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Allworth Financial LP

Position in AKRE — Akre Focus ETF

CIK 1555170 FOLSOM, CA

Position in AKRE

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$6,054,511
-$4,586,519 QoQ
Shares Held
113,828
-43.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#29
of 117 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

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 $6,054,511 113,828
2026-03-31 $10,641,030 201,344
2025-12-31 $15,381,223 234,792