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GK Institutional Ownership

AdvisorShares Gerber Kawasaki ETF
1W: +0.2% 1M: +2.6% 3M: -0.2% YTD: +14.1% 1Y: +11.9% 3Y: +81.3% 5Y: +15.4%
$29.35
+0.27 (+0.91%)
 
Weekly Expected Move ±2.0%
$28 $29 $29 $30 $31
ETF AMEX · AUM $33.1M

Institutional Ownership — GK

4
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
29M
Total Invested
2
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (4 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Gerber Kawasaki Wealth & Investment Ma 966,802 28M +18,496 +2.0% 15Q SEC ↗
2 OSAIC HOLDINGS, INC. NEW 905 27K — +0.0% 1Q SEC ↗
3 MORGAN STANLEY 804 24K -196 -19.6% 11Q SEC ↗
4 Robinswood Financial LLC NEW 9 0K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
OSAIC HOLDINGS, INC. 905 27K
Robinswood Financial LLC 9 0K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (1)
HolderAddedChange %Total Shares
Gerber Kawasaki Wealth & Investment +18,496 +2.0% 966,802
Biggest Decreases (1)
HolderReducedChange %Total Shares
MORGAN STANLEY -196 -19.6% 804

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms