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Modera Wealth Management, LLC

Position in AKRE — Akre Focus ETF

CIK 1542143 WESTWOOD, NJ

Position in AKRE

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$4,558,117
-$27,941 QoQ
Shares Held
85,695
-1.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#47
of 243 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 $4,558,117 85,695
2026-03-31 $4,586,058 86,775
2025-12-31 $5,969,402 91,122