AKRE FOCUS ETF (AKRE) Institutional Shareholders

AKRE FOCUS ETF (AKRE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.89B in AKRE holdings during the latest filing period.

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 $422.40M, representing an estimated gain of +4.70% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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

434

Total Reported Value

$1.89B

Largest Holder

Brown Brothers Harriman & Co

Largest Position

$403.44M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

28

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Brown Brothers Harriman & Co1.77%7,584,909$403,441,340$422,403,582+$18,962,242+4.70%
Lpl Financial Llc0.02%1,513,392$80,497,341$84,280,800+$3,783,459+4.70%
Mesirow Financial Investment Management, Inc.1.13%1,347,351$71,665,557$75,033,977+$3,368,420+4.70%
Bank Of America Corp0.00%1,283,026$68,244,154$71,451,718+$3,207,564+4.70%
Osaic Holdings, Inc.0.07%1,046,555$55,665,693$58,282,648+$2,616,955+4.70%
Brown Advisory Inc0.08%984,156$52,347,232$54,807,648+$2,460,416+4.70%
Alti Global, Inc.1.02%923,866$49,140,427$51,450,098+$2,309,671+4.70%
Chemistry Wealth Management Llc7.88%921,681$49,024,212$51,328,415+$2,304,203+4.70%
Montis Financial, Llc8.70%799,755$42,538,991$44,538,356+$1,999,365+4.70%
Ascension Capital Advisors, Inc.10.20%682,811$36,318,717$38,025,745+$1,707,028+4.70%
Wealth Enhancement Advisory Services, Llc0.05%530,243$29,237,610$29,529,233+$291,623+1.00%
Corient Private Wealth Llc0.04%532,918$28,345,930$29,678,203+$1,332,273+4.70%
Financial Engines Advisors L.L.C.0.05%496,188$26,392,213$27,632,710+$1,240,497+4.70%
Raymond James Financial Inc0.01%476,055$25,321,366$26,511,503+$1,190,137+4.70%
Wells Fargo & Company/Mn0.00%467,849$24,884,902$26,054,511+$1,169,609+4.70%
Assetmark, Inc0.04%461,214$24,531,973$25,685,008+$1,153,035+4.70%
Urban Financial Advisory Corp6.39%435,971$23,189,298$24,279,225+$1,089,927+4.70%
Flow Traders U.S. Llc0.89%406,918$21,644,000$22,661,263+$1,017,263+4.70%
Parisi Gray Wealth Management4.39%402,474$21,407,582$22,413,777+$1,006,195+4.70%
Ubs Group Ag0.00%380,658$20,247,199$21,198,844+$951,645+4.70%
Affiance Financial, Llc2.83%370,045$19,682,694$20,607,806+$925,112+4.70%
Waverly Advisors, Llc0.11%369,950$19,677,640$20,602,516+$924,876+4.70%
Ironwood Investment Counsel, Llc2.39%342,562$18,220,900$19,077,278+$856,378+4.70%
Cross Staff Investments Inc8.70%290,646$15,459,461$16,186,076+$726,615+4.70%
Morgan Stanley0.00%278,727$14,825,489$15,522,307+$696,818+4.70%
Focus Partners Wealth0.02%278,252$14,800,267$15,495,854+$695,587+4.70%
Composition Wealth, Llc0.17%277,535$14,762,109$15,455,924+$693,815+4.70%
Royal Bank Of Canada0.00%275,523$14,656,000$15,343,876+$687,876+4.69%
Mariner, Llc0.01%252,705$13,441,391$14,073,141+$631,750+4.70%
Fmr Llc0.00%252,243$13,416,819$14,047,413+$630,594+4.70%
United Capital Financial Advisors, Llc0.07%245,749$13,075,764$13,685,762+$609,998+4.67%
Cresset Asset Management, Llc0.05%245,526$13,059,543$13,673,343+$613,800+4.70%
Focus Financial Network, Inc.0.37%226,843$12,065,780$12,632,887+$567,107+4.70%
Commonwealth Equity Services, Llc0.01%219,177$11,658,023$12,205,967+$547,944+4.70%
New England Private Wealth Advisors Llc1.09%206,210$11,273,508$11,483,835+$210,327+1.87%
Mercer Global Advisors Inc0.01%194,801$10,361,465$10,848,468+$487,003+4.70%
Basepoint Wealth Llc5.85%192,329$10,229,984$10,710,802+$480,818+4.70%
Stratos Wealth Partners, Ltd.0.10%188,841$10,044,453$10,516,555+$472,102+4.70%
Fiduciary Group, Llc0.78%187,630$9,980,040$10,449,115+$469,075+4.70%
Cary Street Partners Financial Llc0.21%178,950$9,518,350$9,965,726+$447,376+4.70%
Cerity Partners Llc0.01%175,179$9,317,740$9,755,719+$437,979+4.70%
Quantinno Capital Management Lp0.01%169,531$9,017,354$9,441,181+$423,827+4.70%
Arete Wealth Advisors, Llc0.58%164,821$8,766,828$9,178,881+$412,053+4.70%
Cetera Investment Advisers0.01%160,719$8,548,656$8,950,441+$401,785+4.70%
Compton Wealth Advisory Group, Llc1.67%152,654$8,264,688$8,501,301+$236,613+2.86%
Envestnet Asset Management Inc0.00%142,949$7,603,457$7,960,830+$357,373+4.70%
Gts Securities Llc0.16%139,496$7,419,792$7,768,532+$348,740+4.70%
Lighthouse Wealth Management Inc.4.60%139,196$7,403,809$7,751,825+$348,016+4.70%
Perigon Wealth Management, Llc0.11%134,133$7,134,534$7,469,867+$335,333+4.70%
Southstate Bank Corp0.29%132,910$7,069,502$7,401,758+$332,256+4.70%
Showing 50 of 434

Frequently asked questions about AKRE

  • Who owns the most AKRE stock?

    The largest holders of AKRE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AKRE FOCUS ETF (AKRE).

  • Is AKRE widely held by superinvestors?

    Many widely followed stocks like AKRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AKRE is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.