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AdvisorShares Gerber Kawasaki ETF

2 hedge funds and large institutions have $21.7M invested in AdvisorShares Gerber Kawasaki ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2
Holders Change
-3
Holders Change %
-60%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$21.7M +$285K +11,955 +1%
Morgan Stanley
2
Morgan Stanley
New York
$43K +$43K +1,799 +179,900%
Osaic Holdings
3
Osaic Holdings
Arizona
-$84.7K -4,351 Closed
BCWM
4
Bartlett & Co Wealth Management
Ohio
-$6.62K -340 Closed
UBS Group
5
UBS Group
Switzerland
-$5.45K -280 Closed