Skip to content
Disclosery

AKRE PROFESIONALLY MANAGED PORTFO

Follow

AKRE FOCUS ETF (fund)

Filings received so far for Q3 2026: 39 13F filers report a position in AKRE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…533,774$28.8M0.04%+3,53113F-HRTimeline
EQUITABLE TRUST CO218,050$11.5M0.48%+9,42513F-HRTimeline
Focus Financial Network, Inc.182,258$9.6M0.29%-44,58513F-HRTimeline
Compton Wealth Advisory Group, LLC151,125$8.08M1.65%-1,52913F-HRTimeline
Lighthouse Wealth Management Inc.122,535$6.45M3.92%-16,66113F-HRTimeline
DAVENPORT & Co LLC94,969$5M0.03%-32313F-HRTimeline
JBR Co Financial Management Inc79,841$4.32M1.65%-8613F-HRTimeline
S.A. Mason LLC40,916$2.16M0.63%-4,43413F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.36,551$1.93M0.36%-80313F-HRTimeline
Wedmont Private Capital33,368$1.8M0.04%-8,00713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC33,208$1.75M0.04%-1,50013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA30,960$1.63M0.11%-97813F-HRTimeline
Longview Financial Advisors, Inc.24,098$1.27M0.73%-2,12613F-HRTimeline
Value Investment Professionals, LLC19,788$1.04M0.91%-5013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC19,285$1.02M0.09%-60013F-HRTimeline
Capital Advisors Wealth Management, LLC16,659$877K0.1%-14613F-HRTimeline
Whitcomb & Hess, Inc.15,679$826K0.18%-42713F-HRTimeline
Farther Finance Advisors, LLC15,665$825K0.01%-1,63913F-HRTimeline
SAPIENT CAPITAL LLC15,541$819K0.01%-5713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,854$730K0.01%-61413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC13,123$691K0.44%-1,41213F-HRTimeline
CX Institutional10,803$569K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC9,873$520K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.8,770$462K0.03%013F-HRTimeline
CHAPIN DAVIS, INC.6,010$317K0.06%013F-HRTimeline
Breakwater Capital Group4,853$256K0.03%013F-HRTimeline
Advisory Solutions Group, LLC4,242$223K0.05%013F-HRTimeline
Fenimore Asset Management Inc4,027$212K<0.01%013F-HRTimeline
Capital Planning LLC3,997$211K0.06%013F-HRTimeline
LEGACY SOLUTIONS, LLC3,971$209K0.16%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,932$154K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,929$154K0.02%-30513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,687$142K0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,601$137K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC484$25.5K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC369$19.4K<0.01%013F-HRTimeline
GoalVest Advisory LLC182$9.59K<0.01%-47313F-HRTimeline
Byrne Asset Management LLC114$6.09K<0.01%-10013F-HRTimeline
Horizons Wealth Management40$2.11K<0.01%13F-HRTimeline