Scheda del titolo · trimestre archiviato
AKRE
Akre Focus ETF · Financial Services · Asset Management
49Holder monitorati
+6Δ titolari
33.16MQuote detenute
$1.56BValore dichiarato
+6Nuove posizioni
−0Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +14.0% ·
flusso azionario +2.0% ·
nuove posizioni nette +12.2%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 4.77M | — | $312.67M | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Franklin Resources Inc | 2.80M | — | $183.45M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | LPL Financial LLC | 2.31M | — | $151.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Brown Advisory Inc | 1.64M | — | $107.63M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | Corient Private Wealth LP | 10.67M | — | $89.60M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 1.25M | — | $81.56M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 1.16M | — | $76.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 1.13M | — | $73.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 869.76K | — | $56.98M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | UBS Group AG | 813.20K | — | $53.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 800.19K | — | $52.42M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 719.20K | — | $47.89M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 554.57K | — | $36.33M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 368.89K | — | $24.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 317.99K | — | $20.83M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 317.75K | — | $20.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Focus Partners Wealth | 312.67K | — | $20.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 275.06K | — | $18.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 238.43K | Nuovo | $15.62M | 0.0% | New | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 233.09K | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Morgan Stanley ✦ | 222.41K | Nuovo | $14.57M | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 181.09K | — | $11.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Envestnet Asset Management Inc | 150.55K | — | $9.86M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 135.42K | — | $8.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Citadel Advisors ✦ | 134.37K | Nuovo | $8.80M | 0.0% | New | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 118.19K | — | $7.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Creative Planning | 96.51K | — | $6.32M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 86.00K | — | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 78.63K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 61.74K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 50.34K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Northern Trust Corp | 47.57K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Captrust Financial Advisors | 41.89K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 28.29K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Empower Advisory Group, LLC | 24.06K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 24.04K | Nuovo | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 37 | Cwm, Llc | 19.78K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 17.23K | Nuovo | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 16.27K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Hrt Financial Lp | 14.81K | — | $970,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 12.82K | Nuovo | $839,970 | 0.0% | New | 1 | SEC ↗ ×4 |
| 42 | Northwestern Mutual Wealth… | 12.27K | — | $803,873 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 9.40K | — | $616,056 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Us Bancorp \De\ | 7.13K | — | $467,217 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Bank Of Montreal /Can/ | 5.84K | — | $386,157 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Kayne Anderson Rudnick Investment… | 2.52K | — | $164,938 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fifth Third Bancorp | 1.84K | — | $120,538 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 1.13K | — | $73,961 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Jones Financial Companies Lllp | 128 | — | $8,385 | 0.0% | n/c | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Fidelity (FMR) | $15.62M | 0.0% |
| Morgan Stanley | $14.57M | 0.0% |
| Citadel Advisors | $8.80M | 0.0% |
| AQR Capital Management | $1.57M | 0.0% |
| Goldman Sachs Group | $1.13M | 0.0% |
| JPMorgan Chase | $839,970 | 0.0% |
Uscito
| Nessuna uscita tracciata questo trimestre. |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 458 detentori, 52.97M azioni, $2.73B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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