Signals

← Signals

☆AKRE

555 in-universe funds with a nonzero position in AKRE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24535
Score / z-0.131 / -0.17
Consensus129.04 over 220 funds
Momentumno 12m return

Price & positioning

191 cached closes, trailing year
Drawdownno history
Short interest-4% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 403.4 1.8% 3 -1.6 pp -3.8 pp +1.8 pp +1.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 87.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 80.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 71.7 1.1% 3 +0.4 pp -1.6 pp +1.1 pp +1.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 68.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 55.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 52.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 49.1 1.0% 3 -2.6 pp -7.3 pp +1.0 pp +1.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 49.0 7.9% 2 -0.4 pp +7.9 pp +7.9 pp +7.9 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 42.5 8.7% 3 -0.1 pp -1.8 pp +8.7 pp +8.7 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 36.3 10.2% 3 -1.2 pp -3.5 pp +10.2 pp +10.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 29.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 26.4 0.0% 3 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 23.2 6.4% 3 -2.5 pp -4.9 pp +6.4 pp +6.4 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 21.4 4.4% 3 -1.5 pp -3.8 pp +4.4 pp +4.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 19.7 2.8% 3 -0.4 pp -4.1 pp +2.8 pp +2.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 19.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 18.2 2.4% 3 -0.3 pp -0.8 pp +2.4 pp +2.4 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 15.5 8.7% 3 +0.9 pp -1.7 pp +8.7 pp +8.7 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 14.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 14.8 0.2% 3 -0.1 pp -0.4 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 13.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.1 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 11.3 1.1% 3 -0.7 pp -0.1 pp +1.1 pp +1.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 11.1 0.5% 3 +0.2 pp +0.0 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 10.2 5.9% 2 -4.3 pp +5.9 pp +5.9 pp +5.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.0 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 10.0 0.8% 3 -0.2 pp -0.6 pp +0.8 pp +0.8 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 8.8 0.3% 3 -0.4 pp -0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 8.3 1.7% 3 -0.1 pp -0.5 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.4 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 7.4 4.6% 3 -1.1 pp -7.8 pp +4.6 pp +4.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 7.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 6.9 2.7% 3 -0.6 pp -5.7 pp +2.7 pp +2.7 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 6.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 5.3 0.3% 3 -0.5 pp -1.5 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.6 0.5% 3 -0.3 pp -0.6 pp +0.5 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 4.6 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 4.3 1.6% 3 -1.4 pp -1.4 pp +1.6 pp +1.6 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 4.1 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.1 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 3.9 0.6% 3 -0.5 pp -1.2 pp +0.6 pp +0.6 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.7 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.4 0.5% 3 -0.2 pp -0.5 pp +0.5 pp +0.5 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 3.4 0.5% 3 -0.1 pp -0.6 pp +0.5 pp +0.5 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 2.9 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 2.8 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.7 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 2.7 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 2.6 0.8% 3 -0.2 pp -0.5 pp +0.8 pp +0.8 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 2.4 0.8% 3 -1.4 pp -2.3 pp +0.8 pp +0.8 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 2.4 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.3 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 2.3 0.5% 3 -0.2 pp -1.5 pp +0.5 pp +0.5 pp
☆Lafayette Investments, Inc. CIK 0001308377 0.521 162 2.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 2.1 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RM Financial Services, LLC CIK 0002109852 0.299 79 2.1 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 2.0 0.4% 3 -0.1 pp -0.6 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Triad Investment Management CIK 0001615717 0.117 34 1.9 2.1% 2 +1.6 pp +2.1 pp +2.1 pp +2.1 pp
☆Karras Company, Inc. CIK 0002109847 0.393 61 1.9 1.8% 2 -1.3 pp +1.8 pp +1.8 pp +1.8 pp
☆ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 1.9 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.9 0.6% 3 -1.5 pp -3.6 pp +0.6 pp +0.6 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 1.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 1.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 1.5 0.5% 3 -0.2 pp -0.5 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 1.4 0.8% 3 -0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 1.4 0.9% 3 -0.2 pp -0.4 pp +0.9 pp +0.9 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.3 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 1.3 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.1 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.1 0.1% 3 -0.2 pp -0.8 pp +0.1 pp +0.1 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Value Investment Professionals, LLC CIK 0002110205 0.000 97 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Objectivity Squared, LLC CIK 0002011113 0.676 56 0.0 0.0% 0 -0.1 pp -0.6 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 0.0 0.0% 0 -3.5 pp -7.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.0 0.0% 0 -0.7 pp -0.9 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 0.0 0.0% 0 -0.1 pp -3.5 pp +0.0 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JHP Wealth Management, LLC CIK 0002110669 0.695 40 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ayrshire Capital Management LLC CIK 0001801563 0.148 50 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 0 +0.0 pp -3.2 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AKRE). Qtrs Held counts distinct quarters this fund has actually held AKRE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AKRE position size. Δ columns are the percentage-point change in AKRE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status