Akre Focus ETFAKREETF

13F holders, Q4 2025 (December 31)
478holders +476
447new positions
0sold out
2famous investors
$65.51avg. 13F price*

At the end of Q4 2025, 478 institutions reported holding Akre Focus ETF (AKRE) in their 13F filings, up 476 from Q3 2025. 447 opened new positions and 0 sold out. The largest holders were Brown Brothers Harriman & Co. ($1.0B), AlTi Global, Inc. ($386.8M) and Financial Engines Advisors L.L.C. ($312.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Akre Focus ETF
Filed as
PROFESIONALLY MANAGED PORTFO (Q4 2025)
CUSIP
74316P579
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q3 2025: 2Q3 2025Q4 2025: 478Q4 2025Q1 2026: 462Q1 2026Q2 2026: 443Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions447$4.3B
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 65,824,409 shares bought, net +65,824,409 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 478 holders

Brown Brothers Harriman & Co. 5.62% New 15,725,379 $1.0B
AlTi Global, Inc. 8.29% New 5,904,874 $386.8M
Financial Engines Advisors L.L.C. 0.59% New 4,772,869 $312.7M
Franklin Resources Inc. 0.05% New 2,800,327 $183.4M
LPL Financial LLC 0.04% New 2,308,689 $151.2M
Mesirow Financial Investment Management, Inc. 2.71% New 2,012,662 $131.8M
Brown Advisory Inc. 0.15% New 1,643,003 $107.6M
Osaic Holdings, Inc. 0.12% New 1,245,046 $81.6M
Bank of America Corp. 0.01% New 1,163,454 $76.2M
Raymond James Financial Inc. 0.02% New 1,125,256 $73.7M
Cambridge Investment Research Advisors, Inc. 0.19% New 1,072,509 $70.3M
Wells Fargo & Company 0.01% New 869,756 $57.0M
UBS Group AG 0.01% New 813,200 $53.3M
Montis Financial, LLC 10.48% New 809,126 $53.0M
HighTower Advisors, LLC 0.06% New 800,193 $52.4M
Wealth Enhancement Advisory Services, LLC 0.07% New 719,197 $47.9M
Corient Private Wealth LP 0.06% New 686,029 $44.9M
Affiance Financial, LLC 6.92% New 656,658 $43.0M
Ascension Capital Advisors, Inc. 13.74% New 611,494 $40.1M
Composition Wealth, LLC 0.55% New 582,036 $38.1M
Assetmark, Inc. 0.07% New 554,566 $36.3M
Parisi Gray Wealth Management 8.17% New 549,027 $36.0M
Stratos Wealth Partners, LTD. 0.38% New 514,305 $33.7M
Aprio Wealth Management, LLC 1.76% New 467,611 $30.6M
Urban Financial Advisory Corp 11.33% New 440,266 $28.8M
Waverly Advisors, LLC 0.23% New 431,441 $28.3M
United Capital Financial Advisors, LLC 0.15% New 383,323 $25.1M
Royal Bank of Canada 0.00% New 368,893 $24.2M
Ironwood Investment Counsel, LLC 3.15% New 344,154 $22.5M
Commonwealth Equity Services, LLC 0.03% New 317,992 $20.8M
Mariner, LLC 0.02% New 317,747 $20.8M
Focus Partners Wealth 0.02% New 312,668 $20.5M
New England Private Wealth Advisors LLC 2.55% New 312,610 $20.5M
Cresset Asset Management, LLC 0.09% New 310,160 $20.3M
NBZ Investment Advisors LLC 8.39% New 293,305 $19.2M
Cross Staff Investments Inc 10.45% New 289,630 $19.0M
Lighthouse Wealth Management Inc. 12.44% New 277,954 $18.2M
Summit Trail Advisors, LLC 0.31% New 276,478 $18.1M
Cetera Investment Advisers 0.02% New 275,064 $18.0M
Fiduciary Group, LLC 1.33% New 242,380 $15.9M
FMR LLC 0.00% New 238,429 $15.6M
Allworth Financial LP 0.06% New 234,792 $15.4M
