AKRE FOCUS ETF (AKRE) Institutional Ownership Changes & 13F Activity
AKRE FOCUS ETF (AKRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Osaic Holdings, Inc., Bank Of America Corp, Raymond James Financial Inc, and Waverly Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Buy | +152,801 | — | 152,801 | $10.01M | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Buy | +17,924 | — | 17,924 | $1.17M | Q4 2025 | May 15, 2026 |
| Jhp Wealth Management, Llc | Buy | +3,900 | — | 3,900 | $255.49K | Q4 2025 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +6,804 | — | 6,804 | $445.73K | Q4 2025 | May 12, 2026 |
| Oak Barrel Wealth Advisory Llc | Buy | +30,501 | — | 30,501 | $2.00M | Q4 2025 | May 07, 2026 |
| Vision Retirement, Llc | Buy | +3,488 | — | 3,488 | $228.50K | Q4 2025 | May 07, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +23,428 | — | 23,428 | $1.53M | Q4 2025 | Apr 24, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +12,361 | — | 12,361 | $809.77K | Q4 2025 | Mar 05, 2026 |
| Bayban | Buy | +788 | — | 788 | $51.61K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +8,732 | — | 8,732 | $572.03K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +1 | — | 1 | $66.00 | Q4 2025 | Mar 04, 2026 |
| Cross Staff Investments Inc | Buy | +289,630 | — | 289,630 | $18.97M | Q4 2025 | Feb 27, 2026 |
| Compass Financial Services Inc | Buy | +2,035 | — | 2,035 | $133.31K | Q4 2025 | Feb 27, 2026 |
| Td Capital Management Llc | Buy | +308 | — | 308 | $20.18K | Q4 2025 | Feb 26, 2026 |
| Sunbelt Securities, Inc. | Buy | +33,983 | — | 33,983 | $2.23M | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +9,987,425 | — | 9,987,425 | $44.74M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +17,720 | — | 17,720 | $1.16M | Q4 2025 | Feb 19, 2026 |
| Crossgen Wealth, Llc | Buy | +11,189 | — | 11,189 | $732.99K | Q4 2025 | Feb 19, 2026 |
| Claris Financial Llc | Buy | +5,578 | — | 5,578 | $365.42K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,125,256 | — | 1,125,256 | $73.72M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +132,615 | — | 132,615 | $8.69M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +61,742 | — | 61,742 | $4.04M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +56,038 | — | 56,038 | $3.67M | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +12,481 | — | 12,481 | $817.63K | Q4 2025 | Feb 18, 2026 |
| Crusonia Wealth Advisors Llc | Buy | +6,650 | — | 6,650 | $435.64K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +1,245,046 | — | 1,245,046 | $81.56M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +1,163,454 | — | 1,163,454 | $76.22M | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +431,441 | — | 431,441 | $28.26M | Q4 2025 | Feb 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +383,323 | — | 383,323 | $25.11M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +368,893 | — | 368,893 | $24.17M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about AKRE activity
Which institutional owners are buying AKRE?
Institutional owners buying AKRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AKRE activity?
"Buy" means an investor increased their reported position in AKRE compared to the prior reporting period. This reflects growing exposure to AKRE FOCUS ETF (AKRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AKRE increasing?
Institutional interest in AKRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.