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Disclosery

AKRE PROFESIONALLY MANAGED PORTFO

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AKRE FOCUS ETF (fund)

456 managers (462 13F filers) reported a position in AKRE shares at 2026-03-31, 53,235,615 shares in all. 56 filers opened a position and 68 filers sold out during the quarter.

Managers
456
13F filers
462
New
56
Added
50
Reduced
225
Sold out
68
Shares held by filers
53,235,615

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HALL CAPITAL MANAGEMENT CO INC14,497$787K0.28%-33613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,836$784K0.5%-5513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,791$782K0.02%-2,22813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,607$772K<0.01%-13,68413F-HR/ATimelineGroup
Clark Wealth Partners14,452$764K0.51%013F-HRTimeline
ARS Wealth Advisors Group, LLC14,377$760K0.06%-1,89213F-HRTimeline
Frontier Asset Management, LLC14,318$757K0.16%-4,94613F-HRTimeline
BlueChip Wealth Advisors LLC14,068$743K0.33%-7913F-HRTimeline
Pallas Capital Advisors LLC13,929$736K0.03%-22813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,724$725K<0.01%+1,45313F-HRTimelineGroup
LongView Wealth Management13,053$706K0.18%-1,80013F-HRTimeline
Triad Investment Management13,347$705K0.83%new13F-HR/ATimeline
Pandowealth. LLC13,115$693K0.6%013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,886$681K0.01%-16,51813F-HRTimelineGroup
Demars Financial Group, LLC12,749$674K0.22%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…12,361$653K0.5%013F-HRTimeline
Global View Capital Management LLC11,734$620K0.16%-1,37313F-HRTimeline
AMERIFLEX GROUP, INC.11,732$620K0.31%-74913F-HRTimeline
WORLD EQUITY GROUP, INC.11,674$617K0.16%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.11,647$616K0.07%-1,64713F-HRTimeline
Arkadios Wealth Advisors11,337$599K0.01%-1,72413F-HRTimeline
Sanctuary Advisors, LLC10,847$573K<0.01%-7,40113F-HRTimeline
Kingsview Wealth Management, LLC10,822$572K0.01%-4,00313F-HRTimeline
Commerce Advisors, LLC10,682$565K0.47%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,574$559K<0.01%013F-HRTimelineGroup
World Investment Advisors10,406$550K0.01%013F-HRTimeline
Prosperity Consulting Group, LLC10,376$548K0.02%-4,03813F-HRTimeline
Modern Wealth Management, LLC10,269$541K0.01%-2,19513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,129$535K<0.01%+7113F-HRTimeline
Landing Point Financial Group, LLC10,126$535K0.26%-2,08513F-HRTimeline
R. W. Roge & Company, Inc.10,135$535K0.26%-84913F-HRTimeline
Allen Capital Group, LLC10,080$533K0.05%-2,02613F-HRTimeline
TIAAgroup of 2 filers holding10,078$533K-512Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10,011$529K<0.01%new13F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC9,887$523K0.01%new13F-HRTimeline
SENTINEL TRUST CO LBA9,848$520K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC9,805$518K<0.01%+41713F-HRTimeline
Sovran Advisors, LLC9,538$518K0.04%-5,27313F-HRTimeline
Colorado Capital Management, Inc.9,761$516K0.19%013F-HRTimeline
STOCK YARDS BANK & TRUST CO9,752$515K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB9,320$493K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC9,133$483K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,041$478K0.01%-92013F-HRTimelineGroup
Clarity Capital Advisors, LLC9,021$477K0.22%-2,12513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,966$474K0.02%new13F-HRTimeline
Independent Advisor Alliance8,965$474K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.8,929$472K0.04%-26913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,906$471K0.01%-1,50013F-HRTimelineGroup
PFG Investments, LLC8,903$471K0.02%+33113F-HRTimeline
Smithfield Trust Co8,828$467K0.02%013F-HRTimeline
Rehmann Capital Advisory Group8,732$461K0.02%013F-HRTimeline
Indivisible Partners8,364$442K0.04%-86713F-HRTimeline
MAI Capital Management8,349$441K<0.01%-1,99413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,278$437K0.06%-59113F-HRTimeline
Summit Asset Management, LLC8,254$436K0.06%+1813F-HRTimeline
Ellenbecker Investment Group8,218$434K0.06%013F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC8,204$434K0.02%013F-HRTimeline
SageView Advisory Group, LLC8,168$432K0.02%-2,83513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,155$431K<0.01%-1,24913F-HRTimelineGroup
