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EP Wealth Advisors, LLC

Position in AKRE — Akre Focus ETF

CIK 1540569 TORRANCE, CA

Position in AKRE

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,907,259
+$24,820 QoQ
Shares Held
54,658
+0.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#44
of 117 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 97% Shared 0% None 3%

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 $2,907,259 54,658
2026-03-31 $2,882,439 54,540
2025-12-31 $3,671,049 56,038