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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
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,725,379$1.03B5.62%new13F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.5,904,874$387M8.29%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,772,869$313M0.59%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,800,327$183M0.05%new13F-HRTimelineGroup
LPL Financial LLC2,308,689$151M0.04%new13F-HRTimeline
Mesirow Financial Investment Management…2,012,662$132M2.71%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,643,003$108M0.15%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,245,046$81.6M0.12%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,163,454$76.2M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,125,256$73.7M0.02%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,072,509$70.3M0.19%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN869,756$57M0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG813,200$53.3M0.01%new13F-HRTimelineGroup
Montis Financial, LLC809,126$53M10.48%new13F-HRTimeline
HighTower Advisors, LLC800,193$52.4M0.06%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…719,197$47.9M0.06%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding686,563$45MnewTimeline
Corient Private Wealth LPin group Corient Private Wealth LP686,029$44.9M0.06%new13F-HR/ATimelineGroup
Affiance Financial, LLC656,658$43M6.92%new13F-HRTimeline
Ascension Capital Advisors, Inc.611,494$40.1M13.74%new13F-HRTimeline
Composition Wealth, LLC582,036$38.1M0.55%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC554,566$36.3M0.07%new13F-HRTimelineGroup
Parisi Gray Wealth Management549,027$36M8.17%new13F-HRTimeline
Aprio Wealth Management, LLC467,611$30.6M1.76%new13F-HRTimeline
Urban Financial Advisory Corp440,266$28.8M11.33%new13F-HRTimeline
Waverly Advisors, LLC431,441$28.3M0.23%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…383,323$25.1M0.15%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA368,893$24.2M<0.01%new13F-HRTimelineGroup
Ironwood Investment Counsel, LLC344,154$22.5M3.15%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding323,480$21.2MnewTimeline
COMMONWEALTH EQUITY SERVICES, LLC317,992$20.8M0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC317,747$20.8M0.02%new13F-HRTimelineGroup
New England Private Wealth Advisors LLC312,610$20.5M2.55%new13F-HR/ATimeline
Cresset Asset Management, LLC310,160$20.3M0.09%new13F-HRTimeline
NBZ Investment Advisors LLC293,305$19.2M8.39%new13F-HRTimeline
Cross Staff Investments Inc289,630$19M10.45%new13F-HRTimeline
Lighthouse Wealth Management Inc.277,954$18.2M12.44%new13F-HRTimeline
Summit Trail Advisors, LLC276,478$18.1M0.31%new13F-HRTimeline
Cetera Investment Advisers275,064$18M0.02%new13F-HRTimeline
Fiduciary Group, LLC242,380$15.9M1.33%new13F-HRTimeline
FMR LLCin group FMR LLC238,429$15.6M<0.01%new13F-HRTimelineGroup
Allworth Financial LP234,792$15.4M0.06%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP233,094$15.3M0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY222,409$14.6M<0.01%new13F-HR/ATimelineGroup
Private Advisor Group, LLC182,614$12M0.06%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…181,086$11.9M0.02%new13F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…177,754$11.6M0.29%new13F-HRTimelineGroup
Canal Capital Management, LLC175,232$11.5M1.63%new13F-HRTimeline
Montz Harcus Wealth Management LLC168,425$11M4.47%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding159,266$10.4MnewTimeline
Perigon Wealth Management, LLC158,885$10.4M0.19%new13F-HRTimeline
Ausdal Financial Partners, Inc.157,084$10.3M0.48%new13F-HRTimeline
EQUITABLE TRUST CO156,363$10.2M0.46%new13F-HRTimeline
Steward Partners Investment Advisory, L…155,851$10.2M0.06%new13F-HRTimeline
Compton Wealth Advisory Group, LLC153,472$10.1M2.2%new13F-HRTimeline
Arete Wealth Advisors, LLC152,801$10M0.69%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC150,552$9.86M<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC149,532$9.8M1.1%new13F-HRTimeline
Prospera Financial Services Inc149,508$9.79M0.16%new13F-HRTimeline
Janney Montgomery Scott LLC146,936$9.63M0.02%new13F-HRTimeline
FFT WEALTH MANAGEMENT LLC145,579$9.54M1.82%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC135,420$8.87M0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC134,368$8.8M0.01%new13F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC134,268$8.8M4.24%new13F-HRTimeline