Stifel Financial Corp. 0.01% New 233,094 $15.3M
Morgan Stanley 0.00% New 222,409 $14.6M
Private Advisor Group, LLC 0.06% New 182,614 $12.0M
Rockefeller Capital Management L.P. 0.02% New 181,086 $11.9M
Cary Street Partners Financial LLC 0.29% New 177,754 $11.6M
Canal Capital Management, LLC 1.63% New 175,232 $11.5M
Stratos Wealth Advisors, LLC 0.55% New 172,258 $11.3M
Montz Harcus Wealth Management LLC 4.47% New 168,425 $11.0M
Perigon Wealth Management, LLC 0.19% New 158,885 $10.4M
Ausdal Financial Partners, Inc. 0.48% New 157,084 $10.3M
Equitable Trust Co. 0.46% New 156,363 $10.2M
Steward Partners Investment Advisory, LLC 0.06% New 155,851 $10.2M
Compton Wealth Advisory Group, LLC 2.20% New 153,472 $10.1M
Arete Wealth Advisors, LLC 0.69% New 152,801 $10.0M
Envestnet Asset Management Inc. 0.00% New 150,552 $9.9M
Capital Advisors, Ltd. LLC 1.10% New 149,532 $9.8M
Prospera Financial Services Inc 0.16% New 149,508 $9.8M
Janney Montgomery Scott LLC 0.02% New 146,936 $9.6M
FFT Wealth Management LLC 1.82% New 145,579 $9.5M
Cerity Partners LLC 0.01% New 135,420 $8.9M
Citadel Advisors 0.01% New 134,368 $8.8M
Beacon Financial Planning, Inc. 4.24% New 134,268 $8.8M
NewEdge Advisors, LLC 0.03% New 132,615 $8.7M
Kestra Advisory Services, LLC 0.03% New 128,015 $8.4M
Prime Capital Investment Advisors, LLC 0.10% New 127,172 $8.3M
Aspire Capital Advisors LLC 1.95% New 126,717 $8.3M
Moneta Group Investment Advisors LLC 0.06% New 125,806 $8.2M
Truist Financial Corp. 0.01% New 118,193 $7.7M
Capital Planning LLC 2.09% New 114,952 $7.5M
Orion Porfolio Solutions, LLC 0.05% New 110,866 $7.3M
JBR Co Financial Management Inc 2.98% New 108,793 $7.1M
Simon Quick Advisors, LLC 0.31% New 106,997 $7.0M
KilterHowling LLC 3.49% New 105,087 $6.9M
Annandale Capital, LLC 1.05% New 98,506 $6.5M
Baker Tilly Wealth Management, LLC 1.57% New 97,070 $6.4M
Creative Planning 0.00% New 96,506 $6.3M
Ehrenkranz Partners L.P. 6.97% New 93,942 $6.2M
Rollins Financial Advisors, LLC 0.90% New 93,874 $6.1M
Sargent Investment Group, LLC 0.76% New 92,801 $6.1M
SOL Capital Management CO 0.54% New 91,754 $6.0M
Modera Wealth Management, LLC 0.07% New 91,122 $6.0M
Tanglewood Wealth Management, Inc. 0.54% New 90,612 $5.9M
Ieq Capital, LLC 0.02% New 90,281 $5.9M
Lynx Investment Advisory 3.13% New 87,467 $5.7M
Quantinno Capital Management LP 0.01% New 85,995 $5.6M
Karras Company, Inc. 5.15% — 80,578 $5.3M
CIBC Private Wealth Group LLC 0.01% New 79,164 $5.2M
MML Investors Services, LLC 0.01% New 78,632 $5.2M
DAVENPORT & Co LLC 0.03% New 78,205 $5.1M
Circle Wealth Management, LLC 0.07% New 73,452 $4.8M
Voisard Asset Management Group, Inc. 0.99% New 69,723 $4.6M
Allen Investment Management, LLC 0.05% New 68,101 $4.5M
Vertex Planning Partners, LLC 0.97% New 63,996 $4.2M
Berger Financial Group, Inc 0.24% New 63,639 $4.2M
IHT Wealth Management, LLC 0.10% New 63,261 $4.1M
Rockbridge Investment Management, LCC 0.38% New 62,370 $4.1M
Mercer Global Advisors Inc. 0.01% New 61,742 $4.0M
BNB Wealth Management, LLC 2.59% — 61,482 $4.0M
Meridian Wealth Management, LLC 0.14% New 58,294 $3.9M
Wealthspire Advisors, LLC 0.03% New 58,912 $3.9M
