Who Owns Akre Focus ETF (AKRE)?Hedge Fund & Institutional Holders

$53.16-0.37 (-0.69%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0300003860003128e+247T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$53.53$57.07$60.62$64.16$67.70Oct 25Jan 26Mar 26

AKRE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BROWN BROTHERS HARRIMAN & CONew Position+15.7M+$1.0B
AlTi Global, Inc.New Position+5.9M+$386.0M
Financial Engines Advisors L.L.C.New Position+4.8M+$312.7M
FRANKLIN RESOURCES INCNew Position+2.8M+$181.0M
LPL Financial LLCNew Position+2.3M+$151.0M
Mesirow Financial Investment Management, Inc.New Position+2.0M+$131.8M
BROWN ADVISORY INCNew Position+1.6M+$107.0M
OSAIC HOLDINGS, INC.New Position+1.2M+$81.0M
BANK OF AMERICA CORP /DE/New Position+1.2M+$75.0M
RAYMOND JAMES FINANCIAL INCNew Position+1.1M+$72.0M
Cambridge Investment Research Advisors, Inc.New Position+1.1M+$70.0M
WELLS FARGO & COMPANY/MNNew Position+870K+$56.0M
UBS Group AGNew Position+813K+$53.3M
Montis Financial, LLCNew Position+809K+$53.0M
HighTower Advisors, LLCNew Position+800K+$52.0M

AKRE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTH STAR ASSET MANAGEMENT INCClosed Position-4K-$231.3M
Hurley Capital, LLCDecreased-18-$22.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BROWN BROTHERS HARRIMAN & CO15,725,379$1.0B5.62%Share
2AlTi Global, Inc.5,904,874$386.0M8.28%Share
3Financial Engines Advisors L.L.C.4,772,869$312.7M0.59%Share
4LPL Financial LLC2,308,689$151.0M0.04%Share
5FRANKLIN RESOURCES INC2,213,370$144.0M0.04%Share
6Mesirow Financial Investment Management, Inc.2,012,662$131.8M2.71%Share
7OSAIC HOLDINGS, INC.1,213,299$79.0M0.12%Share
8Cambridge Investment Research Advisors, Inc.1,072,509$70.0M0.18%Share
9BROWN ADVISORY INC1,057,667$69.0M0.10%Share
10RAYMOND JAMES FINANCIAL INC847,748$55.0M0.02%Share
11Montis Financial, LLC809,126$53.0M10.48%Share
12HighTower Advisors, LLC800,193$52.0M0.06%Share
13UBS Group AG792,100$51.9M0.01%Share
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC719,197$47.9M0.06%Share
15WELLS FARGO & COMPANY/MN687,403$45.0M0.01%Share
16Corient Private Wealth LLC9,987,425$44.7M0.06%Share
17Affiance Financial, LLC656,658$43.0M6.92%Share
18Ascension Capital Advisors, Inc.611,494$40.1M13.74%Share
19BANK OF AMERICA CORP /DE/622,805$40.0M0.00%Share
20Composition Wealth, LLC582,036$38.1M0.55%Share
21ASSETMARK, INC554,566$36.3M0.07%Share
22Parisi Gray Wealth Management549,027$36.0M8.16%Share
23BROWN ADVISORY INC538,626$35.0M0.05%Share
24Stratos Wealth Partners, LTD.514,305$33.7M0.38%Share
25Aprio Wealth Management, LLC467,611$30.6M1.76%Share
26BANK OF AMERICA CORP /DE/458,214$30.0M0.00%Share
27Urban Financial Advisory Corp440,266$28.8M11.32%Share
28Waverly Advisors, LLC431,441$28.0M0.23%Share
29UNITED CAPITAL FINANCIAL ADVISORS, LLC383,323$25.0M0.15%Share
30ROYAL BANK OF CANADA368,202$24.0M0.00%Share
31Ironwood Investment Counsel, LLC344,154$22.0M3.07%Share
32New England Private Wealth Advisors LLC312,610$20.5M1.23%Share
33TD Capital Management LLC308$20.2M0.00%Share
34COMMONWEALTH EQUITY SERVICES, LLC317,992$20.0M0.03%Share
35FRANKLIN RESOURCES INC307,337$20.0M0.00%Share
36Focus Partners Wealth312,668$20.0M0.02%Share
37Cresset Asset Management, LLC310,160$20.0M0.08%Share
38NBZ Investment Advisors LLC293,305$19.2M8.36%Share
39Lighthouse Wealth Management Inc.277,954$18.2M12.44%Share
40Cetera Investment Advisers275,064$18.0M0.02%Share
41Summit Trail Advisors, LLC276,478$18.0M0.31%Share
42RAYMOND JAMES FINANCIAL INC268,326$17.0M0.01%Share
43Fiduciary Group, LLC242,380$15.9M1.33%Share
44Allworth Financial LP234,792$15.4M0.06%Share
45STIFEL FINANCIAL CORP229,036$15.0M0.01%Share
46FRANKLIN RESOURCES INC230,565$15.0M0.00%Share
47FMR LLC238,429$15.0M0.00%Share
48MORGAN STANLEY222,409$14.0M0.00%Share
49CARY STREET PARTNERS FINANCIAL LLC176,078$11.5M0.29%Share
50Canal Capital Management, LLC175,232$11.5M1.63%Share

AKRE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025452$4.3B+449
Q3 20253$264.7M+1
Q2 20252$256.0M-1
Q1 20253$262.4M+0
Q4 20243$332.6M+1
Q3 20242$390.6M+0
Q2 20242$349.3M+0
Q1 20242$356.4M—

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As of Q4 2025, 50 institutional investors hold AKRE (Akre Focus ETF). The largest holder is BROWN BROTHERS HARRIMAN & CO with $1.0B in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own AKRE?

As of Q4 2025, 50 institutional investors report holding AKRE (Akre Focus ETF) in their 13F filings.

Who is the largest institutional holder of AKRE?

The largest institutional holder of AKRE is BROWN BROTHERS HARRIMAN & CO with $1.0B in shares.

Is institutional ownership of AKRE increasing or decreasing?

This quarter, 15 institutions opened new positions in AKRE and 1 closed their positions.