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Capital Advisors, Ltd. LLC

Position in AKRE — Akre Focus ETF

CIK 1597878 SHAKER HEIGHTS, OH

Position in AKRE

as of Mar 31, 2026 · filed Apr 16, 2026
Position Value
$6,602,074
-$3,193,767 QoQ
Shares Held
124,921
-16.5% QoQ
Ownership
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,602,074 124,921
2025-12-31 $9,795,841 149,532