Blume Capital Management, Inc. 0.68% New 56,229 $3.7M
EP Wealth Advisors, LLC 0.02% — 56,038 $3.7M
Essex Financial Services, Inc. 0.21% New 55,904 $3.7M
Aptus Capital Advisors, LLC 0.03% New 55,548 $3.6M
Marion Wealth Management 0.81% New 58,146 $3.6M
Bokf, NA 0.06% New 55,355 $3.6M
BTC Capital Management, Inc. 0.25% New 55,115 $3.6M
Guardian Wealth Advisors, LLC / NC 0.22% New 53,967 $3.5M
SCS Capital Management LLC 0.04% New 53,742 $3.5M
Calamos Wealth Management LLC 0.12% New 53,706 $3.5M
Harfst & Associates, Inc. 0.63% New 53,622 $3.5M
Equitable Holdings, Inc. 0.02% New 52,892 $3.5M
Wedmont Private Capital 0.12% New 50,982 $3.3M
Bank of New York Mellon Corp 0.00% New 50,341 $3.3M
Beacon Investment Advisors LLC 1.31% New 49,725 $3.3M
Live Oak Private Wealth LLC 0.44% New 49,653 $3.3M
Sowell Financial Services LLC 0.12% New 48,490 $3.2M
Clearstead Advisors, LLC 0.04% New 47,893 $3.1M
B. Riley Wealth Advisors, Inc. 0.15% New 47,848 $3.1M
Twin Focus Capital Partners, LLC 0.36% New 47,659 $3.1M
Northern Trust Corp. 0.00% New 47,566 $3.1M
Houlihan Financial Resource Group, Ltd. 1.20% New 49,249 $3.1M
&partners 0.02% New 46,759 $3.1M
Mill Creek Capital Advisors, LLC 0.06% New 46,006 $3.0M
S.A. Mason LLC 1.17% New 45,209 $3.0M
Lafayette Investments, Inc. 0.55% New 44,588 $2.9M
Pathway Financial Advisers, LLC 0.85% New 44,550 $2.9M
Alvarez & Marsal Private Wealth Partners, LLC 0.55% — 44,033 $2.9M
Chicago Partners Investment Group LLC 0.07% New 45,830 $2.9M
Wiser Advisor Group LLC 3.21% New 42,820 $2.8M
Captrust Financial Advisors 0.01% New 41,886 $2.7M
Banyan Capital Management, Inc. 1.16% New 40,813 $2.7M
Adkins Seale Capital Management LLC 2.64% — 40,764 $2.7M
Millburn Ridgefield LLC 0.06% New 38,750 $2.5M
Salem Investment Counselors Inc. 0.07% New 38,045 $2.5M
Parker Investment Management, LLC 0.35% New 37,868 $2.5M
Spinnaker Trust 0.13% New 37,312 $2.4M
Caprock Group, LLC 0.05% New 37,238 $2.4M
CoreFirst Bank & Trust 1.31% New 37,119 $2.4M
Aspect Partners, LLC 1.05% New 36,724 $2.4M
SouthState Bank Corp 0.11% New 36,706 $2.4M
Evercore Wealth Management, LLC 0.03% New 36,155 $2.4M
Visionary Wealth Advisors 0.11% New 35,843 $2.3M
Integrated Advisors Network LLC 0.10% New 35,716 $2.3M
Summit Financial, LLC 0.03% New 34,946 $2.3M
Baldwin Wealth Partners LLC 0.14% New 34,333 $2.2M
Merit Financial Group, LLC 0.02% New 34,330 $2.2M
First Pacific Financial 0.29% New 34,298 $2.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.27% New 34,135 $2.2M
Sunbelt Securities, Inc. 0.15% New 33,983 $2.2M
Clear Creek Financial Management, LLC 0.17% New 32,534 $2.1M
NorthStar Asset Management LLC 0.95% New 32,191 $2.1M
Oppenheimer & Co. Inc. 0.03% New 31,871 $2.1M
Flagship Harbor Advisors, LLC 0.10% New 31,588 $2.1M
Capital Advisors Wealth Management, LLC 0.28% New 31,286 $2.0M
Kestra Private Wealth Services, LLC 0.03% New 31,251 $2.0M
Compass Wealth Management, LLC 0.82% New 30,552 $2.0M
Oak Barrel Wealth Advisory LLC 1.19% — 30,501 $2.0M
BIP Wealth, LLC 0.07% New 30,234 $2.0M
Concurrent Investment Advisors, LLC 0.02% New 29,404 $1.9M
Topsail Wealth Management, LLC 0.28% New 28,735 $1.9M
Ameriprise Financial Inc. 0.00% New 28,291 $1.9M
Koshinski Asset Management, Inc. 0.12% New 28,008 $1.8M
Sapient Capital LLC 0.03% New 27,613 $1.8M
Macroview Investment Management LLC 1.24% New 27,500 $1.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% New 27,425 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% New 27,014 $1.8M
Savant Capital, LLC 0.01% New 26,866 $1.8M
Sound View Wealth Advisors Group, LLC 0.12% New 26,565 $1.7M
Retirement Planning Group, LLC 0.06% New 26,444 $1.7M
RM Financial Services, LLC 1.52% — 26,173 $1.7M
Pathstone Holdings, LLC 0.01% New 25,843 $1.7M
IFP Advisors, Inc 0.04% New 25,812 $1.7M
Symphony Financial Services, Inc. 0.86% New 25,682 $1.7M
Ballentine Partners, LLC 0.02% New 25,581 $1.7M
Hilltop Holdings Inc. 0.10% New 25,558 $1.7M
Medallion Wealth Advisors, LLC 0.55% New 25,144 $1.6M
Longview Financial Advisors, Inc. 1.08% New 24,260 $1.6M
Empower Advisory Group, LLC 0.00% New 24,057 $1.6M
AQR Capital Management 0.00% New 24,041 $1.6M
Silver Grove Financial Group, Inc. 1.32% New 23,225 $1.5M
Leo Wealth, LLC 0.11% New 22,970 $1.5M
Steel Grove Capital Advisors, LLC 0.16% New 22,931 $1.5M
RFG Advisory, LLC 0.03% New 22,795 $1.5M
Tradition Wealth Management, LLC 0.10% New 22,175 $1.5M
Moneco Advisors, LLC 0.11% New 22,074 $1.4M
Comerica Bank 0.01% New 21,915 $1.4M
J.W. Cole Advisors, Inc. 0.03% New 21,850 $1.4M
Joel Isaacson & Co., LLC 0.04% New 20,677 $1.4M
Forbes J M & Co. LLP 0.11% New 20,212 $1.3M
Cwm, LLC 0.00% New 19,782 $1.3M
Becker Capital Management Inc. 0.04% New 19,479 $1.3M
Frontier Asset Management, LLC 0.29% New 19,264 $1.3M
Whitcomb & Hess, Inc. 0.29% New 18,871 $1.2M
Apollon Wealth Management, LLC 0.02% New 18,575 $1.2M
Mittelman Wealth Management 0.78% New 18,409 $1.2M
Johnson Investment Counsel Inc. 0.01% New 18,366 $1.2M
Sanctuary Advisors, LLC 0.01% New 18,248 $1.2M
Marble Wealth, LLC 0.17% — 18,188 $1.2M
Founders Financial Alliance, LLC 0.22% New 18,012 $1.2M
Independent Financial Group, LLC 0.03% New 17,924 $1.2M
Parallel Advisors, LLC 0.02% New 17,778 $1.2M
Grange Capital, LLC 1.12% New 17,748 $1.2M
Compound Planning, Inc. 0.03% New 17,720 $1.2M
IFG Advisory, LLC 0.05% New 17,670 $1.2M
Goldman Sachs Group Inc. 0.00% New 17,230 $1.1M
PDS Planning, Inc 0.07% New 17,108 $1.1M
Objectivity Squared, LLC 0.62% New 17,032 $1.1M
Capital Analysts, LLC 0.03% New 17,019 $1.1M
ODonnell Financial Services, LLC 0.37% New 16,498 $1.1M
ARS Wealth Advisors Group, LLC 0.10% New 16,269 $1.1M
Susquehanna International Group, LLP 0.00% New 16,266 $1.1M
Farther Finance Advisors, LLC 0.01% New 15,517 $1.0M
ZWJ Investment Counsel Inc. 0.04% New 15,436 $1.0M
LongView Wealth Management 0.24% New 14,853 $976K
Winebrenner Capital Management LLC 0.65% New 14,891 $976K
Hall Capital Management Co. Inc. 0.38% New 14,833 $972K
Kingsview Wealth Management, LLC 0.01% New 14,825 $971K
HRT Financial LP 0.00% New 14,815 $970K
Cornerstone Wealth Group, LLC 0.07% New 14,547 $953K
Mendota Financial Group, LLC 0.69% New 14,489 $949K
Clark Wealth Partners 0.58% No change 14,452 $947K
Prosperity Consulting Group, LLC 0.04% New 14,414 $944K