NewEdge Advisors, LLC132,615$8.69M0.03%new13F-HRTimeline
Prime Capital Investment Advisors, LLC127,172$8.33M0.1%new13F-HRTimeline
Aspire Capital Advisors LLC126,717$8.3M1.95%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC125,806$8.24M0.06%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP118,193$7.74M0.01%new13F-HRTimelineGroup
Capital Planning LLC114,952$7.45M2.09%new13F-HRTimeline
Orion Porfolio Solutions, LLC110,866$7.26M0.05%new13F-HRTimeline
JBR Co Financial Management Inc108,793$7.13M2.98%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC106,997$7.01M0.31%new13F-HRTimeline
KilterHowling LLC105,087$6.88M3.49%new13F-HRTimeline
Annandale Capital, LLC98,506$6.45M1.05%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC97,070$6.36M1.57%new13F-HRTimeline
Creative Planningin group Creative Planning96,506$6.32M<0.01%new13F-HRTimelineGroup
Ehrenkranz Partners L.P.93,942$6.15M6.97%new13F-HRTimeline
Rollins Financial Advisors, LLC93,874$6.15M0.9%new13F-HRTimeline
Sargent Investment Group, LLC92,801$6.08M0.76%new13F-HRTimeline
SOL Capital Management CO91,754$6.01M0.54%new13F-HRTimeline
Modera Wealth Management, LLC91,122$5.97M0.07%new13F-HRTimeline
Tanglewood Wealth Management, Inc.90,612$5.94M0.54%new13F-HRTimeline
IEQ CAPITAL, LLC90,281$5.91M0.02%new13F-HRTimeline
Lynx Investment Advisory87,467$5.73M3.13%new13F-HRTimeline
Quantinno Capital Management LP85,995$5.63M0.01%new13F-HRTimeline
Karras Company, Inc.80,578$5.28M5.15%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.79,164$5.19M0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC78,632$5.15M0.01%new13F-HRTimeline
DAVENPORT & Co LLC78,205$5.12M0.03%new13F-HRTimeline
Circle Wealth Management, LLC73,452$4.81M0.07%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.69,723$4.57M0.99%new13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC68,101$4.46M0.05%new13F-HRTimelineGroup
Vertex Planning Partners, LLC63,996$4.19M0.97%new13F-HRTimeline
Berger Financial Group, Inc63,639$4.17M0.24%new13F-HRTimeline
IHT Wealth Management, LLC63,261$4.14M0.1%new13F-HRTimeline
Rockbridge Investment Management, LCC62,370$4.09M0.38%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV61,742$4.04M0.01%new13F-HRTimeline
BNB Wealth Management, LLC61,482$4.03M2.59%13F-HRTimeline
Meridian Wealth Management, LLC58,294$3.86M0.14%new13F-HRTimeline
Wealthspire Advisors, LLC58,912$3.86M0.03%new13F-HRTimeline
Blume Capital Management, Inc.56,229$3.68M0.68%new13F-HRTimeline
EP Wealth Advisors, LLC56,038$3.67M0.02%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.55,904$3.66M0.21%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC55,548$3.64M0.03%new13F-HRTimeline
Marion Wealth Management58,146$3.63M0.81%new13F-HRTimeline
BOKF, NAin group BOKF, NA55,355$3.63M0.06%new13F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.55,115$3.61M0.25%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC53,967$3.55M0.22%new13F-HRTimeline
SCS Capital Management LLC53,742$3.52M0.04%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC53,706$3.52M0.12%new13F-HRTimelineGroup
Harfst & Associates, Inc.53,622$3.51M0.63%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,892$3.46M0.02%new13F-HRTimelineGroup
Wedmont Private Capital50,982$3.34M0.12%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp50,341$3.3M<0.01%new13F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC49,725$3.26M1.31%new13F-HRTimeline
Live Oak Private Wealth LLC49,653$3.25M0.44%new13F-HRTimeline
Sowell Financial Services LLC48,490$3.18M0.12%new13F-HRTimeline
Clearstead Advisors, LLC47,893$3.14M0.04%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.47,848$3.13M0.15%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC47,659$3.12M0.36%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP47,566$3.12M<0.01%new13F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.49,249$3.09M1.17%new13F-HRTimeline
&PARTNERS46,759$3.06M0.02%new13F-HRTimeline
Mill Creek Capital Advisors, LLC46,006$3.01M0.06%new13F-HRTimeline
S.A. Mason LLC45,209$2.96M1.17%new13F-HRTimeline
Lafayette Investments, Inc.44,588$2.92M0.55%new13F-HRTimeline
Pathway Financial Advisers, LLC44,550$2.92M0.85%new13F-HRTimeline
Alvarez & Marsal Private Wealth Partner…44,033$2.88M0.55%13F-HRTimeline
Chicago Partners Investment Group LLC45,830$2.86M0.07%new13F-HRTimeline
