AKRE

Akre Focus ETF
$53.69-1.46 (-2.65%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.5725379590487448e+298B

Total Value

$1.0300003860003128e+247T

% of Float

Price History

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

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