AKRE — Profesionally Managed Portfo 机构持仓 · 2026年Q3

Name: 谁持有 AKRE？27 家机构、1,050 万美元（2026年Q3）
Creator: ko.io

谁持有 Profesionally Managed Portfo（AKRE）？2026年Q3（报告期截至 2026-09-30）共有 27 家机构在 SEC 13F 申报中报告持有，合计 1,049.52 万美元。前几大持有机构：Wedmont Private Capital（180.00 万美元）、Longview Financial Advisors, Inc.（130.00 万美元）、Capital Advisors Wealth Management, LLC（87.74 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30