Sovran Advisors, LLC 0.08% New 14,811 $939K
Pallas Capital Advisors LLC 0.03% New 14,157 $927K
BlueChip Wealth Advisors LLC 0.39% New 14,147 $927K
Greatmark Investment Partners, Inc. 0.10% New 13,294 $871K
Rovin Capital /Ut/ 0.23% New 13,209 $865K
Pandowealth. LLC 0.79% — 13,115 $859K
Global View Capital Management LLC 0.16% New 13,107 $859K
Arkadios Wealth Advisors 0.02% New 13,061 $856K
JPMorgan Chase & Co. 0.00% New 12,822 $840K
Demars Financial Group, LLC 0.28% New 12,749 $835K
Choate Investment Advisors 0.02% New 12,733 $834K
Ameriflex Group, Inc. 0.42% New 12,481 $818K
Modern Wealth Management, LLC 0.01% New 12,464 $817K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.63% — 12,361 $810K
Northwestern Mutual Wealth Management Co. 0.00% New 12,271 $804K
Landing Point Financial Group, LLC 0.40% New 12,211 $800K
Allen Capital Group, LLC 0.07% New 12,106 $793K
SVB Wealth LLC 0.05% New 11,901 $780K
World Equity Group, Inc. 0.21% New 11,674 $765K
Continuum Advisory, LLC 0.07% New 11,417 $748K
Advisory Services Network, LLC 0.01% New 11,393 $746K
WCG Wealth Advisors LLC 0.02% New 11,214 $735K
CrossGen Wealth, LLC 0.65% — 11,189 $733K
Clarity Capital Advisors, LLC 0.37% New 11,146 $730K
SageView Advisory Group, LLC 0.02% New 11,003 $721K
R. W. Roge & Company, Inc. 0.36% New 10,984 $719K
Patriot Financial Group Insurance Agency, LLC 0.09% New 10,893 $714K
Focus Partners Advisor Solutions, LLC 0.01% New 10,812 $708K
Birch Hill Investment Advisors LLC 0.03% New 10,593 $694K
Tiaa Trust, National Association 0.00% New 10,590 $694K
Glenmede Trust Co. NA 0.00% — 10,574 $693K
GTS Securities LLC 0.02% New 10,455 $685K
World Investment Advisors 0.01% New 10,406 $682K
Signature Estate & Investment Advisors LLC 0.01% New 10,406 $682K
MAI Capital Management 0.00% New 10,343 $678K
O'shaughnessy Asset Management, LLC 0.00% New 10,058 $659K
Brookstone Capital Management 0.01% New 9,961 $653K
Sentinel Trust Co. Lba 0.06% New 9,848 $645K
Colorado Capital Management, Inc. 0.24% New 9,761 $639K
Stock Yards Bank & Trust Co. 0.02% New 9,752 $639K
Golden Reserve Retirement LLC 0.12% New 9,632 $631K
Dana Investment Advisors, Inc. 0.02% New 9,465 $620K
Baird Financial Group, Inc. 0.00% New 9,404 $616K
Integrated Wealth Concepts LLC 0.01% New 9,388 $615K
M&T Bank Corp 0.00% New 9,232 $605K
Indivisible Partners 0.07% — 9,231 $605K
First Heartland Consultants, Inc. 0.05% New 9,198 $603K
SP Asset Management LLC 0.05% New 8,943 $586K
Sentinel Pension Advisors, LLC 0.09% New 8,869 $581K
Smithfield Trust Co 0.03% New 8,828 $578K
Rehmann Capital Advisory Group 0.03% New 8,732 $572K
Apollon Financial, LLC 0.08% New 8,637 $566K
PFG Investments, LLC 0.03% New 8,572 $562K
Nwam LLC 0.03% New 8,500 $557K
MBL Wealth, LLC 0.04% New 8,483 $556K
SlateStone Wealth, LLC 0.05% New 8,411 $551K
Roble, Belko & Company, Inc 0.07% New 8,392 $550K
Novare Capital Management LLC 0.04% New 8,351 $547K
Summit Asset Management, LLC 0.08% New 8,236 $540K
Ellenbecker Investment Group 0.08% New 8,218 $538K
Seizert Capital Partners, LLC 0.02% New 8,204 $537K
Cornerstone Advisory, LLC 0.05% New 8,074 $529K
