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Disclosery

AKRE PROFESIONALLY MANAGED PORTFO

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AKRE FOCUS ETF (fund)

474 managers (478 13F filers) reported a position in AKRE shares at 2025-12-31, 66,293,728 shares in all. 447 filers opened a position and 0 filers sold out during the quarter.

Managers
474
13F filers
478
New
447
Added
0
Reduced
0
Sold out
0
Shares held by filers
66,293,728

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
INDEPENDENT FINANCIAL GROUP, LLC17,924$1.17M0.03%new13F-HRTimeline
Parallel Advisors, LLC17,778$1.16M0.02%new13F-HRTimeline
Grange Capital, LLC17,748$1.16M1.12%new13F-HRTimeline
Compound Planning, Inc.17,720$1.16M0.03%new13F-HRTimeline
IFG Advisory, LLC17,670$1.16M0.05%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,230$1.13M<0.01%new13F-HR/ATimelineGroup
PDS Planning, Inc17,108$1.12M0.07%new13F-HRTimeline
Objectivity Squared, LLC17,032$1.12M0.62%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,019$1.11M0.03%new13F-HR/ATimelineGroup
ODonnell Financial Services, LLC16,498$1.08M0.37%new13F-HRTimeline
ARS Wealth Advisors Group, LLC16,269$1.07M0.1%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,266$1.07M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC15,517$1.02M0.01%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC15,436$1.01M0.04%new13F-HRTimeline
LongView Wealth Management14,853$976K0.24%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,891$976K0.65%new13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC14,833$972K0.38%new13F-HRTimeline
Kingsview Wealth Management, LLC14,825$971K0.01%new13F-HRTimeline
HRT FINANCIAL LP14,815$970K<0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC14,547$953K0.07%new13F-HRTimeline
Mendota Financial Group, LLC14,489$949K0.69%new13F-HRTimeline
Clark Wealth Partners14,452$947K0.58%013F-HRTimeline
Prosperity Consulting Group, LLC14,414$944K0.04%new13F-HRTimeline
Sovran Advisors, LLC14,811$939K0.08%new13F-HRTimeline
Pallas Capital Advisors LLC14,157$927K0.03%new13F-HRTimeline
BlueChip Wealth Advisors LLC14,147$927K0.39%new13F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.13,294$871K0.1%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV13,209$865K0.23%new13F-HRTimeline
Pandowealth. LLC13,115$859K0.79%13F-HR/ATimeline
Global View Capital Management LLC13,107$859K0.16%new13F-HRTimeline
Arkadios Wealth Advisors13,061$856K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,822$840K<0.01%new13F-HRTimelineGroup
Demars Financial Group, LLC12,749$835K0.28%new13F-HRTimeline
Choate Investment Advisors12,733$834K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.12,481$818K0.42%new13F-HRTimeline
Modern Wealth Management, LLC12,464$817K0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…12,361$810K0.63%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,271$804K<0.01%new13F-HR/ATimelineGroup
Landing Point Financial Group, LLC12,211$800K0.4%new13F-HRTimeline
Allen Capital Group, LLC12,106$793K0.07%new13F-HRTimeline
SVB WEALTH LLC11,901$780K0.05%new13F-HRTimeline
WORLD EQUITY GROUP, INC.11,674$765K0.21%new13F-HRTimeline
Continuum Advisory, LLC11,417$748K0.07%new13F-HRTimeline
Advisory Services Network, LLC11,393$746K0.01%new13F-HRTimeline
WCG Wealth Advisors LLC11,214$735K0.02%new13F-HRTimeline
CrossGen Wealth, LLC11,189$733K0.65%13F-HRTimeline
Clarity Capital Advisors, LLC11,146$730K0.37%new13F-HRTimeline
SageView Advisory Group, LLC11,003$721K0.02%new13F-HRTimeline
R. W. Roge & Company, Inc.10,984$719K0.36%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…10,893$714K0.09%new13F-HRTimeline
Birch Hill Investment Advisors LLC10,593$694K0.03%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA10,590$694K<0.01%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,574$693K<0.01%13F-HRTimelineGroup
GTS SECURITIES LLC10,455$685K0.02%new13F-HRTimeline
World Investment Advisors10,406$682K0.01%new13F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,406$682K0.01%new13F-HRTimelineGroup
MAI Capital Management10,343$678K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,058$659K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,961$653K0.01%new13F-HRTimelineGroup
SENTINEL TRUST CO LBA9,848$645K0.06%new13F-HRTimeline
Colorado Capital Management, Inc.9,761$639K0.24%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO9,752$639K0.02%new13F-HRTimeline
Golden Reserve Retirement LLC9,632$631K0.12%new13F-HRTimeline
Dana Investment Advisors, Inc.9,465$620K0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,404$616K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC9,388$615K0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,232$605K<0.01%new13F-HR/ATimelineGroup
Indivisible Partners9,231$605K0.07%13F-HRTimeline
First Heartland Consultants, Inc.9,198$603K0.05%new13F-HRTimeline
SP Asset Management LLC8,943$586K0.05%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,869$581K0.09%new13F-HRTimeline
Smithfield Trust Co8,828$578K0.03%new13F-HRTimeline
Rehmann Capital Advisory Group8,732$572K0.03%new13F-HRTimeline
PFG Investments, LLC8,572$562K0.03%new13F-HRTimeline
NWAM LLC8,500$557K0.03%new13F-HRTimeline
MBL Wealth, LLC8,483$556K0.04%new13F-HRTimeline
SlateStone Wealth, LLC8,411$551K0.05%new13F-HRTimeline
Roble, Belko & Company, Inc8,392$550K0.07%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC8,351$547K0.04%new13F-HRTimeline
Summit Asset Management, LLC8,236$540K0.08%new13F-HRTimeline
Ellenbecker Investment Group8,218$538K0.08%new13F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC8,204$537K0.02%new13F-HRTimeline
Cornerstone Advisory, LLC8,074$529K0.05%new13F-HRTimeline
HighPoint Advisor Group LLC7,965$522K0.01%new13F-HRTimeline
Walleye Partners, LLC7,922$519K0.58%13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,807$511K0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,632$500K0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC7,542$494K0.05%new13F-HRTimeline
AMG National Trust Bank7,497$491K0.01%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,457$489K0.02%new13F-HRTimeline
Intelligent Financial Strategies7,372$483K0.23%new13F-HRTimeline
EVOKE WEALTH, LLC7,229$474K0.01%new13F-HRTimeline
Destination Wealth Management7,216$473K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,132$467K<0.01%new13F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC7,067$463K0.17%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY6,894$452K0.05%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,892$451K0.02%new13F-HRTimelineGroup
Ayrshire Capital Management LLC6,890$451K0.21%new13F-HRTimeline
Hardy Reed LLC6,849$449K0.03%new13F-HRTimeline
Strategic Wealth Partners, Ltd.6,804$446K0.03%new13F-HRTimeline
BLB&B Advisors, LLC6,800$445K0.02%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,753$442K0.01%new13F-HRTimeline
Crusonia Wealth Advisors LLC6,650$436K0.1%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…6,627$434K0.07%new13F-HRTimeline
AdvisorNet Financial, Inc6,603$433K0.02%new13F-HRTimeline
Pure Financial Advisors, LLC6,555$429K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,455$427K0.03%new13F-HRTimeline
Valmark Advisers, Inc.6,492$425K0.01%new13F-HRTimeline
Uniting Wealth Partners, LLC6,439$422K0.13%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,402$419K0.01%new13F-HRTimelineGroup
4J Wealth Management LLC6,384$418K0.24%new13F-HRTimeline
Long Island Wealth Management, Inc.6,371$417K0.2%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.6,301$413K0.03%new13F-HRTimeline
Insight Advisors, LLC/ PA6,078$398K0.06%new13F-HRTimeline
CHAPIN DAVIS, INC.6,010$394K0.09%new13F-HRTimeline
Navis Wealth Advisors, LLC5,995$393K0.17%new13F-HRTimeline
Falcon Wealth Planning5,943$389K0.03%new13F-HRTimeline
Charter Capital Management, LLC\DE5,930$388K0.2%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,842$386K<0.01%new13F-HRTimelineGroup
Rockbridge Asset Management LLC5,887$386K0.23%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,869$384K0.05%new13F-HRTimeline
Clearstead Trust, LLC5,612$368K0.06%new13F-HRTimeline
Claris Financial LLC5,578$365K0.19%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.5,559$364K0.05%new13F-HRTimeline
Sigma Planning Corp5,501$360K0.01%new13F-HRTimeline
Garde Capital, Inc.5,476$359K0.02%new13F-HRTimeline
Covenant Partners, LLC5,473$359K0.1%new13F-HRTimeline
Aspire Growth Partners LLC5,467$358K0.25%new13F-HRTimeline
Evernest Financial Advisors, LLC6,222$357K0.07%new13F-HRTimeline
SANDERS MORRIS HARRIS LLC5,372$357K0.55%new13F-HRTimeline
Capital Planning Advisors, LLC5,440$356K0.05%new13F-HRTimeline
Mutual Advisors, LLC5,378$352K0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,347$351K0.02%new13F-HRTimelineGroup
APPLETON PARTNERS INC/MA5,251$344K0.02%new13F-HRTimeline
Evanson Asset Management, LLC5,208$341K0.02%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,203$341K0.03%new13F-HRTimeline
Capital Investment Advisors, LLC5,114$335K0.01%new13F-HRTimeline
Cascades Capital Asset Management, LLC5,093$334K0.14%new13F-HRTimeline
CORA CAPITAL ADVISORS LLC5,087$333K0.13%new13F-HRTimeline
ALTFEST L J & CO INC5,060$331K0.04%new13F-HRTimeline
LGL PARTNERS, LLC5,038$330K0.14%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,027$329K0.23%new13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,950$324K0.02%new13F-HRTimeline
East Coast Asset Management, LLC.4,889$320K0.09%new13F-HRTimeline
Abound Wealth Management4,862$319K0.07%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC4,797$315K0.02%new13F-HRTimelineGroup
Legacy Advisors, LLC4,722$309K0.03%new13F-HRTimeline
Csenge Advisory Group4,709$308K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,691$307K0.01%new13F-HRTimelineGroup
Klingman & Associates, LLC4,640$304K0.01%new13F-HRTimeline
Owen LaRue, LLC4,629$303K0.12%new13F-HRTimeline
Fourth Dimension Wealth, LLC4,577$300K0.11%new13F-HRTimeline
A&I FINANCIAL SERVICES, LLC4,500$295K0.14%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.4,445$291K0.1%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB4,424$290K0.02%new13F-HRTimeline
Goldstone Financial Group, LLC4,373$286K0.03%new13F-HRTimeline
Cynosure Group, LLC4,355$285K0.03%new13F-HRTimeline
Strengthening Families & Communities, L…4,330$284K0.1%new13F-HRTimeline
D.A. DAVIDSON & CO.4,287$281K<0.01%new13F-HRTimeline
Rossby Financial, LCC4,201$275K0.09%new13F-HRTimeline
JB Capital LLC4,180$274K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,090$268K<0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC4,029$264K0.03%new13F-HRTimeline
Gateway Wealth Partners, LLC4,028$264K0.03%new13F-HRTimeline
Fenimore Asset Management Inc4,027$264K0.01%new13F-HRTimeline
Welch Group, LLC4,018$263K0.01%new13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,011$263K0.06%new13F-HRTimeline
MGB Wealth Management, LLC3,985$261K0.07%new13F-HRTimeline
LEGACY SOLUTIONS, LLC3,971$260K0.23%new13F-HRTimeline
Flywheel Private Wealth LLC3,962$260K0.16%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC3,944$258K0.08%new13F-HRTimeline
Financial Strategies Group, Inc.3,844$256K0.05%new13F-HRTimeline
JHP Wealth Management, LLC3,900$255K0.25%13F-HRTimeline
Conservest Capital Advisors, Inc.3,899$255K0.02%new13F-HRTimeline
Stegent Equity Advisors, Inc.3,778$247K0.19%new13F-HRTimeline
HBK Sorce Advisory LLC4,302$247K0.01%new13F-HRTimeline
Larson Financial Group LLC3,751$246K0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC3,732$244K0.04%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,714$243K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,707$243K<0.01%new13F-HRTimelineGroup
JM2 Capital Inc.3,560$233K0.19%13F-HRTimeline
Bluespring Wealth Management, LLC3,520$231K0.02%new13F-HRTimeline
Vision Retirement, LLC3,488$228K0.06%13F-HRTimeline
Clarkston Capital Partners, LLC3,475$228K0.01%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,475$228K0.03%new13F-HRTimeline
AE Wealth Management LLC3,473$228K<0.01%new13F-HRTimeline
IRON Financial LLC3,419$224K0.1%new13F-HRTimeline
American Trust3,373$221K0.02%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…3,348$219K0.03%13F-HRTimeline
JMG Financial Group, Ltd.3,334$218K0.01%new13F-HRTimeline
Abacus Planning Group, Inc.3,246$213K0.03%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,231$212K0.02%new13F-HRTimeline
Curran Financial Partners, LLC3,226$211K0.04%new13F-HRTimeline
FineMark National Bank & Trust3,160$207K0.01%new13F-HRTimeline
Essential Investment Partners LLC3,139$206K0.19%13F-HRTimeline
Strategic Wealth Advisors LLC3,130$205K0.18%13F-HRTimeline
Marshall Financial Group, LLC3,119$204K0.04%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC3,110$204K0.03%new13F-HRTimeline
NATURAL INVESTMENTS, LLC3,104$203K0.05%new13F-HRTimeline
Coordinated Financial Services, Inc.3,092$203K0.12%new13F-HRTimeline