AKRE Institutional Ownership & Shareholders
AKRE FOCUS ETF (AKRE) is currently held by 418 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.86B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Brown Brothers Harriman & Co is currently the largest disclosed institutional shareholder of AKRE tracked by InsiderSet, reporting ownership valued at approximately $403.44M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $448.19M, representing an estimated gain of +11.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed AKRE value among the investors covered in this analysis. Major shareholders include Brown Brothers Harriman & Co, Lpl Financial Llc, Mesirow Financial Investment Management, Inc., and several other long-term asset managers with concentrated positions in AKRE FOCUS ETF (AKRE).
This page ranks the largest institutional AKRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
418
Total Reported Value
$1.86B
Largest Holder
Brown Brothers Harriman & Co
Largest Position
$403.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 1.77% | 7,584,909 | $403,441,340 | $448,192,273 | +$44,750,933 | +11.09% | |
| Lpl Financial Llc | 0.02% | 1,513,392 | $80,497,341 | $89,426,333 | +$8,928,992 | +11.09% | |
| Mesirow Financial Investment Management, Inc. | 1.13% | 1,347,351 | $71,665,557 | $79,614,971 | +$7,949,414 | +11.09% | |
| Bank Of America Corp | 0.00% | 1,283,026 | $68,244,154 | $75,814,006 | +$7,569,852 | +11.09% | |
| Osaic Holdings, Inc. | 0.07% | 1,046,555 | $55,665,693 | $61,840,935 | +$6,175,242 | +11.09% | |
| Brown Advisory Inc | 0.08% | 984,156 | $52,347,232 | $58,153,778 | +$5,806,546 | +11.09% | |
| Alti Global, Inc. | 1.02% | 923,866 | $49,140,427 | $54,591,242 | +$5,450,815 | +11.09% | |
| Chemistry Wealth Management Llc | 7.72% | 930,926 | $49,031,851 | $55,008,417 | +$5,976,566 | +12.19% | |
| Montis Financial, Llc | 8.70% | 799,755 | $42,538,991 | $47,257,523 | +$4,718,532 | +11.09% | |
| Ascension Capital Advisors, Inc. | 10.20% | 682,811 | $36,318,717 | $40,347,302 | +$4,028,585 | +11.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 533,774 | $28,834,482 | $31,540,706 | +$2,706,224 | +9.39% | |
| Corient Private Wealth Llc | 0.04% | 532,918 | $28,345,930 | $31,490,125 | +$3,144,195 | +11.09% | |
| Financial Engines Advisors L.L.C. | 0.05% | 496,188 | $26,392,213 | $29,319,749 | +$2,927,536 | +11.09% | |
| Raymond James Financial Inc | 0.01% | 476,055 | $25,321,366 | $28,130,090 | +$2,808,724 | +11.09% | |
| Wells Fargo & Company/Mn | 0.00% | 467,849 | $24,884,902 | $27,645,197 | +$2,760,295 | +11.09% | |
| Urban Financial Advisory Corp | 6.39% | 435,971 | $23,189,298 | $25,761,526 | +$2,572,228 | +11.09% | |
| Flow Traders U.S. Llc | 0.89% | 406,918 | $21,644,000 | $24,044,785 | +$2,400,785 | +11.09% | |
| Ubs Group Ag | 0.00% | 380,658 | $20,247,199 | $22,493,081 | +$2,245,882 | +11.09% | |
| Waverly Advisors, Llc | 0.11% | 369,950 | $19,677,640 | $21,860,346 | +$2,182,706 | +11.09% | |
| Parisi Gray Wealth Management | 3.66% | 350,263 | $18,448,376 | $20,697,041 | +$2,248,665 | +12.19% | |
| Ironwood Investment Counsel, Llc | 2.39% | 342,562 | $18,220,900 | $20,241,989 | +$2,021,089 | +11.09% | |
| Affiance Financial, Llc | 2.59% | 345,037 | $18,173,099 | $20,388,236 | +$2,215,137 | +12.19% | |
| Cross Staff Investments Inc | 9.08% | 289,951 | $15,271,735 | $17,133,205 | +$1,861,470 | +12.19% | |
| Morgan Stanley | 0.00% | 278,727 | $14,825,489 | $16,469,978 | +$1,644,489 | +11.09% | |
| Focus Partners Wealth | 0.02% | 278,252 | $14,800,267 | $16,441,911 | +$1,641,644 | +11.09% | |
| Composition Wealth, Llc | 0.17% | 277,535 | $14,762,109 | $16,399,543 | +$1,637,434 | +11.09% | |
| Royal Bank Of Canada | 0.00% | 275,523 | $14,656,000 | $16,280,654 | +$1,624,654 | +11.09% | |
