Summit Global Investments - AKRE FOCUS FUND INSTL CLASS ownership

AKRE FOCUS FUND INSTL CLASS's ticker is and the CUSIP is 742935125. A total of 3 filers reported holding AKRE FOCUS FUND INSTL CLASS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of AKRE FOCUS FUND INSTL CLASS
ValueSharesWeighting
Q4 2021$382,000
+9.1%
5,769
+3.6%
0.02%
+19.0%
Q2 2021$350,000
+9.7%
5,5700.0%0.02%
+5.0%
Q1 2021$319,0005,5700.02%
Other shareholders
AKRE FOCUS FUND INSTL CLASS shareholders Q3 2023
NameSharesValueWeighting ↓
Holloway Wealth Management, LLC 13,512$773,0000.26%
Summit Global Investments 5,570$319,0000.02%
Westside Investment Management, Inc. 68$3,911,0000.01%
GOFEN & GLOSSBERG LLC /IL/ 4,006$229,0000.01%
View complete list of AKRE FOCUS FUND INSTL CLASS shareholders