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Disclosery

AKRE PROFESIONALLY MANAGED PORTFO

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AKRE FOCUS ETF (fund)

436 managers (443 13F filers) reported a position in AKRE shares at 2026-06-30, 38,721,803 shares in all. 33 filers opened a position and 50 filers sold out during the quarter.

Managers
436
13F filers
443
New
33
Added
56
Reduced
217
Sold out
50
Shares held by filers
38,721,803

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Demars Financial Group, LLC12,749$678K0.19%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…12,361$657K0.46%013F-HRTimeline
Modern Wealth Management, LLC12,146$646K0.01%+1,87713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC11,862$631K0.02%-4,12713F-HRTimeline
WORLD EQUITY GROUP, INC.11,674$621K0.14%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.11,647$620K0.07%013F-HRTimeline
TIAAgroup of 3 filers holding11,525$613K+1,447Timeline
Bleakley Financial Group, LLC11,179$595K0.01%new13F-HRTimeline
MATHER GROUP, LLC.11,148$593K0.01%-8,00513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,092$590K0.05%-7,56913F-HRTimelineGroup
Arkadios Wealth Advisors11,072$589K0.01%-26513F-HRTimeline
Oak Barrel Wealth Advisory LLC10,714$570K0.25%13F-HRTimeline
Rockbridge Asset Management LLC10,709$570K0.37%+4,02213F-HRTimeline
Clearstead Advisors, LLC10,653$567K0.01%-30,69413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,574$562K<0.01%013F-HRTimelineGroup
NWAM LLC10,543$561K0.03%+3,54313F-HRTimeline
Commerce Advisors, LLC10,430$555K0.3%-25213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,382$552K0.01%new13F-HRTimelineGroup
World Investment Advisors10,406$550K0.01%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,320$549K0.03%new13F-HRTimeline
Topsail Wealth Management, LLC10,229$544K0.07%-7,40713F-HRTimeline
AMERIFLEX GROUP, INC.10,168$541K0.22%-1,56413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV10,001$532K0.06%-7,39913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,887$526K0.01%013F-HRTimeline
Sanctuary Advisors, LLC9,861$525K<0.01%-98613F-HRTimeline
SENTINEL TRUST CO LBA9,848$524K0.05%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,762$519K<0.01%-24913F-HRTimelineGroup
Colorado Capital Management, Inc.9,761$519K0.18%013F-HRTimeline
STOCK YARDS BANK & TRUST CO9,752$519K0.01%013F-HR/ATimeline
Global View Capital Management LLC9,742$518K0.11%-1,99213F-HRTimeline
Integrated Wealth Concepts LLC9,698$516K<0.01%-10713F-HR/ATimeline
Allen Capital Group, LLC9,663$514K0.04%-41713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,598$511K0.02%-13,83613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,545$508K<0.01%-6,91613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,377$499K<0.01%+1,22213F-HRTimelineGroup
R. W. Roge & Company, Inc.9,376$498K0.21%-75913F-HRTimeline
Beacon Pointe Advisors, LLC9,107$484K<0.01%-2613F-HRTimeline
Clarity Capital Advisors, LLC9,021$480K0.2%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,940$476K0.04%+3,63013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,899$473K<0.01%-14213F-HRTimelineGroup
First Heartland Consultants, Inc.8,770$466K0.03%-15913F-HRTimeline
Rehmann Capital Advisory Group8,732$464K0.02%013F-HRTimeline
Summit Asset Management, LLC8,713$463K0.06%+45913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,559$461K0.02%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,550$455K<0.01%-1,57913F-HRTimeline
LongView Wealth Management8,348$444K0.11%-4,70513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC7,901$444K0.06%-37713F-HRTimeline
Prosperity Consulting Group, LLC8,253$439K0.02%-2,12313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,246$439K<0.01%-5,47813F-HRTimelineGroup
PFG Investments, LLC8,245$439K0.02%-65813F-HRTimeline
Ellenbecker Investment Group8,218$437K0.05%013F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC8,204$436K0.02%013F-HRTimeline
SageView Advisory Group, LLC8,168$434K0.01%013F-HRTimeline
Sovran Advisors, LLC7,448$433K0.03%-2,09013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,717$410K<0.01%+2,97813F-HRTimelineGroup
Private Wealth Asset Management, LLC7,542$401K0.04%013F-HRTimeline
Landing Point Financial Group, LLC7,394$393K0.13%-2,73213F-HRTimeline
Destination Wealth Management7,366$392K0.01%013F-HRTimeline
Tanglewood Wealth Management, Inc.7,364$392K0.03%013F-HRTimeline
IAM Advisory, LLC7,323$390K0.08%013F-HRTimeline
Bluespring Wealth Management, LLC7,310$389K0.01%new13F-HRTimeline
Annex Advisory Services, LLC7,214$384K0.01%+10013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,140$380K<0.01%-49213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,087$377K0.02%-1,87913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC7,067$376K0.13%013F-HRTimeline
Elevation Advisory Partners LLC6,583$368K0.38%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY6,894$367K0.04%013F-HRTimeline
Long Island Wealth Management, Inc.6,838$364K0.15%+46713F-HRTimeline
BLB&B Advisors, LLC6,800$362K0.01%013F-HRTimeline
Meridian Financial Partners LLC6,464$358K0.12%013F-HRTimeline
Canal Capital Management, LLC6,687$356K0.04%013F-HRTimeline
Hudson Value Partners, LLC6,675$355K0.09%-46813F-HRTimeline
Pure Financial Advisors, LLC6,555$349K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc6,488$345K0.02%-36313F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.6,301$335K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC6,153$327K<0.01%-4,66913F-HRTimeline
Evernest Financial Advisors, LLC6,112$325K0.07%-813F-HRTimeline
Insight Advisors, LLC/ PA6,066$323K0.06%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…6,012$320K0.05%-22513F-HRTimeline
CHAPIN DAVIS, INC.6,010$320K0.06%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC6,002$319K0.02%-1,31813F-HRTimeline
Charter Capital Management, LLC\DE5,930$315K0.14%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,869$312K0.03%013F-HRTimeline
Weinberger Asset Management, Inc5,384$310K0.1%new13F-HRTimeline
PRIVATE TRUST CO NA5,812$309K0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,771$307K<0.01%-7513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5,734$305K0.01%+5,30213F-HRTimeline
Hardy Reed LLC5,570$296K0.02%-1,27913F-HRTimeline
Clearstead Trust, LLC5,562$296K0.04%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.5,559$296K0.04%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,514$293K<0.01%-9,09313F-HRTimelineGroup
Uniting Wealth Partners, LLC5,479$291K0.06%-7513F-HRTimeline
Garde Capital, Inc.5,476$291K0.01%013F-HRTimeline
Aspire Growth Partners LLC5,467$291K0.17%013F-HRTimeline
Flywheel Private Wealth LLC5,462$291K0.14%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,461$290K<0.01%-14,10413F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC5,452$290K0.01%-2,00513F-HRTimeline
Strategic Wealth Partners, Ltd.5,446$290K0.02%-81513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,429$289K<0.01%-41313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC5,295$282K<0.01%-2,13413F-HRTimeline
APPLETON PARTNERS INC/MA5,251$279K0.02%013F-HRTimeline
Wealth Care LLC5,215$277K0.22%013F-HRTimeline
Evanson Financial, LLC5,208$277K0.01%13F-HRTimeline
SeaCrest Wealth Management, LLC5,203$277K0.03%013F-HRTimeline
Falcon Wealth Planning5,133$273K0.02%-81013F-HRTimeline
CORA CAPITAL ADVISORS LLC5,087$271K0.08%013F-HRTimeline
ALTFEST L J & CO INC5,060$269K0.03%013F-HRTimeline
IHT Wealth Management, LLC5,042$268K0.01%-14,46013F-HRTimeline
Caprock Group, LLC5,024$267K0.01%-17,20613F-HRTimeline
East Coast Asset Management, LLC.4,872$259K0.08%013F-HRTimeline
Abound Wealth Management4,862$259K0.05%013F-HRTimeline
Black Diamond Financial, LLC4,860$259K0.02%013F-HRTimeline
Breakwater Capital Group4,853$258K0.03%-88513F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,852$258K0.16%-10213F-HRTimeline
HBK Sorce Advisory LLC4,302$252K<0.01%013F-HRTimeline
Klingman & Associates, LLC4,640$247K0.01%013F-HRTimeline
Owen LaRue, LLC4,629$246K0.09%013F-HRTimeline
Continuum Advisory, LLC4,605$245K0.02%-2,04413F-HRTimeline
A&I FINANCIAL SERVICES, LLC4,500$239K0.1%013F-HRTimeline
GWN SECURITIES INC.4,386$233K0.04%new13F-HRTimeline
Cynosure Group, LLC4,355$232K0.03%013F-HRTimeline
SVB WEALTH LLC4,308$229K0.01%-113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,299$229K<0.01%-4,60713F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,292$228K0.05%013F-HRTimeline
Advisory Solutions Group, LLC4,242$226K0.08%13F-HRTimeline
Capital Investment Advisors, LLC4,232$225K<0.01%-88213F-HRTimeline
Cascades Capital Asset Management, LLC4,198$223K0.08%-79213F-HRTimeline
JB Capital LLC4,180$222K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,090$218K<0.01%013F-HRTimeline
Indivisible Partners4,078$217K0.01%-4,28613F-HRTimeline
