ADVISORSHARES TR (GK)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
4
Reporting holders
$28.8M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | $28.8M | 966,802 | 0.77% | 15q | +2.0%+$550.3K |
| OSAIC HOLDINGS, INC. | $26.9K | 905 | 0.00% | new | NEW |
| MORGAN STANLEY | $23.9K | 804 | 0.00% | 11q | -19.6%-$5.8K |
| Robinswood Financial LLC | $268 | 9 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $28.8M | 968,520 | 2 | 1 | 1 | 0.0% |
| Q1 2026 | 2 | $22.4M | 949,306 | 0 | 1 | 1 | 0.0% |
| Q4 2025 | 3 | $24.0M | 937,333 | 0 | 1 | 2 | 0.0% |
| Q3 2025 | 3 | $24.2M | 924,090 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $21.8M | 910,925 | 0 | 2 | 1 | 0.0% |
| Q1 2025 | 5 | $17.5M | 899,967 | 2 | 2 | 0 | 0.0% |
| Q4 2024 | 3 | $19.3M | 884,683 | 0 | 1 | 0 | 0.0% |
| Q3 2024 | 4 | $17.7M | 823,253 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 3 | $16.8M | 781,655 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $15.0M | 720,536 | 1 | 1 | 1 | 0.0% |
| Q4 2023 | 6 | $12.2M | 670,168 | 3 | 2 | 0 | 0.0% |
| Q3 2023 | 3 | $9.5M | 581,009 | 0 | 1 | 1 | 0.0% |
| Q2 2023 | 5 | $9.8M | 544,303 | 2 | 2 | 1 | 0.0% |
| Q1 2023 | 6 | $8.7M | 511,954 | 4 | 1 | 0 | 0.0% |
| Q4 2022 | 2 | $7.0M | 466,109 | 1 | 0 | 0 | 0.0% |
| Q3 2022 | 3 | $22.0K | 1,446 | 1 | 1 | 0 | 0.0% |
| Q2 2022 | 3 | $7.1M | 434,673 | 0 | 0 | 2 | 0.0% |
| Q1 2022 | 10 | $12.7M | 506,493 | 7 | 0 | 1 | 8.8% |
| Q4 2021 | 6 | $14.3M | 540,853 | 3 | 1 | 0 | 0.0% |
| Q3 2021 | 3 | $4.7M | 189,166 | 3 | 0 | 0 | 0.0% |