Wiser Advisor Group LLC42,820$2.81M3.21%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,886$2.74M0.01%new13F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.40,813$2.67M1.16%new13F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC40,764$2.67M2.64%13F-HRTimeline
Millburn Ridgefield LLC /DE/38,750$2.54M0.06%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC38,045$2.49M0.07%new13F-HRTimeline
Parker Investment Management, LLC37,868$2.48M0.35%new13F-HRTimeline
SPINNAKER TRUST37,312$2.44M0.13%new13F-HRTimeline
Caprock Group, LLC37,238$2.44M0.05%new13F-HRTimeline
CoreFirst Bank & Trust37,119$2.43M1.31%new13F-HRTimeline
Aspect Partners, LLC36,724$2.41M1.05%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp36,706$2.4M0.11%new13F-HRTimelineGroup
Evercore Wealth Management, LLC36,155$2.37M0.03%new13F-HRTimeline
Visionary Wealth Advisors35,843$2.35M0.11%new13F-HRTimeline
Integrated Advisors Network LLC35,716$2.34M0.1%new13F-HRTimeline
Summit Financial, LLC34,946$2.29M0.03%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA34,333$2.25M0.14%new13F-HRTimeline
Merit Financial Group, LLC34,330$2.25M0.02%new13F-HRTimeline
First Pacific Financial34,298$2.25M0.29%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…34,135$2.24M0.27%new13F-HRTimeline
Sunbelt Securities, Inc.33,983$2.23M0.15%new13F-HRTimeline
Clear Creek Financial Management, LLC32,534$2.13M0.17%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/32,191$2.11M0.95%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,871$2.09M0.03%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC31,588$2.07M0.1%new13F-HRTimeline
Capital Advisors Wealth Management, LLC31,286$2.05M0.28%new13F-HRTimeline
Compass Wealth Management, LLC/GA30,552$2M0.82%new13F-HRTimeline
Oak Barrel Wealth Advisory LLC30,501$2M1.19%13F-HRTimeline
BIP Wealth, LLC30,234$1.98M0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,404$1.93M0.02%new13F-HRTimelineGroup
Topsail Wealth Management, LLC28,735$1.88M0.28%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC28,291$1.85M<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.28,008$1.83M0.12%new13F-HRTimeline
SAPIENT CAPITAL LLC27,613$1.83M0.03%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC27,500$1.8M1.24%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC27,425$1.8M0.03%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding27,212$1.78MnewTimeline
Empirical Financial Services, LLC d.b.a…27,014$1.77M0.03%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC26,866$1.76M0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC26,565$1.74M0.12%new13F-HRTimeline
Retirement Planning Group, LLC26,444$1.73M0.06%new13F-HRTimeline
RM Financial Services, LLC26,173$1.71M1.52%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,843$1.69M0.01%new13F-HRTimelineGroup
IFP Advisors, Inc25,812$1.69M0.04%new13F-HRTimeline
Symphony Financial Services, Inc.25,682$1.68M0.86%new13F-HRTimeline
Ballentine Partners, LLC25,581$1.68M0.02%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,558$1.67M0.1%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC25,144$1.65M0.55%new13F-HRTimeline
Longview Financial Advisors, Inc.24,260$1.59M1.08%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …24,057$1.58M<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,041$1.57M<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.23,225$1.52M1.32%new13F-HRTimeline
Leo Wealth, LLC22,970$1.5M0.11%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC22,931$1.5M0.16%new13F-HRTimeline
RFG Advisory, LLC22,795$1.49M0.03%new13F-HRTimeline
Tradition Wealth Management, LLC22,175$1.45M0.1%new13F-HRTimeline
MONECO ADVISORS, LLC22,074$1.45M0.11%new13F-HRTimeline
COMERICA BANK21,915$1.44M0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.21,850$1.41M0.03%new13F-HRTimeline
Joel Isaacson & Co., LLC20,677$1.35M0.04%new13F-HRTimeline
FORBES J M & CO LLP20,212$1.32M0.11%new13F-HRTimeline
CWM, LLCin group CWM, LLC19,782$1.3M<0.01%new13F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC19,479$1.28M0.04%new13F-HRTimeline
Frontier Asset Management, LLC19,264$1.26M0.29%new13F-HRTimeline
Whitcomb & Hess, Inc.18,871$1.22M0.29%new13F-HRTimeline
Mittelman Wealth Management18,409$1.21M0.78%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC18,366$1.2M0.01%new13F-HRTimeline
Sanctuary Advisors, LLC18,248$1.2M0.01%new13F-HRTimeline
Marble Wealth, LLC18,188$1.19M0.17%13F-HRTimeline
Founders Financial Alliance, LLC18,012$1.18M0.22%new13F-HRTimeline