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Waverly Advisors, LLC

Position in AKRE — Akre Focus ETF

CIK 1568787 BIRMINGHAM, AL

Position in AKRE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$19,677,640
-$1,613,141 QoQ
Shares Held
369,950
-8.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#12
of 117 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 74% Shared 0% None 26%

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 $19,677,640 369,950
2026-03-31 $21,290,781 402,853
2025-12-31 $28,263,699 431,441