Advisorshares Gerber KawasakGKETF
13F holders, Q1 2025 (March 31)5holders +2
2new positions
0sold out
$19.47avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Advisorshares Gerber Kawasak (GK) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Gerber Kawasaki Wealth & Investment Management ($17.4M), Osaic Holdings, Inc. ($85K) and Bartlett & Co. Wealth Management LLC ($7K).
- Company
- Advisorshares Gerber Kawasak
- CUSIP
- 00768Y370
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 15,284 shares bought, net +15,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Gerber Kawasaki Wealth & Investment Management | 0.78% | Add +1.4% | 894,995 | $17.4M |
| Osaic Holdings, Inc. | 0.00% | Add +100.0% | 4,351 | $85K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 340 | $7K |
| UBS Group AG | 0.00% | New | 280 | $5K |
| Morgan Stanley | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is GK's weight in each manager's 13F, not the share of Advisorshares Gerber Kawasak the manager owns.