Mesirow Financial Investment Management Buys 2 Million Shares of Akre Focus ETF

• This is simply a caller presumption for the fund, representing 2.7% of its 13F-reported AUM successful the filing.

• Top holdings aft the play include:

  • UNK: BRK-B: $408 cardinal (8.4% of AUM)

  • NASDAQ: AAPL: $271 cardinal (5.6% of AUM)

  • NYSEMKT: MOAT: $205 cardinal (4.2% of AUM)

  • NASDAQ: GOOG: $164 cardinal (3.4% of AUM)

  • NASDAQ: MSFT: $140 cardinal (2.9% of AUM)

• As of Feb. 4, 2026, AKRE shares were priced astatine $58.33, oregon 14.5% beneath the 52-week high.

• AKRE was down 14.5% implicit the past year, underperforming the S&P 500 by 30 percent points.

• Offers a diversified portfolio of U.S. equities, preferred stocks, warrants, options, currency equivalents, and prime overseas securities.

• Operates arsenic an actively managed ETF, seeking to put successful companies with precocious returns connected capital, beardown management, and charismatic reinvestment opportunities.

• Provides vulnerability to high-quality U.S. and prime planetary equities done a concentrated, fundamentals-driven concern approach.

Akre Focus ETF is an actively managed money specializing successful high-quality U.S. companies with beardown shareholder returns and disciplined management. The fund's strategy emphasizes purchasing businesses astatine tenable valuations, with flexibility to put successful a scope of equity-like instruments and up to 35% successful overseas securities. The ETF's competitory vantage lies successful its focused, fundamentals-driven enactment process and its quality to accommodate allocations based connected valuation and opportunity.

Mesirow Financial Investment Management holds an extended portfolio mixed with prime maturation stocks and ETFs. Notably, the steadfast reduced positions successful respective holdings past quarter, including large-cap tech stocks similar Apple, Microsoft, and Alphabet, portion adding a comparatively ample presumption successful the Akre Focus ETF.

AKRE is simply a caller ETF mentation of the celebrated communal money by the aforesaid name, which has enactment unneurotic a coagulated grounds since its 2009 inception. The money holds a portfolio of astir 20 to 30 prime stocks that the manager has thoroughly researched and believes tin compound astatine above-average rates implicit the agelong term.