HighPoint Advisor Group LLC 0.01% New 7,965 $522K
Walleye Partners, LLC 0.58% — 7,922 $519K
Harbour Investments, Inc. 0.01% New 7,807 $511K
Mission Wealth Management, LP 0.01% New 7,632 $500K
Private Wealth Asset Management, LLC 0.05% New 7,542 $494K
AMG National Trust Bank 0.01% New 7,497 $491K
KCM Investment Advisors LLC 0.02% New 7,457 $489K
Intelligent Financial Strategies 0.23% New 7,372 $483K
Evoke Wealth, LLC 0.01% New 7,229 $474K
Destination Wealth Management 0.01% New 7,216 $473K
US Bancorp \de 0.00% New 7,132 $467K
Wealthedge Investment Advisors, LLC 0.17% New 7,067 $463K
Romano Brothers and Company 0.05% New 6,894 $452K
EverSource Wealth Advisors, LLC 0.02% New 6,892 $451K
Ayrshire Capital Management LLC 0.21% New 6,890 $451K
Hardy Reed LLC 0.03% New 6,849 $449K
Strategic Wealth Partners, Ltd. 0.03% New 6,804 $446K
BLB&B Advisors, LLC 0.02% New 6,800 $445K
Evergreen Capital Management LLC 0.01% New 6,753 $442K
Crusonia Wealth Advisors LLC 0.10% — 6,650 $436K
Woodard & Co. Asset Management Group Inc. 0.07% New 6,627 $434K
AdvisorNet Financial, Inc 0.02% New 6,603 $433K
Pure Financial Advisors, LLC 0.01% New 6,555 $429K
Silver Oak Securities, Incorporated 0.03% New 6,455 $427K
Valmark Advisers, Inc. 0.01% New 6,492 $425K
Uniting Wealth Partners, LLC 0.13% New 6,439 $422K
Wealthcare Advisory Partners LLC 0.01% New 6,402 $419K
4J Wealth Management LLC 0.24% New 6,384 $418K
Long Island Wealth Management, Inc. 0.20% New 6,371 $417K
Weatherly Asset Management L. P. 0.03% New 6,301 $413K
Insight Advisors, LLC/ PA 0.06% New 6,078 $398K
Chapin Davis, Inc. 0.09% New 6,010 $394K
Navis Wealth Advisors, LLC 0.17% New 5,995 $393K
Falcon Wealth Planning 0.03% New 5,943 $389K
Charter Capital Management, LLC\DE 0.20% New 5,930 $388K
Bank of Montreal 0.00% New 5,842 $386K
Rockbridge Asset Management LLC 0.23% New 5,887 $386K
Valley National Advisers Inc. 0.05% New 5,869 $384K
Clearstead Trust, LLC 0.06% New 5,612 $368K
Claris Financial LLC 0.19% New 5,578 $365K
Arkansas Financial Group, Inc. 0.05% New 5,559 $364K
Sigma Planning Corp 0.01% New 5,501 $360K
Garde Capital, Inc. 0.02% New 5,476 $359K
Covenant Partners, LLC 0.10% New 5,473 $359K
Aspire Growth Partners LLC 0.25% New 5,467 $358K
Evernest Financial Advisors, LLC 0.07% New 6,222 $357K
Sanders Morris Harris LLC 0.55% New 5,372 $357K
Capital Planning Advisors, LLC 0.05% New 5,440 $356K
Mutual Advisors, LLC 0.01% New 5,378 $352K
StoneX Group Inc. 0.02% New 5,347 $351K
Appleton Partners Inc. 0.02% New 5,251 $344K
Evanson Asset Management, LLC 0.02% New 5,208 $341K
SeaCrest Wealth Management, LLC 0.03% New 5,203 $341K
Capital Investment Advisors, LLC 0.01% New 5,114 $335K
Cascades Capital Asset Management, LLC 0.14% New 5,093 $334K
Cora Capital Advisors LLC 0.13% New 5,087 $333K
Altfest L J & Co. Inc. 0.04% New 5,060 $331K
LGL Partners, LLC 0.14% New 5,038 $330K
Cornerstone Financial Group, LLC 0.23% New 5,027 $329K
Lyell Wealth Management, LP 0.02% New 4,950 $324K
East Coast Asset Management, LLC. 0.09% New 4,889 $320K
Abound Wealth Management 0.07% New 4,862 $319K
Nicolet Advisory Services, LLC 0.02% New 4,797 $315K
