| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Garde Capital, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
| Almanack Investment Partners, LLC. | 8 | 8 | 0.43% | 0.47% | 0.50% | Q3 2020 | Q2 2022 | 8 |
| Summit Global Investments | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
| Parker Investment Management, LLC | 3 | 3 | 0.77% | 0.78% | 0.79% | Q1 2016 | Q3 2016 | 3 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
| QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
| PIONEER TRUST BANK N A/OR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
This page lists all the filers that currently own Akre Focus FD Retail or have owned Akre Focus FD Retail in the past.