport & Co 88k $4.6M 12% Mar 2026
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Massey, Quick & Co 87k $4.6M -18% Mar 2026
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Modera Wealth Management 87k $4.6M -5% Mar 2026
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Quantinno Capital Management 86k $5.6M 100% Dec 2025
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Sargent Investment Group 82k $4.3M -11% Mar 2026
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Atlantic Trust 79k $5.2M 100% Dec 2025
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Stratos Wealth Advisors 78k $4.1M -55% Mar 2026
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Vertex Planning Partners 64k $4.2M 100% Dec 2025
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IHT Wealth Management 63k $4.1M 100% Dec 2025
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Rockbridge Investment Management, LCC 62k $4.1M 100% Dec 2025
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Mercer Global Advisors 62k $4.0M 100% Dec 2025
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Mml Investors Services 61k $3.2M -22% Mar 2026
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Essex Financial Services 60k $3.2M 7% Mar 2026
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Meridian Wealth Management 58k $3.8M 0% Mar 2026
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HB Wealth Management 58k $3.1M 100% Mar 2026
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Sontag Advisory 57k $3.0M -3% Mar 2026
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Prospera Financial Services 57k $3.0M -62% Mar 2026
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Karras Company 56k $3.0M -30% Mar 2026
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Berger Financial Group 56k $3.0M -12% Mar 2026
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EP Wealth Advisors 56k $3.7M 100% Dec 2025
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Walled Lake Planning & Wealth Management 56k $2.9M 100% Mar 2026
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Bank Of Oklahoma National Association / 55k $2.9M 0% Mar 2026
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Marion Wealth Management 55k $2.9M -6% Mar 2026
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Guardian Wealth Advisors, Llc / Nc 54k $3.5M 100% Dec 2025
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SCS Capital Management 54k $2.8M 0% Mar 2026
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Equitable Holdings 53k $3.5M 100% Dec 2025
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Blume Capital Management 53k $2.8M -6% Mar 2026
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Aspire Capital Advisors 51k $2.7M -60% Mar 2026
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Aptus Capital Advisors 51k $2.7M -8% Mar 2026
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Beacon Investment Advisors 50k $3.3M 100% Dec 2025
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Bank of New York Mellon 49k $2.6M -2% Mar 2026
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Houlihan Financial Resource Group 48k $2.5M -2% Mar 2026
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BNB Wealth Management 48k $2.5M 100% Mar 2026
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Twin Focus Capital Partners 48k $3.1M 100% Dec 2025
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Northern Trust 48k $3.1M 100% Dec 2025
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Wiley Bros.-aintree Capital 47k $3.1M 100% Dec 2025
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Sowell Financial Services 46k $2.4M -5% Mar 2026
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Mill Creek Capital Advisors 46k $3.0M 100% Dec 2025
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S.A. Mason 45k $2.4M 0% Mar 2026
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Lafayette Investments 45k $2.4M 2% Mar 2026
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Voisard Asset Management Group 45k $2.4M -36% Mar 2026
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Calamos Wealth Management 44k $2.3M -18% Mar 2026
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Calamos Advisors 44k $2.3M 100% Mar 2026
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Captrust Financial Advisors 42k $2.7M 100% Dec 2025
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Wedmont Private Capital 42k $2.2M -18% Mar 2026
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Hartland & Co 41k $2.2M -14% Mar 2026
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 41k $2.1M 19% Mar 2026
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Banyan Captial Management 40k $2.1M -2% Mar 2026
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Rollins Financial Advisors 40k $2.1M -58% Mar 2026
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Millburn Ridgefield 39k $2.0M 0% Mar 2026
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Value Investment Professionals 37k $2.0M 100% Mar 2026
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Salem Investment Counselors 37k $2.0M -2% Mar 2026
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CoreFirst Bank & Trust 37k $2.4M 100% Dec 2025
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Chicago Partners Investment 37k $2.0M -20% Mar 2026
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Spinnaker Trust 36k $1.9M -3% Mar 2026
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Evercore Wealth Management 36k $2.4M 100% Dec 2025
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IFP Advisors 36k $1.9M 39% Mar 2026
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Summit Financial 35k $2.3M 100% Dec 2025
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First Pacific Financial 34k $1.8M -1% Mar 2026
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Sunbelt Securities 34k $2.2M 100% Dec 2025
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Baldwin Brothers 34k $1.8M -1% Mar 2026
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Aspect Partners 34k $1.8M -8% Mar 2026
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Visionary Wealth Advisors 32k $1.7M -12% Mar 2026
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Oak Barrel Wealth Advisory 31k $2.0M 100% Dec 2025
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CIBC Bancorp USA 30k $1.6M 100% Mar 2026
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Merit Financial Group 30k $1.6M -13% Mar 2026
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Clear Creek Financial Management 30k $1.6M -9% Mar 2026
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Live Oak Private Wealth 29k $1.5M -41% Mar 2026
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Circle Wealth Management 29k $1.5M -61% Mar 2026
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Ameriprise Financial 28k $1.9M 100% Dec 2025
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Envision Financial Transparency 28k $1.5M 100% Mar 2026
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Kestra Private Wealth Services 28k $1.5M -11% Mar 2026
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LexAurum Advisors 28k $1.5M 100% Mar 2026
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Absolute Investment Management 28k $1.5M 0% Mar 2026
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CliftonLarsonAllen Wealth Advisors 27k $1.4M 0% Mar 2026
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Savant Capital Management 27k $1.4M 0% Mar 2026
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Sound View Wealth Advisors Group 27k $1.4M 0% Mar 2026
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BIP Wealth 26k $1.4M -14% Mar 2026
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Koshinski Asset Management 26k $1.4M -8% Mar 2026
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Flagship Harbor Advisors 23k $1.2M -26% Mar 2026
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Caprock 22k $1.2M -40% Mar 2026
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SCBT Financial Corporation 22k $1.2M -40% Mar 2026
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NorthStar Asset Management 20k $1.1M -37% Mar 2026
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Capital Advisors Wealth Management 19k $1.0M -39% Mar 2026
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Topsail Wealth Management 18k $932k -39% Mar 2026
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Sapient Capital 17k $900k -38% Mar 2026
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CLS Investments 17k $882k -85% Mar 2026
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Allen Investment Management 17k $881k -76% Mar 2026
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BTC Capital Management 16k $820k -72% Mar 2026
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Concurrent Investment Advisors 13k $681k -56% Mar 2026
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Tanglewood Wealth Management 7.4k $389k -92% Mar 2026
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Canal Capital Management 6.7k $353k -96% Mar 2026
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Capital Planning 6.2k $326k -95% Mar 2026
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Oppenheimer & Co 4.3k $226k -87% Mar 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 4.1k $218k -85% Mar 2026
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KilterHowling 4.0k $210k -96% Mar 2026
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Pathway Financial Advisers 3.9k $204k -91% Mar 2026
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Who sold out of Akre Focus Etf?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Dec 2025 719k $48M
Ausdal Financial Partners Dec 2025 157k $10M
SOL Capital Management Dec 2025 92k $6.0M
Harfst & Associates Dec 2025 54k $3.5M
National Asset Management Dec 2025 48k $3.1M
Wiser Advisor Group Dec 2025 43k $2.8M
Parker Investment Management Dec 2025 38k $2.5M
Integrated Advisors Network Dec 2025 36k $2.3M