Legacy Advisors, LLC 0.03% New 4,722 $309K
Csenge Advisory Group 0.01% New 4,709 $308K
Great Valley Advisor Group, Inc. 0.01% New 4,691 $307K
Klingman & Associates, LLC 0.01% New 4,640 $304K
Owen LaRue, LLC 0.12% New 4,629 $303K
Fourth Dimension Wealth, LLC 0.11% New 4,577 $300K
A&I Financial Services, LLC 0.14% New 4,500 $295K
DHJJ Financial Advisors, Ltd. 0.10% New 4,445 $291K
First American Trust, FSB 0.02% New 4,424 $290K
Goldstone Financial Group, LLC 0.03% New 4,373 $286K
Cynosure Group, LLC 0.03% New 4,355 $285K
Strengthening Families & Communities, LLC 0.10% New 4,330 $284K
D.A. Davidson & Co. 0.00% New 4,287 $281K
Rossby Financial, LCC 0.09% New 4,201 $275K
JB Capital LLC 0.01% New 4,180 $274K
Bartlett & Co. Wealth Management LLC 0.00% New 4,090 $268K
HBW Advisory Services LLC 0.03% New 4,029 $264K
Gateway Wealth Partners, LLC 0.03% New 4,028 $264K
Fenimore Asset Management Inc 0.01% New 4,027 $264K
Welch Group, LLC 0.01% New 4,018 $263K
Dumont & Blake Investment Advisors LLC 0.06% New 4,011 $263K
MGB Wealth Management, LLC 0.07% New 3,985 $261K
Legacy Solutions, LLC 0.23% New 3,971 $260K
Flywheel Private Wealth LLC 0.16% New 3,962 $260K
Gilliland Jeter Wealth Management LLC 0.08% New 3,944 $258K
Financial Strategies Group, Inc. 0.05% New 3,844 $256K
JHP Wealth Management, LLC 0.25% — 3,900 $255K
Conservest Capital Advisors, Inc. 0.02% New 3,899 $255K
Stegent Equity Advisors, Inc. 0.19% New 3,778 $247K
HBK Sorce Advisory LLC 0.01% New 4,302 $247K
Larson Financial Group LLC 0.01% New 3,751 $246K
Hamilton Point Investment Advisors, LLC 0.04% New 3,732 $244K
Coldstream Capital Management Inc. 0.00% New 3,714 $243K
Benjamin Edwards Inc. 0.00% New 3,707 $243K
JM2 Capital Inc. 0.19% — 3,560 $233K
Bluespring Wealth Management, LLC 0.02% New 3,520 $231K
Vision Retirement, LLC 0.06% — 3,488 $228K
Liberty Wealth Management LLC 0.03% New 3,475 $228K
Clarkston Capital Partners, LLC 0.01% New 3,475 $228K
AE Wealth Management LLC 0.00% New 3,473 $228K
IRON Financial LLC 0.10% New 3,419 $224K
American Trust 0.02% New 3,373 $221K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% — 3,348 $219K
JMG Financial Group, Ltd. 0.01% New 3,334 $218K
Abacus Planning Group, Inc. 0.03% New 3,246 $213K
Toth Financial Advisory Corp. 0.02% New 3,231 $212K
Curran Financial Partners, LLC 0.04% New 3,226 $211K
FineMark National Bank & Trust 0.01% New 3,160 $207K
Essential Investment Partners LLC 0.19% — 3,139 $206K
Strategic Wealth Advisors LLC 0.18% — 3,130 $205K
Marshall Financial Group, LLC 0.04% New 3,119 $204K
Arthur M. Cohen & Associates, LLC 0.03% New 3,110 $204K
Natural Investments, LLC 0.05% New 3,104 $203K
Coordinated Financial Services, Inc. 0.12% New 3,092 $203K
HM Payson & Co. 0.00% New 3,020 $198K
Stephens Consulting, LLC 0.06% New 2,991 $196K
Global Retirement Partners, LLC 0.00% New 2,927 $192K
International Assets Investment Management, LLC 0.01% New 2,814 $184K
Archer Investment Corp 0.04% New 2,699 $177K
Armstrong Advisory Group, Inc. 0.01% New 2,601 $170K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 2,515 $165K
LGT Financial Advisors LLC 1.00% New 2,490 $163K
