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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
HM PAYSON & CO3,020$198K<0.01%new13F-HRTimeline
Stephens Consulting, LLC2,991$196K0.06%new13F-HRTimeline
Global Retirement Partners, LLC2,927$192K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,814$184K0.01%new13F-HRTimeline
Archer Investment Corp2,699$177K0.04%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,601$170K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,515$165K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC2,490$163K1%new13F-HRTimeline
Richardson Capital Management LLC2,288$150K0.08%new13F-HRTimeline
Blue Trust, Inc.2,203$144K<0.01%new13F-HRTimeline
Compass Financial Services Inc2,035$133K0.06%new13F-HRTimeline
SIGNATUREFD, LLC1,989$130K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,864$122K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,840$121K<0.01%new13F-HRTimelineGroup
Glassman Wealth Services1,585$104K0.01%new13F-HRTimeline
Arax Advisory Partners1,579$103K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1,434$93.9K0.01%13F-HRTimeline
Orion Capital Management LLC1,400$91.7K0.03%new13F-HRTimeline
Winch Advisory Services, LLC1,389$91K0.02%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,339$87.7K0.01%new13F-HRTimeline
Root Financial Partners, LLC1,325$86.8K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC1,501$86.2K0.03%13F-HRTimeline
Heritage Wealth Advisors1,275$83.5K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC1,198$78.5K0.02%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT1,136$74.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,129$74K<0.01%new13F-HRTimelineGroup
Lummis Asset Management, LP1,097$71.9K0.04%new13F-HRTimeline
ORG Partners LLC1,059$69.4K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC927$61.2K0.01%new13F-HRTimeline
Acumen Wealth Advisors, LLC861$56.4K0.02%13F-HRTimeline
Financial Freedom, LLC833$54.6K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC792$51.9K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC792$51.9K0.03%new13F-HRTimeline
BAYBAN788$51.6K0.05%13F-HRTimeline
Millstone Evans Group, LLC780$51.1K0.03%new13F-HRTimeline
MCF Advisors LLC722$47.3K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.699$45.8K<0.01%new13F-HRTimelineGroup
FIRST HORIZON CORP681$44.6K<0.01%new13F-HRTimeline
Asset Dedication, LLC640$41.9K<0.01%new13F-HRTimeline
CX Institutional631$41K<0.01%new13F-HRTimeline
Avalon Trust Co578$37.9K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC569$36K<0.01%new13F-HRTimeline
Quattro Advisors LLC519$34K0.03%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC484$31.7K0.01%new13F-HRTimeline
Creative Capital Management Investments…476$31.2K0.01%new13F-HRTimeline
Avion Wealth475$31K0.01%new13F-HRTimeline
Financial Avengers, Inc.461$30.2K0.01%new13F-HR/ATimeline
Cornerstone Planning Group LLC448$27.4K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC340$22.3K<0.01%new13F-HRTimeline
Hurley Capital, LLC331$21.7K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV330$21.6K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC321$21K<0.01%new13F-HRTimeline
TD Capital Management LLC308$20.2K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.275$18K0.02%new13F-HRTimeline
Westside Investment Management, Inc.259$16.9K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.221$14.6K<0.01%new13F-HRTimeline
Byrne Asset Management LLC214$14K0.01%new13F-HRTimeline
NFSG Corp184$12.1K<0.01%new13F-HRTimeline
Key Financial Inc166$10.9K<0.01%new13F-HRTimeline
Sankala Group LLC182$10.2K0.01%13F-HRTimeline
KERR FINANCIAL PLANNING Corp175$10K0.01%013F-HR/ATimeline
REAP Financial Group, LLC149$9.76K<0.01%new13F-HRTimeline
CENTRAL TRUST Co146$9.56K<0.01%new13F-HRTimeline
WHITTIER TRUST CO140$9.32K<0.01%new13F-HRTimeline
Addison Advisors LLC132$8.65K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP128$8.38K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp100$6.55K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.92$6.03K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.89$5.83K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC80$5.24K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.48$3.14K<0.01%new13F-HRTimeline
Motiv8 Investments LLC49$3K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC42$2.75K<0.01%13F-HRTimeline
SHP Wealth Management1$66<0.01%13F-HRTimeline