| Mariner, Llc | 0.01% | 252,705 | $13,441,391 | $14,932,338 | +$1,490,947 | +11.09% | |
| Fmr Llc | 0.00% | 252,243 | $13,416,819 | $14,905,039 | +$1,488,220 | +11.09% | |
| United Capital Financial Advisors, Llc | 0.07% | 245,749 | $13,075,764 | $14,521,308 | +$1,445,544 | +11.06% | |
| Cresset Asset Management, Llc | 0.05% | 245,526 | $13,059,543 | $14,508,131 | +$1,448,588 | +11.09% | |
| Equitable Trust Co | 0.48% | 218,050 | $11,484,694 | $12,884,575 | +$1,399,881 | +12.19% | |
| Commonwealth Equity Services, Llc | 0.01% | 197,072 | $10,379,783 | $11,644,984 | +$1,265,201 | +12.19% | |
| Mercer Global Advisors Inc | 0.01% | 194,801 | $10,361,465 | $11,510,791 | +$1,149,326 | +11.09% | |
| New England Private Wealth Advisors Llc | 0.98% | 194,997 | $10,270,469 | $11,522,373 | +$1,251,904 | +12.19% | |
| Basepoint Wealth Llc | 5.85% | 192,329 | $10,229,984 | $11,364,721 | +$1,134,737 | +11.09% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 188,841 | $10,044,453 | $11,158,615 | +$1,114,162 | +11.09% | |
| Fiduciary Group, Llc | 0.78% | 187,630 | $9,980,040 | $11,087,057 | +$1,107,017 | +11.09% | |
| Focus Financial Network, Inc. | 0.29% | 182,258 | $9,599,532 | $10,769,625 | +$1,170,093 | +12.19% | |
| Cary Street Partners Financial Llc | 0.21% | 178,950 | $9,518,350 | $10,574,156 | +$1,055,806 | +11.09% | |
| Cerity Partners Llc | 0.01% | 175,179 | $9,317,740 | $10,351,327 | +$1,033,587 | +11.09% | |
| Assetmark, Inc | 0.02% | 174,058 | $9,167,635 | $10,285,087 | +$1,117,452 | +12.19% | |
| Quantinno Capital Management Lp | 0.01% | 169,531 | $9,017,354 | $10,017,587 | +$1,000,233 | +11.09% | |
| Arete Wealth Advisors, Llc | 0.58% | 164,821 | $8,766,828 | $9,739,273 | +$972,445 | +11.09% | |
| Cetera Investment Advisers | 0.01% | 160,719 | $8,548,656 | $9,496,886 | +$948,230 | +11.09% | |
| Compton Wealth Advisory Group, Llc | 1.65% | 151,125 | $8,077,631 | $8,929,976 | +$852,345 | +10.55% | |
| Envestnet Asset Management Inc | 0.00% | 142,949 | $7,603,457 | $8,446,856 | +$843,399 | +11.09% | |
| Gts Securities Llc | 0.16% | 139,496 | $7,419,792 | $8,242,819 | +$823,027 | +11.09% | |
| Perigon Wealth Management, Llc | 0.11% | 138,476 | $7,293,531 | $8,182,547 | +$889,016 | +12.19% | |
| Southstate Bank Corp | 0.29% | 132,910 | $7,069,502 | $7,853,652 | +$784,150 | +11.09% |
Frequently asked questions about AKRE
Who are the largest institutional holders of AKRE?
The largest institutional holders of AKRE reported in the latest SEC Form 13F filings include Brown Brothers Harriman & Co, Lpl Financial Llc, Mesirow Financial Investment Management, Inc., Bank Of America Corp, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported AKRE position.
What is AKRE institutional ownership?
This page tracks AKRE positions reported by institutional investment managers through SEC Form 13F. AKRE FOCUS ETF (AKRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AKRE?
InsiderSet currently tracks 418 institutional managers reporting AKRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AKRE shareholders.
How much AKRE stock do institutions own?
Institutional investment managers disclosed approximately $1.86B in AKRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AKRE institutional ownership last updated?
The latest AKRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AKRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AKRE position after the reporting date.
Are institutions buying or selling AKRE?
Institutional buying and selling can be analyzed by comparing AKRE positions across consecutive 13F reporting periods. InsiderSet's AKRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AKRE ownership changes.
How has AKRE institutional ownership changed over time?
InsiderSet tracks AKRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.