Two Advisers Disclose New Stakes in Akre Focus ETF in Q4 Filings

Overview

• Oklahoma-based JBR Co Financial Management reported purchasing 108,793 shares of the Akre Focus ETF, an estimated $7.13 million based on quarter-end pricing, equal to 2.98% of its 13F-reportable assets.
• Canal Capital Management disclosed buying 175,232 shares, valued at roughly $11.5 million using the quarter’s average price, representing about 1.6% of its assets under management.
• Both stakes were established during the fourth quarter and were reported in early January through SEC filings that reflect holdings as of December 31.
• Dollar amounts cited in the disclosures are estimates calculated from quarter-average or quarter-end share prices rather than real-time values.
• Akre Focus ETF follows a selective, research-driven strategy emphasizing companies with high returns on capital, reinvestment potential, and shareholder-oriented management.