Silver Grove Financial Group, Inc.4,070$216K0.12%-37513F-HRTimeline
Fenimore Asset Management Inc4,027$214K<0.01%013F-HRTimeline
Welch Group, LLC4,018$214K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,003$213K<0.01%-10013F-HRTimelineGroup
Birch Hill Investment Advisors LLC4,000$213K0.01%013F-HRTimeline
Capital Planning LLC3,997$213K0.06%-2,17313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,991$212K<0.01%-27513F-HRTimelineGroup
Blue Trust, Inc.3,972$211K<0.01%+1,84513F-HRTimeline
LEGACY SOLUTIONS, LLC3,971$211K0.17%013F-HRTimeline
Financial Strategies Group, Inc.3,844$211K0.03%013F-HRTimeline
Gilliland Jeter Wealth Management LLC3,944$210K0.05%013F-HRTimeline
Midwest Trust Co3,925$209K<0.01%-11813F-HRTimeline
MMA ASSET MANAGEMENT LLC3,910$208K0.07%-35013F-HRTimeline
CrossGen Wealth, LLC3,873$206K0.16%-36413F-HRTimeline
AMG National Trust Bank3,864$206K<0.01%-3,63313F-HRTimeline
Strategic Wealth Advisors LLC3,130$205K0.18%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,817$203K<0.01%-3,16213F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.3,803$202K<0.01%new13F-HR/ATimeline
Stegent Equity Advisors, Inc.3,778$201K0.14%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3,719$198K0.06%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,696$197K0.09%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,519$187K0.01%new13F-HRTimeline
Vision Retirement, LLC3,488$186K0.04%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,234$172K0.02%+513F-HRTimeline
Roble, Belko & Company, Inc3,202$170K0.02%013F-HRTimeline
IMA Advisory Services, Inc.3,092$164K0.01%new13F-HRTimeline
Larson Financial Group LLC3,038$162K<0.01%-41913F-HRTimeline
HM PAYSON & CO3,020$161K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,932$156K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,863$152K<0.01%-80413F-HRTimeline
Intelligent Financial Strategies2,820$150K0.07%013F-HRTimeline
Archer Investment Corp2,699$144K0.03%013F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,687$143K0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,601$138K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC2,569$137K0.01%013F-HRTimeline
LGT Financial Advisors LLC2,490$132K0.7%013F-HRTimeline
Meramec Financial Planners, LLC2,314$131K0.05%+81313F-HRTimeline
Global Retirement Partners, LLC2,421$129K<0.01%13F-HRTimeline
Stone House Investment Management, LLC2,392$127K0.02%new13F-HRTimeline
Fourth Dimension Wealth, LLC2,365$126K0.04%-1,25013F-HRTimeline
Richardson Capital Management LLC2,288$122K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,191$119K0.01%-42213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,165$115K<0.01%-2,04113F-HRTimeline
Evolution Advisers, Inc.2,129$113K0.04%new13F-HRTimeline
Rossby Financial, LCC1,937$103K0.02%-40913F-HRTimeline
Cassaday & Co Wealth Management LLC1,920$102K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,900$101K<0.01%+81613F-HRTimelineGroup
Midway Capital Research & Management1,822$96.9K0.08%013F-HRTimeline
Pacific Center for Financial Services1,712$91.1K0.02%013F-HRTimeline
Glassman Wealth Services1,585$84.3K0.01%013F-HRTimeline
Smithfield Trust Co1,468$78K<0.01%-7,36013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,458$77.6K<0.01%-3,20013F-HRTimelineGroup
Winch Advisory Services, LLC1,389$73.9K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,297$69K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,259$67K<0.01%-74113F-HRTimeline
Tradewinds Capital Management, LLC1,198$63.7K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,136$60.4K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.1,097$58.3K0.03%new13F-HRTimeline
Lummis Asset Management, LP1,097$58.3K0.03%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,083$57.6K<0.01%-82213F-HRTimeline
Orion Capital Management LLC1,080$57.4K0.02%-17913F-HRTimeline
First Command Advisory Services, Inc.1,043$55.5K<0.01%-18413F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC965$51.3K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC946$50.3K<0.01%+22413F-HRTimeline
Salomon & Ludwin, LLC893$48.3K<0.01%013F-HRTimeline
Heritage Wealth Advisors836$44.5K<0.01%-43913F-HRTimeline
WOLFF WIESE MAGANA LLC792$42.1K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC792$42.1K<0.01%013F-HRTimeline
BAYBAN788$41.9K0.03%013F-HRTimeline
Millstone Evans Group, LLC780$41.5K0.02%013F-HRTimeline