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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
Tradewinds Capital Management, LLC1,198$63.3K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,136$60K<0.01%013F-HRTimeline
Lummis Asset Management, LP1,097$58K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,084$57.3K<0.01%-4513F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,059$56K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC893$47.3K<0.01%-3413F-HRTimeline
Acumen Wealth Advisors, LLC861$45.5K0.01%013F-HRTimeline
Financial Freedom, LLC833$44K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC792$41.9K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC792$41.9K<0.01%013F-HRTimeline
BAYBAN788$41.6K0.04%013F-HRTimeline
Millstone Evans Group, LLC780$41.2K0.02%013F-HRTimeline
GoalVest Advisory LLC743$39.3K0.01%new13F-HRTimeline
MCF Advisors LLC722$38.2K<0.01%013F-HRTimeline
Root Financial Partners, LLC701$37K<0.01%-62413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.699$36.9K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP681$36K<0.01%013F-HRTimeline
Asset Dedication, LLC640$33.8K<0.01%013F-HRTimeline
CX Institutional631$33K<0.01%013F-HRTimeline
Avalon Trust Co578$30.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC569$30K<0.01%013F-HRTimeline
UMB Bank, n.a.497$26.3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ELEVATION WEALTH PARTNERS, LLC484$25.6K0.01%013F-HRTimeline
Creative Capital Management Investments…476$25.2K0.01%013F-HRTimeline
Avion Wealth475$25K0.01%013F-HRTimeline
Financial Avengers, Inc.461$24.4K0.01%013F-HRTimeline
Cornerstone Planning Group LLC448$24.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV432$22.8K<0.01%+10213F-HRTimeline
Merkkuri Wealth Advisors LLC375$19.8K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…373$19.7K<0.01%-1,06113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC369$19.5K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC340$18K<0.01%013F-HRTimeline
Hurley Capital, LLC331$17.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC321$17K<0.01%013F-HRTimeline
TD Capital Management LLC308$16.3K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.275$14.5K0.01%013F-HRTimeline
Westside Investment Management, Inc.259$13.7K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC233$12.3K<0.01%new13F-HRTimelineGroup
Kozak & Associates, Inc.221$11.8K<0.01%013F-HRTimeline
Byrne Asset Management LLC214$11.3K0.01%013F-HRTimeline
NFSG Corp184$9.72K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp175$9.41K0.01%013F-HR/ATimeline
Sankala Group LLC182$9.39K0.01%013F-HRTimeline
CENTRAL TRUST Co146$7.72K<0.01%013F-HRTimeline
WHITTIER TRUST CO140$7.46K<0.01%013F-HRTimeline
Addison Advisors LLC132$6.98K<0.01%013F-HRTimeline
Hickory Point Bank & Trust108$5.71K<0.01%new13F-HRTimeline
JDM Financial Group LLC98$5.18K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$5K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.92$4.86K<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC88$4.65K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC80$4.23K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.48$2.54K<0.01%013F-HRTimeline
Investors Portfolio Services LLC42$2.22K<0.01%013F-HRTimeline
Horizons Wealth Management40$2.11K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5$264<0.01%new13F-HRTimelineGroup