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Public ownership evidence

Akre Focus ETF (AKRE) Ownership Disclosures

Read AKRE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Pandowealth. LLC2025-12-312026-08-2913,115$859,164None
Pandowealth. LLC2026-03-312026-08-2913,115$693,128None
Corient Private Wealth LP2026-06-302026-08-28532,918$28,345,930None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-263,348$219,327None
Pandowealth. LLC2026-06-302026-08-2113,115$697,587None
Rehmann Capital Advisory Group2026-06-302026-08-218,732$464,455None
Financial Avengers, Inc.2026-06-302026-08-20461$24,521None
Kingsview Wealth Management, LLC2026-06-302026-08-206,153$327,278None
Archer Investment Corp2026-06-302026-08-202,699$143,560None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-209,752$518,709None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20194,801$10,361,465None
Sankala Group LLC2026-06-302026-08-19182$10,772None
Beacon Pointe Advisors, LLC2026-06-302026-08-199,107$484,402None
JDM Financial Group LLC2026-06-302026-08-1998$5,213None
Orion Capital Management LLC2026-06-302026-08-191,080$57,445None
Yukon Wealth Management, Inc.2026-06-302026-08-1815,456$822,105None
Corient Private Wealth LP2026-06-302026-08-18533,957$28,396,633None
Pure Financial Advisors, LLC2026-06-302026-08-186,555$348,660None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18245,749$13,075,764None
Equitable Holdings, Inc.2026-06-302026-08-1822,253$1,183,637None
Investors Portfolio Services LLC2026-06-302026-08-1542$2,234None
AMERIFLEX GROUP, INC.2026-06-302026-08-1510,168$540,838None
Modern Wealth Management, LLC2026-06-302026-08-1512,146$646,046None
Vertex Planning Partners, LLC2026-06-302026-08-1563,828$3,395,011None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-155,452$289,982None
Ameritas Advisory Services, LLC2026-06-302026-08-1514,957$795,563None
NFSG Corp2026-06-302026-08-15184$9,787None
Qube Research & Technologies Ltd2026-06-302026-08-1518,062$960,718None
IFG Advisory, LLC2026-06-302026-08-1519,315$1,027,366None
OSAIC HOLDINGS, INC.2026-06-302026-08-1526,992$1,435,704None
OSAIC HOLDINGS, INC.2026-06-302026-08-1527,265$1,450,225None
OSAIC HOLDINGS, INC.2026-06-302026-08-15992,298$52,779,764None
JANE STREET GROUP, LLC2026-06-302026-08-1576,204$4,053,291None
Heritage Wealth Advisors2026-06-302026-08-15836$44,467None
East Coast Asset Management, LLC.2026-06-302026-08-154,872$259,142None
FLOW TRADERS U.S. LLC2026-06-302026-08-15406,918$21,644,000None
GTS SECURITIES LLC2026-06-302026-08-15139,496$7,419,792None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,790$467,540None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,758$359,458None
Medallion Wealth Advisors, LLC2026-06-302026-08-1523,649$1,257,873None
Waverly Advisors, LLC2026-06-302026-08-15369,950$19,677,640None
Cascades Capital Asset Management, LLC2026-06-302026-08-154,198$223,292None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-1546,774$2,487,909None
BROWN ADVISORY INC2026-06-302026-08-1530,675$1,631,603None
BROWN ADVISORY INC2026-06-302026-08-15277,065$14,737,088None
BROWN ADVISORY INC2026-06-302026-08-15676,416$35,978,541None
Destination Wealth Management2026-06-302026-08-157,366$391,798None
Rockbridge Investment Management, LCC2026-06-302026-08-1562,370$3,317,461None
&PARTNERS2026-06-302026-08-1537,275$1,982,657None
Financial Engines Advisors L.L.C.2026-06-302026-08-15496,188$26,392,213None

90-day public filing window, up to 50 source positions.

Pandowealth. LLC ↗Pandowealth. LLC ↗Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Pandowealth. LLC ↗Rehmann Capital Advisory Group ↗Financial Avengers, Inc. ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗STOCK YARDS BANK & TRUST CO ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.