Gateway Wealth Partners, LLC8,056$426K0.02%+4,02813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,632$403K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC7,542$399K0.04%013F-HRTimeline
AMG National Trust Bank7,497$396K0.01%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,457$394K0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,429$393K0.01%+67613F-HRTimeline
Destination Wealth Management7,366$389K0.01%+15013F-HRTimeline
Tanglewood Wealth Management, Inc.7,364$389K0.03%-83,24813F-HRTimeline
IAM Advisory, LLC7,323$387K0.09%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC7,320$387K0.03%-1,03113F-HRTimeline
EVOKE WEALTH, LLC7,229$382K0.01%013F-HRTimeline
Cornerstone Advisory, LLC7,169$379K0.04%-90513F-HRTimeline
Hudson Value Partners, LLC7,143$378K0.11%new13F-HRTimeline
Advisory Services Network, LLC7,118$376K0.01%-4,27513F-HRTimeline
Annex Advisory Services, LLC7,114$376K0.01%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC7,067$373K0.14%013F-HRTimeline
NWAM LLC7,000$370K0.02%-1,50013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,979$369K<0.01%-2,25313F-HR/ATimelineGroup
ROMANO BROTHERS AND COMPANY6,894$364K0.04%013F-HRTimeline
AdvisorNet Financial, Inc6,851$362K0.02%+24813F-HRTimeline
Hardy Reed LLC6,849$362K0.03%013F-HRTimeline
BLB&B Advisors, LLC6,800$359K0.01%013F-HRTimeline
Canal Capital Management, LLC6,687$353K0.05%-168,54513F-HRTimeline
Rockbridge Asset Management LLC6,687$353K0.24%+80013F-HRTimeline
Continuum Advisory, LLC6,649$351K0.03%-4,76813F-HRTimeline
Pure Financial Advisors, LLC6,555$346K<0.01%013F-HRTimeline
Valmark Advisers, Inc.6,492$343K<0.01%013F-HRTimeline
Meridian Financial Partners LLC6,464$341K0.13%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,402$338K0.01%013F-HRTimelineGroup
Long Island Wealth Management, Inc.6,371$337K0.16%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.6,301$333K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.6,261$331K0.02%-54313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…6,237$330K0.05%-39013F-HRTimeline
Evernest Financial Advisors, LLC6,120$329K0.07%-10213F-HRTimeline
Capital Planning LLC6,170$326K0.11%-108,78213F-HRTimeline
Insight Advisors, LLC/ PA6,066$321K0.06%-1213F-HRTimeline
CHAPIN DAVIS, INC.6,010$318K0.07%013F-HRTimeline
Navis Wealth Advisors, LLC5,995$317K0.16%013F-HRTimeline
Falcon Wealth Planning5,943$314K0.02%013F-HRTimeline
Meridian Wealth Advisors, LLC5,931$313K0.04%new13F-HRTimeline
Charter Capital Management, LLC\DE5,930$313K0.16%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,911$312K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC5,869$310K0.04%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,846$309K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,842$309K<0.01%013F-HRTimelineGroup
Breakwater Capital Group5,738$303K0.04%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.5,559$297K0.04%013F-HRTimeline
Clearstead Trust, LLC5,562$294K0.05%-5013F-HRTimeline
Uniting Wealth Partners, LLC5,554$294K0.06%-88513F-HRTimeline
Garde Capital, Inc.5,476$289K0.02%013F-HRTimeline
Aspire Growth Partners LLC5,467$289K0.2%013F-HRTimeline
Flywheel Private Wealth LLC5,462$289K0.16%+1,50013F-HRTimeline
Capital Planning Advisors, LLC5,440$288K0.04%013F-HRTimeline
Ayrshire Capital Management LLC5,395$285K0.15%-1,49513F-HRTimeline
SANDERS MORRIS HARRIS LLC5,372$284K0.05%013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,310$281K0.03%new13F-HRTimeline
APPLETON PARTNERS INC/MA5,251$278K0.02%013F-HRTimeline
Wealth Care LLC5,215$276K0.24%13F-HRTimeline
Evanson Asset Management, LLC5,208$275K0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC5,203$275K0.03%013F-HRTimeline
Capital Investment Advisors, LLC5,114$270K<0.01%013F-HR/ATimeline
Claris Financial LLC5,095$269K0.15%-48313F-HRTimeline
CORA CAPITAL ADVISORS LLC5,087$269K0.09%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,954$269K0.17%-7313F-HRTimeline
ALTFEST L J & CO INC5,060$267K0.03%013F-HRTimeline
Cascades Capital Asset Management, LLC4,990$264K0.11%-10313F-HRTimeline
East Coast Asset Management, LLC.4,872$257K0.08%-1713F-HRTimeline
Abound Wealth Management4,862$257K0.06%013F-HRTimeline
Black Diamond Financial, LLC4,860$257K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,739$250K<0.01%-2,39313F-HRTimelineGroup
Legacy Advisors, LLC4,722$250K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,658$246K0.01%-2,23413F-HR/ATimelineGroup
Klingman & Associates, LLC4,640$245K0.01%013F-HRTimeline
Owen LaRue, LLC4,629$245K0.09%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC4,500$238K0.11%013F-HRTimeline
Silver Grove Financial Group, Inc.4,445$235K0.19%-18,78013F-HRTimeline
HBK Sorce Advisory LLC4,302$234K<0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC4,381$232K0.01%new13F-HRTimeline
Cynosure Group, LLC4,355$230K0.03%013F-HRTimeline
Crusonia Wealth Advisors LLC4,337$229K0.05%-2,31313F-HRTimeline
SVB WEALTH LLC4,309$228K0.02%-7,59213F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,292$227K0.06%+28113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,266$225K<0.01%-27,60513F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC4,260$225K0.08%new13F-HRTimeline
CrossGen Wealth, LLC4,237$224K0.2%-6,95213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,090$222K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,206$222K<0.01%-3,60113F-HRTimeline
JB Capital LLC4,180$221K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,128$218K<0.01%-22,88613F-HRTimeline
Qube Research & Technologies Ltd4,127$218K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,103$217K<0.01%-58813F-HRTimelineGroup
Objectivity Squared, LLC4,109$217K0.14%-12,92313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,088$215K0.01%new13F-HRTimelineGroup
Dana Investment Advisors, Inc.4,043$214K0.01%-5,42213F-HRTimeline
Midwest Trust Co4,043$214K<0.01%new13F-HRTimeline
Fenimore Asset Management Inc4,027$213K<0.01%013F-HRTimeline
Welch Group, LLC4,018$212K0.01%013F-HRTimeline
Birch Hill Investment Advisors LLC4,000$211K0.01%-6,59313F-HRTimeline
KilterHowling LLC3,973$210K0.11%-101,11413F-HRTimeline
LEGACY SOLUTIONS, LLC3,971$210K0.19%013F-HRTimeline
Gilliland Jeter Wealth Management LLC3,944$208K0.06%013F-HRTimeline
Financial Strategies Group, Inc.3,844$207K0.03%013F-HRTimeline
JHP Wealth Management, LLC3,900$206K0.2%013F-HRTimeline
Pathway Financial Advisers, LLC3,866$204K0.06%-40,68413F-HRTimeline
DHJJ Financial Advisors, Ltd.3,719$197K0.07%-72613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,696$195K0.1%new13F-HRTimeline
CoreCap Advisors, LLC3,667$194K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC3,615$191K0.07%-96213F-HRTimeline
Vision Retirement, LLC3,488$184K0.05%013F-HRTimeline
Larson Financial Group LLC3,457$183K0.01%-29413F-HRTimeline
IFG Advisory, LLC3,405$180K0.52%-14,26513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,229$171K0.02%-213F-HRTimeline
Roble, Belko & Company, Inc3,202$169K0.02%-5,19013F-HRTimeline
Essential Investment Partners LLC3,139$166K0.15%013F-HRTimeline
Strategic Wealth Advisors LLC3,130$165K0.13%013F-HRTimeline
HM PAYSON & CO3,020$160K<0.01%013F-HRTimeline
Intelligent Financial Strategies2,820$149K0.08%-4,55213F-HRTimeline
Archer Investment Corp2,699$143K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,687$142K0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,613$138K0.01%-20113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,601$137K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC2,569$136K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,538$134K0.02%new13F-HRTimeline
LGT Financial Advisors LLC2,490$132K0.67%013F-HRTimeline
Rossby Financial, LCC2,346$124K0.03%-1,85513F-HRTimeline
Richardson Capital Management LLC2,288$121K0.06%013F-HRTimeline
Blue Trust, Inc.2,127$112K<0.01%-7613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,102$108K<0.01%+1,97413F-HRTimelineGroup
LANARK FINANCIAL, INC.2,000$106K0.01%+13613F-HRTimeline
Cassaday & Co Wealth Management LLC1,920$101K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,905$101K<0.01%-61013F-HRTimeline
Midway Capital Research & Management1,822$96.3K0.09%new13F-HRTimeline
Arax Advisory Partners1,803$95.3K<0.01%+22413F-HRTimeline
Pacific Center for Financial Services1,712$90.5K0.02%new13F-HRTimeline
Meramec Financial Planners, LLC1,501$84K0.03%013F-HRTimeline
Glassman Wealth Services1,585$83.8K0.01%013F-HRTimeline
Winch Advisory Services, LLC1,389$73.4K0.02%013F-HRTimeline
Heritage Wealth Advisors1,275$67.4K<0.01%013F-HRTimeline
Orion Capital Management LLC1,259$66.5K0.02%-14113F-HRTimeline
First Command Advisory Services, Inc.1,227$64.8K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.1,217$64.3K0.01%new13F-HRTimeline