AKRE — Profesionally Managed Portfo Institutional Holders · Q3 2026

Name: Who Owns AKRE? 27 Institutions Hold $10.5M (Q3 2026)
Creator: ko.io

Who owns Profesionally Managed Portfo (AKRE)? 27 institutions reported holding $10.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wedmont Private Capital ($1.8M), Longview Financial Advisors, Inc. ($1.3M), Capital Advisors Wealth Management, LLC ($877,430).

Rank	Institution	Value	Shares	Change
1	Wedmont Private Capital	$1.8M	33,368	Trimmed
2	Longview Financial Advisors, Inc.	$1.3M	24,098	Trimmed
3	Capital Advisors Wealth Management, LLC	$877,430	16,659	Trimmed
4	Whitcomb & Hess, Inc.	$825,813	15,679	Trimmed
5	Farther Finance Advisors, LLC	$825,055	15,665	Trimmed
6	SAPIENT CAPITAL LLC	$818,544	15,541	Trimmed
7	WINEBRENNER CAPITAL MANAGEMENT LLC	$691,188	13,123	Trimmed
8	CX Institutional	$569,000	10,803	New
9	Avidian Wealth Enterprises, LLC	$520,011	9,873	New
10	First Heartland Consultants, Inc.	$461,916	8,770	Hold
11	CHAPIN DAVIS, INC.	$316,547	6,010	Hold
12	Breakwater Capital Group	$255,589	4,853	Hold
13	Fenimore Asset Management Inc	$212,102	4,027	Hold
14	Capital Planning LLC	$210,522	3,997	Hold
15	LEGACY SOLUTIONS, LLC	$209,153	3,971	Hold
16	MassMutual Private Wealth & Trust, FSB	$154,428	2,932	Hold
17	TOTH FINANCIAL ADVISORY CORP	$154,271	2,929	Trimmed
18	TOMPKINS FINANCIAL CORP	$141,524	2,687	Hold
19	ARMSTRONG ADVISORY GROUP, INC	$136,995	2,601	Hold
20	ELEVATION WEALTH PARTNERS, LLC	$25,493	484	Hold
21	GoalVest Advisory LLC	$9,586	182	Trimmed
22	Byrne Asset Management LLC	$6,093	114	Trimmed
23	Horizons Wealth Management	$2,107	40	Hold
24	BAKER TILLY WEALTH MANAGEMENT, LLC	$0	0	Exited
25	CoreCap Advisors, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30