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Akre Focus Etf shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.2M 126k 65.51

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Archer Daniels Midland Company (ADM)

View all positions for Moneta Group Investment Advisors

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
CI Private Wealth
AlTi Global
Financial Engines Advisors L.L.C
Franklin Resources
LPL Financial
Mesirow Financial Investment Management International Equity
Brown Advisory Holdings Incorporated
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
Wells Fargo & Company
UBS Group
Montis Financial
HighTower Advisors

View all funds holding Akre Focus Etf