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UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in AKRE — Akre Focus ETF

CIK 1463217 IRVING, TX

Position in AKRE

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$15,326,922
-$9,784,567 QoQ
Shares Held
290,008
-24.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in AKRE Over Time

Shares Held

Position Value (USD)

All Filings in AKRE

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,326,922 290,008
2025-12-31 $25,111,489 383,323