This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AKRE/capital-change-brief"
Use Arkolith's capital_change_brief for AKRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BROWN BROTHERS HARRIMAN & CO | $633.9M | 12.0M | ▼−24% Reduced · −3.7M sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $281.0M | 5.3M | ▲+11% Added · +544K sh | Q1 2026 | |
| 3 | AlTi Global, Inc. | $165.3M | 3.1M | ▼−47% Reduced · −2.8M sh | Q1 2026 | |
| 4 | FRANKLIN RESOURCES INC | $113.3M | 2.1M | ▼−23% Reduced · −657K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $100.8M | 1.9M | ▼−17% Reduced · −401K sh | Q1 2026 | |
| 6 | BROWN ADVISORY INC | $64.4M | 1.2M | ▼−26% Reduced · −424K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $61.4M | 1.2M | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 8 | Chemistry Wealth Management LLC | $49.0M | 922K | ▲+3.3% Added · +30K sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $45.0M | 851K | ▼−32% Reduced · −394K sh | Q1 2026 | |
| 10 | Mesirow Financial Investment Management, Inc. | $42.1M | 797K | ▼−60% Reduced · −1.2M sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $32.2M | 610K | ▼−46% Reduced · −515K sh | Q1 2026 | |
| 12 | Corient Private Wealth LLC | $30.0M | 568K | ▼−17% Reduced · −118K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.2M | 530K | ▲+1.3% Added · +7K sh | Q2 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $27.7M | 524K | ▼−40% Reduced · −345K sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $27.3M | 517K | ▼−6.7% Reduced · −37K sh | Q1 2026 | |
| 16 | UBS Group AG | $26.8M | 507K | ▼−38% Reduced · −306K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $21.4M | 405K | ▼−49% Reduced · −396K sh | Q1 2026 | |
| 18 | Waverly Advisors, LLC | $21.3M | 403K | ▼−6.6% Reduced · −29K sh | Q1 2026 | |
| 19 | Parisi Gray Wealth Management | $21.4M | 402K | ▼−15% Reduced · −68K sh | Q2 2026 | |
| 20 | Focus Financial Network, Inc. | $20.7M | 392K | ▲New +392K sh | Q1 2026 | |
| 21 | Mariner, LLC | $19.8M | 374K | ▲+18% Added · +56K sh | Q1 2026 | |
| 22 | Affiance Financial, LLC | $19.7M | 370K | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 23 | Composition Wealth, LLC | $18.2M | 345K | ▼−41% Reduced · −237K sh | Q1 2026 | |
| 24 | Focus Partners Wealth | $16.3M | 308K | ▼−1.4% Reduced · −4K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $15.9M | 302K | ▼−18% Reduced · −67K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Class | 13F holders | Value held |
|---|---|---|
| AKREthis pagemc | 271 funds | $2.4B |
| CSMDMF Closed and MF Open | 31 funds | $206.4M |
| CAFXCONGRESS INTERME | 17 funds | $143.9M |
| CAMLFUND | 11 funds | $18.1M |
| WAGNPABRAI WAGONS ET | 10 funds | $3.1M |
| 74316P710COM | 1 funds | $980K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 155 funds | $27.0B |
| JPMORGAN CHASE & COJPM | 155 funds | $11.8B |
| JOHNSON & JOHNSONJNJ | 155 funds | $7.4B |
| WALMART INCWMT | 155 funds | $6.8B |
| PROCTER & GAMBLE CO/THEPG | 155 funds | $4.3B |
| APPLE INCAAPL | 154 funds | $37.1B |
| NVIDIA CORPNVDA | 154 funds | $31.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 154 funds | $24.1B |
| ALPHABET INC-CL AGOOGL | 154 funds | $17.2B |
| ALPHABET INC-CL CGOOG | 154 funds | $13.6B |
| EXXON MOBIL CORPXOM | 154 funds | $7.2B |
| COSTCO WHOLESALE CORPCOST | 154 funds | $6.7B |
Ranked by how many of AKRE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AKRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.