Advisorshares Gerber KawasakGKETF

13F holders, Q2 2024 (June 30)
3holders
1new positions
1sold out
$21.53avg. 13F price*

At the end of Q2 2024, 3 institutions reported holding Advisorshares Gerber Kawasak (GK) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Gerber Kawasaki Wealth & Investment Management ($16.8M), Osaic Holdings, Inc. ($47K) and Morgan Stanley ($33).

Company
Advisorshares Gerber Kawasak
CUSIP
00768Y370
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 5Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$47K
Exits1$10K

All 13F filers, Q1 2024 → Q2 2024: 61,621 shares bought and 500 shares sold, net +61,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Gerber Kawasaki Wealth & Investment Management 0.84% Add +8.3% 779,478 $16.8M
Osaic Holdings, Inc. 0.00% New 2,176 $47K
Morgan Stanley 0.00% No change 1 $33

"% of holder's portfolio" is GK's weight in each manager's 13F, not the share of Advisorshares Gerber Kawasak the manager owns.