Advisorshares Gerber KawasakGKETF

13F holders, Q3 2024 (September 30)
4holders +1
1new positions
0sold out
$21.44avg. 13F price*

At the end of Q3 2024, 4 institutions reported holding Advisorshares Gerber Kawasak (GK) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Gerber Kawasaki Wealth & Investment Management ($17.6M), Osaic Holdings, Inc. ($47K) and Northwestern Mutual Wealth Management Co. ($2K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$2K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 41,598 shares bought, net +41,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Gerber Kawasaki Wealth & Investment Management 0.81% Add +5.3% 820,976 $17.6M
Osaic Holdings, Inc. 0.00% No change 2,176 $47K
Northwestern Mutual Wealth Management Co. 0.00% New 100 $2K
Morgan Stanley 0.00% No change 1 $24

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