408 tracked 13F filers disclose a position in AKRE as of the latest SEC 13F filings, a combined $2.1B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BROWN BROTHERS HARRIMAN & CO | $403.4M | 7.6M | ▼−37% Reduced · −4.4M sh | Q2 2026 | |
| 2 | FRANKLIN RESOURCES INC | $113.3M | 2.1M | ▼−23% Reduced · −657K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $100.8M | 1.9M | ▼−17% Reduced · −401K sh | Q1 2026 | |
| 4 | Mesirow Financial Investment Management, Inc. | $71.7M | 1.3M | ▲+69% Added · +550K sh | Q2 2026 | |
| 5 | BROWN ADVISORY INC | $64.4M | 1.2M | ▼−26% Reduced · −424K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $61.4M | 1.2M | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 7 | AlTi Global, Inc. | $49.1M | 924K | ▼−70% Reduced · −2.2M sh | Q2 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 | Montis Financial, LLC | $42.5M | 800K | ▼−1.0% Reduced · −8K sh | Q2 2026 | |
| 11 | Ascension Capital Advisors, Inc. | $36.3M | 683K | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $32.2M | 610K | ▼−46% Reduced · −515K sh | Q1 2026 | |
| 13 | Corient Private Wealth LLC | $30.0M | 568K | ▼−17% Reduced · −118K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.2M | 530K | ▲+1.3% Added · +7K sh | Q2 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $27.7M | 524K | ▼−40% Reduced · −345K sh | Q1 2026 | |
| 16 | UBS Group AG | $26.8M | 507K | ▼−38% Reduced · −306K sh | Q1 2026 | |
| 17 | Financial Engines Advisors L.L.C. | $26.4M | 496K | ▼−91% Reduced · −4.8M sh | Q2 2026 | |
| 18 | ASSETMARK, INC | $24.5M | 461K | ▼−11% Reduced · −56K sh | Q2 2026 | |
| 19 | Urban Financial Advisory Corp | $23.2M | 436K | ▼−8.9% Reduced · −43K sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | $21.4M | 405K | ▼−49% Reduced · −396K sh | Q1 2026 | |
| 21 | Waverly Advisors, LLC | $21.3M | 403K | ▼−6.6% Reduced · −29K sh | Q1 2026 | |
| 22 | Parisi Gray Wealth Management | $21.4M | 402K | ▼−15% Reduced · −68K sh | Q2 2026 | |
| 23 | Focus Financial Network, Inc. | $20.7M | 392K | ▲New +392K sh | Q1 2026 | |
| 24 | Mariner, LLC | $19.8M | 374K | ▲+18% Added · +56K sh | Q1 2026 | |
| 25 | Affiance Financial, LLC | $19.7M | 370K | ▼−0.6% Reduced · −2K sh | Q2 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.
Last quarter, 1 fund opened a new position in AKRE and 6 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 243 funds | $70.8B |
| MICROSOFT CORPMSFT | 240 funds | $61.2B |
| AMAZON.COM INCAMZN | 236 funds | $42.3B |
| ALPHABET INC-CL AGOOGL | 233 funds | $37.7B |
| NVIDIA CORPNVDA | 232 funds | $81.1B |
| JPMORGAN CHASE & COJPM | 230 funds | $17.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 230 funds | $11.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 230 funds | $11.0B |
| JOHNSON & JOHNSONJNJ | 229 funds | $12.6B |
| ALPHABET INC-CL CGOOG | 228 funds | $26.9B |
| WALMART INCWMT | 225 funds | $11.4B |
| META PLATFORMS INC-CLASS AMETA | 221 funds | $20.9B |
Ranked by how many of AKRE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AKREthis pagemc | 408 funds | $2.1B |
| CSMDFUND | 38 funds | $204.1M |
| CAFXEXCHANGE TRADED FDS-OTHER | 18 funds | $136.8M |
| WAGNPABRAI WAGONS ET | 15 funds | $7.4M |
| CAMLFUND | 13 funds | $19.0M |
| 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.
No filings captured for this ticker in the live stream yet.
Connected entities for AKRE
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.
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.