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MONETA GROUP INVESTMENT ADVISORS LLC

Position in AKRE — Akre Focus ETF

CIK 1120927 ST LOUIS, MO

Position in AKRE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,192,326
-$422,697 QoQ
Shares Held
116,419
-7.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#28
of 117 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AKRE Over Time

Shares Held

Position Value (USD)

All Filings in AKRE

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,192,326 116,419
2026-03-31 $6,615,023 125,166
2025-12-31 $8,241,551 125,806