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NBZ Investment Advisors LLC

Position in AKRE — Akre Focus ETF

CIK 1998018 KNOXVILLE, TN

Position in AKRE

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$6,937,092
-$532,462 QoQ
Shares Held
130,421
-7.7% QoQ
Ownership
of shares outstanding
% of Portfolio
17.38%
of 13F equity value
Holder Rank
#26
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 $6,937,092 130,421
2026-03-31 $7,469,554 141,335
2025-12-31 $19,214,410 293,305