DOSSIER · 13F Holders · Q2 2026
GK

ADVISORSHARES TR

4 institutions still hold ADVISORSHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y370·4 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$29M
visible holders
Holders
4
filers reporting
Concentration
99.82%
Gerber Kawasaki Wealth & Investment Management #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported GK in Q2 2026. Gerber Kawasaki Wealth & Investment Management leads at 99.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$29M967K0.77%Q2 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$27K9050.00%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$24K8040.00%Q2 2026
04
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025
Insiders at ADVISORSHARES TR
Davis Ian G →Fancey Kevin A →Greco Thomas →Cotter Jeffrey Louis →Jokinen Tracy C →Caine Lynn Crump →Milroy Douglas A. →Dietz Thomas Joseph →