PROFESIONALLY MANAGED PORTFO

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AKRE·74316P579·US·ETF·Unknown - Unknown

AKRE (PROFESIONALLY MANAGED PORTFO) is held by 91 institutional investors as of Q1 2026. Largest holders: BROWN BROTHERS HARRIMAN & CO ($633.9M), Financial Engines Advisors L.L.C. ($281M), FRANKLIN RESOURCES INC ($113.3M). Net institutional sentiment: Mixed.

91

Holders

(15 Elite)

$1.8B

Total Value

34% (94)

Consensus

32 buying - 62 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Holder Quality

★★★★★

Elite

★★★★

Strong

★★★

Solid

★★

Below

★

Weak

Held by 91 funds

15 elite

No recent insider, activist, or congressional trades found for this stock

Top Holders

Top Holders (91)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BROWN BROTHERS HARRIMAN & CO	Decreased	12M(-23.7%)	$633.9M	3.4%	-16.58%	0
Financial Engines Advisors L.L.C.	Increased	5.3M(+11.4%)	$281M	0.6%	-15.37%	48
FRANKLIN RESOURCES INC	Decreased	2.1M(-23.5%)	$113.3M	0.0%	-16.58%	0
LPL Financial LLC	Decreased	1.9M(-17.4%)	$100.8M	0.0%	-16.58%	0
BROWN ADVISORY INC	Decreased	1.2M(-25.8%)	$64.4M	0.1%	-16.58%	0
BANK OF AMERICA CORP /DE/	Decreased	1.2M(-0.2%)	$61.4M	0.0%	-16.58%	0
OSAIC HOLDINGS, INC.	Decreased	850,806(-31.7%)	$45M	0.1%	-16.58%	0
RAYMOND JAMES FINANCIAL INC	Decreased	609,888(-45.8%)	$32.2M	0.0%	-16.58%	0
Corient Private Wealth LLC	Decreased	567,991(-94.3%)	$30M	0.0%	-16.58%	0
WELLS FARGO & COMPANY/MN	Decreased	524,363(-39.7%)	$27.7M	0.0%	-16.58%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	523,382(-27.2%)	$27.7M	0.1%	-16.58%	0
ASSETMARK, INC	Decreased	517,403(-6.7%)	$27.3M	0.1%	-16.58%	0
UBS Group AG	Decreased	506,706(-37.7%)	$26.8M	0.0%	-16.58%	0
HighTower Advisors, LLC	Decreased	404,525(-49.5%)	$21.4M	0.0%	-16.58%	0
WAWaverly Advisors, LLC	Decreased	402,853(-6.6%)	$21.3M	0.2%	-16.58%	0
Mariner, LLC	Increased	374,032(+17.7%)	$19.8M	0.0%	-14.79%	33
FWFocus Partners Wealth	Decreased	308,228(-1.4%)	$16.3M	0.0%	-16.58%	0
ROYAL BANK OF CANADA	Decreased	301,707(-18.2%)	$15.9M	0.0%	-16.58%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	290,008(-24.3%)	$15.3M	0.1%	-16.58%	0
Cresset Asset Management, LLC	Decreased	272,588(-12.1%)	$14.4M	0.1%	-16.58%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer