AKRE FOCUS ETF AKRE
$55.67
+2.8% 52w: $51.33 – $67.70
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data51.3359.5167.70
Oct 27, 2025 Jul 2, 2026
Institutional holders
458
-16 QoQ
13F value
$2.81B
-35.8% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
3
Q1 2026
Institutional value by quarter
Number of holders
Who owns AKRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 12.0M | $633.9M | 3.4% | -23.7% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 5.3M | $281.0M | 0.6% | +11.4% |
| AlTi Global, Inc. | Wealth advisor | 3.1M | $165.3M | 3.6% | -47.0% |
| FRANKLIN RESOURCES INC | Long only active | 2.1M | $113.3M | 0.0% | -23.5% |
| LPL Financial LLC | Bank broker | 1.9M | $100.8M | 0.0% | -17.4% |
| BROWN ADVISORY INC | Diversified mechanical | 1.2M | $64.4M | 0.1% | -25.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $61.4M | 0.0% | -0.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 954.0K | $50.4M | 0.1% | -11.0% |
| Chemistry Wealth Management LLC | Other | 892.0K | $47.1M | 8.3% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 850.8K | $45.0M | 0.1% | -31.7% |
| Montis Financial, LLC | Wealth advisor | 808.0K | $42.7M | 8.8% | -0.1% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 797.4K | $42.1M | 0.7% | -60.4% |
| Ascension Capital Advisors, Inc. | Wealth advisor | 684.6K | $36.2M | 11.4% | +12.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 609.9K | $32.2M | 0.0% | -45.8% |
| Corient Private Wealth LLC | Diversified mechanical | 568.0K | $30.0M | 0.0% | -94.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 524.4K | $27.7M | 0.0% | -39.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 523.4K | $27.7M | 0.1% | -27.2% |
| ASSETMARK, INC | Wealth advisor | 517.4K | $27.3M | 0.1% | -6.7% |
| UBS Group AG | Bank broker | 506.7K | $26.8M | 0.0% | -37.7% |
| Urban Financial Advisory Corp | Wealth advisor | 478.5K | $25.3M | 8.9% | +8.7% |
| Parisi Gray Wealth Management | Other | 470.8K | $24.9M | 5.9% | -14.2% |
| HighTower Advisors, LLC | Diversified mechanical | 404.5K | $21.4M | 0.0% | -49.4% |
| Waverly Advisors, LLC | Wealth advisor | 402.9K | $21.3M | 0.2% | -6.6% |
| Focus Financial Network, Inc. | Wealth advisor | 391.9K | $20.7M | 0.7% | New |
| Mariner, LLC | Diversified mechanical | 374.0K | $19.8M | 0.0% | +17.7% |
| Affiance Financial, LLC | Wealth advisor | 372.3K | $19.7M | 3.2% | -43.3% |
| Ironwood Investment Counsel, LLC | Other | 348.7K | $18.4M | 2.7% | +1.3% |
| Composition Wealth, LLC | Wealth advisor | 344.6K | $18.2M | 0.3% | -40.8% |
| Basepoint Wealth LLC | Other | 335.5K | $17.7M | 10.1% | New |
| Focus Partners Wealth | Wealth advisor | 308.2K | $16.3M | 0.0% | -1.4% |
| ROYAL BANK OF CANADA | Bank broker | 301.7K | $15.9M | 0.0% | -18.2% |
| New England Private Wealth Advisors LLC | Wealth advisor | 296.6K | $15.7M | 1.8% | -5.1% |
| Cross Staff Investments Inc ★2 | Fundamental diversified | 291.9K | $15.4M | 7.8% | +0.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 290.0K | $15.3M | 0.1% | -24.3% |
| Cresset Asset Management, LLC | Wealth advisor | 272.6K | $14.4M | 0.1% | -12.1% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 267.8K | $14.2M | 0.2% | -47.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 257.2K | $13.6M | 0.0% | -19.1% |
| Aprio Wealth Management, LLC | Wealth advisor | 246.3K | $13.0M | 0.7% | -47.3% |
| MORGAN STANLEY | Bank broker | 238.7K | $12.6M | 0.0% | +7.3% |
| FMR LLC | Long only active | 230.1K | $12.2M | 0.0% | -3.5% |
| Cetera Investment Advisers | Wealth advisor | 228.7K | $12.1M | 0.0% | -16.9% |
| Fiduciary Group, LLC | Other | 220.7K | $11.7M | 1.0% | -8.9% |
| Cerity Partners LLC | Diversified mechanical | 203.2K | $10.7M | 0.0% | +50.1% |
| Allworth Financial LP | Wealth advisor | 201.3K | $10.6M | 0.0% | -14.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 197.2K | $10.4M | 0.0% | +219.4% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 178.6K | $9.4M | 0.2% | +0.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 176.4K | $9.3M | 0.0% | +984.3% |
| Private Advisor Group, LLC | Wealth advisor | 165.2K | $8.7M | 0.0% | -9.5% |
| Lido Advisors, LLC | Wealth advisor | 164.4K | $8.7M | 0.0% | New |
| Arete Wealth Advisors, LLC | Wealth advisor | 163.5K | $8.6M | 0.6% | +7.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.