Evid Invest
Who owns AKREWhat AKRE owns — n/a

Who owns Akre Focus ETF?

Institutional ownership of AKRE from SEC Form 13F filings across 268 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

268

13F holders

$1.53B

value, 2026 filers

20.5%

of shares outstanding (30.9M sh)

27

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AKRE's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BROWN BROTHERS HARRIMAN & CO7.6M$403.4M1.8%5%-36.8%
2Cambridge Investment Research Advisors, Inc.1.9M$100,1040.2%1.2%+97.3%
3FRANKLIN RESOURCES INC1.6M$87.1M0.0%1.1%-23.6%
4LPL Financial LLC1.5M$80.5M0.0%1%-20.7%
5Mesirow Financial Investment Management, Inc.1.3M$71.7M1.1%0.9%+69.0%
6BANK OF AMERICA CORP /DE/1.3M$68.2M0.0%0.9%+10.5%
7OSAIC HOLDINGS, INC.1.0M$55.7M0.1%0.7%+23.0%
8BROWN ADVISORY INC984,156$52.3M0.1%0.7%-19.3%
9AlTi Global, Inc.923,866$49.1M1.0%0.6%-70.5%
10Corient Private Wealth LP547,681$29.1M0.0%0.4%-3.6%
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC530,243$29.2M0.0%0.4%+1.3%
12RAYMOND JAMES FINANCIAL INC476,055$25.3M0.0%0.3%-21.9%
13WELLS FARGO & COMPANY/MN467,849$24.9M0.0%0.3%-10.8%
14ASSETMARK, INC461,214$24.5M0.0%0.3%-10.9%
15Parisi Gray Wealth Management402,474$21.4M4.4%0.3%-14.5%
16UBS Group AG380,658$20.2M0.0%0.3%-24.9%
17Waverly Advisors, LLC369,950$19.7M0.1%0.2%-8.2%
18Arete Wealth Advisors, LLC329,642$17.5M0.6%0.2%+0.8%
19MORGAN STANLEY278,727$14.8M0.0%0.2%+16.8%
20Focus Partners Wealth278,252$14.8M0.0%0.2%-9.7%
21Composition Wealth, LLC277,535$14.8M0.2%0.2%-19.5%
22ROYAL BANK OF CANADA275,523$14.7M0.0%0.2%-8.7%
23HighTower Advisors, LLC255,594$13.6M0.0%0.2%-36.8%
24Mariner, LLC252,705$13.4M0.0%0.2%-32.4%
25FMR LLC252,243$13.4M0.0%0.2%+9.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.