Richardson Capital Management LLC 0.08% New 2,288 $150K
Blue Trust, Inc. 0.00% New 2,203 $144K
Compass Financial Services Inc 0.06% New 2,035 $133K
Signaturefd, LLC 0.00% New 1,989 $130K
Lanark Financial, Inc. 0.01% New 1,864 $122K
Fifth Third Bancorp 0.00% New 1,840 $121K
Glassman Wealth Services 0.01% New 1,585 $104K
Arax Advisory Partners 0.00% New 1,579 $103K
Keating Financial Advisory Services, Inc. 0.01% — 1,434 $94K
Orion Capital Management LLC 0.03% New 1,400 $92K
Winch Advisory Services, LLC 0.02% New 1,389 $91K
Kohmann Bosshard Financial Services, LLC 0.01% New 1,339 $88K
Root Financial Partners, LLC 0.00% New 1,325 $87K
Meramec Financial Planners, LLC 0.03% — 1,501 $86K
Heritage Wealth Advisors 0.00% New 1,275 $84K
Tradewinds Capital Management, LLC 0.02% New 1,198 $78K
Albion Financial Group 0.00% New 1,136 $74K
PNC Financial Services Group, Inc. 0.00% New 1,129 $74K
Lummis Asset Management, LP 0.04% New 1,097 $72K
ORG Partners LLC 0.01% New 1,059 $69K
Salomon & Ludwin, LLC 0.01% New 927 $61K
Acumen Wealth Advisors, LLC 0.02% — 861 $56K
Financial Freedom, LLC 0.03% New 833 $55K
Wolff Wiese Magana LLC 0.03% New 792 $52K
Rothschild Investment LLC 0.00% New 792 $52K
Bayban 0.05% — 788 $52K
Millstone Evans Group, LLC 0.03% New 780 $51K
MCF Advisors LLC 0.00% New 722 $47K
Johnson Financial Group, Inc. 0.00% New 699 $46K
First Horizon Corp. 0.00% New 681 $45K
Asset Dedication, LLC 0.00% New 640 $42K
CX Institutional 0.00% New 631 $41K
Avalon Trust Co 0.00% New 578 $38K
Sound Income Strategies, LLC 0.00% New 569 $36K
Quattro Advisors LLC 0.03% — 519 $34K
Elevation Wealth Partners, LLC 0.01% New 484 $32K
Creative Capital Management Investments LLC 0.01% New 476 $31K
Avion Wealth 0.01% New 475 $31K
Financial Avengers, Inc. 0.01% New 461 $30K
Cornerstone Planning Group LLC 0.00% New 448 $27K
Princeton Global Asset Management LLC 0.00% New 340 $22K
Hurley Capital, LLC 0.01% New 331 $22K
Creative Financial Designs Inc. 0.00% New 330 $22K
Golden State Wealth Management, LLC 0.00% New 321 $21K
TD Capital Management LLC 0.00% New 308 $20K
Harbor Asset Planning, Inc. 0.02% New 275 $18K
Westside Investment Management, Inc. 0.00% New 259 $17K
Kozak & Associates, Inc. 0.00% New 221 $15K
Byrne Asset Management LLC 0.01% New 214 $14K
NFSG Corp 0.00% New 184 $12K
Key Financial Inc 0.00% New 166 $11K
Sankala Group LLC 0.01% — 182 $10K
KERR FINANCIAL PLANNING Corp 0.01% No change 175 $10K
REAP Financial Group, LLC 0.00% New 149 $10K
CENTRAL TRUST Co 0.00% New 146 $10K
Whittier Trust Co. 0.00% New 140 $9K
Addison Advisors LLC 0.00% New 132 $9K
Jones Financial Companies LLLP 0.00% New 128 $8K
Atlantic Union Bankshares Corp 0.00% New 100 $7K
Physician Wealth Advisors, Inc. 0.00% New 92 $6K
Thompson Investment Management, Inc. 0.00% New 89 $6K
Financial Consulate, Inc. 0.00% New 80 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% New 48 $3K
Motiv8 Investments LLC 0.00% New 49 $3K
Investors Portfolio Services LLC 0.00% — 42 $3K
SHP Wealth Management 0.00% — 1 $66

"% of holder's portfolio" is AKRE's weight in each manager's 13F, not the share of Akre Focus ETF the manager owns.