PROFESIONALLY MANAGED PORTFO

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

AKRE (PROFESIONALLY MANAGED PORTFO) is held by 85 institutional investors as of Q2 2026. Largest holders: BROWN BROTHERS HARRIMAN & CO ($403.4M), FRANKLIN RESOURCES INC ($87.1M), LPL Financial LLC ($80.5M). Net institutional sentiment: Mixed.

85

Holders

(15 Elite)

$1.2B

Total Value

34% (88)

Consensus

30 buying - 58 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)53

Insider (Form 4)43

Activist (13D/13G)36

Congressional (STOCK Act)78

Holder Quality

60

★★★★★

Elite

18

★★★★

Strong

68

★★★

Solid

26

★★

Below

51

★

Weak

Held by 85 funds

15 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AKRE.

Top Holders

Top Holders (85)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BROWN BROTHERS HARRIMAN & CO	Decreased	7.6M(-36.8%)	$403.4M	1.8%	-6.43%	0
FRANKLIN RESOURCES INC	Decreased	1.6M(-23.6%)	$87.1M	0.0%	-6.43%	0
LPL Financial LLC	Decreased	1.5M(-20.7%)	$80.5M	0.0%	-6.43%	0
BANK OF AMERICA CORP /DE/	Increased	1.3M(+10.5%)	$68.2M	0.0%	-4.66%	33
OSAIC HOLDINGS, INC.	Increased	1M(+23.0%)	$55.7M	0.1%	-2.88%	36
BROWN ADVISORY INC	Decreased	984,156(-19.3%)	$52.3M	0.1%	-6.43%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	530,243(+1.3%)	$29.2M	0.0%	-6.19%	29
Corient Private Wealth LP	Decreased	547,681(-3.6%)	$29.1M	0.0%	-6.43%	0
Financial Engines Advisors L.L.C.	Decreased	496,188(-90.7%)	$26.4M	0.0%	-5.07%	0
RAYMOND JAMES FINANCIAL INC	Decreased	476,055(-21.9%)	$25.3M	0.0%	-6.43%	0
WELLS FARGO & COMPANY/MN	Decreased	467,849(-10.8%)	$24.9M	0.0%	-6.43%	0
ASSETMARK, INC	Decreased	461,214(-10.9%)	$24.5M	0.0%	-6.43%	0
UBS Group AG	Decreased	380,658(-24.9%)	$20.2M	0.0%	-6.43%	0
WAWaverly Advisors, LLC	Decreased	369,950(-8.2%)	$19.7M	0.1%	-6.43%	0
MORGAN STANLEY	Increased	278,727(+16.8%)	$14.8M	0.0%	-2.91%	33
FWFocus Partners Wealth	Decreased	278,252(-9.7%)	$14.8M	0.0%	-6.43%	0
ROYAL BANK OF CANADA	Decreased	275,523(-8.7%)	$14.7M	0.0%	-6.43%	0
HighTower Advisors, LLC	Decreased	255,594(-36.8%)	$13.6M	0.0%	-6.43%	0
Mariner, LLC	Decreased	252,705(-32.4%)	$13.4M	0.0%	-4.42%	0
FMR LLC	Increased	252,243(+9.6%)	$13.4M	0.0%	-4.80%	31

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AKREPROFESIONALLY MANAGED PORTFO

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

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer