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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
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.699$37.2K<0.01%013F-HRTimelineGroup
Arax Advisory Partners675$35.9K<0.01%-1,12813F-HRTimeline
GoalVest Advisory LLC655$34.8K0.01%-8813F-HRTimeline
Avalon Trust Co578$30.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC565$30.1K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC528$28.1K<0.01%new13F-HRTimeline
UMB Bank, n.a.497$26.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ELEVATION WEALTH PARTNERS, LLC484$25.7K0.01%013F-HRTimeline
Creative Capital Management Investments…476$25.3K0.01%013F-HRTimeline
Avion Wealth475$25K<0.01%013F-HRTimeline
Financial Avengers, Inc.461$24.5K0.01%013F-HRTimeline
TRUST CO OF VERMONT442$23.5K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC369$19.6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC340$18.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC332$17.8K<0.01%-11613F-HRTimeline
Hurley Capital, LLC331$17.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC321$17.1K<0.01%013F-HRTimeline
TD Capital Management LLC308$16.4K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC288$15.3K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.275$14.6K0.01%013F-HRTimeline
Westside Investment Management, Inc.259$13.8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC233$12.4K<0.01%013F-HRTimelineGroup
Kozak & Associates, Inc.221$12K<0.01%013F-HRTimeline
Byrne Asset Management LLC214$11.4K0.01%013F-HRTimeline
Sankala Group LLC182$10.8K0.01%013F-HRTimeline
NFSG Corp184$9.79K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp175$9.31K0.01%013F-HRTimeline
WHITTIER TRUST CO140$7.77K<0.01%013F-HRTimeline
CENTRAL TRUST Co146$7.77K<0.01%013F-HRTimeline
FIRST HORIZON CORP114$6.06K<0.01%-56713F-HRTimeline
Hickory Point Bank & Trust108$5.75K<0.01%013F-HRTimeline
JDM Financial Group LLC98$5.21K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.92$4.89K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC80$4.26K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.48$2.55K<0.01%013F-HRTimeline
Investors Portfolio Services LLC42$2.23K<0.01%013F-HRTimeline